文章核心观点 - 安海斯-布什英博集团(AB InBev)预计将在2024年第三季度实现营收和利润同比增长 [1][2] - 公司的高端化战略和积极的行业趋势有望推动第三季度的业绩表现 [5][6] - 但高原材料成本和运营成本上升将压缩公司的EBITDA利润率 [9] - 从估值角度来看,AB InBev股票目前相对历史和行业平均水平处于折价状态,为投资者提供了吸引力 [10][11] 根据相关目录分别进行总结 财务数据 - 第三季度营收预计为156亿美元,同比增长0.2% [2] - 第三季度每股收益预计为0.92美元,同比增长7% [2] - 过去4个季度公司平均每季度业绩超预期5.9% [3] 业务表现 - 公司的高端化战略和全球品牌发展趋势有望推动第三季度营收增长 [5][6] - 数字化转型和电商平台的快速发展也为公司带来了增长动力 [8] 成本和利润 - 高原材料成本和运营成本上升将压缩公司的EBITDA利润率 [9] 估值和股价表现 - 公司股票目前相对历史和行业平均水平处于折价状态,为投资者提供了吸引力 [10][11] - 过去3个月公司股价上涨19.1%,优于行业平均水平 [11]

America's Leading Brewer Continues Ongoing Investments in its U.S. Manufacturing Capabilities, Building on $2 Billion Spend over Last 5 Years  ST. LOUIS, Oct. 22, 2024 /PRNewswire/ -- Anheuser-Busch (NYSE:BUD), America's leading brewer and maker of Michelob ULTRA, Busch Light, Budweiser, and Bud Light, today announced a new $8 million investment in its St. Louis brewery. Over the last 5 years, Anheuser-Busch has invested nearly $2 billion in its facilities across the country to help create and sustain jobs ...

Anheuser-Busch InBev SA/NV (BUD) , alias AB InBev, is poised for growth, driven by sustained consumer demand for its brand portfolio. The company's growth trajectory has been bolstered by accelerated digital transformation, pricing actions, revenue management initiatives and ongoing premiumization efforts. BUD's relentless execution, investment in brands and accelerated digital transformation have been bolstering sales growth. The expansion of the Beyond Beer portfolio, and investments in B2B platforms, e-c ...

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Buffett-style value picks fit for the modern investor | Top 95th percentile of financial bloggers according to TipRanks.Six years of long-horizon investment portfolio management and consulting. I focus on creating portfolio value through synergetic stock picks and ETFs to create robust and profitable value generation solutions. I do not provide or publish investment advice on Seeking Alpha. My articles are opinion pieces only and are not soliciting any content or security. Opinions expressed in my articles ...

Following last year's controversy, which led to a wide-scale boycott of its products and subsequent declines in the price of its stocks, Bud Light beer manufacturer Anheuser-Busch InBev (NYSE: BUD) seems to be turning a new page, and analysis have updated their price targets for BUD shares. Specifically, Bud Light's parent amnounced it was expanding its production "beyond beer" and boosting the capacity for beverages like Cutwater and Nitrl vodka seltzer, its two ready-to-drink canned cocktails, as well as ...

Budweiser cans are seen at the grocery store in Las Vegas, United States on November 17, 2023. ... [+] (Photo by Jakub Porzycki/NurPhoto via Getty Images) NurPhoto via Getty Images Anheuser-Busch InBev stock (NYSE: BUD) has barely seen a 10% rise in value since early January 2023 – rising from levels of $58 then to $63 now – vs. an increase of 50% for the S&P 500 over this period. In comparison, its peer – Diageo stock (NYSE: DEO) – has seen a 20% fall over this period. The rise in BUD stock can primarily b ...

Brewer's Latest Investment Strengthens Local Economy and Brewing Excellence with Multimillion-Dollar Commitment LOS ANGELES, Sept. 25, 2024 /PRNewswire/ -- Anheuser-Busch (NYSE:BUD), America's leading brewer and maker of Michelob ULTRA, Busch Light, Budweiser and Bud Light, today announced a new $16 million investment in its Los Angeles brewery. Over the past 5 years, Anheuser-Busch has invested nearly $2 billion in its facilities across the country to help create and sustain jobs and drive economic prosper ...

Michael James McDonald is a stock market forecaster, author and former Senior Vice President of Investments at what is now Morgan Stanley. He is a long-term advocate of the theory of contrary opinion and the measurement of investor sentiment when forecasting price direction.His first book, " A Strategic Guide to the Coming Roller Coaster Market" was published in June of 2000, three months before the top of the dot comm market. On its cover was written, "How a new model of the stock market predicts the end o ...

Anheuser-Busch InBev SA/NV (BUD) , alias AB InBev, has shown steady growth in the stock market, with its shares surpassing the broader industry and the S&P 500 in the past three months. This positive trend has been driven by the company's unwavering commitment to enhancing its brands through diverse beer offerings, aligning with the industry's shift toward premium products. AB InBev is well-positioned to benefit from the expansion of its Beyond Beer portfolio and its investments in B2B platforms, e-commerce ...