
Goldman Sachs is pinning hopes on these consumers in 2026. Here are the stock picks.
Rising revenues in 2026 should help out the middle consumer and boost stocks catering to them, says Goldman Sachs.
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Rising revenues in 2026 should help out the middle consumer and boost stocks catering to them, says Goldman Sachs.

Fewer booze buyers are reaching for the top shelf.

BF.B's quarterly sales beat mark but earnings slip as shifting demand, brand transitions and innovation reshape its fiscal 2026 outlook.

Brown-Forman Q2 2026 results were in line with expectations, with some minor developments that are worth keeping an eye on. The quarter and investors' reaction have shown that we are likely past the peak in pessimism around the stock. BF.B is now priced at very attractive levels, and the stock has also become a notable dividend play.

Brown-Forman Corporation (BF.B) Q2 2026 Earnings Call Transcript

Brown-Forman B (BF.B) came out with quarterly earnings of $0.47 per share, missing the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.55 per share a year ago.

Jack Daniel's maker Brown-Forman on Thursday beat Wall Street estimates for quarterly sales and maintained its annual forecasts as the company banks on demand for its whiskeys in emerging markets to offset softness in the U.S.

Brown-Forman reported lower profit in its second quarter as challenging headwinds weighed on revenue.

LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) reported financial results for its second quarter and first half of fiscal 2026, ended October 31, 2025. Second quarter reported net sales decreased 5%1 to $1.0 billion (-2% on an organic basis2) compared to the same prior-year period. In the quarter, reported operating income decreased 10% to $305 million (-9% on an organic basis) and diluted earnings per share decreased 14% to $0.47.

Investors interested in stocks from the Beverages - Alcohol sector have probably already heard of Ambev (ABEV) and Brown-Forman B (BF.B). But which of these two stocks offers value investors a better bang for their buck right now?

BF.B faces soft demand and cost pressures, but premiumization gains and strong emerging-market trends offer some relief.

Brown-Forman B (BF.B) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) announced today that its Board of Directors approved an increase of 2% to the quarterly cash dividend from $0.2265 per share to $0.2310 per share on its Class A and Class B Common Stock. As a result, the indicated annual cash dividend will rise from $0.9060 per share to $0.9240 per share. The dividend is payable on January 2, 2026, to stockholders of record on December 5, 2025. Brown‑Forman's President and Chief Executi.

Brown-Forman has slumped alongside the broader alcohol industry, which faces serious headwinds. The maker of Jack Daniel's has the ingredients to return to long-term growth.

Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.

What's better than a high-yield dividend? A high-yield dividend that keeps growing, of course.

Brown-Forman Corporation (NYSE:BF.B ) Analyst/Investor Day October 15, 2025 10:00 AM EDT Company Participants Susanne Perram - VP & Director of Investor Relations Lawson Whiting - CEO, President & Director Jeremy Shepherd - Executive VP & Chief Marketing Officer Mark Bacon - Senior VP & Global MD of Jack Daniel's Family of Brands Jamie Butler Amanda Fowler Chris Fletcher Jennifer Powell Michael Masick - Executive VP & President of Americas Christina Graven - Executive VP & Chief Strategy Officer Conference Call Participants Javier Gonzalez Lastra Nadine Sarwat - Sanford C. Bernstein & Co., LLC.

While reaching retirement age can be both a blessing and a curse, relying on the U.S.

There's a fine line between a company working through adversity and a business in permanent decline. Long-term investing often involves distinguishing between the two.

CNBC's Brandon Gomez joins 'Squawk on the Street' to discuss how trade tensions have impacted liquor exports from the U.S.