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Anheuser-Busch Inbev SA/NV (BUD)

  • Thu, Jan. 15, 2:02 PM
    • Anheuser-Busch InBev (BUD +0.9%) will run a pilot beer delivery service in the Washington D.C. area to test demand and viability.
    • The brewer launched an e-commerce app called Bud Light button on Google Play in partnership with Klink Technologies to handle orders and payment.
    • Consumers can receive delivery within an hour of a 24-pack of Bud Light for $19.99 or a 12-pack for $10.99.
    • Online ordering of alcohol is not legal in all states.
    | Comment!
  • Thu, Jan. 15, 11:03 AM
    • Anheuser-Busch InBev (BUD +0.7%) trades higher on average volume.
    • A read from the Bureau of Labor Statistics earlier today showed a significant drop (-9.8% Y/Y and -1.0% M/M) in grain prices.
    • Shares of BUD are approaching the average analyst price target of $116.90.
    | Comment!
  • Thu, Jan. 8, 10:01 AM
    • Beer stocks are getting some early run after Constellation Brands (STZ +4.8%) reports strong volume numbers for Q4.
    • The company sells Corona Extra, Corona Light, Modelo Especial, Negra Modelo, and Pacifico in the U.S.
    • Channel checks in the industry have tipped off an improvement in demand for the U.S. late in Q4.
    • Gainers: Anheuser-Busch InBev (NYSE:BUD) +2.5%, Molson Coors (NYSE:TAP) +2.4%, SABMiller (OTCPK:SBMRY) +2.5%, Boston Beer (NYSE:SM) +1.0%.
    • Related: Retail picks tied to lower gas prices.
    | 1 Comment
  • Wed, Jan. 7, 1:44 PM
    • NBC (NASDAQ:CMCSA) says 95% of its Super Bowl advertising inventory is sold with another 3.5 weeks to go before the biggest TV event of the year.
    • The network began the campaign with a goal to make between $4.4M-$4.5M per 30-second ad, but a couple of high-profile NFL scandals and a slight cooling off from Madison Avenue on traditional TV advertising is thought to have taken that range lower.
    • What to watch: Anheuser-Busch InBev (NYSE:BUD) purchased 7 spots with Budweiser and Bud Light expected to get their usual exposure. Carnival (NYSE:CCL) will air its first-ever SB ad, while Unilever (NYSE:UL) will return its Dove Men+Care brand back to the spotlight. Perhaps under the most pressure to make an impression is McDonald's which has secured a 30-second spot in the 1st half.
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  • Wed, Jan. 7, 7:12 AM
    • Shares of Campbell Soup (NYSE:CPB) and PepsiCo (NYSE:PEP) are on watch after the WSJ reports 3G is discussing trying to acquire a major food company.
    • Sources indicate the massive size of PepsiCo deal could prompt a partial buyout or a bid in tandem with Aneuser-Busch InBev (NYSE:BUD).
    • PEP +0.8% premarket, CPB inactive.
  • Tue, Jan. 6, 4:16 PM
    • projects gas prices will average $2.64 per gallon in 2015.
    • Most economists see a boost in U.S. retail spending from the gas savings with the exception of regions highly dependent upon the energy industry.
    • While some Q4 reports from restaurant chains and retailers may show a marginal lift in sales due to the drop in gas prices, insiders think quantifying the impact will be more art than science.
    • The following sub-sectors have been tapped by analysts as potential under-the-radar beneficiaries of the gas price effect.
    • Theme parks: SIX, FUN, DIS, CMCSA, PLAY.
    • Beverages: KO, PEP, COT, DPS, BUD, SAM, BREW, TAP, MNST.
  • Tue, Jan. 6, 11:00 AM
    • Anheuser-Busch InBev (BUD -0.8%) settles a lawsuit over deceptive marketing tied to the origin of the two brands of Kirin beer it sells.
    • The brewer was accused of misleading consumers into believing Kirin was a pure import.
    • Consumers who purchased Kirin beer in the U.S. between October of 2009 and December of 2014 can claim a payment of $0.50 per six-pack.
    • A-B has a long alliance with Japanese brewer Kirin which allows it to sell and market the beers in the U.S.
    | Comment!
  • Dec. 30, 2014, 7:44 AM
    • Anheuser-Busch InBev (NYSE:BUD) is still on the hunt to buy more craft brewers, says top North American executive Luiz Edmond.
    • The exec notes it took A-B longer than it should to recognize the importance of the craft trend.
    • Budweiser and Bud Light have both seen a double-digit decline in volume over the last five years due in a large part to the emergence of hundreds of new craft brands.
    | Comment!
  • Dec. 16, 2014, 10:30 AM
    • Retailers and restaurateurs are optimistic that holiday spending on adult beverages will pick up this holiday season due to the improved economic backdrop, according to research firm Technomic.
    • Though consumers are likely to stick with many of their built-up cost assessment habits, strong brands could see a sales boost on some splurging.
    | Comment!
  • Dec. 11, 2014, 8:08 AM
    • Morgan Stanley thinks beer producers could see increased demand in the U.S. due to improved consumer spending trends.
    • Lower gas prices and rising employment provide the right backdrop for an increase in beer purchasing, according to MS.
    • On the global front, Euromonitor forecasts global beer sales will rise 2.6% to $740B by 2018 - compared to the sluggish 1.3% average growth pace seen in the industry since 2004.
  • Nov. 24, 2014, 6:58 AM
    • Anheuser-Busch InBev (NYSE:BUD) plans to focus future marketing on the 21- to 27-year old age range to stoke growth.
    • The beer giant notes that 44% of drinkers in the group haven't tried a Budweiser, due in part to the influence of craft beers.
    • The company's iconic Budweiser Clydesdale won't make a holiday advertising appearance due to the shift in strategy.
  • Nov. 20, 2014, 7:23 AM
    • Anheuser-Busch InBev (NYSE:BUD) says it will cut an unspecified number of jobs in its U.S. sales division as part of a consolidation.
    • Next year, the global brewer will reduce the number of sales territories in the U.S. to seven from eight.
    | Comment!
  • Nov. 5, 2014, 3:08 PM
    • Anheuser-Busch InBev (BUD +0.7%) says it plans to acquire 10 Barrel Brewing Co.
    • The craft beer player sells close to 40K barrels of beer a year.
    • Terms of the deal weren't disclosed.
  • Oct. 31, 2014, 10:23 AM
    • Anheuser-Busch InBev (BUD -0.7%) reports an increase in profit during Q3 as higher prices offset some volume slips in the U.S, Europe and Asia.
    • Sales volume was off 2.6% in the U.S., while a cold spell in China led to a 4.9% volume dip in the region.
    • Market share in the U.S. fell 30 bps vs. the -65 bp slide in Q2.
    • No problems in Brazil, where A-B's market share rose 100 bps to 69% with the World Cup traffic a factor.
    | Comment!
  • Oct. 31, 2014, 9:11 AM
    • Anheuser-Busch Inbev (NYSE:BUD): Q3 EPS of $1.42 misses by $0.11.
    • Revenue of $12.24B (+4.3% Y/Y) misses by $260M.
    • Shares -1.33% PM.
    • Press Release (.pdf)
    | Comment!
  • Oct. 30, 2014, 5:30 PM
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Company Description
Anheuser-Busch Inbev SA is engaged in the production, marketing, and distribution of beer. Its brand comprises of Budweiser, Corona and Stella Artois. It also manufactures non-alcoholic beverages such as bottle water and Ice tea.
Country: Belgium