BUDFF News and Press, Anheuser-Busch InBev SA/NV From 10/25/23

2023-10-25 15:46:16 ET Summary Anheuser-Busch InBev's profitability metrics have declined over the long term, indicating weak pricing power and increased competition. Declining financial performance suggests a lack of innovation and overreliance on the company's rich legacy portfo...

2023-10-25 12:30:00 ET Summary AB InBev investors have seen little relief as the consumer staples sector weakened recently, impacting BUD's recovery. The company's ex-US market momentum is crucial for justifying its valuation, with the North American segment accounting for 25% of ...

2023-10-21 23:41:20 ET Summary Altria Group is expected to announce financial results for Q3 of its 2023 fiscal year, with analysts predicting a decline in revenue compared to the previous year. The company's market share for cigarettes continues to drop, and declining smoking rat...

2023-10-19 09:45:00 ET Summary Ian Bezek favors high moat companies and stable, consistent businesses with durable advantages. He sees opportunities in devalued food and beverage stocks and alcohol stocks. Bezek is optimistic about the long-term story of Mexico and the potenti...

2023-09-29 12:42:51 ET Summary AB InBev is the world's largest brewery with over 500 brands and holds multiple tangible competitive advantages. The company's economic moat is supported by cost efficiency, economies of scale, and a diverse product portfolio. Despite recent cont...

2023-09-18 12:51:48 ET Summary Ambev has been operating profitably for the past two decades with an annual gross profit margin (TTM) of 49.95%. Ambev's BEES digital marketplace entered the COVID-19 pandemic with only 750,000 customers and left the pandemic with more than 1 million...

2023-09-18 04:38:32 ET Summary Tilray Brands has experienced a significant rally in Q3, up 87.8%, and now up 8.9% in 2023, but lacks a direct benefit from potential cannabis rescheduling in the US. The company has shared its financial results for Q4 and announced a beer-related ac...

2023-09-14 12:38:50 ET Summary Ambev faces operational challenges due to inadequate logistics infrastructure in Brazil and increasing competition with low entry barriers in the sector. The Brazilian government's potential discontinuation of interest in shareholders' equity (JCP) c...

2023-08-30 07:22:18 ET Summary Anheuser-Busch InBev's earnings results show that the boycott against its beers, such as Bud Light, is still impacting sales in the United States. However, sales in other regions are exceeding expectations, helping to mitigate reputational risks and ...

2023-08-23 12:57:04 ET Summary Anheuser-Busch InBev's North American business faced controversy and boycotts after a TikTok promotion of Bud Light, leading to a drop in global volumes. Activists boycotted and protested against AB InBev, demanding change in its policies. I thin...