vs
Sprouts Farmers Market, Inc.（SFM）与Constellation Brands（STZ）财务数据对比。点击上方公司名可切换其他公司
Constellation Brands的季度营收约是Sprouts Farmers Market, Inc.的1.0倍（$2.2B vs $2.1B），Constellation Brands净利率更高（22.6% vs 4.2%，领先18.4%），Constellation Brands同比增速更快（-9.8% vs -72.2%），过去两年Sprouts Farmers Market, Inc.的营收复合增速更高（6.5% vs 1.9%）
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
Constellation Brands, Inc.是总部位于美国纽约州罗切斯特的《财富》500强企业，主营啤酒、葡萄酒及烈酒的生产与营销，按销售额计算是美国最大的啤酒进口商，在全美主要啤酒供应商中市场份额位列第三。公司还通过与Canopy Growth合作在医用及娱乐大麻领域有大额投资，现有约40处设施、近9000名员工。
SFM vs STZ — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.2B |
| 净利润 | $89.8M | $502.8M |
| 毛利率 | 38.0% | 53.2% |
| 营业利润率 | 5.7% | 31.1% |
| 净利率 | 4.2% | 22.6% |
| 营收同比 | -72.2% | -9.8% |
| 净利润同比 | -76.4% | -18.4% |
| 每股收益（稀释后） | $0.92 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.2B | $2.5B | ||
| Q2 25 | $2.2B | $2.5B | ||
| Q1 25 | $2.2B | $2.2B | ||
| Q4 24 | $2.0B | $2.5B | ||
| Q3 24 | $1.9B | $2.9B | ||
| Q2 24 | $1.9B | $2.7B |
| Q1 26 | $89.8M | — | ||
| Q4 25 | $89.8M | $502.8M | ||
| Q3 25 | $120.1M | $466.0M | ||
| Q2 25 | $133.7M | $516.1M | ||
| Q1 25 | $180.0M | $-375.3M | ||
| Q4 24 | $79.6M | $615.9M | ||
| Q3 24 | $91.6M | $-1.2B | ||
| Q2 24 | $95.3M | $877.0M |
| Q1 26 | 38.0% | — | ||
| Q4 25 | 38.0% | 53.2% | ||
| Q3 25 | 38.7% | 52.8% | ||
| Q2 25 | 38.8% | 50.4% | ||
| Q1 25 | 39.6% | 51.5% | ||
| Q4 24 | 38.1% | 52.1% | ||
| Q3 24 | 38.1% | 51.8% | ||
| Q2 24 | 37.9% | 52.7% |
| Q1 26 | 5.7% | — | ||
| Q4 25 | 5.7% | 31.1% | ||
| Q3 25 | 7.2% | 35.2% | ||
| Q2 25 | 8.1% | 28.4% | ||
| Q1 25 | 10.1% | -6.9% | ||
| Q4 24 | 5.3% | 32.2% | ||
| Q3 24 | 6.3% | -42.1% | ||
| Q2 24 | 6.7% | 35.4% |
| Q1 26 | 4.2% | — | ||
| Q4 25 | 4.2% | 22.6% | ||
| Q3 25 | 5.5% | 18.8% | ||
| Q2 25 | 6.0% | 20.5% | ||
| Q1 25 | 8.0% | -17.3% | ||
| Q4 24 | 4.0% | 25.0% | ||
| Q3 24 | 4.7% | -41.1% | ||
| Q2 24 | 5.0% | 32.9% |
| Q1 26 | $0.92 | — | ||
| Q4 25 | $0.93 | — | ||
| Q3 25 | $1.22 | — | ||
| Q2 25 | $1.35 | — | ||
| Q1 25 | $1.81 | — | ||
| Q4 24 | $0.78 | — | ||
| Q3 24 | $0.91 | — | ||
| Q2 24 | $0.94 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $257.3M | $152.4M |
| 总债务越低越好 | — | $10.3B |
| 股东权益账面价值 | $1.4B | $7.7B |
| 总资产 | $4.2B | $21.7B |
| 负债/权益比越低杠杆越低 | — | 1.33× |
8季度趋势，按日历期对齐
| Q1 26 | $257.3M | — | ||
| Q4 25 | $257.3M | $152.4M | ||
| Q3 25 | $322.4M | $72.0M | ||
| Q2 25 | $261.4M | $73.9M | ||
| Q1 25 | $285.7M | $68.1M | ||
| Q4 24 | $265.2M | $73.7M | ||
