Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. The company provides beer primarily under the Corona Extra, Corona Familiar, Corona Hard Seltzer, Corona Light, Corona Non-Alcoholic, Corona Premier, Corona Refresca, Modelo Especial, Modelo Chelada, Modelo Negra, Modelo Oro, Victoria, Vicky Chamoy, and Pacifico brands. It also offers wine under the Cook's California Champagne, Kim Crawford, Meiomi, Mount Veeder, Ruffino, SIMI, My Favorite Neighbor, Robert Mondavi Winery, Schrader, and The Prisoner Wine Company brands; and spirits under the Casa Noble, Copper & Kings, High West, Mi CAMPO, Nelson's Green Brier, and SVEDKA brands. The company provides its products to wholesale distributors, retailers, on-premise locations, and state alcohol beverage control agencies. Constellation Brands, Inc. was founded in 1945 and is headquartered in Victor, New York.

Компания Constellation Brands демонстрирует смешанные результаты в своих фундаментальных метриках. С одной стороны, мультипликатор P/E находится на уровне около медианы отрасли, что указывает на сбалансированность оценки. Однако, другие мультипликаторы, такие как P/S и P/B, значительно превышают медиану, что может свидетельствовать о переоцененности компании. Эффективность, измеряемая ROE, показывает положительную динамику, однако ROA и ROI ниже медианы, что вызывает опасения. Долговая нагрузка, измеряемая коэффициентом задолженности к капиталу, значительно выше медианы, что увеличивает финансовые риски. С другой стороны, компания имеет высокие показатели по чистой прибыли и доходности, что говорит о сильной операционной эффективности. Дивиденды также находятся на уровне роста, что может привлечь внимание инвесторов. В целом, несмотря на положительные аспекты, такие как рост выручки и прибыли, высокая долговая нагрузка и некоторые переоцененные мультипликаторы создают неопределенность в оценке компании.

Constellation Brands, Inc.

Key Points
It may be time to lift a glass to Constellation Brands stock.
PepsiCo could draw in investors as it more closely aligns with consumer tastes.
Kimberly-Clark's acquisition of Kenvue could have investors seeing the company in a new light.
Investors tend not to think of consumer stocks as growth names. These companies often have conservative management, rarely matching the returns of higher-flying growth stocks, and in many cases, pay dividends.
Fortunately, some of these names have a track record of delivering long-term returns and will likely continue to do so. Knowing that, investors can buy these three consumer staples stocks and should earn significant returns by holding them for decades.
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Constellation Brands
Constellation Brands (NYSE: STZ) is a leading alcohol company that has dealt with internal and external threats. Sales have suffered as consumers across generations have reduced alcohol consumption.
Also, while it distributes America's No. 1 beer, Modelo, the beer's ties to Mexico stoked worries about tariff threats. Internally, the company did not foresee the falling consumption patterns and relied too heavily on wine and spirit brands that did not perform well.
However, investors have priced these challenges into the stock, perhaps overly so. That prompted Warren Buffett to invest some of Berkshire Hathaway's cash into the stock before he retired, and this was likely a wise decision. Moreover, Constellation has divested some of its underperforming wine and spirit brands.
The divestiture was partially responsible for an 11% sales decline in fiscal 2026 (ended Feb. 28). Nonetheless, it generated $1.8 billion in free cash flow in that fiscal year. That allowed it to repurchase shares and fund its dividend. That payout, which has risen every year since 2015, pays investors $4.12 per share annually, a 2.6% cash return.
Furthermore, in fiscal 2027, the company forecasts net sales will remain steady at the midpoint. The stock has also risen 15% since the beginning of the year. Considering its P/E ratio of just 16, one could argue that this Warren Buffett stock is absurdly cheap right now.
PepsiCo
Like Constellation, PepsiCo (NASDAQ: PEP) provides a unique opportunity to investors as it adapts to evolving consumer tastes. Aside from its flagship cola, Mountain Dew, Gatorade, Doritos, and Quaker Oats are among the products under its umbrella.
In recent years, consumers have become increasingly leery of sugary drinks and processed foods, leading to a reduction in sales. PepsiCo has responded by changing the ingredients in many of its products and buying some brands associated with healthier offerings, such as Siete Foods.
Its recovery is showing some promising signs. In its fiscal first quarter (ended March 21), net revenue grew by nearly 9%, well above the 2% in fiscal 2025. Also, even though free cash flow was negative $406 million in fiscal Q1, it improved from year-ago levels. Investors should note that the free cash flow was nearly $7.7 billion in fiscal 2025.
That cash repurchased shares and supported its dividend, which has increased for 54 straight years. At $4.69 per share annually, it yields almost 3.7%.
Analysts forecast a 5% revenue increase in fiscal 2026, indicating its market pivot is working. Furthermore, its stock has risen by almost 10% this year, and at a P/E ratio of 24, it is likely not too late to invest in a probable recovery in PepsiCo stock.
Kimberly-Clark
Similar to PepsiCo, Kimberly-Clark (NASDAQ: KMB) has built its business around trusted brands. It owns Kleenex, Huggies, Cottonelle, and others. Also, its upcoming acquisition of Kenvue, which was once the consumer health division of Johnson & Johnson, will place more familiar brands like Tylenol and Listerine under its umbrella.
Over the last year, the stock has suffered amid rising input costs, expenses related to a company restructuring, and the $48.7 billion cost of acquiring Kenvue. In that time, the stock lost more than one-fourth of its value.
However, these moves could spark the beginnings of a recovery. In 2025, its net sales fell by 2%. Also, it generated $1.6 billion in free cash flow in that year, down by 35% amid the restructuring.
