$STZ

Jim Cramer’s watchlist highlights market moves after July nonfarm payrolls fell 23,000 (unemployment 4.1%), and lower odds of a September Fed hike. He cites company updates: Meta ordered to pay $567M; Atlassian up 30% after strong results; Cloudflare up 15%; Airbnb up 7%; Sweetgreen cuts outlook; Stellantis, Papa John’s, and Gap downgraded; Constellation Brands CEO update.

CONSTELLATION BRANDS, INC. (STZ) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. stz-20260722 0000016918 false 0000016918 2026-07-22 2026-07-22 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) J

TradingKey reports analyst forecasts for Constellation Brands Inc (STZ). It cites an average price target of $170.00, with a high of $226.22 and a low of $118.00. Next-quarter EPS is forecast at $3.63 versus $1.16 in the prior quarter, and expected revenue is $2.55B. It also notes the company has not disclosed relevant data yet.

The World Cup boosted U.S. beer sales, with FIFA reporting 290,000 stadium beers sold in six Philadelphia matches. The Beer Institute said bar, restaurant, stadium and venue beer sales rose 14% in U.S. host cities and 4% nationally in the first four weeks. Brewers Association and other groups cite a decade-long U.S. decline in beer consumption, with non-alcoholic beer still about 1% of the U.S. market, according to the Beer Institute.

U.S. World Cup venues saw higher beer sales, with the Beer Institute citing a 14% rise in host cities and 4% nationally in the first four weeks. FIFA said 290,000 stadium beers were sold in Philadelphia across six matches. The article also notes longer-term global beer declines and rising low/no-alcohol options, citing Brewers Association, Beer Institute, and Gallup. AB InBev, Molson Coors, and Boston Beer Co. supported the tournament.

The World Cup boosted beer sales in U.S. host cities, with the Beer Institute citing a 14% rise in bars, restaurants and stadiums in the first four weeks versus last year, and a 4% national increase. FIFA organizers said 290,000 stadium beers were sold in Philadelphia across six matches. Brewers report ongoing global beer declines amid health and affordability pressures, while AB InBev and Molson Coors increased World Cup marketing.

Impact Databank data says U.S. super-premium bourbon and straight American whiskey (above $25) has stayed near 11 million cases since 2023, while the overall category fell 2.5% in 2025. Maker’s Mark led with 2.25 million cases, Buffalo Trace rose 16% to 930,000, and Bulleit slipped 4.5% to 1.58 million. Brand updates include Maker’s $75 Wood Finishing and Heaven Hill’s 15-year single barrel.

Constellation Brands reported beer shipments and organic sales and depletions for wine and spirits rising, which it says runs counter to a GLP-1-driven demand slump thesis. The company returned over $400 million to shareholders via buybacks and a $1.03 per share dividend, with operating cash flow up 4% to $662 million and free cash flow up 9% to $485 million.

US 10-year Treasury yields fell after carryover support from weaker June payrolls and amid stock strength that reduced safe-haven demand. The 10-year yield closed at 4.477%. Equities rose, led by chip and Big Tech gains, including SOXX, WDC, AMD, TSLA, META, and NVDA. Microsoft fell after plans to cut 3,200 Xbox jobs.

US 10-year yields rose to 4.489% after June ISM Services beat expectations; Treasury auctions total $119B this week. European yields also edged higher. US stocks: semiconductor/AI names and cybersecurity stocks gained; SOXX up >3%. AMD, WDC, STX, ON, QCOM, MCHP, QCOM rose >5–9%. Dell jumped >8% on Trump comments; Macy’s, USB, MUSA rose on analyst upgrades. Macy’s and ZIM fell on demand/sale-sale news.