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Anheuser-Busch Inbev SA/NV (BUD)

  • 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.
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  • 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.
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  • 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)
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  • 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.
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  • 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.
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  • Sep. 26, 2014, 9:29 AM
    • Anheuser-Busch InBev (NYSE:BUD) names Joao Castro Neves to be its Zone President in North America.
    • He will replace Luiz Fernando Edmond who moves on to be A-B's Chief Sales Office in a global capacity.
    • PR (.pdf)
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  • Sep. 24, 2014, 12:51 PM
    • A majority of respondents in a poll conducted by Reuters think NFL sponsors should sever ties with the league due to the handling of star players accused of domestic abuse.
    • It's not a simple call for the consumer-facing companies with ratings for NFL games seemingly unaffected by the issue.
    • Though major sponsors such as PepsiCo (NYSE:PEP), Verizon (NYSE:VZ), Anheuser-Busch InBev (NYSE:BUD) have maintained advertising campaigns, Procter & Gamble (NYSE:PG) canceled a Crest promotion and other advertisers have reportedly asked for shifts away from airing ads during times in the coverage when the controversy is being analyzed.
    • NBC (NASDAQ:CMCSA) has the TV rights to the Super Bowl this season and will hope that demand and pricing for the highly-priced spots before, during, and after the game aren't impacted.
  • Sep. 23, 2014, 9:12 AM
    • Fitch Ratings says an acquisition of SABMiller (OTCPK:SBMRY) by Anheuser-Busch InBev (NYSE:BUD) that included equity funding would help the combined beer giant keep an investment grade rating.
    • The ratings agency notes the tie-up would lead to only a few divestments due to the relatively limited overlap of beer brands.
    • Currency risk would be increased for the brewer, notes Fitch, as a majority of the incoming cash comes in from Latin America, Africa, and eastern Europe - while the debit is denominated in euros and dollars.
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  • Sep. 22, 2014, 9:44 AM
    • The buzz from bankers at the LPC loan conference in New York City is that financing for a massive M&A deal shouldn't be a major issue in the current environment.
    • The development coincides with ongoing speculation that Anheuser-Busch InBev (NYSE:BUD) is lining up an acquisition play for beer rival SABMiller (OTCPK:SBMRY).
    • A bridge loan of $75B-$80B by A-B would be needed to swing the deal, according to some bankers.
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  • Sep. 19, 2014, 9:09 AM
    • If a mega-merger occurs inside the beer industry, it could advance the debate on the corporate tax law structure in the U.S., reasons WSJ's Ronald Barusch.
    • Though Anheuser-Busch InBev (NYSE:BUD), Heineken (OTCQX:HEINY), and SABMiller (OTCPK:SBMRY) are all domiciled outside of the U.S., and any combination wouldn't involve a tax inversion move, Barush notes the heavy influence of the brewers in the U.S. will highlight again the advantage of setting up headquarters outside U.S.borders for global sellers.
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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