Share levels remained steady, though it is on track to continue funding the dividend that has risen for 54 consecutive years. At $5.12 per share annually, it yields about 5.1%, enough to pay investors while they wait for a recovery.
Analysts anticipate net sales growth of around 3%. Moreover, its P/E ratio has fallen to 16, a level near multiyear lows. Between that valuation and its high-paying, growing dividend, any positive news could spark a recovery in the stock.
Should you buy stock in Constellation Brands right now?
Before you buy stock in Constellation Brands, consider this:
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Will Healy has positions in Berkshire Hathaway. The Motley Fool has positions in and recommends Berkshire Hathaway and Kenvue. The Motley Fool recommends Constellation Brands and Johnson & Johnson. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Best Consumer Staples Stocks to Buy and Hold for Decades

As Pilgrim’s Pride Corporation PPC prepares to unveil its first-quarter fiscal 2026 earnings on April 29, after market close, investors are eager to see if the company can beat market expectations.
The Zacks Consensus Estimate for revenues is pegged at $4.5 billion, implying 0.8% growth from the prior year. Meanwhile, the consensus mark for earnings has been steady at 69 cents per share in the past seven days, though it indicates a decline of 47.3% from the year-ago period. PPC has a trailing four-quarter earnings surprise of 2.3%, on average.
Pilgrim's Pride Corporation Price, Consensus and EPS Surprise
Key Factors to Observe for PPC's Q1 Earnings
Pilgrim's Pride has been benefiting from continued operational improvements across its segments, particularly within its Big Bird operations, where the company improved plant and live-operations efficiency. At the same time, the company is evolving its Fresh portfolio to support key customer growth. As part of this strategy, the company is converting a Big Bird commodity plant into a case-ready facility, a transition expected to enhance product offerings and better align operations with customer needs.
Prepared Foods has been a key growth driver, with sales increasing 18% year over year in the fourth quarter of 2025, supported by strong branded performance across both retail and foodservice channels as brand-building initiatives continued to gain traction. In addition, PPC’s focus on innovation, particularly in bold flavor profiles, has resonated with consumers, with products such as its Cheesy Jalapeno Nugget line receiving category recognition at the People’s Food Awards.
Favorable protein pricing dynamics are likely to have aided Pilgrim’s Pride. During the fourth quarter of 2025, chicken continued to offer a clear affordability advantage over competing proteins. While prices for certain chicken cuts softened, competing proteins, particularly ground beef, remained elevated. This widening price gap supported chicken demand as consumers continued to seek affordable protein options, driving volume growth across cuts, including boneless thighs.
That said, the company may have faced profitability pressure from headwinds related to commodity pricing.
What the Zacks Model Says About PPC
Our proven model does not conclusively predict an earnings beat for PPC this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
PPC has an Earnings ESP of -16.79% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With Favorable Combination
Here are three companies you may also want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
The Coca-Cola Company KO has an Earnings ESP of +1.00% and currently carries a Zacks Rank of 3. The Zacks Consensus Estimate for first-quarter 2026 earnings per share is pegged at 81 cents, implying 11% year-over-year growth. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for quarterly revenues is pegged at $12.3 billion, which indicates an increase of 10.6% from the figure reported in the prior-year quarter. KO has a trailing four-quarter earnings surprise of 3.6%, on average.
Celsius Holdings, Inc. CELH has an Earnings ESP of +3.81% and currently carries a Zacks Rank of 3. The Zacks Consensus Estimate for first-quarter fiscal 2026 earnings per share is pegged at 29 cents, implying a 61.1% year-over-year growth.
The Zacks Consensus Estimate for quarterly revenues is pegged at $755.2 million, which indicates an increase of 129.4% from the figure reported in the prior-year quarter. CELH has a trailing four-quarter earnings surprise of 9.4%, on average.
Constellation Brands, Inc. STZ has an Earnings ESP of +2.44% and currently carries a Zacks Rank of 3. The Zacks Consensus Estimate for first-quarter fiscal 2027 earnings per share is pegged at $3.24, implying 0.6% year-over-year growth.
The Zacks Consensus Estimate for quarterly revenues is pegged at $2.4 billion, which indicates a decline of 3.5% from the figure reported in the prior-year quarter. STZ has a trailing four-quarter earnings surprise of 7.1%, on average.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pilgrim's Pride Q1 Earnings Coming Up: Key Insights for Investors

Looking at the universe of stocks we cover at Dividend Channel, on 4/29/26, Constellation Brands Inc (Symbol: STZ) will trade ex-dividend, for its quarterly dividend of $1.03, payable on 5/14/26. As a percentage of STZ's recent stock price of $155.72, this dividend works out to approximately 0.66%, so look for shares of Constellation Brands Inc to trade 0.66% lower — all else being equal — when STZ shares open for trading on 4/29/26.
In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from STZ is likely to continue, and whether the current estimated yield of 2.65% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of STZ shares, versus its 200 day moving average:
Looking at the chart above, STZ's low point in its 52 week range is $126.45 per share, with $196.91 as the 52 week high point — that compares with a last trade of $156.19.
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According to the ETF Finder at ETF Channel, STZ makes up 4.27% of the First Trust Nasdaq Food & Beverage ETF (Symbol: FTXG) which is trading lower by about 0.1% on the day Monday. (see other ETFs holding STZ).
In Monday trading, Constellation Brands Inc shares are currently off about 0.2% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Constellation Brands About To Put More Money In Your Pocket (STZ)

Key Points
At least 21 companies have withdrawn or lowered guidance, according to a report.
