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☆ Modelo maker Constellation's upbeat forecast should send the stock to new highs
▼ + stars: | 2024-04-11 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

Constellation Brands reported better-than-expected quarterly earnings Thursday, driven by strength in its beer business that more than offset continued weakness in wines and spirits. Management's upbeat forecast for fiscal year 2025 should send the stock to new all-time highs. Constellation Brands Why we own it : We like Constellation Brands for its beer franchise, which includes popular Mexican brands Modelo, Corona and Pacifico. More importantly, the sales gains in the beer business are almost entirely driven by volume gains, not higher prices. Management cited Circana channel data as evidence that its beer business outperformed the total U.S. beer category and remained the top dollar sales share gainer.

Persons: Jim Cramer's, Bill Newlands, Beer, Crawford, Meiomi, Robert Mondavi, Jim Cramer, Jim, Justin Sullivan Organizations: Constellation Brands, Modelo, Anheuser, Busch Inbev, Molson Coors, Constellation, Modelo Especial, Corona, Pacifico, Management, High, Woodbridge, Lumina, Enterprise, CNBC Locations: Corona, Pacifico, STZ, Pacific, San Rafael , California

☆ 47 out of 50 states are up over double digits for Pacifico, says Constellation Brands CEO
▼ + stars: | 2024-04-11 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email47 out of 50 states are up over double digits for Pacifico, says Constellation Brands CEOConstellation Brands President and CEO Bill Newlands joins 'Mad Money' host Jim Cramer to talk Modelo's recent sales growth, the state of the beer and spirits industry, and more.

Persons: Bill Newlands, Jim Cramer Organizations: Pacifico, Constellation Brands

☆ Constellation Brands CEO explains sales weakness in wine and spirits: 'we spread ourselves a little too thin'
▼ + stars: | 2024-04-11 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Constellation Brands CEO Bill Newlands told CNBC's Jim Cramer on Thursday how the company plans to improve its wine and spirits division, which saw its net sales decline during the most recent quarter. "We're going to put a lot more focus on the critical brands, brands like the Prisoner, and Meiomi, and High West, and Mi Campo, as examples. Despite shortcomings with its wine and spirits business, the company's quarterly earnings report showed strength in beer sales. Newlands also expressed confidence in Sam Glaetzer, the new leader of Constellation Brands' wine and spirits business. Constellation Brands is seeing success and growth in its Pacifico Brand, Newlands added.

Persons: Bill Newlands, CNBC's Jim Cramer, Mi, We're, Newlands, Sam Glaetzer, Glaetzer, it's Organizations: Constellation, High, Constellation Brands, Modelo, Management, Pacifico Brand, Pacifico Locations: Corona, Pacifico, Newlands, California, Florida, New Jersey, West Coast

☆ Modelo maker Constellation Brands is primed for market share gains but we still see one issue with the company
▼ + stars: | 2024-04-07 | by ( Paulina Likos | ) www.cnbc.com time to read: +7 min

Constellation Brands stock is looking like it could be ready to break out, with its strong beer business well-positioned for market share gains in the upcoming fiscal year. Morgan Stanley anticipates Constellation to continue gaining market share at the expense of Bud Light during this period. Since Constellation tends to boast industry-leading results in its beer business, we're confident it will deliver strong numbers again next week. Over the past few years, Constellation has been trying to boost sales in its wine and spirits business — shifting from lower-priced brands to more premium names. While wine and spirits make up a small part of Constellation's overall business, Jim has said it must go.

Persons: It's, Jim Cramer, Morgan Stanley, Jeff Marks, Jim, Bud Light, Marks, Piper Sandler, Newlands, Kim Crawford, Eli Lilly, Elliott, Jim Cramer's, Justin Sullivan Organizations: Constellation Brands, Anheuser, Busch Inbev, Modelo, Nielsen, Cinco de Mayo, Bud Light, Constellation, Piper, Elliott Investment Management, CNBC Locations: Corona, Pacifico, U.S, GLP, Modelo, San Rafael , California

☆ 10 things to watch in the stock market, including Eli Lilly, Amazon, Meta and Ford
▼ + stars: | 2024-03-13 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

