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New Constellation Chief Wants to “Choicefully Explore White Spaces”

Dear Client: Ahead of today's Constellation Q1 earnings call, we perused the CEO/CFO commentary released with yesterday's earnings and came away with a few tidbits worth sharing. The document gave a glimpse of new CEO Nicholas Fink's priorities – including what looks like an appetite for disciplined M&A and an occasion-first approach to the business – plus some good signs for the on-premise side and stepped-up beer marketing spend across key Q2 and Q3 events. Read on. NICK'S OCCASION-FIRST LENS.

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