Constellation Brands reported first quarter fiscal 2027 net sales of $2.43 billion, slightly above consensus estimates. Adjusted earnings per share came in at $3.43, beating analyst expectations of approximately $3.21 to $3.27.

Anheuser-Busch InBev reported Q1 2026 revenue of $15.267 billion, up 5.8% organically from $13.628 billion in Q1 2025, beating consensus estimates around $14.7 billion. Underlying EPS rose 20.8% to $0.97 from $0.81 year-over-year, surpassing analyst expectations of approximately $0.90-$0.91.

Fomento Económico Mexicano (FMX), or FEMSA, follows a shareholder-friendly dividend policy as a major Coca-Cola bottler and retailer across Latin America. From what I see, the company currently delivers a forward dividend yield of 5.8% based on an annual payout of $6.62 per share at a price around $115. Dividends come quarterly, with the most recent ex-dividend date on January 16, 2026, and payment on January 26, 2026, at $1.86 per share. Shareholders recently approved an ordinary dividend of Ps. 47.52 per ADS (about $2.38 USD) and an extraordinary one of Ps. 80.60 per ADS (about $4.03 USD), which will be divided into four equal quarterly installments from April 2026 through January 2027. This setup makes FMX stand out as a high-yield choice rather than a traditional dividend growth stock, particularly for investors focused on income from its operations in beverages, OXXO convenience stores, and fuel.

As I look at FEMSA, or Fomento Económico Mexicano, S.A.B. de C.V., it stands out as a diversified leader in beverages and retail across Latin America. Through its 47% stake in Coca-Cola FEMSA—the world's largest Coca-Cola bottler by volume—it holds dominant market share in soft drinks, particularly in Mexico (over 50%). The retail side, FEMSA Comercio, runs OXXO, Latin America's top convenience store chain with ~25,600 stores, grabbing ~85% of Mexico's convenience market and pushing into areas like Brazil.

Looking at the chart for FMX, Fomento Económico Mexicano, S.A.B. de C.V., I see a clear recovery pattern after it dipped to lows around $85. The price has formed what looks like a rounding bottom or cup-like structure, and it recently broke out above the $108.77 horizontal resistance on a weekly basis. In my view, this confirms a short-term bullish bias, with the stock sitting mid-range between the 2024 peak near $143 and those recent lows. Over the last 30 days, FMX has demonstrated resilience, climbing from near $101 with steady upward momentum, even though the prior quarter brought some volatility in the $99-$116 range.

I've been keeping an eye on FMX, and in recent trading sessions, the stock has held a steady upward trajectory, staying near the high end of its 52-week range even with broader market volatility. What stands out to me is the stock's low beta of 0.18, which highlights its defensive qualities, further supported by a robust 5.77% forward dividend yield and consistent capital returns. Investor sentiment seems bolstered by operational momentum in core retail segments like OXXO, as Mexican consumer spending stabilizes at softer levels. Trading volumes have stayed aligned with averages, showing measured interest from institutional holders amid the ongoing share repurchase activity. From what I see, this positions FMX as a resilient option in the consumer staples space during uncertain economic cycles.

Estée Lauder Companies Inc. (EL) has rebounded with ~12% YTD gains and 50%+ one-year returns, supported by margin improvements and strong skincare/fragrance demand despite broader prestige beauty challenges.

As we conclude the second quarter of 2025, the final week marks a critical earnings period for investors, with nine companies across diverse sectors reporting their Q1 2025 results during June 30 - July 4, 2025.

Carlsberg posted second quarter sales of 20.51 billion Danish crowns ($2.81 billion), lower than the 21.6 billion expected by analysts in a poll gathered by the company. The Danish multinational brewer maintained its full-year guidance, after it earlier this month boosted its outlook for organic profit to “high single-digit-percentage” growth - after better beer sales in Asia and Europe...

Constellation Brands has agreed to build a large brewery in southeastern Mexico, with an investment of about $1.3 billion. This comes almost two-years after the beverage maker had a dispute with the Mexican government. According to the Wall Street Journal, Constellation and Mexican President Andres Manuel Lopez Obrador are expected to announce the plan to build the new brewery as soon as this...

Beverage company Constellation Brands posted fourth quarter earnings that surpassed analysts’ expectations, on the back of beer sales strength and demand for high-end beverages. The company’s diluted net earnings for the three months ending in February fell -5.3% from the year-ago quarter to $1.95 per share. Adjusted per-share earnings came in at $1.82, well above FactSet consensus of $1.58...

