STOCK ANALYSIS | NYSE: STZ | OCTOBER 11, 2026 Constellation Brands delivered an earnings beat, stronger sales, and impressive market-share gains. Unfortunately, the people drinking the beer didn't appear nearly as enthusiastic as the people distributing it. With more than $10 billion in debt and billions committed to capital spending and shareholder returns, I think investors need to look beyond the impressive headlines. Constellation Brands STZ · October 9 close $122.64 −0.80% on October 9 Latest verified closing price Forward P/E 10.6× FY27 comparable EPS midpoint Dividend yield 3.36% Annualized $4.12 dividend Total debt $10.32B August 31, 2026 Price from October 9 closing data. Valuation metrics calculated using company guidance and the most recently declared quarterly dividend. StockAnalysis.com +2 The essential quarterly figures reveal why this story is more complicated than the earnings beat suggests. Constellation's beer business: Q2 FY2027 Year-over-year percentage chan...
PepsiCo's third-quarter results reveal an uncomfortable truth for dividend investors: a company can keep growing, keep raising its dividend, and keep selling billions of dollars' worth of products while its underlying earnings power quietly deteriorates. The question is whether this consumer staples giant is experiencing a temporary setback—or something far more troubling. October 10, 2026 | PepsiCo (NASDAQ: PEP) | Investment Analysis When Good Sales Numbers Hide an Uncomfortable Reality I have always considered PepsiCo one of those companies investors were supposed to be able to own without losing much sleep. Buy the shares, collect the dividend, reinvest when appropriate, and allow the extraordinary reach of brands like Pepsi, Lay's, Doritos, Gatorade, and Cheetos to do the heavy lifting. For decades, that has been a fairly reasonable investment philosophy. PepsiCo wasn't supposed to reinvent civilization. It wasn't competing to build artificial intelligence, colo...