VOL. XCIV, NO. 247

★ MOAT STOCKS & COMPETITIVE ADVANTAGES ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

Constellation Brands, Inc.

STZ · New York Stock Exchange

active
Market cap (USD)$24.7B
SectorConsumer
CountryUS
Data as of
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

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Overview

Constellation Brands is a beverage alcohol company whose economics are dominated by its U.S. Beer business (Modelo, Corona, Pacifico, Victoria) sold through the U.S. three-tier system. The Beer segment moat is strongest: exclusive/perpetual U.S. brand rights for key Mexican beer brands plus large-scale Mexico brewery capacity investments that support supply reliability and unit economics. The smaller Wine & Spirits segment is being repositioned toward higher-end brands, with meaningful dependence on consolidated U.S. distribution (Southern Glazer's Wine and Spirits). Overall risks include category trade-downs, regulatory/distribution changes, and execution risk on Mexico capacity builds.

Primary segment

Beer

Market structure

Oligopoly

Market share

HHI:

Coverage

2 segments · 5 tags

Updated 2025-12-23

Segments

Beer

U.S. high-end beer (imported beer + above-premium American beer)

Revenue

83.7%

Structure

Oligopoly

Pricing

strong

Share

Peers

BUDTAPHEIA.ASSAM

Wine and Spirits

U.S. higher-end wine and spirits (with DTC and select international sales)

Revenue

16.4%

Structure

Competitive

Pricing

weak

Share

Peers

DEOBF.BPERN.PA

Moat Claims

Beer

U.S. high-end beer (imported beer + above-premium American beer)

FY2025 Beer net sales $8.54B (of $10.21B total) and comparable operating margin 39.7%. Operating_profit_share derived from FY2025 comparable operating income for Beer ($3,394.4m) and Wine & Spirits ($325.1m), excluding Corporate Operations and Other. Customer concentration: Reyes Beer Division entities represented 25.4% of FY2025 net sales.

Oligopoly

Contractual Exclusivity

Legal

Strength: 5/5 · Durability: durable · Confidence: 4/5 · 3 evidence

Exclusive U.S. rights (all 50 states) to import/market/sell key Mexican beer brands; perpetual trademark sublicense supports long-lived exclusivity.

Erosion risks

  • Adverse court rulings or contract interpretation disputes
  • Regulatory or antitrust changes affecting distribution/brand rights
  • Consumer demand shift away from Mexican imports/high-end beer

Leading indicators

  • Material litigation updates related to brand rights
  • Disclosure of changes to license/sublicense terms
  • High-end beer dollar/volume share trends (Circana/Nielsen or company disclosures)

Counterarguments

  • Exclusivity does not prevent share loss if consumers trade down or switch categories
  • Competitors can build/market alternative import brands and capture shelf space

Brand Trust

Demand

Strength: 5/5 · Durability: durable · Confidence: 4/5 · 3 evidence

Portfolio includes leading imported/high-end brands; company reports Modelo Especial as the #1 beer brand in U.S. dollar sales and cites multiple top share-gaining brands.

Erosion risks

  • Brand dilution from over-extension or failed innovation
  • Reputation or quality incidents
  • Private label/value offerings during downturns

Leading indicators

  • Brand-level depletion/shipments growth vs category
  • Advertising spend efficiency and brand health metrics
  • Price/mix and promotional intensity

Counterarguments

  • Beer category can be promotion-sensitive; loyalty may weaken in a trade-down cycle
  • Competitors can outspend on marketing or win distribution resets

Distribution Control

Supply

Strength: 2/5 · Durability: medium · Confidence: 3/5 · 2 evidence

U.S. beer route-to-market relies on large independent wholesalers; concentrated relationships with major distributors can improve execution and shelf availability for top brands.

Erosion risks

  • Distributor consolidation increases buyer power
  • Distributor performance issues in key territories
  • Retailer consolidation and private label pressure

Leading indicators

  • Changes in top-customer concentration (net sales %)
  • Distributor fill rates and out-of-stock incidence
  • Distributor portfolio share and prioritization of brands

Counterarguments

  • Large distributors carry competing portfolios; relationships are not exclusive
  • Brand demand typically drives distributor focus (distribution is a consequence, not a cause)

Capacity Moat

Supply

Strength: 4/5 · Durability: durable · Confidence: 4/5 · 2 evidence

Large, multi-year Mexico brewery build/expansion program raises capacity and can lower per-unit costs; difficult and time-consuming for rivals to replicate at similar scale for the U.S. import channel.