BofA also raises red-hot server maker Super Micro Computer price target to $1,280 from $1,040. The Club stock took off in mid-February after the previous secondary. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Eli Lilly, BofA, ByteDance, Morgan Stanley's Adam Jonas, Jonas, Morgan Stanley, Tesla, Wells, Jim Cramer's, Jim Cramer, Jim Organizations: Investors, Bank of America, Electric, GE Healthcare, Club, Auto, General Motors, Ford, Citigroup, Constellation Brands, Citi, Nielsen, Corona, Modelo, Jim Cramer's Charitable, CNBC Locations: Pacifico, Cleveland

☆ Here are 10 undervalued stocks in our portfolio despite some of them around record highs
▼ + stars: | 2024-02-14 | by ( Paulina Likos | ) www.cnbc.com time to read: +16 min

The PEG ratio, another valuation tool, starts with the price-to-earnings ratio and divides the P/E by estimated earnings growth. A good PEG ratio is 1 or lower. There is a major consideration when analyzing five-year valuation average comparisons: interest rates. The company's P/E ratio of 21.5 times is about 20% cheaper than peers and below its historical average of 29.6. Honeywell Price-to-earnings ratio (P/E): 19.4 P/E vs. peers: 10% cheaper P/E-to-growth ratio (PEG): 2.3 We like how Honeywell 's stock is valued post-earnings .

Persons: Bard, it's, Pacifico, Jim Cramer, Disney Price, Nelson Peltz, Jim, Peltz, Bob Iger, Honeywell Price, Nvidia Price, Nvidia's, Salesforce Price, we're, Wells Fargo, Charlie Scharf, Wynn, WYNN, Jim Cramer's, NVDA, New York Stock Exchange Michael Nagle Organizations: Apple, Microsoft, Meta, Nvidia, Google, Gemini, Amazon, Services, Constellation Brands, Modelo, Beer, Constellation, . Management, Disney, Management, Honeywell, Aerospace, Productivity Solutions, Starbucks, Wells, Silicon Valley Bank, Wynn Resorts EV, Wynn Resorts, Boston, WYNN, CNBC, New York Stock Exchange, Bloomberg, Getty Locations: FactSet, Corona, China, Israel, Wells Fargo Price, Wells Fargo, Silicon, Macao, Las Vegas

☆ An upgrade, a 'top pick' and a potential deal: 3 of our stocks make news Tuesday
▼ + stars: | 2024-01-16 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

We're taking a closer look at a few of our stocks in the headlines on Tuesday: Starbucks, Constellation Brands and Walt Disney. The firm said it is looking beyond the current quarter, noting that Starbucks is "underearning vs its potential." Constellation Brands News: Bernstein named Constellation Brands its top pick for 2024 in a Tuesday research note. That's why a potential partnership that would give equity ownership of ESPN to a professional sports league would be so interesting. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Walt Disney, Morgan Stanley, Bernstein, Jim, Bob Iger, Wells Fargo, Nelson Peltz, Jim Cramer's, Jim Cramer, Spencer Platt Organizations: Starbucks, Constellation Brands, Walt, Modelo, Disney, ESPN, National Football League, New York, NFL Media, NFL Network, Players Association, NFL, Netflix, CNBC, People, Starbucks Workers United, Getty Locations: Israel, China, Corona, Pacifico, New, New York City

☆ Goldman says buy beer powerhouse Constellation. One of its reasons made us think
▼ + stars: | 2023-12-01 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

Goldman Sachs believes Constellation Brands (STZ) has the potential to revive sales in its struggling Wine & Spirits division. It's not impossible, but we're more bullish on the company's core beer business. In the Goldman note, Herzog acknowledged that Wine & Spirits has, indeed, struggled. Management's emphasis on "driving shareholder returns reduces the risk of its underperforming Wine business," she added. We had been hoping to hear news about a breakup of its underperforming Wine & Spirits, which did not happen.

Persons: Goldman Sachs, It's, Bonnie Herzog, Goldman, Herzog, Jim Cramer, Jim Cramer's, Jim, Luke Sharrett Organizations: Constellation Brands, Modelo, Wine, Constellation, CNBC, Workers, LLC, Bloomberg, Getty Locations: Corona, Pacifico, Simi, U.S, Louisville , Kentucky

☆ Why we see a bright future for Constellation Brands and Starbucks following investor events
▼ + stars: | 2023-11-03 | by ( Paulina Likos | ) www.cnbc.com time to read: +6 min

Investor events this week from Club holdings Constellation Brands (STZ) and Starbucks (SBUX) left shareholders like us bullish on the path forward for both beverage makers. Beer producer Constellation Brands provided a business update on Thursday during an event for investors at which management outlined its strategic priorities to foster ongoing growth. The company called its beer business, which includes bestselling brands like Modelo Especial, Corona and Pacifico, "the main driver of our strong growth." To address this unrelenting demand, Starbucks plans on building new stores with updated layouts, while "unlocking capacity" at existing stores. In addition to investing in its stores, Starbucks is also taking steps to improve the overall experience for its employees.

