$STZ... the down 17% is likely making folks really look. Here is the money slide on the guidance changes. 

For context, the wine numbers are going to look weird b/c of the fact they are peeling out of a lot of that biz.

The beer is def where folks are upset.

Notice Free cash Flow though. That's part of why I'm like ... meh... maybe if it gets clobbered a lot?  But I'm unlikely to do anything unless it gets stupidly beaten up. As you guys know I'm in conserve capital mode for the next few weeks given the macro events to come.