Many companies are citing tariff-related charges or the impact of the Iran war.
The lack of company guidance creates a challenging environment for investors.
It's been a mixed bag in the stock market lately -- several companies are delighting investors by beating analysts' expectations in the first three months of the year. But on the other hand, companies are making shareholders nervous by withdrawing guidance for the next quarter or the rest of the year.
It's a sign of market uncertainty -- tariff policies that whipsaw back and forth, uncertainties about oil supply, and the status of the Iran war are making companies nervous. Amid that backdrop, it's difficult to guess what expenses companies will incur or the appetite for consumer spending for the next several months.
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"Some percentage of companies -- more than normal -- will just be saying (they) don't have the visibility to provide discrete guidance for the quarter," David Lefkowitz, head of US Equities at UBS Global Wealth Management, told Morningstar. "There are too many variables, I think, to really game it out."
The outlook for year is murky
The stock market, in general, indeed hates uncertainty, and we're seeing that play out across earnings reports across a variety of industries. Constellation Brands (NYSE: STZ) posted an earnings beat for its fiscal fourth quarter of 2026 (ending Feb. 28) of $1.90 per share, beating estimates of $1.71. But the beverage alcohol company withdrew its fiscal 2027 guidance, citing the economy and its impact on consumer spending.
Apparel company Steve Madden (NASDAQ: SHOO) beat analysts' estimates by a penny per share in the fourth quarter of 2025, but in February, it announced it was withdrawing its 2026 guidance due to uncertainties from U.S. tariffs.
BRP (NASDAQ: DOO), a Canadian manufacturer of powersports vehicles and marine products, posted earnings of $2.23 per share, beating analysts' expectations for $2.03 per share in the fiscal fourth quarter of 2026 (ending Jan. 31). But the company withdrew its guidance as well, citing $500 million in tariff expenses.
At least 21 companies have withdrawn or cut their guidance since the beginning of the Iran war, according to Reuters, with companies citing disruptions to supply chains and higher fuel prices.
How investors should respond
Pulled guidance creates a challenging investment environment. For long-term investors, I'm in favor of riding the wave even when it gets a little bumpy. Companies are withholding guidance because they don't have a clear idea of the next few months, but the market historically averages 10% gains per year over the long term -- and that's where you should be focused.
For investors who are approaching retirement, this is a time for caution. Broad exchange-traded funds or index funds are ideal investments for their diversification, but it would be a mistake to be overweighted on any one stock and risk a market downturn. If you're investing in individual stocks, carefully review management's commentary and question-and-answer sessions with analysts, even if your company has withdrawn its guidance, to get some clarity on what challenges may lie ahead.
Either way, what we're seeing in the market right now isn't a case of businesses being broken or management error. It's more about the fact that companies don't have crystal balls, and the landscape is shifting too quickly on tariffs and the Middle East, making it hard for them to responsibly project the revenues or profits they'll see.
Should you buy stock in Constellation Brands right now?
Before you buy stock in Constellation Brands, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Constellation Brands wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $500,572!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,223,900!*
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Patrick Sanders has no position in any of the stocks mentioned. The Motley Fool recommends Brp and Constellation Brands. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Companies Are Beating Estimates But Pulling Guidance. Here Is What That Disconnect Could Be Telling Investors About the Rest of 2026.

Key Points
One of Berkshire's top investment managers, Todd Combs, recently left the company for JPMorgan Chase.
New CEO Greg Abel now controls of most of Berkshire's portfolio.
If Abel sold all of Combs' positions, that could amount to roughly $15 billion of the portfolio, or more.
If Warren Buffett's departure as chief executive officer of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) and the large conglomerate's first new CEO in six decades wasn't enough, there could be more change coming to the company, particularly surrounding its closely watched stock portfolio worth roughly $322 billion.
A report from The Wall Street Journal, citing anonymous sources, said that new CEO Greg Abel has dumped all the stocks managed by one of Buffett's investing lieutenants, Todd Combs, who recently left Berkshire for a role at JPMorgan Chase.
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If true, the sold stocks could amount to a position of around $15 billion or more.
Combs likely managed about 5% of the portfolio
While Buffett managed the bulk of the equities portfolio until he stepped down as CEO, reports over the years indicated that Combs and Ted Weschler, who is still at Berkshire, oversaw about 10% of it at their own discretion.
Assuming they split it evenly means Combs had control of more than 5% of the portfolio, which today would amount to at least $16 billion. However, Berkshire's portfolio has hovered around $300 billion in recent years, so $15 billion is a fair assumption.
Although Abel has said he plans to leave many things at the company unchanged, the Berkshire veteran has also begun to make his mark. In his first annual letter to shareholders, he listed nine holdings in Berkshire's portfolio that he implied were "core holdings" and would see "limited activity" unless there are "fundamental changes in its long-term economic prospects."
Comments like these have led some to wonder whether Berkshire will be as active an investor. Abel does not have a background in portfolio management.
Abel also said in the letter that the responsibility of the equities portfolio ultimately resides with him, although Weschler would continue to manage 6% of it, including some of it previously managed by Combs.
While it's hard to know exactly which stocks Combs purchased and managed, many market watchers and analysts viewed him as the tech guru at the company and believe he was responsible for buying Amazon, Visa, Mastercard, Verisign, and Snowflake, which Berkshire sold in 2024.
It's also possible that Combs was responsible for some of Berkshire's smaller, more tech-focused financials companies, like Capital One and Ally Financial.
In the fourth quarter of 2025, Berkshire lowered its stake in nine of its holdings, including Atlanta Braves Holdings, Aon, Pool Corp., Liberty Latin America, Constellation Brands, and DaVita, although there's been speculation that DaVita is a Weschler position.