Persons: Kim Crawford, Elliot Management, Laxman Narasimhan, Jim Cramer, Narasimhan, Jim Cramer's, Jim Organizations: Constellation Brands, Starbucks, Modelo Especial, Management, Constellation, CNBC, Getty Locations: U.S, Corona, Pacifico, Woodbridge, SVEDKA, China, North America, Canada

☆ Constellation Brands CEO touts beer performance post earnings
▼ + stars: | 2023-10-05 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

In a Thursday interview with CNBC's Jim Cramer, Constellation Brands CEO Bill Newlands highlighted the past quarter's success in its beer brands and said the company has been shifting its focus from mainstream to higher-end brands. Constellation reported earnings Thursday, with its beer portfolio seeing double-digit sales growth. Newlands chalked up some of this underperformance to the mainstream brands in its spirits and wine business. Additionally, Constellation's earnings report showed that and its higher-end wine and liquor brands — like Meiomi and Kim Crawford wine brands — outperformed the rest of the group. "Today it's one-third, and even though that area continues to drag on the overall business, the top end of our wine business is doing quite well and taking share."

Persons: CNBC's Jim Cramer, Bill Newlands, Newlands, Kim Crawford Organizations: Constellation Brands, Pacifico, Corona, Constellation, — Locations: Newlands

☆ The risks to alcohol and food stocks from Ozempic-like weight loss drugs
▼ + stars: | 2023-09-20 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

The rise of new anti-obesity medications could result in less alcohol consumption, impacting Club name Constellation Brands (STZ). The risk already seems to be playing out in food stocks with exposure to snacks and junk food. We don't think Constellation Brands stock will suffer the same fate as shares of leading snack food companies like J.M. Key points The increasing popularity of new diabetes/weight loss drugs could curtail consumer appetite for junk food and alcohol. Constellation Brands (STZ), the Club name behind the Mexican beers Corona and Modelo, should be able to weather any such headwind.

Persons: Eli Lilly, it's, Mills, Lilly, Jim Cramer, Mounjaro, Morgan, Morgan Stanley, AOMs, Jefferies, Jim Cramer's, Jim, Gabby Jones Organizations: Constellation Brands, Corona, Modelo, Pacifico, Nordisk, Ozempic, Club, Novo Nordisk, Brands, Conagra Brands, Constellation, Bud Light, Jefferies, JPMorgan, CNBC, Bloomberg, Getty Locations: U.S, Oro, Brooklyn Borough, New York

☆ These are the 11 sectors that comprise the S&P 500 — and the stocks we own in each
▼ + stars: | 2023-09-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +28 min

.GSPF YTD mountain S & P 500 Financials Sector YTD performance Club stocks in the Financials sector: Morgan Stanley ( MS): The bank's services include investment banking, wealth management and investment management. Communication Services Sector market weight: 8.85% Market cap: $3.3 trillion YTD performance: up 44.5% Industries: Diversified telecommunication services; entertainment; interactive media & services; media; wireless telecommunication services. .GSPTS YTD mountain S & P 500 Communication Services Sector YTD performance Club stocks in the Communication Services sector: Walt Disney (DIS): The entertainment giant reported another mixed quarter last month, even against low expectations. Real estate Sector market weight: 2.44% Market cap: $909 billion YTD performance: up 0.9% Industries: Equity real estate investment trusts; real estate management & development. .SPLRCR YTD mountain S & P 500 Real Estate Sector YTD performance While we don't own any real estate stocks, investors have historically invested in the sector for its reliable cash flow from income-generating properties.

