Stock Movers Constellation Brands Falls, Lululemon Rises, Tesla Up After Musk Comments
Sep 3, 2025
Constellation Brands struggles as high-end beer sales drop, particularly among Hispanic consumers. Meanwhile, Lululemon is experiencing a revival with new marketing strategies featuring athlete ambassadors. Tesla sees a stock surge after Elon Musk shifts focus to its robotics initiative, suggesting a major future value shift away from cars. It's a compelling look at how market dynamics are shaping the future of these major brands.
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Premium Beer Sales Are Weak
- Constellation Brands cut fiscal 2026 guidance due to weak consumer demand, pressuring its stock and prompting analyst downgrades.
- CEO Bill Newlands flagged a pronounced decline in high-end beer purchases among Hispanic consumers, hurting Modelo and Corona sales.
Use Athlete Ambassadors To Reignite Growth
- Lululemon is pivoting marketing toward athletes and high-profile ambassadors to reverse a sharp stock decline this year.
- The company aims for $12.5 billion in sales by end of 2026 despite analysts forecasting a roughly $500 million shortfall.
Investors Betting Beyond Car Sales
- Tesla shares rose despite shrinking European new-vehicle registrations across major markets earlier this year.
- Investors appear to focus on Elon Musk's message that Tesla's future value will come largely from its Optimus robot initiative rather than car sales.