The market will get clues soon
The good news is that investors will only have to guess for a few more weeks. Berkshire must file its first-quarter 10-Q with the Securities and Exchange Commission (SEC) by May 2, which would reveal how much in stocks it bought and sold in the first quarter, and provide insight into which sectors. The actual positions that Berkshire changed in the first quarter will be made public in an SEC 13F filing, which must be released by May 15.
Even if Abel intends to sell all of the roughly $15 billion in equities that Combs managed, it may not all happen at once. Berkshire's size and equity positions have grown so large that it's not always easy to unload all at once. It may take several quarters.
Investors should not only look for potential changes to the portfolio, but also consider what it says about Abel's plans for the company and its portfolio. Based on his comments in the shareholder letter, he seems to be moving toward a more passive portfolio that would see fewer quarterly changes. But it's still early on in his tenure, so only time will tell.
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Ally is an advertising partner of Motley Fool Money. JPMorgan Chase is an advertising partner of Motley Fool Money. Bram Berkowitz has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Atlanta Braves Holdings, Berkshire Hathaway, JPMorgan Chase, Mastercard, Snowflake, VeriSign, and Visa. The Motley Fool recommends Capital One Financial, Constellation Brands, and Pool. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Did Warren Buffett's Successor Just Dump $15 Billion of Berkshire's Portfolio? Here's 1 Big Reason to Explain Such a Huge Move.

As Molson Coors Beverage Company TAP prepares to unveil its first-quarter fiscal 2026 earnings on April 30, before market open, investors are eager to see if the company can beat market expectations.
The Zacks Consensus Estimate for revenues is pegged at $2.3 billion, implying 1.2% growth from the prior year. Meanwhile, the consensus mark for earnings has been steady at 37 cents per share in the past seven days, and indicates a decline of 26% from the year-ago period. TAP has a trailing four-quarter negative earnings surprise of 6.2%, on average.
Molson Coors Beverage Company Price, Consensus and EPS Surprise
Key Factors to Observe for TAP's Q1 Earnings
Molson Coors’ first-quarter fiscal 2026 performance is likely to have been aided by the execution of its Beyond Beer strategy, particularly the strategic pivot of Topo Chico from a hard seltzer into a broader flavored beverage platform. Increased innovation in alcoholic beverages, along with packaging tailored to varied consumption occasions, has aligned the brand more closely with evolving consumer preferences. This strategic shift has materially improved Topo Chico’s trajectory and delivered consistent gains in both dollar sales and market share throughout fiscal 2025. The Zacks Consensus Estimate for brand volumes for the first quarter of fiscal 2026 is pegged at 15 million.
At the same time, the company reshaped its business and operating model to enhance execution. Management continues to make targeted investments in brands and capabilities and AI-driven sales and marketing, while maintaining a disciplined approach to capital allocation. Growth initiatives are being carefully funded, supporting a balanced focus on expansion and financial control.
The company’s strong cash generation remains a key strength, with more than $1.1 billion generated in fiscal 2025, reflecting a strong financial base. A similar level of cash is expected in fiscal 2026 to support investments in brand marketing. Additionally, the company launched a three-year cost savings program, with benefits expected in fiscal 2026, that aims to enhance efficiency and offset inflationary pressures, strengthening long-term financial resilience.
That said, the company has largely maintained its core market share in recent years, with only modest declines. Challenges persist in parts of the portfolio, particularly within value and flavor segments, which are expected to have contributed to overall share pressure and remain a key focus area.
What the Zacks Model Says About TAP
As investors prepare for Molson Coors’ first-quarter announcement, the question looms regarding earnings beat or miss. Our proven model predicts an earnings beat for TAP this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat.
TAP has an Earnings ESP of +8.37% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks With Favorable Combination
Here are three companies you may also want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
The Coca-Cola Company KO has an Earnings ESP of +0.54% and currently carries a Zacks Rank of 3. The Zacks Consensus Estimate for first-quarter 2026 earnings per share is pegged at 81 cents, implying 11% year-over-year growth. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for quarterly revenues is pegged at $12.3 billion, which indicates an increase of 10.6% from the figure reported in the prior-year quarter. KO has a trailing four-quarter earnings surprise of 3.6%, on average.
BJ’s Wholesale Club Holdings, Inc. BJ has an Earnings ESP of +1.69% and currently carries a Zacks Rank of 3. The Zacks Consensus Estimate for first-quarter fiscal 2026 earnings per share is pegged at $1.05, implying a 7.9% year-over-year decline.
The Zacks Consensus Estimate for quarterly revenues is pegged at $5.4 billion, which indicates an increase of 4.6% from the figure reported in the prior-year quarter. BJ has a trailing four-quarter earnings surprise of 9.4%, on average.
Constellation Brands, Inc. STZ has an Earnings ESP of +2.44% and currently carries a Zacks Rank of 3. The Zacks Consensus Estimate for first-quarter fiscal 2027 earnings per share is pegged at $3.24, implying 0.6% year-over-year growth.
The Zacks Consensus Estimate for quarterly revenues is pegged at $2.4 billion, which indicates a decline of 3.5% from the figure reported in the prior-year quarter. STZ has a trailing four-quarter earnings surprise of 7.1%, on average.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TAP's Q1 Earnings Coming Up: Will the Stock Extend Its Beat Streak?

Key Points
It's an entirely new era for Berkshire Hathaway, with longtime CEO Warren Buffett retiring on Dec. 31 and his understudy, Greg Abel, taking the reins.