Beverage major Constellation Brands mentioned in a filing with the Securities and Exchange Commission Monday that adjusted losses from its stake in Canopy Growth would amount to -$38.5 million, in its fiscal second quarter ending Aug. 31. Constellation made a $4 billion investment (i.e.It recognizes equity earnings from its equity-method investment in Canopy on a two-month lag. For the two quarters ending Aug. 31, its share of Canopy loss will be -$77.3 million on an adjusted basis. Constellation shares went up +0.6% in premarket trading, and Canopy's U.S.-listed stock climbed +1.6%.

Anheuser-Busch InBev cancelled plans to list its Asia business on the Hong Kong stock market.Had the brewing giant gone ahead with its Asian IPO, it could have surpassed Uber as the year’s biggest IPO. Anheuser-Busch had previously planned to sell around 1.6 million shares of Budweiser Brewing APAC at between HK$40 and HK$47 each.

Constellation Brands reported its fiscal first quarter earnings  that edged past analysts’ expectations.The beverage maker also raised its outlook for its full-year profit. The company’s comparable earnings for the three months ending in May, came in at $2.21 per share, compared to the Street estimates of $2.07 per share. Total revenues increased +2% year-over-year to $2.097 billion, also exceeding analysts' estimates of a $2.07 billion. For its 2020 full fiscal year, Constellation has predicted earnings of between $8.65 and $9.95 per share (excluding Canopy Growth), up from its prior forecast of $8.47 to $8.77 per share.

The investment bank also pointed out that a levered balance sheet might be hindering the ability for Molson to make “bold” decisions. Credit Suisse also indicated that Molson Coors shares have fallen 40% since YE 2016 with fundamentals in nearly every region having worsened.The bank does not perceive any clear path toward stabilization for the brewing company. A month ago, Molson Coors reported adjusted earnings of 52 cents per share, lower than analysts’ expectations of  57 cents per share (based on Zacks poll).

Outdoor apparel company Patagonia is suing Anheuser-Busch InBev for copying the logo and marketing strategies for its recently launcher beer brand. In 2016 Patagonia launched a new beer brand called Long Root, and the lawsuit claims that one representative from AB InBev had reached out to the company about the special grain used in the beer.It is also asking AB InBev to return any money earned through the sale of Patagonia beer. This is the second time in less than a month that AB InBev has been accused of confusing consumers and infringing upon trademarks.

The company is also pulling out from its low-end wine brands, apparently to focus on better selling products. Comparable earnings for the three months ending February came in at $1.84 per share, down -3.15% from the year-ago quarter, but higher than the Street estimate of $1.72 per share. The company’s sales of $1.797 billion also beat analysts' estimates of $1.73 billion. It is probably this shift in consumer choices that has led Constellation to re-allocate its business more towards beer and other high-end beverages. On Wednesday, Constellation announced plans to sell off about 30 brands from its wine and spirits portfolio to E. & J. Gallo Winery for $1.7 billion.

Anheuser-Busch (AB InBev) shares took a hit, after RBC analysts downgraded the stock to sector perform from its highest rating. RBC analyst James Edwardes Jones indicated that dimmed outlook on the beverage company’s profit margin growth coupled with its stock valuation nearing RBC price target propelled the analysts to lower the rating.But Jones did appreciate the maker of Budweiser as "the best acquirer and integrator of businesses that we know" , despite his concerns on AB InBev’s potentially limited room for steady growth in margin. RBC has $84.81 price target on AB InBev.

Dean Foods stock price took a hit in pre-market Wednesday, as the dairy food & beverage company reported a sharper loss than expected for the fourth quarter, and halted its dividend payouts. On an adjusted basis, Dean Foods loss of -50 cents a share in the quarter was worse than the -26 cents a share loss expected by analysts surveyed by FactSet. Sales of $1.93 billion, however, were higher than the FactSet consensus estimate of $1.91 billion.  The company announced that it is suspending its quarterly dividend. CEO Ralph Scozzafava indicated that the company is actively exploring ways to enhance shareholder value, and that it is reviewing “strategic alternatives” for that purpose.The largest U.S. supplier of milk and dairy food is apparently facing challenges from a growing popularity of non-dairy and private-label products. The stock plunged as much as -16% in pre-market trading Wednesday.

Anheuser-Busch InBev sparked backlash from corn producer industry groups and rival brewers when it aired a Super Bowl ad that shamed other beer brands for using corn syrup.READ MORE...