Persons: Jim Cramer's, Jim, Salesforce, reenergized, Marc Benioff, Wolfe, Palo, Eli Lilly, Cantor Fitzgerald, Bausch, bioprocessing, Morgan Stanley, Morgan Stanley's, Eaton Vance, Wells Fargo, Wells, TJX, Wynn, Locker, We've, Mary Dillon, Walt Disney, Bob Iger's, Emerson, Davidson, Vimal Kapur, Stanley Black, Decker, Estee Lauder, Gillette —, Elliott, Coterra, Linde, Jim Cramer, Mandel Ngan Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Technology Sector, Industries, Communications, Technology, Information Technology, Apple, Wedbush Securities, Microsoft, UBS, Deutsche Bank, Nvidia, Broadcom, VMware, Palo Alto Networks, Wolfe Research, Palo Alto, Oracle, Mizuho, Amazon Web Services, Google, Health Care, Biotechnology, Health, Bausch Health, Leerink Partners, GE Healthcare Technologies, General Electric, GE, Financials, Bank of America, United Auto Workers, Detroit, Ford, Starbucks, TJX, Marshalls, Wynn Resorts, WYNN, Communication Services, Communication, Hollywood, Charter Communications, Disney, JMP Securities, Facebook, Industrials, Aerospace, Emerson, Caterpillar, Honeywell, Consumer Staples Sector, Consumer, Consumer Staples, Costco Wholesale, Procter & Gamble, Gillette, Constellation Brands, Corona, Modelo, Pacifico, Elliott Management, Energy Sector, Energy, Coterra Energy, Natural Resources, West Texas, Utilities Sector, Electric, Companies, Sempra Energy, Materials, Chemicals, Linde, LIN, DuPont, Sector, Equity, Real, Jim Cramer's Charitable, New York Stock Exchange, AFP, Getty Locations: U.S, FactSet, bioprocessing, Wells Fargo, China, Maxx, Macao, Asia, Pacifico —, California, Texas

☆ How Modelo dethroned Bud Light to become the top-selling U.S. beer
▼ + stars: | 2023-08-18 | by ( Natalie Rice | ) www.cnbc.com time to read: +4 min

1 beer in America due to a competitor's moves is not accurate," said Jim Sabia, executive vice president and managing director of Constellation Brands ' beer division. Bud Light's sales slump changed that. The data shows that on the four weeks ended on May 20, Modelo's share of total beer sales grew to 10.7%, while Bud Light's fell to 9.6%. "Modelo has been on a rise and Bud Light's been on a decline as we've seen overall shifts in the beer market in the last 10 years." But when it comes to success in the Mexican beer market, Constellation is relatively untouchable.

Persons: Jim Sabia, We've, Sabia, Bud Light's, Bud Light, influencer Dylan Mulvaney, Bart Watson, Gerald Pascarelli, There's, Greg Gallagher, we've Organizations: Modelo Especial's U.S, Constellation Brands, Modelo, Modelo Especial, Nielsen, Wedbush Securities, Anheuser, Busch InBev, Brewers Association, Beer Institute Locations: America, U.S, Corona, Pacifico, Mexico, United States, Circana

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Constellation Brands bet big on Modelo. And won against Bud LightConstellation Brands, which owns the U.S. licensing rights to Mexican beers like Modelo, Corona, Victoria and Pacifico is on fire. For the first time in 22 years, Modelo Especial beat out Bud Light as the country's top-selling beer in May. Constellation reported revenue of $2.5 billion in the quarter ending May 31, a 6.4% increase from the same quarter last year. The company's beer business delivered double-digit net sales growth of 11%.

Persons: Bud, Bud Light Organizations: Constellation Brands, Modelo, Bud Light Constellation Brands, Pacifico, Modelo Especial, Constellation Locations: Corona, Victoria

☆ We're trimming this consumer staple and changing our rating after a strong run
▼ + stars: | 2023-07-17 | by ( Jeff Marks | ) www.cnbc.com time to read: +2 min

We are selling 100 shares of Constellation Brands (STZ) at roughly $255.21. Following the trade, Jim Cramer's Charitable Trust will own 330 shares of STZ, decreasing its weighting in the portfolio to 2.96% from 3.83%. In what has been a rough year for consumer staple stocks, Constellation Brands has been one of the few bright spots with a gain of nearly 10% versus a roughly flat return for the sector. Constellation Brands has been a solid trade, rallying about 9% since we added to our position in late May. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer's, Bud, Bud Light, Jim Cramer, Jim, Luke Sharrett Organizations: Constellation Brands, Modelo, Constellation's Modelo, Bud, CNBC, Workers, LLC, Bloomberg, Getty Locations: California, Corona, Pacifico, United States, Louisville , Kentucky

