Constellation Brands gaining market share despite weak beer industry: Citi’s Falorni

Bullish Gator

Citi analyst Filippo Falorni discusses Constellation Brands’ Q2 beer sales and how it’s gaining share amid a challenging beer market.

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What stands out

Citi analyst Filippo Falorni says Constellation Brands is gaining share in beer even as the overall beer industry struggles, and he highlights results from the company’s fiscal Q2 that show resilient beer sales. The clip stands out because Falorni frames share gains as the main story rather than headline revenue growth, calling attention to distribution and pricing dynamics inside a weak category. That focus matters because a company growing share while the category shrinks changes how you read flat top-line numbers.