The Oracle of Omaha and Abel share similar investment philosophies, right down to devoting an outsize share of capital to their best ideas.
Many of the billion-dollar wagers in Berkshire's portfolio are driven by sustainable competitive advantages.
This year marks a new era in Berkshire Hathaway's (NYSE: BRKA)(NYSE: BRKB) storied history. After leading Berkshire for well over half a century and seeing the company he built reach a $1 trillion market cap, billionaire Warren Buffett retired as CEO on Dec. 31.
The person responsible for filling some impossibly big shoes is the Oracle of Omaha's longtime understudy, Greg Abel. Abel has been with Berkshire for over a quarter-century, and he has a nose for value just like his predecessor.
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Although Buffett remains chairman of the board, Berkshire Hathaway's day-to-day operations, including the management and oversight of its $320 billion investment portfolio, fall to Abel. As of the closing bell on April 16, Berkshire's new boss has the final say over 48 positions.
Greg Abel's portfolio is highly concentrated in 10 core holdings
Warren Buffett's and Greg Abel's investment philosophies are very similar. In addition to value being of the utmost importance, both favor robust capital-return programs, strong management teams, and companies with sustainable competitive advantages.
Perhaps most importantly, Berkshire's former and current bosses believe in apportioning an outsize percentage of the company's capital into their best ideas. Just 10 positions account for nearly 79% of Berkshire Hathaway's invested assets:
Bank of America: $27,680,505,428
Chevron: $24,488,919,510
Occidental Petroleum: $15,067,219,181
Chubb: $11,248,116,681
Several of these "best idea" stocks share similarities. For instance, all 10 pay dividends to their shareholders, with some also actively repurchasing their shares. Apple has the largest share repurchase program on Wall Street, with the iPhone maker spending roughly $841 billion since 2013 to retire over 44% of its outstanding shares.
Buffett and Abel also view seven out of these 10 core positions as indefinite holdings. With the exception of Bank of America, Chevron, and Chubb, the remaining seven companies are expected to be fixtures in Berkshire's portfolio for decades to come. This includes Coca-Cola, American Express, and Moody's, the three longest-tenured holdings that are currently generating annual yields on cost of 63%, 45%, and 41%, respectively.
Investors can see Abel's influence among these 10 core holdings, as well. Abel is a huge fan of Japan's five trading houses, commonly known as the "sogo shosha," and was instrumental in building up sizable stakes in Mitsubishi and Mitsui.
Berkshire Hathaway has 20 additional billion-dollar wagers
On top of overseeing 10 positions that range from nearly $11 billion to $60 billion, Abel is responsible for 20 additional billion-dollar wagers in Berkshire Hathaway's $320 billion investment portfolio:
Itochu: $8,542,909,322
Kraft Heinz: $7,356,090,539
Alphabet: $5,996,660,635 (Class A shares, GOOGL)
Marubeni: $5,859,803,545
DaVita: $4,458,799,656
Sumitomo: $4,304,149,575
Kroger: $3,388,500,000
Constellation Brands: $2,135,250,000
Tokio Marine Holdings: $2,110,853,256
UnitedHealth Group: $1,594,518,050
Capital One Financial: $1,435,076,500
Nucor: $1,229,326,646
Ally Financial: $1,216,840,000
Aon: $1,208,228,343
Liberty Live Series C: $1,060,323,236
You'll note that the other three members of the sogo shosha are in this grouping (Itochu, Marubeni, and Sumitomo), and that they collectively make up five of Berkshire's 16 largest holdings by market value.
But what really stands out about these billion-dollar wagers is the emphasis on sustainable competitive advantages. For instance, Sirius XM and VeriSign operate as legal monopolies. Sirius XM is the only licensed satellite radio operator, while VeriSign is the registrar of ".com" and ".net" domains. Growth may not be off the charts for either company, but they possess unmatched competitive edges.
Abel is also overseeing close to $4.7 billion in combined investments in payment facilitators Visa and Mastercard. Whereas many of their peers double dip and act as lenders, Visa and Mastercard are solely focused on collecting merchant fees for facilitating payments. This means neither Visa nor Mastercard has to worry about setting aside capital for credit delinquencies or loan losses during periods of economic turbulence.
And we can't forget about Domino's Pizza, which is a stock the Oracle of Omaha added to for six consecutive quarters leading up to his retirement. Domino's ability to build consumers' trust and its track record of meeting or exceeding five-year growth initiatives made it a go-to investment for Berkshire's now-retired billionaire boss.
Abel's smaller holdings
Rounding things out are the 18 relatively smaller holdings that Greg Abel oversees, ranging from $5 million to approximately $692 million:
Pool Corp.: $692,463,211
Lennar: $626,124,360
Liberty Live Series A: $471,581,627
Louisiana-Pacific: $410,754,140
The New York Times Co.: $394,621,458
Heico Class A: $279,726,815
Liberty Formula One Series C: $271,488,837
Charter Communications: $250,336,326
Lamar Advertising: $162,505,712
Allegion: $110,404,422
NVR: $74,490,292
Liberty Latin America Series A: $20,227,853
Jefferies Financial Group: $20,186,460
Diageo: $18,229,110
Lennar Class B: $15,685,537
Liberty Latin America Series C: $11,055,412
Atlanta Braves Holdings Series C: $5,230,043
Many of these "smaller" positions fall into two categories: companies that have been reduced or are being removed from Berkshire's investment portfolio, or investments made by Ted Weschler or Todd Combs, the latter of whom left Berkshire to join JPMorgan Chase in December 2025.
