Fri, Aug. 14, 12:14 PM
- Beer companies are looking at root beer with alcohol and other flavored soda drink varieties as potential growth channels.
- Boston Beer (TAP -0.7%) has a national line debuting this month, while Miller Coors (TAP, OTCPK:SBMRY) has plans in place to introduce a soda beverage next year.
- Anheuser-Busch InBev (BUD -1.6%) is watching the trend carefully to see if hard soda or flavored beer are a categories that takes off.
Fri, Jul. 31, 2:38 PM
- Boston Beer (SAM -1.4%) founder Jim Koch made a striking statement today in front of a Senate committee by saying he thinks he will be the last American owner of the company due to the high level of taxes it pays out.
- Koch says he's taken calls from investment bankers pitching a tax inversion move.
- Boston Beer's low market share (~1%) makes it a viable candidate for a large foreign-based brewer. Anheuser-Busch InBev (NYSE:BUD) and SABMiller (OTCPK:SBMRY) come to mind.
- Boston Beer reported Q2 results yesterday,
- Previously: Boston Beer beats by $0.26, revenue in-line (Jul. 30 2015)
Thu, Jul. 30, 9:39 AM
- Anheuser-Busch InBev (BUD -4.7%) missed Q2 profit estimates on some broad volume weakness.
- Total beer volume -1.9% to 116.8M hls.
- The brewer saw organic sales in the U.S. fall 1.1% and 7.9% in Brazil against a tough World Cup-influenced comparison.
- Sales growth was strong for the Stella Artois, Budweiser, and Corona brands.
- The company also disclosed a $139M hedging loss tied to derivatives used for shares paid out to employees.
- Anheuser-Busch InBev earnings release (.pdf)
Thu, Jul. 30, 9:07 AM
Wed, Jul. 29, 5:30 PM
- AAWW, AB, ACI, ACIW, ACOR, ACRE, ADP, ALKS, ALLE, ALU, ALXN, AMRC, APD, AVP, AWI, AZN, BC, BCO, BG, BLL, BUD, BWA, BWEN, CAH, CBB, CBM, CBR, CCE, CCJ, CEVA, CI, CL, CME, COP, COT, CPN, CRL, CRR, CRS, CSH, CVE, CVI, CVRR, DBD, DCIX, DFT, DLPH, EDR, EME, ENTG, EPD, ERJ, ESI, EXLS, FCAU, FCN, FIG, FMS, GG, GHM, GLOP, GLPI, GNC, GOV, GTLS, GVA, HEES, HOT, HP, HST, I, IART, IDA, IDCC, IDXX, INGR, IRDM, IRM, IT, ITC, IVZ, KMT, LBY, LINE, LKQ, LLL, MD, MDLZ, MDP, MDXG, MMYT, MOBL, MPC, MPLX, MSCI, MTRN, MWW, NAVB, NICE, NMM, NNN, NOK, NTCT, ODFL, OSK, OXY, PBI, PCRX, PES, PF, PG, PNK, PNW, POT, PRFT, PWE, RDS.A, RFP, RTIX, RYAM, RYL, SC, SCG, SEE, SHOO, SHOP, SMP, SNE, SNMX, SSYS, SUI, SWK, TASR, TDY, TE, TEX, TFX, TKR, TMUS, TWC, TWI, UAN, UFS, UPL, VA, VG, VICL, VLO, VLY, WST, WWE, XEL, XRAY, XYL, YNDX, ZBH
Thu, Jul. 23, 3:10 PM
Fri, Jul. 10, 7:52 AM| Fri, Jul. 10, 7:52 AM | Comment!
Tue, Jun. 23, 11:23 AM| Tue, Jun. 23, 11:23 AM | Comment!
Mon, Jun. 22, 1:10 PM
- PepsiCo (PEP +0.8%) CEO Indra Nooyi penned a weekend op-ed piece in the Wall Street Journal along with the president of the Environmental Defense Fund in support of the push by President Obama for greener trucks.
- The exec notes fuel economy for heavy trucks has improved less than a mile per gallon in 45 years to average just 6.4 mpg.
- Companies such as PepsiCo, Anheuser-Busch InBev (BUD +2.7%), Wal-Mart (WMT +0.1%), Costco (COST +0.1%), and Coca-Cola (KO +0.5%) could realize significant savings if Nooyi's stance is correct.
