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Jolt from Japan, Count on the Consumer?, and Shipping & Shoes 12/20/22

The Exchange

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Can Constellation Brands Survive the Recession?

Constellation Brands has about half the profit margin, about 34% EBIT margin. They were able to increase their margins in 2022 - a really challenging year because of inflation. Canopy growth is in cannabis and recreational and medical. If regulations change here in the US, I think they're really well positioned to profit from that trend as well.

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