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
Nov. 5, 2014, 3:08 PM
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.
Oct. 31, 2014, 9:11 AM
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.
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.
- Beer stocks: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ.
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
Sep. 26, 2014, 9:29 AM
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.
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.
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.
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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