- She notes the fuel standards proposed in 2009 for 2014 led to an immediate 10% gain in efficiency.
- Previously: The EPA and Pope Francis strange allies on greenhouse gas reform (Jun. 19 2015)
Mon, Jun. 22, 10:54 AM
- Shares of Anheuser-Busch InBev (BUD +3.4%) shoot higher after a presentation by rival SABMiller indicates the brewer seeks to increase at-home beer demand in Latin America.
- Though SABMiller aims to grab market share in new Latin American territories, BUD investors are focused on some of the rosy projections for overall growth in the region.
- Diageo (DEO +1.3%) is also higher on the day.
- Previously: SABMiller sees upside in Latin America (Jun. 22 2015)
Thu, Jun. 11, 10:47 AM
- Beer sales are up 4.2% by dollars and 1.8% by volume so far this year at U.S. multi-outlet and convenience channels, according to IRI data culled by BevNET.
- Craft sales were up 20.7% and cider sales rose 39.5% to help offset sluggish growth in the premium, sub-premium, and import categories.
- Craft beer market share rose to 8.8% in the data read.
- BevNET Beer sales graphic
- Craft beer watch: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ, OTC:BIBLF, OTCPK:BRBMF.
Mon, Jun. 8, 9:59 AM
- Diageo (DEO -2.8%) trades lower as skepticism over a 3G Capital takeout builds.
- Evercore ISI and Susquehanna are both out with notes to investors discounting the likelihood of a deal.
- Anheuser-Busch InBev (BUD -3.2%) is also lower in early action.
- The brewing giant built up some late gains Friday with investors betting that 3G's prominent stake in the company would become even more significant if it worked a deal for Diageo.
- Previously: Diageo jumps on report of potential takeover offer (Jun. 05 2015)
- Previously: Diageo bid "highly unlikely" - Evercore (Jun. 06 2015)
Wed, Jun. 3, 2:32 AM
- FIFA president Sepp Blatter's decision to resign amid corruption allegations at soccer's governing body is a relief for corporate sponsors who have called for more transparency at the organization.
- "FIFA needs profound restructuring," Blatter declared. "Although the members of FIFA gave me a new mandate, this mandate does not seem to be supported by everyone in the world."
- Sponsors Coca-Cola (NYSE:KO), Visa (NYSE:V), Adidas (OTCQX:ADDYY), Hyundai (OTC:HYMLF) and Anheuser-Busch InBev (NYSE:BUD) called the resignation a positive step, but some sponsors said they expected FIFA to do more to clean up its act.
- Previously: Sponsors face pressure after FIFA scandal (May. 29 2015)
Tue, Jun. 2, 8:09 AM
- Susquehanna raises its rating on Aneuser-Busch InBev (NYSE:BUD) to Positive from Neutral.
- The investment firm says it sees "imminent consolidation" in the beer sector,
- Though a merger of giants between Anheuser-Busch and SABMiller has been bandied around over the last couple of years, A-B settled for a Grupo Modelo acquisition along with some craft brewery pickups.
Sat, May 30, 11:49 AM
- Grupo Modelo will invest $325M in a new brewery for Mexican and U.S. brands as well as a large aluminum can plant in Mexico.
- The Anheuser-Busch InBev (NYSE:BUD) unit will break ground on the facilities later this year and expects to start production in 2017.
- The brewery will have a capacity of 5M hectoliters per year, while the can factory will be able to produce a billion cans a year.
- A-B bought Grupo Modelo for $20.1B two years ago.
Tue, May 19, 9:55 PM
- Whirlpool (NYSE:WHR) and Anheuser-Busch InBev (NYSE:BUD) starting selling their B.blend machine in Brazil today.
- The B.blend has the distinction of being the first all-purpose beverage maker with its capacity to make hot, cold, or carbonated single-serve drinks.
- A successful launch in the U.S. by the 50-50 partners could set up the product for an international roll-out.
- The development also has potential implications for Keurig Green Mountain (NASDAQ:GMCR), Coca-Cola (NYSE:KO), and SodaStream (NASDAQ:SODA)
BUD vs. ETF Alternatives
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.
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