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Featured Story from MarketBeat.com Berkshire Bought the Dip—Now Constellation Brands Is ReboundingSubmitted by Leo Miller. Date Posted: 1/9/2026. 
At a Glance - Constellation Brands is rebounding sharply in early 2026 after a 36% loss last year, with its Q3 earnings beating expectations.
- Berkshire Hathaway increased its stake in STZ despite the stock’s downturn, signaling long-term confidence in its recovery potential.
- Strong beer segment performance, improving margins, and analyst price targets point to upside, even as broader alcohol demand remains uncertain.
After a disastrous 2025, shares of beer giant Constellation Brands (NYSE: STZ) are starting 2026 on a much brighter note. To the chagrin of Berkshire Hathaway (NYSE: BRK.B), Constellation delivered a total return of -36% last year. Prior to Warren Buffett's retirement, Berkshire initiated a position in Constellation during Q4 2024. As of September 2025, Berkshire held 13.4 million Constellation shares, valued at roughly $1.8 billion at the time. Weakness across the beer market and Constellation's customer base contributed to the stock's decline. Constellation lowered its full-year fiscal 2026 (FY2026) guidance in September 2025 because of the challenging environment. Note that the company's fiscal year is offset from the calendar year by several quarters. Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America's tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here However, as of the Jan. 8 close, Constellation shares are up more than 7% in 2026. The stock has rebounded roughly 16% since hitting a 2025 low near $128 in November. The firm's latest earnings report also pushed shares higher — a gain of 5.3% on the session. Let's break down that report to get an updated perspective on the stock. Constellation Delivers an Impressive Bottom-Line Beat In Q3 FY2026, Constellation reported net revenue of $2.22 billion, a 10% decline year-over-year, but about $52 million above analysts' expectations. The consumer staples company reported comparable earnings per share of $3.06, down roughly 6% from a year earlier but well ahead of consensus estimates of $2.63 (which implied a 19% drop). Constellation's beer segment, which generates about 90% of revenue, posted a 1% sales decline. That decline was smaller than the rest of the beer industry, allowing Constellation to gain share. Amid a weak backdrop, Constellation's beer business has consistently outperformed: in Q1 and Q2 FY2026 the company led the beer category in dollar share gains, and the trend held in FY2025. Even with lower sales, the beer segment's operating margin rose by 10 basis points, signaling effective cost management. The company's Wine and Spirits segment dragged overall growth, with sales down 51%. That large decline largely reflects Constellation's divestiture of SVEDKA vodka and part of its wine portfolio; excluding those items, sales in the segment fell about 7%. On a company-wide basis, excluding those divestitures, sales were down roughly 2% instead of the reported 10%. Overall, Constellation's performance in the quarter was stronger than headline figures suggest. Coming Off Multi-Year Lows, STZ May Have Significant Upside Trading around $148, Constellation has only partially recovered from its 2025 low near $128. That low wasn't just the company's weakest level last year — it was the lowest closing price since April 2020, shortly after the COVID-19 market sell-off in March 2020. Because the stock is rebounding from a historic drawdown rather than a short-term dip, there is meaningful potential for further upside if the recovery continues. Berkshire's Buying and Analyst Targets Support the Bull Case Berkshire bought more than 6 million Constellation shares in Q1 2025; in that quarter Constellation's lowest closing price was about $158, roughly 7% above the stock's current price. Since then, Berkshire has increased its position, suggesting continued confidence even as the share count and price have fluctuated. Those purchases imply Berkshire still sees room for appreciation. Wall Street analysts also see upside: the MarketBeat consensus price target of about $182 implies roughly 23% upside from current levels. There are, however, notable questions facing the beer industry. A recent Gallup survey found just 54% of Americans reported drinking alcohol, the lowest share on record. History shows that participation rates can be cyclical — the percentage has fallen to similar levels before and later rebounded — which suggests the recent weakness may not be structural. A recovery in drinking rates would be a tailwind for Constellation. Combined with the company's track record of beer segment share gains and its current valuation, Constellation's outlook tilts to the upside.
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