Tue, Feb. 16, 12:03 PM
- Anheuser-Busch InBev (BUD +1%) is close to signing a beer sponsorship deal with the Washington National baseball team. If a contract is inked, A-B InBev will replace MillerCoors as the team's high-profile sponsor.
- A Bud BrewHouse at Nationals Park is expected to be part of the arrangement.
- The brewery sold the St. Louis Cardinals to an investment group in 1996 in what's been widely considered a win-win deal.
Wed, Feb. 10, 8:29 AM
- Shares of Anheuser-Busch (NYSE:BUD) are higher in early trading after a deal was struck to sell the European-based Peroni and Grolsch labels. The transaction will help advance the SABMiller merger track.
- Strong results from Heineken may also be seen as a positive for A-B due to the read on pricing and demand.
- BUD +2.37% premarket to $118.91.
Wed, Feb. 10, 3:12 AM
- Asahi Group Holdings (OTCPK:ASBRF) has agreed to buy SABMiller's (OTCPK:SBMRY) Peroni and Grolsch beer brands, which are seen as necessary MegaBrew casualties due to Anheuser-Busch's (NYSE:BUD) deep penetration in Europe.
- Asahi, Japan's biggest brewer with 38% market share, is likely to pay over ¥400B ($3.5B) for the two labels, Nikkei reports.
- An earlier line-up of bidders for Peroni and Grolsch included several private equity firms, conglomerates and other brewers.
- Previously: Asahi ready to strike for Grolsch and Peroni (Jan. 11 2016)
Mon, Feb. 8, 9:59 AM
- Peyton Manning's spirited endorsement of the Budweiser brand after the Super Bowl was worth over $3M in free advertising to Anheuser-Busch InBev (NYSE:BUD) by some estimates.
- A-B's marketing communications director quickly set the record straight after the game that Manning wasn't paid by the brewer, although Manning is known to have held an ownership interest in several Anheuser-Busch distributors two year ago.
- Shares of Anheuser-Busch are down 1.81% to $116.12 in early trading amid global market losses.
Sun, Feb. 7, 10:16 AM
- New products and fresh marketing campaigns will be highlighted during today's Super Bowl.
- Anheuser-Busch InBev (NYSE:BUD): The Bud Light Party is back and Shock Top breaks new ground for craft beers with a SB call-up.
- Audi (OTCPK:VLKAY): No apologies from Volkswagen, as it looks ahead with an Audi ad featuring David Bowie classic Starman.
- Unilever (NYSE:UL): The AXE brand will be pushed to the Y-chromosome set in a key spot.
- Buick: General Motors (NYSE:GM) continues to work on making Buick cool with younger generations. NFL star Odell Beckham and actress Emily Ratajkowski feature today.
- Coca-Cola (NYSE:KO) - Disney (NYSE:DIS): The two iconic companies will feature together when Coca-Cola promotes Marvel characters with its products.
- Fitbit (NYSE:FIT): The tech firm will throw a Hail Mary in the third quarter with a 30-second spot on its Blaze model. Shares of Fitbit are off 47% YTD.
- Newell-Rubbermaid (NYSE:NWL): Marmot will be promoted in a Super Bowl ad for the first time. The outdoor gear brand has seen momentum build over the last few months.
- Taco Bell (NYSE:YUM): A new product will be unveiled during the game. The timing is key with McDonald's All-Day Breakfast initiative showing strong results in the U.S.
- Kia (OTC:HYMLF): The South Korean automaker rolls out Christopher Walken for an Optima ad. Walken brings a viral potential to any setting.
- AdAge's full Super Bowl breakdown
Fri, Feb. 5, 6:58 PM
- Coca-Cola (NYSE:KO) was upgraded today to Neutral from Negative with a $40 price target, raised from $33, at Susquehanna, which speculates that KO could become a potential target for Anheuser-Busch InBev (NYSE:BUD) - following the merger deal with SABMiller - in the future if BUD decides it wants to enter the soft drink market.
- The firm also feels KO's North American profitability could be improved by better pricing in the U.S. and refranchising efforts; it also thinks KO could help its global growth platform with further M&A of its own, suggesting WhiteWave Foods (NYSE:WWAV) as a possibility.
- KO's fundamentals remain challenging, Susquehanna says, as 75% of earnings come from outside North America; dietary concerns remain an issue, especially around diet drinks; and the company’s ability to build a larger presence outside carbonated soft drinks remains questionable.
Wed, Feb. 3, 2:08 PM
- Anheuser-Busch InBev (BUD -1.1%) and SABMiller (OTCPK:SBMRY +0.8%) landed approval from regulators in India to merge.
- If the deal is finalized, the combined company will sell a list of brands in the nation that includes Budweiser, Budweiser Magnum, Coronoa, Stella Artois, Leffe, Knockout, Haywards, Foster's and Royal Challenge.
- Meanwhile in the U.S., resistance from craft brewers on the mega beer merger is growing. Smaller brewers think A-B InBev's growing portfolio of craft beers gives it an unfair advantage due to its control over a large part of the distributorship network .
- Anheuser-Busch is adding some muscle to its craft beer brands, including slotting in Shock Top with a prime Super Bowl ad.
- Previously: Shock Top looks like a Super Bowl winner (Jan. 28 2016)
Tue, Feb. 2, 11:24 AM
- A plan by Kroger (KR -1%) to use a private distributor to manage shelf space in alcohol aisles is creating a stir with large sellers such as Anheuser-Busch InBev (BUD -0.7%) and Diageo (DEO -0.6%).
