Morgan Stanley named Anheuser-Busch Inbev SA (NYSE:BUD) a top pick, citing the beverage stock's valuation upside despite a near-term "mixed picture." In response, BUD is 0.9% higher at $64.22. In addition to naming it a top pick, the analyst also hiked its price target to $73 from $68.50 and maintained its "overweight" rating. The majority of analysts are already bullish, with six of eight recommending a "buy" or better, while the 12-month target price of $71.89 is an 11.9% premium to the security's current ...

Players in the Zacks Beverages – Alcohol industry are grappling with inflation and rising costs for commodities and logistics, leading to increased operational expenses from heightened advertising and marketing spend. These elevated costs are likely to persist and may squeeze the profit margins of alcohol producers. Despite these challenges, the industry is benefiting from the demand for premium, high-quality products and innovative spirits. Strong momentum in spirits and ready-to-drink (RTD) cocktails is d ...

LOS ANGELES, Sept. 4, 2024 /PRNewswire/ -- Los Angeles-based Blaze Mota is releasing a hemp-derived THC version of its Mota'lada, a non-alcoholic ready-to-drink michelada, next month. The Mota'lada is made with non-alcoholic Mexican Lager and a michelada base of tomato, lime, and spices. It contains 10mg of hemp-derived THC and 2mg of hemp-derived CBD. Mota'lada, hemp-derived THC MicheladaMota'lada, hemp-derived THC Michelada The cannabis-infused version of the Mota'lada hit California's regulated cannabis ...

Anheuser-Busch InBev BUD continues to recover from a boycott in 2023 when it infuriated conservative consumers by partnering with trans activist and influencer Dylan Mulvaney on a marketing campaign. The beer company now has a new brand ambassador, one that will likely help win back its anti-woke customer base, just in time for the 2024 NCAA Football season. What Happened: Bud Light's new ad, geared toward college football fans, stars comedian Shane Gillis. "College football fans are some of the most passio ...

E I I I 11 11 1 monticelllo Thesis Overview Anheuser-Busch InBev SA/NV (BUD), the world's largest conglomerate of breweries, reported Q2-2024 earnings on August 1st. In this article, I will discuss these figures against the backdrop of AB InBev's long-term positioning. I typically rate stocks as Hold/neutral, even when my inclination is bullish or bearish. This is because my articles primarily are intended to provide food for thought to help you make your own decisions. Nevertheless, I usually share my pers ...

As the dark clouds of a potential recession loom on the horizon, investors are scrambling to find safe havens for their hard-earned money. While it's true that most stocks tend to suffer during economic downturns, there are always a few outliers that manage to defy the odds and emerge stronger than ever. However, before you rush to invest in the first "recession-proof" stock you come across, let me offer a word of caution. Just because a company weathered the storm in the past doesn't guarantee it will do s ...

We are currently in the midst of a correction, a downturn and potentially a recession. Whatever it is, volatility remains high. Investors have engaged in a broad market sell-off over the last month or so. Although there have been some signs of a rebound, Many continue to worry that a market crash is looming. Given that those fears continue to run high, it makes sense to do as much as possible to recession-proof your portfolio and move into safer stocks. Measures of overall market fear indicate that a shift ...

Following the severe market falloff that began last month but accelerated this month, investors may want to consider the inherent comfort of stable dividend stocks. No, these ideas aren't the most glamorous in the world – far from it. Indeed, many would label them as boring. Nevertheless, in the present cycle, boring is good. To be sure, there's an argument to be made that quality growth-oriented enterprises are now on discount. I'm a big fan of scooping up such entities on the cheap. Since this is the Inte ...

文章核心观点 - 公司在第二季度取得了良好的业绩,收入和利润均超出市场预期,反映了公司多元化布局和主要品牌的强劲需求带来的积极业务动力[1][2][3] - 公司的数字化转型也为收入增长做出了贡献,B2B数字平台贡献了约70%的收入[7] - 公司的非啤酒业务(Beyond Beer)也为收入增长提供了支持[8] 收入分析 - 公司收入同比增长1.4%至153亿美元,超出市场预期[3] - 有机收入增长2.7%,主要得益于价格上涨、产品优化升级和其他收入管理措施[3] - 公司主要品牌(百威、科罗娜、百加得、米其林)在非本土市场的销量同比增长3.3%,其中科罗娜品牌增长5.6%[6] - 公司的数字化平台BEES和Ze Delivery的用户数量和收入贡献均有所增长[7] 利润分析 - 公司的标准化息税折旧及摊销前利润(EBITDA)同比增长8%,利润率同比提升210个基点至34.6%[11][12] - 利润率提升主要得益于成本效率提升和管理费用控制[11] - 公司预计2024年EBITDA将同比增长4-8%,符合中期展望[13] 其他 - 公司预计2024年净资本支出将为40-45亿美元,主要用于创新和消费者导向的举措[14] - 公司还推荐了几家同行业的优质公司,如Vital Farms、The Chef's Warehouse和可口可乐[15-21]

文章核心观点 - 安海斯-布什英博(BUD)2024年6月季度收入为153.3亿美元,同比增长1.4%,每股收益为0.90美元,高于上年同期的0.72美元[1] - 收入和每股收益均超出了分析师的预期[2] - 公司的关键财务指标对于了解公司的财务状况非常重要[3][4] 公司财务指标总结 销量 - 北美地区销量为2236.9万千升,低于分析师预期的2271.6万千升[6] - 中美洲地区销量为3838.1万千升,略高于分析师预期的3830.3万千升[7] - 南美洲地区销量为3596.9万千升,低于分析师预期的3690.8万千升[8] - 全球总销量为14630.2万千升,略低于分析师预期的14670.6万千升[9] - 亚太地区销量为2539.9万千升,低于分析师预期的2558.5万千升[10] - 欧洲、中东和非洲地区销量为2385.2万千升,高于分析师预期的2311.4万千升[11] 收入 - 南美洲地区收入为27.9亿美元,高于分析师预期的26.7亿美元[12] - 中美洲地区收入为45.2亿美元,高于分析师预期的43.5亿美元[13] - 北美地区收入为38.6亿美元,略低于分析师预期的38.7亿美元[14] - 亚太地区收入为17.5亿美元,低于分析师预期的18.4亿美元[15] - 欧洲地区收入为23.0亿美元,略高于分析师预期的22.9亿美元[16] - 全球出口和控股公司收入为1.12亿美元,低于分析师预期的1.28亿美元[17]