Constellation Beer Snagging Record Share of Cold Box Space

Dear Client: After their very detailed New York investor day last month, there isn’t a whole lot of “new” left for Constellation to share (especially as they enter a quiet period before early January earnings).  Check out our investor day coverage here and here.  Still, CFO Garth Hankinson shared a couple of stats worth knowing at Morgan Stanley’s conference this week, from record shelf reset gains to interesting share extrapolations, and divergence from Circana trends. Read on.  ON SPRING RESETS.