☆ Analysts are adjusting their price targets for Constellation — here's why we're on board
▼ + stars: | 2023-07-03 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

Wall Street praised Constellation Brands (STZ) in a series of price target hikes to start the new week and quarter. We boosted our Club price target on Constellation on Friday to $270 per share from $260. BMO Capital increased price target to $290 from $263 Wells Fargo increased price target to $280 from $275 Bernstein increased price target to $287 from $280 JPMorgan raised price target to $276 from $273 Goldman Sachs raised price target to $275 from $264 Wedbush increased price target to $275 to $270 TD Cowen increased price target to $240 from $220 Truist raised price target to $240 from $220 The common theme, as we also pointed out, is the company's unrelenting beer momentum as the main factor that should drive the company's future growth. Constellation delivered resilient beer depletions, also known as the number of cases that are sold to retailers by a distributor. We were glad to see Wall Street analysts follow our price target increase.

Persons: That's, Bernstein, Goldman Sachs, Cowen, Bud Light, Bud, Jim Cramer's, Jim Cramer, Jim Organizations: Constellation Brands, Corona, Modelo, Constellation, BMO Capital, Wells, JPMorgan, Modelo Especial, Pacifico, Management, Wall, CNBC, Getty Locations: Pacifico, Corona, America, California, U.S

☆ Stocks making the biggest premarket moves: Nike, Apple, Dominion Energy, Carnival and more
▼ + stars: | 2023-06-30 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

Nike's fiscal fourth-quarter earnings were 66 cents per share, versus the 67 cents consensus estimate, per Refinitiv. Apple — Apple shares rose 0.8%, putting the tech giant on track to reach a $3 trillion market cap. Carnival — Shares of the cruise line rose 3% in premarket trading after Jefferies upgraded Carnival to buy from hold. Savers Value Village — Shares slipped 2% in the premarket, after jumping 27% during their first day of trading Thursday. Freyr Battery — The stock popped another 5% in premarket trading, following an 11% gain on Thursday.

Persons: Jefferies, Josh Weinstein's, Morgan Stanley, —, Sam Subin, Jesse Pound, Alex Harring Organizations: Nike, Nike —, Apple, Citi, Jefferies, Dominion Energy, Millstone, Constellation Brands, Corona, Revenue Locations: Chicago , Illinois, U.S, Pacifico

☆ Constellation Brands vs. Molson Coors: Here's which beer maker is the clear winner to buy
▼ + stars: | 2023-05-31 | by ( Paulina Likos | ) www.cnbc.com time to read: +12 min

In a battle of beer makers, Molson Coors (TAP) has had the advantage lately over rival Constellation Brands (STZ). Molson Coors has a diverse portfolio of popular beer brands including Coors Light and Miller Lite as well as other summer favorites Blue Moon and Leinenkugel's. Shares of TAP have gained about 17% in 2023, driven by strong beer growth and strategic partnerships. TAP STZ YTD mountain Molson Coors vs. Constellation Brands YTD performance At Club holding Constellation, its core beer brands are Corona, Modelo and Pacifico. While Molson Coors is catching much of the Bud Light exodus, Constellation's popular beer brands will also be a beneficiary.

Persons: Molson, Molson Coors, Miller, Bud Light's, influencer, Bud Light, BUD, Jim Cramer, Roth, Jim, Bud, Roth MKM, STZ, Gerald Pascarelli, Seltzer, Pascarelli, it's, Filippo Falorni, Falorni, Filippo, Wedbush's, Edward Lewis, hasn't, Robert Sands, Bill Newlands, Sands, Newlands, Jim Cramer's Organizations: Molson Coors, TAP, Constellation Brands, Modelo, Coors, Miller Lite, Anheuser, Busch Inbev, Club, Constellation, Corona, Nielsen, Constellation's Modelo Especial, Molson, CNBC, Coca, Citi, Falorni, STZ, Cinco de, Getty Locations: Corona, Pacifico, STZ, North, North America, Cinco de Mayo, San Diego

☆ 2 of our consumer stocks are in the headlines. Here's what we think about the news
▼ + stars: | 2023-05-18 | by ( Paulina Likos | ) www.cnbc.com time to read: +5 min

Consumer stocks Constellation Brands (STZ) and Procter & Gamble (PG) were the subjects of Wall Street scrutiny Thursday. Analysts are concerned about the stock's valuation and the risk to the company's volumes as P & G raises prices on its products. If uncertainty over the health of U.S. banks persists, analysts believe, P & G stock will "likely hold up." But they added, "If the issue dies down, we expect investors to move into less risk-averse stocks." Truist also thinks "investors may be overreading" the consumer goods giant's better-than-expected fiscal third quarter in April.