For example, Berkshire's stake in e-commerce and cloud infrastructure services titan Amazon was slashed by 77% during the December-ended quarter. Historically, a 77% reduction in a mid-tier position in Berkshire Hathaway's portfolio has been a strong signal that a company would soon be getting the heave-ho. Though Amazon is historically inexpensive relative to its future cash flow, it's not a value stock in the traditional sense of the term -- and that may be a problem for Greg Abel.
While it's possible that some of these smaller positions can eventually become billion-dollar wagers, these investments are better viewed as trading opportunities for Weschler and his team.
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Bank of America is an advertising partner of Motley Fool Money. JPMorgan Chase is an advertising partner of Motley Fool Money. American Express is an advertising partner of Motley Fool Money. Ally is an advertising partner of Motley Fool Money. Sean Williams has positions in Alphabet, Amazon, Bank of America, Mastercard, Sirius XM, and Visa. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Atlanta Braves Holdings, Berkshire Hathaway, Chevron, Domino's Pizza, Heico, JPMorgan Chase, Jefferies Financial Group, Lennar, Mastercard, Moody's, NVR, The New York Times Co., VeriSign, and Visa and is short shares of Apple. The Motley Fool recommends Capital One Financial, Constellation Brands, Diageo Plc, Kraft Heinz, Kroger, Occidental Petroleum, Pool, and UnitedHealth Group. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here Are All 48 Stocks Warren Buffett's Successor, Greg Abel, Is Overseeing in Berkshire Hathaway's $320 Billion Portfolio

The U.S. economic landscape remains resilient. However, investors should remain cautious due to various domestic and geopolitical uncertainties. Inflation remains the primary concern as energy costs begin to bite. The Consumer Price Index jumped to 3.3% over the last 12 months in March, driven by a 21.2% spike in gasoline prices. While core inflation remains relatively stable at 2.6%, the wholesale side is seeing pressure, with the Producer Price Index hitting 4% year over year.
Looking ahead, the near-term outlook is heavily influenced by geopolitical developments, particularly the conflict in the Middle East, which has caused massive volatility in energy prices. However, hopes for a truce have brought some stability to oil prices. At the same time, ongoing conflicts involving Russia and Ukraine, as well as U.S.-China trade uncertainties, also pose downside risks. These factors can disrupt global supply chains, energy prices and global trade flows, which will eventually nudge inflation higher. The Federal Reserve has adopted a "wait-and-see" approach, holding interest rates between 3.5% and 3.75%. Elevated interest rates could negatively influence borrowing costs and corporate investment decisions.
As a result, cautious investors can diversify their portfolios and pick dividend-paying stocks. Some of the prominent names are: TANGER INC SKT, F.N.B. FNB, Johnson & Johnson JNJ, Constellation Brands STZ andKNOT Offshore Partners KNOP. Companies that pay out dividends consistently indicate a healthy business model. Stocks that have raised dividends recently exhibit a sound financial structure and can counter market upheavals. Moreover, stocks that tend to reward investors with a high dividend payout outperform non-dividend-paying entities in a highly volatile market.
TANGER INC
TANGER INC is a real estate investment trust, which acts as an operator of upscale open-air outlet centers, fully or partially owns and manages a portfolio of shopping centers principally in U.S. states and Canada. This Greensboro, NC-based company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks here.
On April 13, SKT declared that its shareholders would receive a dividend of 31 cents a share on May 15, 2026. SKT has a dividend yield of 3.2%.
Over the past five years, SKT has increased its dividend eight times, and its payout ratio presently sits at 50% of earnings. Check TANGER’s dividend history here.
Tanger Inc. Dividend Yield (TTM)
F.N.B.
F.N.B. is headquartered in Pittsburgh, PA. This Zacks Rank #3 (Hold) company provides a variety of banking and financial services through its subsidiaries.
On April 14, FNB declared that its shareholders would receive a dividend of 13 cents a share on June 15, 2026. FNB has a dividend yield of 2.7%.
In the past five years, FNB has increased its dividend once. Its payout ratio is currently 30% of earnings. Check F.N.B.’s dividend history here.
F.N.B. Corporation Dividend Yield (TTM)
Johnson & Johnson
Johnson & Johnson innovates, produces and distributes diverse medical products worldwide. This New Brunswick, NJ-based company currently carries a Zacks Rank #3.
On April 14, JNJ announced that its shareholders would receive a dividend of $1.34 a share on June 9, 2026. JNJ has a dividend yield of 2.2%.
Over the past five years, JNJ has increased its dividend six times. Its payout ratio now sits at 48% of earnings. Check Johnson & Johnson's dividend history here.
Johnson & Johnson Dividend Yield (TTM)
Constellation Brands
Constellation Brands produces and markets beer, wine and spirits. The Zacks Rank #3 company operates from Rochester, NY.
On April 8, STZ declared that its shareholders would receive a dividend of $1.03 a share on May 14, 2026. STZ has a dividend yield of 2.5%.
Over the past five years, STZ has increased its dividend six times, and its payout ratio presently sits at 35% of earnings. Check Constellation Brands' dividend history here.
Constellation Brands Inc Dividend Yield (TTM)
KNOT Offshore Partners
KNOT Offshore Partners is headquartered in Aberdeen, United Kingdom. This Zacks Rank #3 company is engaged in owning, acquiring and operating shuttle tankers, designed to transport crude oil and condensates from offshore oil field installations to onshore terminals and refineries.
On April 7, KNOP declared that its shareholders would receive a dividend of 5 cents a share on May 14, 2026. KNOP has a dividend yield of 1%.
