Jack of All Trades: SKORE 01.07.2026
Constellation (STZ) beat Q3, reaffirmed guidance despite Hispanic weakness; beer -1% but +0.4pts share; +3.8% to $146. Jefferies (JEF) IB +20% but $30M Point Bonita loss, GAAP miss; -3% to $62.64. Both Hold: solid ops vs headwinds (STZ 6/10, JEF 5/10)