- Trade groups repping the beer and spirits majors say the Kroger initiative to charge quarterly fees to pay for the service may violate federal and state laws.
- Kroger wants to make the change in order to adapt quicker to consumer tastes and trends.
Fri, Jan. 29, 1:41 PM
- Susquehanna notes that a strong U.S. dollar is likely to force 2016 EPS estimates lower on major global food and beverage names.
- The blended drop vs. the U.S. dollar of the Euro, Canadian Dollar, UK Pound, Mexican Peso, and Brazilian Real is -10%, analyst Pablo Zuniac. Other firms are likely to have factored in a less disruptive F/X market with their 2016 estimates.
- Companies in harm's way include KO, MDLZ, BUD, TAP, GMCR, WWAV, CCE, KHC, and K.
- Related ETF: PBJ.
Fri, Jan. 29, 11:08 AM
- The National Retail Federation expects Super Bowl spending to increase 5.5% to $82.19 per viewer/partygoer.
- Viewership is anticipated to rise 2.8% to 188.9M for the February 7th game.
- Companies which traditionally benefit from an intriguing Super Bowl matchup include Party City (PRTY +1%), Buffalo Wild Wings (BWLD +0.4%), Domino's Pizza (DPZ +1%), Papa John's (PZZA +0.6%), and Pizza Hut (NYSE:YUM).
- Consumer products giants like Anheuser-Busch InBev (NYSE:BUD), PepsiCo (NYSE:PEP), and Coca-Cola (NYSE:KO) will use the event to launch new marketing campaigns.
- Previously: Shock Top looks like a Super Bowl winner (Jan. 28 2016)
Thu, Jan. 28, 1:32 PM
- Shock Top released an extended version of its Super Bowl advertisement on the brand's YouTube channel.
- The decision by Anheuser-Busch InBev (NYSE:BUD) to give Shock Top a prime Super Bowl slot is a strong indication the company plans to back its growing stable of craft beer labels. The Super Bowl has been the traditional launching pad of new campaigns for beer heavy hitters Budweiser, Bud Light, Coors, and Miller Lite.
- The Shock Top advertising spot features actor/comedian T.J. Miller and appears very likely to be high on the buzz factor during the most televised event of the year. The rapid-fire style of jokes could help reel in Boomers and Millennials and everyone in between.
- Shock Top, which was created in-house at A-B, competes with MillerCoors' Blue Moon at restaurant taps and in grocery aisles.
- Shock Top Super Bowl advertisement (via YouTube)
Wed, Jan. 27, 8:28 AM
- Susquehanna issued a breakdown of the Beer Business Daily Summit held yesterday. Some read-throughs from the investment firm are listed below.
- Analyst Pablo Zuanic says it could be "years" before Boston Beer (NYSE:SAM) is sold and warns investors to take a long-term view of the beer stock.
- A presentation by MillerCoors (NYSE:TAP) served as a reminder that many of the cost synergies to be realized by Molson Coors (TAP) through its acquisition are likely to be reinvested.
- Constellations Brands (NYSE:STZ) could see a "Donald Trump" overhang, warns Zuanic.
- The Anheuser-Busch (NYSE:BUD) presentation tipped a pause for craft brewery acquisitions, while Heineken's (OTCQX:HEINY) talk disappointed.
Mon, Jan. 25, 2:54 PM| Mon, Jan. 25, 2:54 PM
Mon, Jan. 25, 12:00 PM
- Tobacco stocks and soft drinks names are mild outperformers on the day.
- Despite soft consumer spending trends, some retail analysts think 2016 sales for beer, cigarettes, and soft drinks will pick up in the U.S. as gas prices remain at low levels.
- Gainers today on a down market day include Dr. Pepper Snapple (DPS +1%), PepsiCo (PEP +0.7%), Coca-Cola (KO +0.7%), Coca-Cola Bottling Company (COKE +2.6%), Coca-Cola Enterprises (CCE +1.1%), Reynolds American (RAI +1.7%), Altrai (MO +1%), Philip Morris (PM +0.5%), and Anheuser-Busch InBev (BUD +0.7%).
- Speculation that anti-soda and cigarette advocate Michael Bloomberg might run for president doesn't appear to be creating even a ripple of worry.
- Previously: Michael Bloomberg is seriously considering running for president (Jan. 23 2016)
Thu, Jan. 21, 8:37 AM
- SABMiller (OTCPK:SBMRY) topped forecasts with a 7% gain in underlying FQ3 sales.
- Beverage volume was up 4%, led by a 8% increase in Africa.
- It's not all about beer for SABMiller, soft drinks volume was up 8% in the quarter.
- In North America, the Keystone, Milwaukee's Best, and Milller High Life brands all slumped ahead of the company's merger with Anheuser-Busch (NYSE:BUD) with its strong stable of U.S. beers.
- SABMiller trading update
Wed, Jan. 20, 12:52 PM
- Anheuser-Busch InBev (BUD -4.5%) announces it priced a $1.47B note offering due in 2046 at 4.95%. The bonds are being sold through one of the company's subsidiaries.
- The notes will be listed on the Taipei exchange.
Anheuser-Busch InBev SA engages in the provision of beverages products. Its activities include manufacturing, marketing and distribution of alcoholic and non-alcoholic drinks. It operates through the following geographical segments: North America, Mexico, and Latin America North, Latin America... More
Sector: Consumer Goods
Industry: Beverages - Brewers
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