Latest reports show EBIT in global shipping firms declining by 0.8% due to softening freight rates; however, seasonal demand projections could reverse this trend entering Q3 Previously we covered a bullish thesis on Constellation Brands, Inc. (STZ) by RepresentativeAd4940 in March 2025, which highlighted the company’s dominant beer brands, strong brand loyalty, resilient cash flows, and attractive valuation after one-time impairments. The stock has depreciated approximately 25% since coverage due to short-term market concerns. The thesis still stands as STZ’s moat and financial strength remain intact. Justin shares a similar bullish view but emphasizes historically low EV/EBIT multiples, brand momentum, and global growth potential. Consolidated order intake by value decreased to € 103.5 billion (2023: € 186.5 billion) with the consolidated order book valued at € 629 billion at the end of 2024 (year-end 2023: € 554 billion). The increase in the consolidated backlog value mainly reflects the Company-wide book-to-bill of above 1, and the strengthening of the US dollar. For traders analyzing EBIT in finance, the metric has been bullish in renewable energy stocks, with industry EBIT margins climbing to 12% in May 2024 as global capital inflows hit $18B, signaling long-term upside potential.
