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Hospitality·Resolved

Will Constellation Brands Q4 beer segment sales beat $2.1B consensus on May 9?

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NO. It did not happen.
TL;DR

Constellation Q4 beer sales beat $2.1B? Earnings May 9, Modelo metrics in focus.

Modelo Especial powers Constellation's beer fortress, but Cinco de Mayo comps loom large. Street consensus at $2.1B; upside hinges on velocity metrics, downside exposes Corona pricing fatigue.

Constellation's beer division, led by Modelo and Corona, faces its annual Cinco de Mayo reality check tomorrow. Consensus calls for $2.1B in Q4 sales, with depletions eyed for signs of sustained velocity amid premium beer share grabs. A beat validates the Mexican import juggernaut; a miss invites questions on RTD cocktails chipping at import dominance.

Closes
May 9, 2026
Resolves
May 10, 2026
Source
Constellation Brands Investor Relations, https://ir.cbrands.com
Judge
Jason Littrell
Resolution criteria

YES if beer segment net sales exceed $2.1B in Q4 earnings release; NO otherwise. Source: ir.cbrands.com.

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