Stock Movers Constellation Brands Slides, Elf Beauty Drops, Frontier Group Rises After Deutsche Upgrade
Sep 2, 2025
Shares of Constellation Brands dropped after a warning about weak consumer demand and a cut in fiscal guidance. Elf Beauty faced a decline as Deutsche Bank downgraded its stock amidst negative feedback. In contrast, Frontier Group's shares rose thanks to a positive recommendation, benefiting from a rival's bankruptcy. The podcast dives into trends in alcohol consumption and challenges faced by discount airlines vying for premium customers while tackling issues of transparency and customer expectations.
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Alcohol Demand Weakness Hits Guidance
- Constellation Brands cut fiscal 2026 guidance due to weak consumer demand and distributor inventory rebalancing.
- Bloomberg Intelligence links the cut to weaker-than-expected beer sales and broader challenges in alcoholic beverages.
Hosts Try Non-Alcoholic Beer
- Hosts joked about trying non-alcoholic beer and finding it unsatisfying compared with the real thing.
- Paul Sweeney said he tried a Heineken non-alcoholic and firmly declared: "In a word, no."
Evaluate Valuation And Social Sentiment
- Watch valuation and social sentiment when an investor downgrades a high-flying stock like Elf Beauty.
- Consider that reinstated guidance may be conservative and social media backlash can compress near-term upside.