STZ Constellation Brands

Q4 2025 10-Q
Filed: Jan 8, 2026Period ending Nov 30, 2025
Consumer Staples
BeveragesSEC EDGAR

Constellation Brands (STZ) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Jan 8, 2026 for the fiscal period ending Nov 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

Management Discussion & Analysis

  • Quarterly revenue $2.22B, down 10% YoY from $2.46B, driven by Wine and Spirits Divestitures and shipment volume declines
  • Operating margin 31.1% (Q3 2026: $692M op. income / $2.22B sales) vs 32.2% (Q3 2025: $793M / $2.46B), a 1.1pp decrease mainly from Wine & Spirits segment
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Risk Factors

  • Section 'risk_factors' was empty or not found.

Quarterly Financial Summary
XBRL

Revenue

$2.2B

-9.8% YoY -10.4% QoQ

Net Income

$503M

-18.4% YoY +7.9% QoQ

Gross Margin

53.2%

+110bp YoY +43bp QoQ

Operating Margin

31.1%

-105bp YoY -410bp QoQ

Net Margin

22.6%

-238bp YoY +384bp QoQ

ROE

6.5%

-136bp YoY

Total Assets

$21.7B

-4.9% YoY

Operating Cash Flow

$617M

-10.0% YoY -27.6% QoQ

Source: XBRL data from Constellation Brands Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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