Seeking Alpha

Anheuser-Busch Inbev SA/NV (BUD)

  • 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
  • Oct. 14, 2014, 7:35 AM
    • Heineken (OTCQX:HEINY) signs a 4-year deal to sponsor Major League Soccer.
    • The development will see Heineken replace Budweiser (NYSE:BUD) as the official beer of the soccer league.
    • The word from Heineken is that U.S. soccer fans are 50% more likely to sample imports than fans in other sports.
    • Sources say the total sponsorship cost came in close to $40M.
    | Comment!
  • Oct. 13, 2014, 12:34 PM
    • Anheuser-Busch InBev (BUD +0.7%) has considered the benefits of a merger with PepsiCo (PEP +0.6%), sources tell Bloomnberg.
    • Though no talks between the consumer product giants are in the works, the culture of sector-rattling mergers at A-B keeps PepsiCo on a short list of takeover candidates.
    • The most obvious synergy a BUD-PEP combination would create is a shared global distribution network which some analysts think would add more to the bottom line than a SABMiller buyout for the brewer.
  • Oct. 11, 2014, 11:31 AM
    • The legalization of marijuana in Colorado and Washington hasn't had a negative impact on demand for beer as some analysts warned, notes Sanford Bernstein analyst Trevor Stirling.
    • Data from the investment firm found that beer drinking on a per-capita basis increased by 50 bps in the ten states where medicinal marijuana is legal.
    • The finding starkly contradicts an earlier study by academics which highlighted a crowding-out impact on the beer budget of consumers living where marijuana is legal.
    • Stirling thinks the beer vs marijuana decision for consumers isn't an either/or proposition.
  • Oct. 10, 2014, 2:05 PM
    • There's more consumer staples names to add to the list of out-performers on the day with investors peeling off some tech and momentum favorites.
    • The partial list below represents stocks up at least 1% on the day with a dividend yield of over 2%.
    • Back in favor: AVP, KO, MO, RAI, BUD, PF, BGS, DPS, CPB, LO, DF.
  • Oct. 6, 2014, 2:03 PM
    • SABMiller (OTCPK:SBMRY) CEO Alan Clark says the company's approach to Heineken was part of its normal M&A strategy - not a defensive measure to ward off Anheuser-Busch InBev (BUD +0.7%).
    • The exec notes the company's acquisition talks sometimes last for years before a deal is struck.
    | Comment!
Visit Seeking Alpha's
BUD vs. ETF Alternatives
Company Description
Anheuser-Busch Inbev SA is involved 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