Erosion risks

  • Overcapacity if demand slows (margin pressure)
  • Execution risk on new brewery projects (cost overruns, delays)
  • Water/energy constraints and environmental permitting

Leading indicators

  • Mexico brewery project milestones and capex vs plan
  • Beer segment operating margin trend
  • Service levels/out-of-stocks/distributor fill rates

Counterarguments

  • Scale helps, but consumers buy brands; capacity without demand does not create pricing power
  • Rivals can contract brew or import to compete without building equivalent capacity

Wine and Spirits

U.S. higher-end wine and spirits (with DTC and select international sales)

FY2025 Wine & Spirits net sales $1.67B and comparable operating margin 19.5%. Operating_profit_share derived from FY2025 comparable operating income for Beer ($3,394.4m) and Wine & Spirits ($325.1m), excluding Corporate Operations and Other. DTC channel represented 16% of total Wine & Spirits net sales in FY2025. Customer concentration: Southern Glazer's Wine and Spirits represented 11.2% of FY2025 net sales; company also discloses a distribution arrangement with SGWS representing ~60% of U.S. branded wine & spirits volume.

Competitive

Brand Trust

Demand

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 3 evidence

Portfolio repositioned toward higher-end wines and select spirits with multiple well-known brands; company reports having multiple top-selling higher-end wine brands in the U.S.

Erosion risks

  • Shifts in consumer preference away from wine
  • Distributor destocking and reduced shelf focus for wine
  • Competitive intensity in premium spirits and wine

Leading indicators

  • DTC mix and growth
  • Brand-level shipment/depletion trends for key labels
  • Gross margin and promotional intensity

Counterarguments

  • Wine is fragmented; brand power is often weaker than in beer/spirits
  • Premium wine buyers may switch across regions/vintages with limited switching cost

Distribution Control

Supply

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 2 evidence

Consolidated U.S. distribution partnership can improve execution and shelf access; company reports SGWS represents the majority of U.S. branded wine & spirits volume.

Erosion risks

  • Distributor relationship deterioration or renegotiation
  • Retail consolidation increases buyer power
  • Route-to-market benefits are non-exclusive and can be matched

Leading indicators

  • Changes in disclosed distributor arrangements
  • Share of volume routed through SGWS vs other partners
  • On-premise recovery and retail shelf resets

Counterarguments

  • Large distributors also represent competing suppliers; access is not exclusive
  • Execution advantage may be outweighed by category decline and fragmentation

Evidence

sec_filing
Constellation Brands, Inc. Form 10-K (FY ended Feb 28, 2025)

We have the exclusive right to import, market, and sell our Mexican beer brands in all 50 states of the U.S.

Supports exclusivity of U.S. brand rights for the Beer segment.

sec_filing
Constellation Brands, Inc. Form 10-K (FY ended Feb 28, 2025)

This sub-license agreement is perpetual.

Perpetual trademark sublicense reinforces durability of brand rights.

news
Constellation defeats InBev appeal over Corona, Modelo seltzer branding (Reuters)

A U.S. appeals court has upheld a jury verdict in favor of Constellation Brands.

Illustrates enforceability of brand/contract rights in disputes (supports confidence, not a guarantee).

sec_filing
Constellation Brands, Inc. Form 10-K (FY ended Feb 28, 2025)

We are also the second-largest beer company and have the #1 beer brand, Modelo Especial, in dollar sales in the U.S.

Supports brand leadership positioning that underpins demand-side moat.

sec_filing
Constellation Brands, Inc. Form 10-K (FY ended Feb 28, 2025)

Modelo Especial was the best-selling beer overall.

Reinforces strength of flagship brand within the broader beer category.

Showing 5 of 15 sources.

Risks & Indicators

Erosion risks

  • Adverse court rulings or contract interpretation disputes
  • Regulatory or antitrust changes affecting distribution/brand rights
  • Consumer demand shift away from Mexican imports/high-end beer
  • Brand dilution from over-extension or failed innovation
  • Reputation or quality incidents
  • Private label/value offerings during downturns

Leading indicators

  • Material litigation updates related to brand rights
  • Disclosure of changes to license/sublicense terms
  • High-end beer dollar/volume share trends (Circana/Nielsen or company disclosures)
  • Brand-level depletion/shipments growth vs category
  • Advertising spend efficiency and brand health metrics
  • Price/mix and promotional intensity
Created 2025-12-23
Updated 2025-12-23

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