Kraft Heinz vs Constellation Brands
This page compares Kraft Heinz Company and Constellation Brands Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It outlines strategy, scale, and competitive landscape to help readers understand how the organisations approach growth and value creation. Educational content, not financial advice.
This page compares Kraft Heinz Company and Constellation Brands Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It outlines strategy, sca...
Why It's Moving
Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.
- Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
- Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
- Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.
Constellation Brands Trims FY26 Outlook Amid Beer Segment Resilience, Sparking Mixed Investor Signals.
- Beer revenue dipped just 1% in the latest period, a sharp improvement from the prior 5% contraction, signaling demand stabilization for premium Mexican imports.
- FY26 comparable EPS guidance cut to $11.30-$11.60 from $12.60-$12.90, reflecting cautious macro pressures but paired with steady capex at $1.2 billion.
- Distanced from Canopy investment via major write-offs, positioning STZ for potential upside in emerging THC drinks if legalization advances.
Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.
- Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
- Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
- Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.
Constellation Brands Trims FY26 Outlook Amid Beer Segment Resilience, Sparking Mixed Investor Signals.
- Beer revenue dipped just 1% in the latest period, a sharp improvement from the prior 5% contraction, signaling demand stabilization for premium Mexican imports.
- FY26 comparable EPS guidance cut to $11.30-$11.60 from $12.60-$12.90, reflecting cautious macro pressures but paired with steady capex at $1.2 billion.
- Distanced from Canopy investment via major write-offs, positioning STZ for potential upside in emerging THC drinks if legalization advances.
Investment Analysis
Kraft Heinz
KHC
Pros
- Kraft Heinz has a substantial dividend yield of around 6.6%, offering consistent income to shareholders.
- The company generated strong free cash flow yield of approximately 13%, indicating operational cash strength.
- It boasts a diversified portfolio of well-known food brands with international presence.
Considerations
- The stock recently hit a 52-week low and declined about 23.7% over the past year, reflecting market challenges.
- Revenue has declined by 3.7% in the last twelve months with ongoing organic sales decline and margin erosion.
- Analysts have lowered price targets due to a mixed earnings performance and weaker outlook for 2025.
Pros
- Constellation Brands holds a dominant market position with over 60% volume share in the premium import beer segment in the US.
- The company has strong brand equity and tight distributor relationships, especially with popular Mexican beer brands like Modelo and Corona.
- It benefits from premiumisation trends and effective marketing, driving high-single-digit volume growth despite overall stagnant beer volume in the US.
Considerations
- Constellation's stock has declined over 40% in the past 12 months, significantly underperforming broader market gains.
- The company faces exposure to regulatory and macroeconomic headwinds impacting the alcoholic beverage industry.
- Its dependence on Mexican beer imports exposes it to geopolitical, supply chain, and trade risks.
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Kraft Heinz (KHC) Next Earnings Date
Kraft Heinz Company's next earnings date is February 11, 2026, when it will report fourth quarter and full year 2025 results before the market opens. Management will host a live Q&A session with analysts at 9:00 a.m. Eastern Standard Time following the release. This schedule aligns with the company's official announcement as of late January 2026.
Constellation Brands (STZ) Next Earnings Date
Constellation Brands (STZ) reported its Q3 2026 earnings on January 7, 2026, after market close, with the conference call held on January 8, 2026. This covered the quarter ended November 30, 2025. The next earnings release for Q4 2026 is estimated for early April 2026, based on historical patterns.
Kraft Heinz (KHC) Next Earnings Date
Kraft Heinz Company's next earnings date is February 11, 2026, when it will report fourth quarter and full year 2025 results before the market opens. Management will host a live Q&A session with analysts at 9:00 a.m. Eastern Standard Time following the release. This schedule aligns with the company's official announcement as of late January 2026.
Constellation Brands (STZ) Next Earnings Date
Constellation Brands (STZ) reported its Q3 2026 earnings on January 7, 2026, after market close, with the conference call held on January 8, 2026. This covered the quarter ended November 30, 2025. The next earnings release for Q4 2026 is estimated for early April 2026, based on historical patterns.
Which Baskets Do They Appear In?
Reputation Shields
Invest in companies with brands so powerful they're practically bulletproof. These carefully selected stocks represent iconic names with decades of consumer trust, giving them unique protection against scandals and market turbulence that would devastate lesser companies.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Reputation Shields
Invest in companies with brands so powerful they're practically bulletproof. These carefully selected stocks represent iconic names with decades of consumer trust, giving them unique protection against scandals and market turbulence that would devastate lesser companies.
Published: June 17, 2025
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