2nd UPDATE:Constellation 2Q Results Top View; Stabilization Seen
October 01 2009 - 11:21AM
Dow Jones News
Constellation Brands Inc. (STZ) swung to a fiscal second quarter
profit that exceeded analysts' expectations, aided by efforts to
cut costs and reduce debt.
The stock was recently up 3.9% to $15.74. The wine and spirits
maker reaffirmed its full-year earnings forecast, with Chief
Executive Rob Sands saying that despite a challenging economic
environment, "we are beginning to see some signs of
stabilization."
The company said its efforts to consolidate its distribution
system in the U.S. will boost growth going forward. Constellation
Brands also expects to continue to reduce debt and improve cash
flow. In recent years, the company's appetite for deals pushed up
its debt levels, which became a concern for investors, although
those worries have since eased.
Constellation Chief Financial Officer Bob Ryder said Thursday
the company trimmed debt by more than $155 million during the
quarter. Standard & Poor's Ratings Services last month cited
Constellation's improved operating performance and debt reduction
when it boosted the company's rating.
On a conference call, the company said the U.S. beer industry
had a tough summer selling season as consumers traded down and
spent less in bars and restaurants. That trend has put pressure on
sales at Crown Imports, the company's beer joint venture with Grupo
Modelo.Constellation has cut jobs and is revamping its
international operations amid weakness at its U.K. and Australian
businesses.
For the period ended Aug. 31, the provider of Mondavi wines and
Corona beers swung to profit of $99.7 million, or 45 cents a share,
from a year-earlier loss of $22.7 million, or 11 cents a share.
Excluding restructuring and other charges, earnings rose to 54
cents from 45 cents.
Net sales dropped 8.3% to $876.8 million. Sales excluding
acquisition, divestiture and currency impacts rose 4%. "Trends do
not appear to be getting worse, and the quarter was still better
than feared," said JPMorgan analyst John Faucher in a research note
to investors. Analysts polled by Thomson Reuters expected earnings,
excluding items, of 41 cents on revenue of $834 million.
Gross margin rose to 35.3% from 32% amid the cost cutting.
Branded wine sales, which represent the bulk of its earnings,
rose 2% excluding currency changes. Spirits surged 49% excluding
divestitures on strong sales of the Svedka vodka brand.
-By Mike Barris, Dow Jones Newswires; 212-416-2330;
mike.barris@dowjones.com;