Good day,

We are excited to introduce you to a new way to receive The Early Bird’s “Stock of the Day” a day before the stock idea shows up in The Early Bird’s email newsletter.

Our free “Stock of the Day” service is delivered via SMS so that you can see each stock pick right away. 

Each morning, you’ll receive:

• Actionable stock picks, hand selected by MarketBeat’s team of expert research analysts.
• Headlines and market insights for each selected ticker.
• A bull case and a bear case to help inform your next move.
• Timely updates and alerts so that you can capitalize quickly on each opportunity.

Ready to take your investing and trading to the next level?

Click Here to Receive The Early Bird’s Stock of the Day (Free)

Best regards,

The Early Bird Team

---

Just For You

Beer’s Big Comeback? 2 Stocks Poised to Benefit in 2026

Written by Chris Markoch. Date Posted: 12/24/2025. 

At a Glance

• Global sporting and cultural events could drive a short-term rebound in beer demand in 2026.
• Premium beer brands are outperforming the broader category, benefiting Constellation Brands.
• Molson Coors’ legacy brands are well-positioned for volume-driven consumption tied to major events.

After several years of declining consumption and rising competition from ready-to-drink (RTD) cocktails and hard seltzers, 2026 could be the year beer returns to favor. Goldman Sachs analysts say 2026 offers a rare mix of tailwinds for brewers: the FIFA World Cup, the Summer Olympics and the 250th anniversary of the United States.

Major events like these create more occasions for gatherings and therefore increase the likelihood of beer consumption. Historically, big sporting and cultural events have boosted beer sales, giving some top stocks a temporary but meaningful lift in volume.

How the Rich Retire (Ad)

While President Trump’s official salary is $400,000 per year… his tax returns reveal he’s been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn’t touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies…Discover how to invest in the fund Trump uses to collect this income >>

For investors, that presents an opportunity to participate in a potential cyclical upswing in demand for alcoholic beverages. Two stocks stand out as well-positioned to benefit: Constellation Brands (NYSE: STZ), the powerhouse behind Modelo and Corona, and Molson Coors (NYSE: TAP), a legacy brewer with renewed momentum and diversification beyond traditional beer. Both offer distinct ways for investors to capitalize if brewers lead consumer staples stocks out of their doldrums.

Why Beer Sales May Still Go Flat

Investors may be growing weary of talk about a bifurcated economy, but it’s important to acknowledge the many unknowns in the economic outlook for 2026.

Inflation has been trending lower but remains above the Federal Reserve’s 2% target. Several analysts warn that a fresh bout of inflation is possible if the Fed cuts rates and returns to quantitative easing (QE).

The job market is another risk: when consumers worry about employment, discretionary purchases such as beer are often among the first items they trim.

Brewers also face a demographic challenge. They must find ways to reach Gen Z, which is drinking less alcohol for affordability and health reasons. The industry is competing with cannabis as well, which is legal in many states and has become the substance of choice for some younger consumers.

Constellation Brands: Premium Beer Leadership With Margin Strength

Premium beers have outperformed in recent years, which supports considering Constellation Brands as part of a premiumization trend within the beer category. In fact, over 94% of the company’s sales come from beer.

The company has steadily gained U.S. market share with Modelo Especial and Corona Extra, which are widely available on shelves and draft lines. Constellation’s pricing power and operational efficiency have helped it maintain healthy margins despite fluctuating input costs.

Looking ahead to 2026, Constellation’s brand portfolio is well-aligned with the celebratory tone expected around global events. Increased on-premise consumption, cross-promotions during the World Cup and Olympics, and marketing tie-ins with U.S. celebrations could all boost volume.

Constellation Brands is a contrarian growth bet that appears to carry declining risk. Analysts are forecasting roughly 30% upside for STZ stock. One reason is the company’s growing free cash flow despite year-over-year lower sales, which supports the company’s dividend, yielding 2.93%as of this writing.

Molson Coors: A Volume Play on Major Events and Core Brands

Molson Coors has spent the past several years reinventing itself after a period of stagnation, pivoting toward modernization. That includes brand refreshes, improved marketing and expansion into “beyond beer” categories such as hard seltzers, spirits and non-alcoholic beverages.

Those efforts haven’t yet been reflected in the TAP share price, which is down nearly 20% in 2025. But 2026 may be the year the company benefits from renewed focus on its core offerings.

Molson Coors’ portfolio, anchored by Coors Light and Miller Lite, stands to gain from a volume rebound tied to next year’s surge of global and national events. TAP also has a strong logistics footprint and deep retailer relationships, positioning it to capture incremental on-premise sales as major sports and anniversary celebrations unfold.

Molson Coors also has a solid free cash flow story. Recent cost discipline and debt-reduction efforts have improved margins and enhanced financial flexibility, setting the stage for potential shareholder returns via dividend growth or buybacks.

Thank you for subscribing to Insider Trades Daily, which covers the most recent insider buying and selling activity from Wall Street CEO’s, CFO’s, COO’s and other insiders.

This email content is a sponsored message provided by The Early Bird, a third-party advertiser of InsiderTrades.com and MarketBeat. 

If you have questions or concerns about your subscription, feel free to contact MarketBeat’s South Dakota based support team at contact@marketbeat.com.

If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe.

© 2006-2025 MarketBeat Media, LLC. All rights protected.
345 North Reid Place, Suite 620, Sioux Falls, SD 57103-7078. United States of America..

Check This Out: Trade this between 9:30 and 10:45 am EST (From Base Camp Trading)