Constellation Brands (NYSE: STZ) reports Q2 FY2027 EPS above $3.50 (reporting around October 1, 2026)
Hit
✦ AI-generated prediction
Published on 11. July 2026
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Predicted for 1. October 2026
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Based on: Historical Cycle
Constellation Brands reported Q1 FY2027 EPS of $3.43 on June 30, 2026 — above consensus of $3.21 (+6.9%). For Q2 FY2027, analysts expect EPS of $3.61–$3.75 (reporting expected ~October 1, 2026). The beer segment — key growth driver after wine divestitures — grows 2% organically with expanding margin (+120bp). Full-year FY2027 EPS consensus: $11.93. The $3.50 threshold is 4.7–7% below analyst consensus, leaving significant room for disappointment. STZ has beaten repeatedly in recent quarters. No Polymarket/Kalshi market for STZ Q2 FY2027 EPS.
Data basis for this prediction
- Stocktitan / ChartMill: STZ Q1 FY2027 EPS 3,43 USD vs. 3,21 USD Konsens, Reporting 30.06.2026
- MarketBeat / Public.com: STZ Q2 FY2027 EPS-Konsens 3,61–3,75 USD, Reporting ~01.10.2026
- MarketBeat: STZ FY2027 EPS-Konsens 11,93 USD, Jahresumsatzkonsens 9,20 Mrd. USD (Stand Jul 2026)
- SEC 8-K STZ: Q1 FY2027 Biersegment +2 % organisch, Margensteigerung 120bp (30.06.2026)
Verdict: Hit
Constellation Brands meldete am 6./7. Oktober 2026 für Q2 FY2027 ein bereinigtes EPS (Comparable EPS) von 3,74 USD – deutlich über der Schwelle von 3,50 USD und 0,13 USD über dem Analystenkonsens von 3,61 USD. GAAP-EPS lag bei 3,32 USD (netto 565,8 Mio. USD). Umsatz stieg um 6 % auf 2,63 Mrd. USD (Bier +5 %, Wein/Spirituosen +17 %). Quellen: Constellation Brands Investor Relations (cbrands.com), GuruFocus, StreetInsider, Yahoo Finance.
🍾 Beverages
✦ AI
Rémy Cointreau published its H1 FY2026/27 result on October 27, 2026: organic growth of +2.9 percent YoY for April–September 2026 — 90 basis points above this forecast's threshold. The company confirmed its FY2026/27 guidance ('gradual return to organic growth'). Q2 FY2026/27 (Jul–Sep): Cognac up 12 percent YoY. FY2025/26 full year: +0.2 percent organic ('in line with targets', Rémy IR, June 3, 2026). Achieving above 2.0 percent for the full year only requires H2 (Oct 2026–Mar 2027) to avoid a complete collapse — the 90-basis-point H1 buffer provides substantial safety margin. Risks: US demand weakness, Chinese Cognac tariffs, macro slowdown. Supporting: Rémy Martin premiumization strategy, confirmed guidance, strong Q2 momentum.
🍾 Beverages
✦ AI
After the record of 322 million bottles (2021), Champagne shipments are in structural decline: ~319 million in 2022, ~299 million in 2023 (CIVC). Continued luxury weakness in China (export volume –27% YoY H1 2026), rising input costs, and saturated key markets (USA, France, UK) point to further contraction. At –5 to –7% p.a. decline (2022–2025 trend), 2026 volume would be approximately 262–271 million bottles — well below the 280 million threshold. No prediction market signal available. Confirmed via CIVC annual report or Reuters by January 31, 2027.
🍾 Beverages
✦ AI
Analyst consensus for Q3 2026: EPS 0.2998 USD (~0.30 USD) with revenue of 2.49 billion USD (MarketBeat / TradingView, as of October 2026). Monster Beverage has beaten EPS consensus in a majority of recent quarters and continues to benefit from international market expansion in the energy drink segment. No active Polymarket or Kalshi market found for this event; beat probability estimated at ~65% based on historical beat rate and current consensus positioning.