In the past five years, KNOP has increased its dividend once. Its payout ratio is currently 9% of earnings. Check KNOT Offshore Partners’ dividend history here.
KNOT Offshore Partners LP Dividend Yield (TTM)
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Players in the Zacks Beverages – Alcohol industry remain under pressure as inflation hikes costs across labor, transportation and raw materials. Higher ingredient, packaging and shipping expenses are squeezing margins, while increased spending on marketing, promotions and daily operations continues to weigh on profitability. Tariffs add another layer of risk, pushing up prices for imported brands, dampening demand and disrupting supply chains.
Despite these headwinds, growth opportunities persist. Premiumization continues to gain traction as consumers shift toward higher-quality, distinctive offerings. Segments like ready-to-drink spirits, canned wines and cocktails, hard seltzers, ciders and flavored malt beverages are reshaping the market, attracting younger consumers while offering convenience and variety to more established drinkers.
To capitalize on these trends, leading players, including Anheuser-Busch InBev BUD, Diageo Plc DEO, Constellation Brands Inc. STZ, Brown-Forman Corporation BF.B and Molson Coors Beverage Company TAP, are intensifying investments in innovation, technology and premium brand positioning. While volatility in input costs and tariffs may continue to pressure margins in the near term, strong brand equity and premium-led innovation are expected to remain the industry’s primary growth drivers.
About the Industry
The Zacks Beverages – Alcohol industry mainly comprises producers, importers, exporters, marketers and sellers of alcoholic beverages like beer, craft beer, ciders, wine, rum, whiskey, liqueurs, vodka, tequila, champagnes, brandy, amaretto, ready-to-drink (RTD) cocktails and malt. Some industry players also produce and sell non-alcoholic beverages like carbonated soft drinks, sparkling waters, bottled water, energy drinks, powdered and natural juices, and RTD teas. The companies sell products through wholesalers and retailers like supermarkets, warehouse clubs, grocery stores, convenience stores, package stores, drug stores and other retail outlets. The industry participants also sell beer directly to consumers in cans and bottles at restaurants, pubs, bars and liquor stores. Some brewers operate brewpubs or tasting rooms at breweries, offering consumers the freshest beer.
What's Shaping the Future of Beverages - Alcohol Industry
Elevated Costs: The alcohol industry continues to grapple with elevated cost pressures from inflation across labor, transportation and raw materials. Higher prices for key inputs such as grains and fruits, along with rising costs for packaging, co-packing, fuel and logistics, have pushed up production and operating expenses, weighing on the gross and operating margins.
In addition to input inflation, companies are facing increased spending on advertising, promotions and SG&A as they step up brand investments, media activity and local market execution. Higher freight costs tied to volume growth, along with rising wages and discretionary expenses, are contributing to margin pressure and SG&A deleverage. Many industry participants expect these headwinds to persist in the near term, continuing to challenge profitability.
Potential Tariff Impacts: Tariffs imposed by President Donald Trump are expected to create severe headwinds for the U.S. beverage alcohol industry, with implications for pricing, supply chains, trade flows and consumer demand. Tariffs on imports from Canada, Mexico and China raise input and landed costs for a range of imported spirits and beers, including well-known international brands. These higher costs are likely to be passed on to consumers, resulting in price increases that could weigh on volumes. At the same time, supply chains may face disruption as companies reassess sourcing and logistics, potentially leading to delays, tighter availability and higher operating expenses. As prices rise and choice narrows, consumers may trade down or reduce consumption, pressuring industry sales and margins.
Premiumization & Product Diversification: Premiumization remains a core growth engine for the alcohol industry as consumers increasingly gravitate toward distinctive flavors, higher-quality offerings and experiential brands. In response, beverage companies are broadening their portfolios to capture demand for premium and super-premium products while extending beyond traditional beer, wine and spirits. The category mix is rapidly evolving, with strong momentum in craft spirits, low- and no-alcohol offerings, RTD spirits, canned wines and cocktails, hard seltzers, cider and flavored malt beverages. As consumer preferences fragment and occasions diversify, sustained innovation and agile product development have become critical for brands seeking to remain relevant, defend pricing power and drive long-term growth.
Zacks Industry Rank Indicates Dull Prospects
The Zacks Beverages – Alcohol industry is a 14-stock group within the broader Zacks Consumer Staples sector. The industry currently carries a Zacks Industry Rank #205, placing it at the bottom 16% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates dull near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
The industry’s positioning in the bottom 50% of the Zacks-ranked industries is a result of a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gradually losing confidence in this group’s earnings growth potential.
Before we present a few stocks that you may want to consider for your portfolio, let us take a look at the industry’s recent stock-market performance and valuation picture.
Industry Underperforms S&P 500
The Zacks Beverages – Alcohol industry has outperformed the broader sector and underperformed the S&P 500 in the past year.
The stocks in the industry have collectively returned 4.8% in the past year, whereas the Zacks Consumer Staples sector has declined 3.2%. Meanwhile, the Zacks S&P 500 composite has rallied 34.6%.
1-Year Price Performance
Beverages - Alcohol Industry's Valuation
Based on the forward 12-month price-to-earnings (P/E) ratio, commonly used to value Consumer Staples stocks, the industry is currently trading at 15.71X compared with the S&P 500’s 21.49X and the sector’s 16.57X.
Over the last five years, the industry traded as high as 26.77X, as low as 13.77X and at the median of 18.61X, as the chart below shows.
