潜水简介：
星座品牌提高了其利润预测，节拍估计第二季度收益和bi报告了1.3美元llion unrealized gain in its stake of marijuana company Canopy Growth since last November,根据公司的最新收益报告。Net sales increased 10% compared to a year ago, totaling nearly $2.3 billion. Stock in the alcohol company, whose brands include Corona and Svedka, rose 4.6% to $220.31 a share Thursday morning.
啤酒的销售额增长了10.5％的Modelo和Corona品牌家族的实力。星座的葡萄酒和烈酒业务，其品牌包括NobiloandMeiomi，据报道销售增长9.3％。
首席执行官罗布·桑兹（Rob Sands）在报告中说：“我们在第二季度交付的双位每股增长是消费产品公司的顶级。and we’re seeing strong growth trends for the super-premium plus segment of our wine portfolio. Our $4 billion investment in Canopy Growth provides us with a strong foothold in the emerging global cannabis market, which could be one of the most significant growth opportunities of the next decade.”
Dive Insight:
Constellation’s raised forecast and quarterly results show that despite其他酿酒商的销售放缓, beer remains popular. The company in Marchfaced initial skepticismwith itsintroduction of Corona Premier- 一个旨在健康意识千禧一代的低碳水化合物，低热量品牌 - 在淡啤酒中拥挤。根据IRI数据由华盛顿邮报引用。
但是各个品牌的销售趋势表明，一些啤酒饮用者正在寻找优质的轻啤酒。尽管sales of Bud Light米勒·莱特（Miller Lite）在更广泛的slump in the light-beer category, more premium brews have done better. The higher-priced Michelob Ultra that AB InBev introduced in 2002 has seen stronger growth trends — including a 21% jump in sales last year,根据《华尔街日报》。Corona Premier has nine fewer calories than Corona Light and the same price point, but the new brand appears to have hit a sweet spot for light beers that tout their sophistication,as its TV spot shows。
该报告鼓励分析师。
"Robust premium beer trends & market share gains in both beer/wine give us confidence that STZ’s growth engines are well intact," Wells Fargo analyst Bonnie Herzog wrote. "Further, we continue to remain bullish on STZ’s Corona line extensions (Premier & Familiar) as they are driving incremental growth."
Constellation’s results for the quarter ended August 31 included a $639 million unrealized gain在现有投资中在冠层生长中。但是该公司还表示，随着投资者竞标大麻股票的价格，这项投资的价值在过去一个月中飙升了更多。上个月星座宣布了计划再投资39亿美元的冠层增长，吹捧计划为加拿大和美国法律市场开发注入大麻的饮料。
As Canada becomes the world's second country to legalize recreational marijuana use, cannabis is becoming the hottest trend in beverages. Constellation's interest — as well as that from other alcoholic beverage companies — has made publicly traded marijuana companies high. In August,Diageo reportedly was in talks与大麻公司开发新饮料。
Molson Coors spent the earlier part of the year in discussions with a number of Canadian cannabis firms关于可能的交易, and announced in August that it was组建合资企业与Hydropothecary Corp.Earlier this year, theBlue Moon Brewing Company的前创始人推出了陶瓷饮料, a new company with a line of cannabis-infused nonalcoholic craft drinks.
预计到2030年，大麻将产生750亿美元的国际销售额，并且减少暴饮暴食在美国合法的地方，according to a reportby New York investment firm Cowen and Company LLC. A large international powerhouse like Constellation has the star power to accelerate the market, and once product development begins, the sky is the limit for its sales and profits.
