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Our Black Book covered the following topics:
- A preview of Q1 results
- What to expect from the Sands' offer for their voting rights
- Rumors of a tie-up with Monster Energy and the most likely scenarios
- A review of recent off-premise and on-premise trends
- An update on the wine and spirits sectors
- What does hard seltzer 2.0 look like for Constellation Brands
- A Canadian cannabis market update for Canopy Growth
- A review of the company's competitive moat
- Where we see upside and downside in the financial model
Constellation Brands historically has outperformed the S&P 500 in Quad 4. On an absolute basis Quad 4 is the second-best quad for Constellation Brands' share price performance. We will outline our investment case for STZ being an outperformer over the short and long term. STZ is a top Best Idea Long.