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STZ

Constellation Brands Inc Class A

NYSE: STZ · CONSUMER DEFENSIVE · BEVERAGES - BREWERS

$150.40
-3.21% today

Updated 2026-04-29

Market cap
$25.90B
P/E ratio
15.65
P/S ratio
2.83x
EPS (TTM)
$9.61
Dividend yield
2.64%
52W range
$125 – $192
Volume
2.0M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Constellation Brands Inc Class A (STZ) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$150.40
Consensus
$169.83
+12.92%
2030 Target
$695.52
+362.45%
DCF
—
—
18 analysts:
9 Buy8 Hold3 Sell

Management guidance

Management has not provided explicit revenue targets for 2026-2030. However, CEO Bill Newlands (departing) and incoming CEO Nicholas Fink emphasized a 2027 growth strategy centered on Pacifico brand investment and volume recovery, with acknowledgment of cost pressures and adjusted long-term margin targets. The company reported FY2025 revenue of $10.21B with 2.48% growth, but TTM revenue declined 7.86% to $9.38B due to near-term headwinds.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,149.12
$10.0B Rev × 20x P/S
Base case (2030)
$695.52
$10.0B Rev × 12x P/S
Bear case (2030)
$453.60
$10.0B Rev × 8x P/S

Financial forecast — research-backed

Metric2024202520262027 (E)2028 (E)2030 (E)
Revenue$10.0B$10.2B$9.1B$9.3B$9.5B$10.0B
Revenue growth—2.5%-10.5%0.9%2.7%2.6%
EPS$12.06$9.91$11.81$12.48$13.10$14.45
P/S ratio———12.0x12.0x12.0x
Implied price———$635.04$650.16$695.52

Catalysts & risks

Growth catalysts
+ New CEO Nicholas Fink transition (former Suntory executive) driving strategic repositioning and potential operational improvements
+ Pacifico brand global expansion strategy tied to 2026 World Cup and new pack sizes for volume recovery
+ Non-alcoholic portfolio expansion through Hop Wtr acquisition, capturing premiumization and health-conscious consumer trends
+ Margin recovery potential as cost pressures stabilize and pricing actions take effect in 2027-2028
Key risks
- Near-term revenue headwinds: TTM revenue down 7.86% YoY; FY2026 consensus projects -10.2% decline to $9.17B, indicating ongoing category softness in beer
- Margin compression from elevated costs and increased competition limiting profitability despite top-line recovery attempts
- CEO transition execution risk during critical turnaround phase; new management's ability to execute Pacifico growth strategy unproven
- Macro uncertainty and consumer spending pressures in core beer category; premiumization strategy may face headwinds if consumer confidence deteriorates

Methodology

Constellation Brands Inc Class A's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 18 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.