BUDFF News and Press, Anheuser-Busch InBev SA/NV From 10/27/22

The following slide deck was published by Anheuser-Busch InBev SA/NV in conjunction with their 2022 Q3 earnings call. For further details see: Anheuser-Busch InBev SA/NV 2022 Q3 - Results - Earnings Call Presentation

Anheuser-Busch InBev SA/NV (BUD) Q3 2022 Earnings Conference Call October 27, 2022 09:00 AM ET Company Participants Michel Doukeris - Chief Executive Officer Fernando Tennenbaum - Chief Financial Officer Conference Call Participants James Edwardes Jones -...

Summary The Federal Reserve is behind the curve yet again in its war on inflation, causing it to swing for the fences and leading to a brutal reversal from this Summer's stock rally. I believe the Fed has risked swinging the pendulum too far in the opposite direction and may be fo...

ABEV Q2 quarterly report confirmed overall solid fundamentals. The company is well-positioned to benefit from a boost in beer demand during the FIFA World Cup in Q4. We are bullish on ABEV as a good option to capture exposure to consumer spending trends in Latin America as macro c...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

Heineken delivered a volume rebound, higher selling prices to offset inflation, positive FX contribution, and a better product mix. We outline reasons to hold Heineken in your portfolio. The beer giant is delivering solid results - buy rating target confirmed. In our i...

The Seeking Alpha Quant system has its quirks, but it is a great tool to find great holdings. I typically dredge through the weeds to find unique situations that may be unloved by the quant system. However, here are five strong buys that I agree with right now. Optimizin...

Anheuser-Busch Inbev SA (BUD) Q2 2022 Earnings Conference Call July 28, 2022, 09:00 ET Company Participants Michel Doukeris - CEO Fernando Tennenbaum - CFO Conference Call Participants Simon Hales - Citigroup Tristan Van Strien - Redburn James Jon...

I currently rate both AB InBev and Heineken as a buy. While AB InBev operates with an EBIT margin of 25.8%, Heineken has an EBIT margin of 14.63%. Both the Seeking Alpha Quant Ranking and the HQC Scorecard indicate that AB InBev is ahead of Heineken. In this analysis, I will t...

In the Juul litigation, what happens remains to be seen, but we expect the company to prevail. The company's price drop means it has an almost 9% dividend yield on top of continued share repurchases. The company has respectable alternative product businesses along with its Anheuse...