Why Did This Exec Just Buy $340K of a Beaten-Down Beverage Stock?

July 22, 2025

What do Modelo, Corona, and Meiomi Wine have in common?

They're all owned by Constellation Brands (STZ) — a $40B beverage giant that's rarely in the headlines… but always in your fridge.

Despite delivering strong earnings and guiding higher this year, STZ shares have quietly dropped nearly 25% from their highs.

That’s why this caught our attention:

🚨 Constellation’s Chairman just bought $340,000 worth of stock on the open market.

On July 15, Chairman Christopher Baldwin scooped up 2,000 shares of STZ.

Insider buys like this — especially from high-level executives — are often a high-conviction signal. They know the business better than anyone, and they’re not spending that kind of capital without a clear thesis.

🍺 What’s the Bull Case for STZ?

Despite the dip, Constellation’s fundamentals remain strong:

  • 📈 Top U.S. Beer Brand: Modelo recently overtook Bud Light in market share

  • 💸 Robust Free Cash Flow: Strong margins even in a high-cost environment

  • 📉 Undervalued vs. Peers: Trades at just ~17× forward earnings

  • 🧃 Premiumization Trend: Consumers trading up for quality alcohol brands

Constellation also recently sold off lower-margin wine brands, streamlining its portfolio to focus on premium growth categories.

🔐 Want the Full Watchlist?

Premium members get access to all 4 stocks on our July 22 Watchlist — including:

✅ A deep-value healthcare name with mRNA optionality
✅ A modular infrastructure company quietly accumulating institutional backing
✅ A small-cap insurer where the CEO just bought 100,000 shares

Each name comes with:

✔️ Price-based buy zones
✔️ Long-term growth targets
✔️ Insider and institutional flow analysis

Stay informed, stay disciplined, and invest wisely!

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