"Hispanic consumer fears are more prolonged than we thought," wrote Jefferies analyst Kaumil Gajrawala today, downgrading Constellation Brands' shares to hold, citing a Nov 18 KFF-NYT immigration survey. Those fears "will weigh on [STZ's] top-line results regardless of the strength of the brands." STZ is "trying, but it is early"...
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"Hispanic Consumer Headwinds Likely to Persist," Sez Kaumil; STZ Beer "in a Tough Spot"
Publishing Info
- Year: 2025
- Volume: 27
- Issue #: 265
- Issue Date: 12/17/2025
Newsletter
INSIGHTS Express