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ABInBev(BUD) - 2025 Q3 - Earnings Call Transcript
2025-10-30 22:02
Anheuser-Busch InBev (NYSE:BUD) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Company ParticipantsFernando Tennenbaum - CFOMichel Doukeris - CEOConference Call ParticipantsMitch Collett - AnalystSimon Hales - AnalystAndrea Pistacchi - AnalystLaurene Whyatt - AnalystRobert Ottenstein - AnalystEdward Mundy - AnalystCeline Pannuti - AnalystOperatorWelcome to AB InBev's third quarter 2025 earnings conference call and webcast. Hosting the call today from AB InBev are Mr. Michel Doukeris, Chief Executive Off ...
ABInBev(BUD) - 2025 Q3 - Earnings Call Transcript
2025-10-30 22:02
Anheuser-Busch InBev (NYSE:BUD) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Company ParticipantsFernando Tennenbaum - CFOMichel Doukeris - CEOConference Call ParticipantsMitch Collett - AnalystSimon Hales - AnalystAndrea Pistacchi - AnalystLaurene Whyatt - AnalystRobert Ottenstein - AnalystEdward Mundy - AnalystCeline Pannuti - AnalystOperatorWelcome to AB InBev's third quarter 2025 earnings conference call and webcast. Hosting the call today from AB InBev are Mr. Michel Doukeris, Chief Executive Off ...
ABInBev(BUD) - 2025 Q3 - Earnings Call Transcript
2025-10-30 22:00
Anheuser-Busch InBev (NYSE:BUD) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Speaker0Welcome to AB InBev's third quarter 2025 earnings conference call and webcast. Hosting the call today from AB InBev are Mr. Michel Doukeris, Chief Executive Officer, and Mr. Fernando Tennenbaum, Chief Financial Officer. To access the slides accompanying today's call, please visit AB InBev's website at www.ab-inbev.com and click on the Investors tab in the Reports and Results Center page. Today's webcast will be availa ...
ABInBev(BUD) - 2025 Q3 - Earnings Call Presentation
2025-10-30 21:00
3Q25 Results October 30, 2025 Legal disclaimer Certain statements contained in this report that are not statements of historical fact constitute forward-looking statements, notwithstanding that such statements are not specifically identified. In addition, certain statements may be contained in the future filings of the Company with the competent securities regulators or other authorities, in press releases, and in oral and written statements made by or with the approval of the Company that are not statement ...
Budweiser Brewer AB InBev Profit Falls Amid Prolonged Beer Sales Decline
WSJ· 2025-10-30 15:02
It attributed the fall in volumes to poor performance in China and unseasonable Brazil weather. ...
AB InBev Reports Third Quarter 2025 Results
Businesswire· 2025-10-30 14:05
BRUSSELS--(BUSINESS WIRE)--Anheuser-Busch InBev (Brussel:ABI) (BMV:ANB) (JSE:ANH) (NYSE:BUD): Regulated and inside information1 "Driven by the momentum of our megabrands and our innovation in balanced choices and Beyond Beer, our business delivered continued top- and bottom-line growth, even as we navigated a dynamic consumer environment. Given the progress we have made on our deleveraging and solid year-to-date financial results we have announced a new 6 billion USD share buyback program and a. ...
揭秘一个有趣的经济晴雨表:“啤酒指数”
36氪· 2025-10-29 18:50
经济解码器:啤酒指数 在全球啤酒消费版图中,中国以每年4000万千升的饮用量占据近四分之一份额。这个庞大的市场孕育出 独特的"啤酒指数"现象:低端啤酒销量与经济景气度呈现显著负相关,高端啤酒则成为经济复苏的先行 指标。 日本经济泡沫破裂后的十年间,东京便利店夜间啤酒销量下降37%,印证了"下班后小酌"场景的消失与 失业率攀升的关联性。中国制造业PMI指数与蓝领工人消费的中低端啤酒销量曲线高度同步——2016年 当PMI连续跌破荣枯线时,本土中低端啤酒销量同比下滑12.3%,而同期高端啤酒市场份额逆势增长 5.8%。这种分化在2021年疫情后更为显著:当高端啤酒销量暴涨67.53%时,制造业产能利用率同步回 升至78.4%,建筑业PMI创下三年新高。 在2025年"赛事经济"爆发的背景下,这种关联性呈现新特征。美团数据显示,6月"看球酒吧"搜索量环 比激增407%,而同期全国基建投资增速达9.2%,建筑业PMI连续三个月位于扩张区间。这种"赛事-基 建-啤酒"的传导链条,恰似给经济安装了压力传感器——当大型赛事激活城市活力时,混凝土搅拌机与 啤酒瓶盖开启声共同构成复苏交响曲。 这种共振在区域经济中尤为明显。河北 ...
AB InBev Q3 Earnings Preview: Will Pricing Offset Volume Pressures?
ZACKS· 2025-10-28 02:36
Key Takeaways AB InBev is expected to post 2% y/y revenue growth but a 1% earnings decline in 3Q25.Pricing actions, premium brands and digital expansion likely supported BUD's top line.Volume weakness, inflation and macro headwinds in China and Brazil are likely to have slowed growth.Anheuser-Busch InBev SA/NV (BUD) , also known as AB InBev, is slated to release third-quarter 2025 earnings on Oct. 30, before the opening bell. The leading alcohol beverage company is likely to register year-over-year top-line ...
AB InBev relaunches Bud in Germany
Yahoo Finance· 2025-10-23 21:48
Anheuser-Busch InBev is reintroducing the Bud beer brand to the German market to celebrate the brand's 150th anniversary next year. The Belgium-headquartered company said the return of Anheuser-Busch Bud to Germany comes at a time when international lager beers are among the “fastest-growing segments" in the country and have “experienced significant growth in recent years”. The beer will initially be sold exclusively in Rewe stores and will be introduced in other retail outlets as well as bars throughout ...
百威集团邓明潇:与上海共同擦亮“夜经济”的金色名片
国际金融报· 2025-10-16 19:20
公司战略与市场定位 - 中国是公司在亚洲最大的市场,公司对中国未来充满信心并坚持长期投资 [1] - 公司在中国市场坚持“在中国、为中国”的长期战略主张 [7] - 公司在中国已布局近30家啤酒厂,拥有超过50个品牌 [7] 上海市场机遇与投资 - 公司认为上海具备高效城市管理、完善基础设施,是极具吸引力的旅游城市 [1] - 公司计划持续在上海投资,引入更多创新产品和活动,包括全球顶级电子音乐节“明日世界”将于11月首度登陆上海 [1][3] - 公司将上海视为重要投资地,积极引入包括世界杯在内的更多国际化IP,以激发上海文化消费潜能 [6] 夜间经济洞察与数据 - 全球接近60%的消费活动发生在晚上6点之后 [5] - 夜间经济健康活跃的城市,其GDP增长率接近4% [5] - 2024年上海夜间活跃出行人次达403万次,夜间灯光覆盖全市75%面积,夜间经济综合指数全国第一 [5] - 2025年上半年上海夜间消费总额突破880亿元人民币,同比增长3.3% [5] 行业市场潜力 - 全球每售出4瓶啤酒,就有1瓶由中国消费者消费,显示中国啤酒产业潜力巨大 [7] - 中国夜间经济的蓬勃发展为公司带来了更广阔的发展空间 [7] - 中国市场多样的消费业态使公司与夜间消费深度契合的公司更有信心深耕中国市场 [6]