Three Stock Lunch: Novo Nordisk, Constellation Brands and Citigroup
James Demmert, Main Street Research CIO, joins 'Power Lunch' to discuss Demmert's investing take on three stocks: Novo Nordisk, Constellation Brands and Citigroup.
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Why This Weight Loss Drug Company's Stock Surged Today
Investors are optimistic about the initiation of a phase 3 trial for a weight loss drug from Viking Therapeutics. The real value in the biopharmaceutical company may lie in the oral formulation of the drug. 10 stocks we like better than Viking Therapeutics › Shares in biopharmaceutical company Viking Therapeutics (NASDAQ: VKTX) were up by 6.3% at 12:30 a.m. ET today. The move likely stems from the market digesting the previous day's news that Viking had initiated a phase 3 trial of its most promising program in its pipeline, namely VK2375, a treatment for metabolic disorders, including obesity. There are probably two key reasons why the market likes the initiation of a phase 3 trial: VK2375 is a dual GLP-1/GIP receptor agonist similar to Eli Lilly's blockbuster weight loss drug Zepbound. Viking is developing VK2375 in both subcutaneous (under the skin) and oral formulations. The subcutaneous phase 3 trial is currently underway, while the phase 2 oral dosing trial results are expected to be released later this year. For reference, Novo Nordisk also offers a highly successful weight loss drug, Wegovy, a GLP-1 receptor agonist. While Viking Therapeutics, with a $3.2 billion market capitalization, will face challenges in competing with Eli Lilly's Zepbound unless it can demonstrate superior efficacy in the phase 3 trial, the real value in the business may lie in the oral formulation. There are obvious convenience and accessibility advantages to an oral formulation over a subcutaneous one, and a successful phase 2 trial may encourage a much larger pharmaceutical company to consider acquiring the company to take it through phase 3. As such, look out for the phase 2 results later in the year. In addition, note that Novo Nordisk has submitted to the FDA for approval of an oral formulation of Wegovy , and Eli Lilly recently reported positive results in a phase 3 trial for an oral GLP-1 agonist, orforglipron. All this means that the field is getting crowded. Before you buy stock in Viking Therapeutics, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Viking Therapeutics wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $687,731!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $945,846!* Now, it's worth noting Stock Advisor's total average return is 818% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends Novo Nordisk and Viking Therapeutics. The Motley Fool has a disclosure policy. Why This Weight Loss Drug Company's Stock Surged Today was originally published by The Motley Fool Erreur lors de la récupération des données Connectez-vous pour accéder à votre portefeuille Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données
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4 hours ago
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Will Constellation Brands' Focus on Core Brands Deliver in 2025?
Constellation Brands, Inc. STZ is a powerhouse in the alcoholic beverage industry, with balanced presence across beer, wine and spirits. The company continues to prioritize premiumization, brand strength and portfolio optimization as a central theme of its growth strategy. Armed with a portfolio of consumer-led, top-notch brands such as Modelo Especial, Corona Extra, Pacifico, Robert Mondavi Winery, Kim Crawford, The Prisoner Wine Company, High West, Casa Noble and Mi CAMPO, STZ is poised well to serve the evolving tastes of is sharpening its focus on high-performing core brands in high-margin categories, particularly beer, which makes up roughly 83% of total sales. STZ is capitalizing on favorable U.S. beer trends, especially the rising demand for Mexican imports and premium offerings. Modelo, now the top-selling beer in the US, continues to be a standout performer. Corona and Pacifico are the other beer brands that are performing well. For fiscal 2026, the company anticipates sales growth of 0–3% for the beer segment. In the wine and spirits business, the portfolio continues to evolve toward higher-end offerings, with premium brands like The Prisoner, Kim Crawford and Meiomi driving growth. The company is investing in innovation, flavor extensions and omnichannel capabilities to strengthen consumer engagement, particularly among younger, tech-savvy audiences. Additionally, STZ is divesting lower-performing assets and streamlining operations to drive margin expansion and enhance long-term near-term challenges like inflation and channel shifts persist, Constellation Brands' disciplined focus on fewer, stronger brands and strategic execution provides a solid foundation for sustainable growth in 2025 and beyond. As Constellation Brands doubles down on its core portfolio strategy, a closer look at how peers like Anheuser-Busch InBev SA/NV BUD, The Boston Beer Company, Inc. SAM and Molson Coors Beverage Company TAP manage their core brand playbooks offers key insights into competitive positioning and evolving industry InBev SA/NV, alias AB InBev, has been gaining from continued consumer demand for its brand portfolio. The company's premiumization strategy is a key growth lever. AB InBev has been focused on premium beer offerings, aligning with consumer preferences in the alcohol industry. Among the above-core brands, Corona has been leading the performance, delivering low-teens revenue growth outside of Mexico. BUD has been focused on expanding its Beyond Beer portfolio as well. Boston Beer remains focused on product innovations and brand development to strengthen its market position and drive operational performance. Among the most iconic brands in American craft brewing, Samuel Adams is the keystone of Boston Beer. The company has diversified its lineup with beverages like Truly Hard Seltzer and has grown beyond traditional beer. SAM's diversification strategy centers on expanding its 'Beyond Beer' portfolio, including hard seltzers, ciders and other alternative alcoholic beverages, to capitalize on the evolving consumer taste, reducing reliance on the traditional beer Coors remains committed to bolstering growth through innovation and premiumization. To accelerate portfolio premiumization, the company has been aggressively growing its above-premium portfolio. It remains focused on stabilizing its larger above-premium brands in the US, while simultaneously pursuing meaningful growth opportunities for its most strategic, high-performing brands. The company intends to invest in iconic brands and growth opportunities in the above-premium beer space and expand in adjacencies and beyond beer. Shares of Constellation Brands have lost 25.9% year to date against the industry's growth of 2.2%. Image Source: Zacks Investment Research From a valuation standpoint, STZ trades at a forward price-to-earnings ratio of 12.34X compared with the industry's average of 15.23X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for STZ's fiscal 2026 earnings implies a year-over-year decline of 7.9%, while that for fiscal 2027 indicates growth of 8.5%. The company's EPS estimate for fiscal 2026 and fiscal 2027 has moved down in the past 30 days. Image Source: Zacks Investment Research Constellation Brands stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Molson Coors Beverage Company (TAP) : Free Stock Analysis Report Constellation Brands Inc (STZ) : Free Stock Analysis Report Anheuser-Busch InBev SA/NV (BUD) : Free Stock Analysis Report The Boston Beer Company, Inc. (SAM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
4 hours ago
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Constellation earnings, Tesla deliveries, tax bill: What to Watch
Asking for a Trend host Josh Lipton takes a look at the top stories for investors to watch next week. Constellation Brands (STZ) will report first quarter earnings on Tuesday after the closing bell, with analysts expecting a 5.6% decline in adjusted earnings per share (EPS). Tesla (TSLA) will release its second quarter vehicle delivery and production numbers on Wednesday amid its domestic and European sales challenges. On Thursday, the June jobs report will be published in the morning and is expected to show 110,000 new jobs added and unemployment ticking up to 4.3%. Meanwhile, Senate Republicans are racing to revise and pass President Trump's tax bill before the self-imposed deadline on Friday, July 4. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
