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Dear Client: Despite Constellation’s ho-hum FY27 guidance (net sales growth -1% to +1% ), the company gave a lot of reason for hope on yesterday’s earnings call – particularly for the beer side of the biz. And we even got a cameo from the company’s new leader. In his first comments on a Constellation earnings call, incoming CEO Nicholas Fink (who officially starts April 13) stressed his confidence in their “position of strength” and “proven playbook.” We read his charge
Modelo Momentum, Aggressive Spend, New CEO: Constellation’s Call
Dear Client: Despite Constellation’s ho-hum FY27 guidance (net sales growth -1% to +1% ), the company gave a lot of reason for hope on yesterday’s earnings call – particularly for the beer side of the biz. And we even got a cameo from the company’s new leader. In his first comments on a Constellation earnings call, incoming CEO Nicholas Fink (who officially starts April 13) stressed his confidence in their “position of strength” and “proven playbook.” We read his charge
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