LikeFolio's Andy Swan says Constellation Brands (STZ) is in a strong position despite industry pressure, with Modelo and Pacifico seeing year-over-year gains while domestic beers like Bud Light and Coors Light decline. He assigns a moderately bullish earnings score of plus 33, noting the stock is in value territory and a turnaround is possible into this earnings call or the next. Swan says GLP-1 drugs and a post-Covid hangover are weighing on alcohol consumption but believes the decline is cyclical.