Price-to-Earnings Ratio (Past 5 Years)
5 Alcohol Beverages Stocks to Keep a Close Eye on
None of the stocks in the Zacks Beverages – Alcohol space currently sports a Zacks Rank #1 (Strong Buy) and a Zacks Rank #2 (Buy). However, we have selected five stocks with a Zacks Rank #3 (Hold) to watch from the same industry. You can see the complete list of today’s Zacks #1 Rank stocks here.
Let us have a look at the companies.
Anheuser-Busch InBev: Also known as AB InBev, this is a global brewing leader with a portfolio of iconic brands spanning diverse geographies. Its leading positions across key markets and expansive global footprint provide meaningful scale advantages, enabling efficient operations and the ability to grow multi-country brands worldwide. The company continues to benefit from resilient consumer demand for its core brands, supported by strong business momentum, driven by disciplined execution, sustained brand investment and an accelerated digital transformation agenda. Premiumization remains a central growth lever, as consumers increasingly trade up within the beer category.
Beyond core beer, AB InBev is steadily expanding its Beyond Beer portfolio, encompassing ready-to-drink offerings, such as canned wines and cocktails, along with hard seltzers, ciders and flavored malt beverages. This diversification strategy is enhancing relevance across occasions and consumer segments, while providing an incremental growth runway and supporting top-line momentum. The Zacks Consensus Estimate for AB InBev’s 2027 sales and earnings suggests growth of 6.7% and 12.3% from the year-ago period’s reported figures. The consensus mark for the company’s 2027 earnings has moved down 0.5% in the past seven days. The Zacks Rank #3 stock has gained 16.9% in the past year.
Price & Consensus: BUD
Diageo: The stock of this London-based leading beverage company has declined 25.6% in the past year. DEO operates in approximately 180 countries, and is involved in producing, distilling, brewing, bottling, packaging, and distributing spirits, wine and beer. The company continues to place innovation and consumer moderation at the center of its long-term growth strategy, addressing evolving consumption patterns and diversifying its portfolio. Innovation remains a key driver, with strong momentum across tequila, whisky, beer and RTD formats.
Equally important is Diageo’s push into moderation, wherein it has established clear leadership in non-alcoholic spirits. The company is refining its $2-billion productivity program to drive efficiency across the business while ensuring long-term sustainable growth. A key focus is balancing cost savings with strategic reinvestment, particularly in marketing and brand activation. The Zacks Consensus Estimate for Diageo’s fiscal 2027 EPS has been unchanged in the past 30 days. The consensus estimate for fiscal 2027 earnings suggests a decline of 3.2% from the year-ago period’s reported figure.
Price & Consensus: DEO
Constellation Brands: The Victor, NY-based third-largest beer company and a leading, high-end wine company in the United States continues to benefit from a sharp focus on brand building and a steady cadence of innovation. The company’s premiumization strategy remains a key growth driver, led by the sustained strength of the Modelo and Corona brand families and continued traction across its Power Brands portfolio. Its beer business is benefiting from premium and above-premium trends, supported by growth in traditional beer and adjacent categories, such as flavored beer, seltzers, RTD spirits and flavored malt beverages.
STZ is actively investing to extend the momentum of its Power Brands, aligning innovation with evolving consumer preferences and delivering successful product launches. Meanwhile, the company’s digital momentum continues to build through platforms, such as Instacart, Drizly and retailer-owned channels, reflecting consumers’ growing preference for convenience-driven purchasing. The Zacks Consensus Estimate for STZ’s fiscal 2027 earnings per share has moved down 3.5% in the past seven days. The consensus estimate for fiscal 2027 sales and earnings suggests growth of 0.6% and 0.9%, respectively, from the year-ago period’s reported figures. The Zacks Rank #3 stock has lost 10.2% in the past year.
Price & Consensus: STZ
Brown-Forman: Based in Louisville, KY, this is a global spirits company that manufactures, distills, bottles, imports, exports, markets and sells a broad portfolio of premium alcoholic beverages. The company’s growth strategy is anchored in premiumization, with a clear focus on high-quality, premium and super-premium spirits that support brand equity and margin resilience. The portfolio has been streamlined around core power brands such as Jack Daniel’s and Woodford Reserve, complemented by successful additions like the Jack Daniel’s and Coca-Cola RTD and the integration of super-premium labels Gin Mare and Diplomático.
Emerging markets continue to provide a strong growth offset, driven by rising middle-class demand and momentum across the Jack Daniel’s family. Disciplined pricing, innovation, distribution evolution and tighter cost control underpin long-term value creation despite near-term pressures. The Zacks Consensus Estimate for BF.B’s fiscal 2026 sales and earnings suggests declines of 2.3% and 4.4%, respectively, from the year-ago period’s reported figures. The consensus mark for the Zacks Rank #3 company’s fiscal 2026 earnings has moved up 1.7% in the past 30 days. BF.B has declined 11.6% in the past year.
Price & Consensus: BF.B
Molson Coors: The stock of this Chicago, IL-based leading beverage company has declined 25.6% in the past year. TAP is on track with its revitalization plan, focused on achieving sustainable top-line growth by streamlining its organization and reinvesting resources into its brands and capabilities. Investments, partnerships and product launches, which are part of its revitalization plan, have been aiding the company.
Molson Coors has been committed to increasing its market share through innovation and premiumization. Intending to accelerate portfolio premiumization, TAP has been aggressively growing its above-premium portfolio in the past few years. The Zacks Consensus Estimate for Molson Coors’ 2026 EPS has been unchanged in the past 30 days. The consensus estimate for the Zacks Rank #3 company’s 2026 sales and earnings suggests declines of 0.2% and 11.8%, respectively, from the year-ago period’s reported figures.
Price & Consensus: TAP
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Constellation Brands, Inc.

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