Constellation Brands reshapes portfolio, sells mainstream wines

Published 09/04/2025, 21:38
Constellation Brands reshapes portfolio, sells mainstream wines

ROCHESTER, N.Y. - Constellation Brands Inc. (NYSE: STZ), currently trading at high revenue and earnings multiples according to InvestingPro data, has reached an agreement to sell a portion of its wine portfolio, including mainstream brands and corresponding assets, to The Wine Group. The move is part of the company's ongoing strategy to focus on its higher-end wine and spirits offerings, aligning with evolving consumer tastes and market trends.

The sale, expected to close immediately after the end of Constellation's first fiscal quarter of 2026, is contingent upon regulatory approval and other closing conditions. The brands set to be divested to The Wine Group include popular names such as Woodbridge, Meiomi, and Robert Mondavi Private Selection.

Constellation's refined portfolio will feature premium wines predominantly priced above $15, catering to a growing segment of the market. This includes esteemed labels like Robert Mondavi Winery, Kim Crawford, and The Prisoner Wine Company, among others. The company's craft spirits selection, boasting High West whiskey and Casa Noble tequila, complements the upscale wine collection.

President and CEO Bill Newlands emphasized the transaction's alignment with the company's multi-year strategy to reconfigure its business for accelerated growth and enhanced competitive positioning. The deal is expected to optimize Constellation's performance across beer, wine, and spirits sectors. Notably, the company has demonstrated consistent shareholder returns, having raised its dividend for 10 consecutive years, as highlighted by InvestingPro analysis.

In preparation for managing a streamlined wine and spirits business, Constellation is reviewing its organizational structure. This review aims to achieve net annualized cost savings exceeding $200 million by fiscal year 2028, with the majority of the restructuring expected to be completed within fiscal year 2026.

Further financial details and commentary regarding the transaction will be provided in Constellation Brands' fiscal year and fourth quarter 2025 earnings release and accompanying materials, available on the company's investor relations website after market close on Wednesday.

Constellation Brands, a leading international producer and marketer of beer, wine, and spirits, continues to focus on sustainable and responsible operations while striving for innovation and connection in the beverage alcohol industry. While the company remains profitable over the last twelve months, InvestingPro data shows the stock has experienced significant price decline over the last three months, with 9 analysts revising their earnings expectations downward for the upcoming period. For deeper insights into Constellation Brands' financial health and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

This article is based on a press release statement from Constellation Brands, Inc.

In other recent news, Constellation Brands is preparing to release its earnings report, with multiple analysts weighing in on the company's prospects. UBS has adjusted its price target for Constellation Brands to $205, maintaining a Buy rating, while Bernstein raised its target to $260 due to tariff clarifications. RBC Capital Markets continues to rate the stock as Outperform, with a price target of $289, anticipating potential changes in the company's growth projections due to economic uncertainties. Meanwhile, BofA Securities has maintained a Neutral stance, keeping its price target at $205, and noted a revision in earnings per share estimates for the fourth quarter of 2025.

Bernstein's analysis highlights the impact of aluminum tariffs, which are now clarified to apply only to the aluminum content of beer cans, posing a modest challenge to the company's margins. RBC Capital suggests Constellation Brands may announce divestitures in its wine business, particularly affecting the Woodbridge brand. Furthermore, the company is scaling back its Diversity, Equity, and Inclusion efforts and ending participation in LGBTQ advocacy, as reported by Bloomberg. These developments are being closely monitored by investors, who are keen to understand their implications on Constellation Brands' future performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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