☆ This country is the darling of the markets, Bank of America says. How to play it
▼ + stars: | 2023-04-19 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

One country is coming up again and again as the clear investor favorite this year, and there are ways for traders to play it, according to Bank of America. The Wall Street firm said Mexico is "the market's darling," with the Indice de Precios y Cotizaciones (IPC) climbing 12% this year. "On top of that, Mexico is perceived as a country that will continue to benefit from nearshoring," he said. Regardless, for investors tapping into the surge in markets, there are several ways to play the rise. For example, the iShares MSCI Mexico ETF (EWW) is up by 20% this year, far outpacing the roughly 4% climb for the broader iShares MSCI Emerging Markets ETF (EEM) over the same time period.

MEXICO CITY, April 13 (Reuters) - The airport operating business in Mexico is thriving as traffic surges due to multinational companies bringing overseas operations closer to home and growth at Mexican airlines, according to the head of GAP, which operates 12 airports in the country. Manufacturing hubs such as Guadalajara have seen record traffic growth due to the relocation trend, called nearshoring, CEO Raul Revuelta told Reuters in an interview late Wednesday. "But it's also Mexican airlines, VivaAerobus, Volaris, Aeromexico, expanding their fleets, which allows them to open new routes and move more passengers." The downgrade has prevented Mexican airlines from opening new routes to the United States, limiting expansion plans. The passage of a proposed aviation reform by Mexico's Congress will be an important step, he added.

☆ Jim Cramer's top 10 things to watch in the stock market Monday
▼ + stars: | 2023-04-10 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Club holding Pioneer Natural Resources (PXD) is the biggest independent oil exploration and production (E & P) play. Club holding Constellation Brands (STZ) reported an excellent quarter last week and gave you an 11% dividend increase. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

☆ Mexican stocks are on fire this year. Here's what's driving the gains
▼ + stars: | 2023-03-12 | by ( Alex Harring | ) www.cnbc.com time to read: +6 min

Closer supply chains to the U.S. are giving Mexican stocks a big boost to start the year. The iShares MSCI Mexico ETF (EWW) , which is made up of Mexican stocks, is performing even better — up 15.2%. EWW YTD mountain EWW in 2023 One key factor driving this early outperformance is "nearshoring," which refers to companies bringing supply chains closer to their home country. In this case, many U.S.-based companies are moving their supply chains to neighboring Mexico, which could lead to even more gains in Mexican stocks. Lippmann said the firm likes stocks directly helped by nearshoring trends, such as the real-estate firm Vesta and airport operator OMA .

☆ Here's our Annual Meeting update on 9 consumer names in the Club portfolio
▼ + stars: | 2023-02-27 | by ( Paulina Likos | ) www.cnbc.com time to read: +8 min

Here's an update on our consumer discretionary and consumer staples stocks in Jim Cramer's Charitable Trust, the 35 holdings that make up the CNBC Investing Club's portfolio. TJX Companies (TJX): TJX is a winner in a slower economy as shoppers love the treasure-hunting experience for cost-saving deals. If their stores have excess inventory, that could serve as a catalyst for TJX stock to go higher. Constellation Brands (STZ): Consumer demand for Constellation's premium alcoholic beverages is strong even as inflation weighs on consumers since people continue to drink beer in an economic slowdown. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ P&G, Constellation Brands see solid U.S. demand, even as prices rise — a key reason we're shareholders
▼ + stars: | 2023-02-24 | by ( Paulina Likos | ) www.cnbc.com time to read: +7 min

Constellation Brands "Consumer demand for our products remains strong even in a challenging macro environment," Newlands said. Procter & Gamble Inflation continues to weigh on consumers and impact global sales volumes at P & G, CFO Andre Schulten said Thursday. P & G last month delivered solid fiscal second-quarter results , in part through raising prices by as much as 10% on some products. Constellation Brands, meanwhile, continues to demonstrate sustained demand for its leading beer brands. Trucks with Constellation Brands Inc. Corona and Modelo beer sit during a delivery in the Zona Rosa neighborhood in Mexico City, Mexico.

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