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STZ
CNBC
131 days

Trump's immigration policy is weighing on beer sales, Constellation Brands CEO says

1. Tariffs and immigration issues hurt Constellation's beer sales. 2. Hispanic consumers account for half of their beer sales. 3. Constellation's outlook for fiscal 2026 is weaker than expected. 4. Canned beer imports face a 25% aluminum tariff. 5. Constellation focuses on pricier brands, divesting cheaper wines.

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FAQ

Why Bearish?

Tariffs and economic concerns affect sales, reminiscent of prior downturns for STZ.

How important is it?

Hispanic consumers heavily influence Constellation's revenue, making economic conditions critical.

Why Long Term?

Ongoing tariffs and demographic shifts could hinder future growth projections for STZ.

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