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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
Breadcrumbs From Rahul and Tracey at UBS: M&A, Value, Optimism
Dear Client: One month after earnings, Molson Coors CEO Rahul Goyal and CFO Tracey Joubert sat down with UBS analyst Peter Grom in New York this week for a wide-ranging conversation covering portfolio strategy, the aluminum headache, and M&A ambitions. The biggest backdrop was a new leader staring down what the industry hopes is a meaningfully better year for bev-alc than the historically rough 2025. Rahul and Tracey repeated some of their recent greatest hits. But if you listened really
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