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#	AUTHOR DATE SUBJECT
3	member 1/10/25 6:03PM Re: Re: Constellation brands vs BUD 2
How much of a risk is continued USD strength? Contracting multiples and currency have been a huge headwind to global consumer staples for a while now. view available tags
2	member 1/10/25 4:35PM Re: Constellation brands vs BUD 1
not saying a reason to own v. STZ. But Bud has 74% of revenue and ~78% of EBITDA coming outside North America. You need to really like N.A market to like STZ. seems possible that view available tags
1	member 1/10/25 12:52PM Constellation brands vs BUD
Why not own STZ instead? Lower p/e, faster volume volume - 3% per annum? Thank you. view available tags