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Dear Client: “The U.S. consumer continued to face ongoing socioeconomic headwinds during the quarter, and we saw continued pronounced weakness amongst the Hispanic consumer cohort specifically.” That’s the backdrop that Constellation CEO Bill Newlands and CFO Garth Hankinson painted in their Q3 FY26 prepared remarks. That backdrop of course had an “outsized impact” on Constellation’s Beer portfolio compared to broader beer, considering their disproportionate exposure to Hispanic consumers. Yet despite the “headwinds,” they continue to outperform the category (read on)
Constellation Beer Earnings Call: Volatility Remains, But Beer Sees Distro Gains
Dear Client: “The U.S. consumer continued to face ongoing socioeconomic headwinds during the quarter, and we saw continued pronounced weakness amongst the Hispanic consumer cohort specifically.” That’s the backdrop that Constellation CEO Bill Newlands and CFO Garth Hankinson painted in their Q3 FY26 prepared remarks. That backdrop of course had an “outsized impact” on Constellation’s Beer portfolio compared to broader beer, considering their disproportionate exposure to Hispanic consumers. Yet despite the “headwinds,” they continue to outperform the category (read on)
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