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Constellation Brands

STZleader

Constellation Brands is a leading US beverage alcohol company that dominates the premium imported beer segment through its exclusive US rights to Modelo and Corona.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($10.2B)

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Beer (82%)
Wine (12%)
Spirits (6%)

Segment Breakdown & Key Customers

Product Details

Modelo Especial40%

America's #1 beer brand by dollar sales, imported from Mexico

Corona Extra / Premier25%

Premium imported Mexican beer portfolio

Pacifico & Other Beer20%

Pacifico, Modelo Negra, and other Mexican beer imports

Wine & Spirits15%

Kim Crawford, Meiomi, The Prisoner, SVEDKA, Casa Noble

Supply Chain Relationships

Key Customers

Walmart Inc.

Beer and wine retail sales

Impact: High — largest retail customer

Costco Wholesale Corporation

Beer and wine wholesale distribution

Impact: Medium — growing channel

Sysco Corporation

On-premise beverage distribution

Impact: Medium — foodservice channel

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Constellation Brands.

Company Info

Headquarters

Victor, New York, USA

Founded

1945

Employees

10,000+

Sector Overview — 필수소비재

Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Key Themes

  • •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
  • •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
  • •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대

Upcoming Catalysts

  • ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
  • ◆미국 3월 PCE 물가 발표