UPDATE:Constellation 2Q Results Top View; Stabilization Seen
October 01 2009 - 9:11AM
Dow Jones News
Constellation Brands Inc. (STZ) swung to a fiscal second quarter
profit that exceeded analyst expectations, aided by efforts to cut
costs and reduce debt.
The stock jumped 7% in early trading, hitting $16.21. 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. is nearly complete and it expects those efforts
to 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.
Standard & Poor's Ratings Services last month cited
Constellation's improved operating performance and debt reduction
when it boosted the company's rating. Constellation Chief Financial
Officer Bob Ryder said Thursday the company trimmed debt by more
than $155 million during the quarter by more than $1 billion for
far this fiscal year.
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%.
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;