| Q3 24 | $309.7M | $64.6M | ||
| Q2 24 | $177.3M | $73.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $10.3B | ||
| Q3 25 | — | $10.3B | ||
| Q2 25 | — | $11.2B | ||
| Q1 25 | — | $10.7B | ||
| Q4 24 | — | $10.7B | ||
| Q3 24 | — | $11.1B | ||
| Q2 24 | — | $11.1B |
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $7.7B | ||
| Q3 25 | $1.4B | $7.5B | ||
| Q2 25 | $1.4B | $7.3B | ||
| Q1 25 | $1.3B | $6.9B | ||
| Q4 24 | $1.3B | $7.8B | ||
| Q3 24 | $1.3B | $7.9B | ||
| Q2 24 | $1.3B | $10.3B |
| Q1 26 | $4.2B | — | ||
| Q4 25 | $4.2B | $21.7B | ||
| Q3 25 | $4.0B | $21.4B | ||
| Q2 25 | $3.8B | $22.3B | ||
| Q1 25 | $3.7B | $21.7B | ||
| Q4 24 | $3.6B | $22.8B | ||
| Q3 24 | $3.6B | $23.1B | ||
| Q2 24 | $3.4B | $26.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.33× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | — | 1.54× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 1.08× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $616.9M |
| 自由现金流经营现金流 - 资本支出 | — | $370.9M |
| 自由现金流率自由现金流/营收 | — | 16.7% |
| 资本支出强度资本支出/营收 | — | 11.1% |
| 现金转化率经营现金流/净利润 | — | 1.23× |
| 过去12个月自由现金流最近4个季度 | — | $1.8B |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $138.5M | $616.9M | ||
| Q3 25 | $167.1M | $852.1M | ||
| Q2 25 | $111.2M | $637.2M | ||
| Q1 25 | $299.1M | $594.7M | ||
| Q4 24 | $124.9M | $685.2M | ||
| Q3 24 | $209.1M | $1.2B | ||
| Q2 24 | $91.6M | $690.5M |
| Q1 26 | — | — | ||
| Q4 25 | $66.3M | $370.9M | ||
| Q3 25 | $111.4M | $634.8M | ||
| Q2 25 | $50.4M | $444.4M | ||
| Q1 25 | $239.6M | $312.1M | ||
| Q4 24 | $56.2M | $456.8M | ||
| Q3 24 | $156.3M | $854.0M | ||
| Q2 24 | $33.9M | $315.2M |
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 16.7% | ||
| Q3 25 | 5.1% | 25.6% | ||
| Q2 25 | 2.3% | 17.7% | ||
| Q1 25 | 10.7% | 14.4% | ||
| Q4 24 | 2.8% | 18.5% | ||
| Q3 24 | 8.0% | 29.3% | ||
| Q2 24 | 1.8% | 11.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 11.1% | ||
| Q3 25 | 2.5% | 8.8% | ||
| Q2 25 | 2.7% | 7.7% | ||
| Q1 25 | 2.7% | 13.1% | ||
| Q4 24 | 3.4% | 9.3% | ||
| Q3 24 | 2.7% | 11.2% | ||
| Q2 24 | 3.0% | 14.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 1.23× | ||
| Q3 25 | 1.39× | 1.83× | ||
| Q2 25 | 0.83× | 1.23× | ||
| Q1 25 | 1.66× | — | ||
| Q4 24 | 1.57× | 1.11× | ||
| Q3 24 | 2.28× | — | ||
| Q2 24 | 0.96× | 0.79× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
SFM
暂无分部数据
STZ
| Beer | $2.0B | 90% |
| Constellation Wines And Spirits | $213.1M | 10% |
