Analysis: Anheuser-Busch InBev merger with SABMiller makes sense


A merger between Anheuser-Busch InBev (BUD) and SABMiller (SBMRY) makes more sense now than ever, according to analysts following the sector.

A-B faces tough questions on where to find growth and SABMiller has a toehold in some key emerging markets.

"You could get the numbers to work," according to SABMiller CEO Alan Clark on the potential for the mega-deal. Meanwhile, execs with A-B have been mum on the subject.

The two beer giants line up fairly well on the global regulatory front, although SABMiller would very likely have to shed its stake in MolsonCoors (TAP).

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Comments (7)
  • 1980XLS
    , contributor
    Comments (3360) | Send Message
     
    Miller Coors is not a stock.

     

    TAP is Molson Coors

     

    Miller Coors is a JV between SAB Miller and Molson Coors

     

    An SAB Miller / In-Bev merger would be a disaster for consumers.

     

    Worse than the Groupo Mondello/In-Bev deal.
    3 Mar 2014, 09:29 AM Reply Like
  • crowbarr
    , contributor
    Comments (57) | Send Message
     
    Maybe not so good for thr fella on the bar stool, but the deal is about making money!
    3 Mar 2014, 05:42 PM Reply Like
  • crowbarr
    , contributor
    Comments (57) | Send Message
     
    Hard for the fella on the bar stool, but the deal would make money.
    3 Mar 2014, 05:42 PM Reply Like
  • 1980XLS
    , contributor
    Comments (3360) | Send Message
     
    True, maybe money to be made. That's good.

     

    What's worse is InBev has been buying legendary brands and destroying them.

     

    Two recent examples are Bass Ale (Now made in New York State vs England)

     

    Becks (no longer imported from Bremen Germany and now made in St. Louis)

     

    And no, they are not the same. And know they did not lower the price either.

     

    "Anheuser-Busch InBev, destroying legendary brands, one at a time" should be their company slogan.

     

    I am not looking forward to the dismantling/merging/de... of
    Pilsner Urquell & Staropramen, in the interest of even more synergies.

     

    That is why Craft Brew is growing, while the corporate Giants are shrinking.

     

    It's not the price & the synergies stupid.

     

    It's the Beer.
    3 Mar 2014, 06:20 PM Reply Like
  • gayleanne
    , contributor
    Comments (18) | Send Message
     
    I believe it is MolsonCoors not MillerCoors. Thanks, Gayle
    3 Mar 2014, 09:29 AM Reply Like
  • crowbarr
    , contributor
    Comments (57) | Send Message
     
    My bet's in
    3 Mar 2014, 09:42 AM Reply Like
  • 1980XLS
    , contributor
    Comments (3360) | Send Message
     
    I appears the headline has been modified by SA editor.

     

    Miller-Coors, replaced with Molson-Coors.

     

    That only partially corrects the misleading headline.

     

    Original headline was accurate in the sense that that SAB Miller did have a stake in the Miller-Coors Joint Venture along with Molson Coors.

     

    An Inbev/SAB Miller merger would likely result in the breakup or demise/dismantling of the Miller-Coors Joint Venture now in place, due to overlapping brands and distribution.

     

    http://bit.ly/1diq3do
    3 Mar 2014, 06:05 PM Reply Like
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