Anheuser-Busch InBev SA/NV (BUD) , alias AB InBev, reported solid results in first-quarter 2024. The company’s revenues and earnings beat the Zacks Consensus Estimate and improved on a year-over-year basis.Top and bottom-line growth reflected a positive business momentum, owing to relentless execution, investment in its brands and accelerated digital transformation. Results also benefited from continued consumer demand for its brand portfolio. Backed by the ongoing business momentum, the company outlined it ...

Investors cheered the latest earnings trends out of the alcoholic-beverage giant.Shares of Anheuser Bush InBev (BUD 4.09%) beat the market early Wednesday as the stock rose 4% while the S&P 500 was flat. That result erased a portion of the alcoholic-beverage giant's recent losses, yet shares are still in negative territory for the year. InBev stock is down 3% year to date, compared to a 9% rally in the wider market.Wednesday's rally was sparked by good news in the company's Q2 earnings update, which was rel ...

财务数据和关键指标变化 - 总收入增长2.6%,每公顷收入增长3.3%,主要由于收益管理措施和持续优质化 [12] - 总销量下降0.6%,主要由于美国、阿根廷和中国的表现 [12] - 基本每股收益增长16%,达到0.75美元 [12] 各条业务线数据和关键指标变化 - 北美地区:美国收入和销量下降,但优质和超优质品牌如Michelob ULTRA、Busch Light等表现良好 [14][15][16] - 中美洲:墨西哥和哥伦比亚业务实现中高单位数的收入和利润增长 [17][18] - 南美洲:巴西业务实现中高单位数的收入和利润增长,优质和超优质品牌表现出色 [18] - 欧洲中东非洲:欧洲和南非业务实现高单位数的收入和利润增长,优质品牌表现出色 [19][20] - 亚太地区:中国业务利润增长,但总销量下降与行业整体趋势一致 [21] 各个市场数据和关键指标变化 - 美国:主流啤酒销量下降,但优质和超优质品牌如Michelob ULTRA、Busch Light等表现良好,市场份额趋于稳定 [15][16] - 墨西哥:实现中高单位数的收入和利润增长,销量增长 [17] - 哥伦比亚:实现双位数的收入和利润增长,销量增长,市场份额提升 [18] - 巴西:实现中高单位数的收入和利润增长,销量增长,优质和超优质品牌表现出色 [18] - 欧洲:实现高单位数的收入和利润增长,销量增长,优质品牌表现出色 [19] - 南非:实现双位数的收入和利润增长,销量增长,优质和超优质品牌表现出色 [20] - 中国:总销量下降与行业整体趋势一致,但优质品牌如Budweiser表现良好 [21] 公司战略和发展方向 - 公司将继续执行三大战略支柱:1)引领和发展品类 2)数字化和变现生态系统 3)优化业务 [22][23][28] - 公司将继续重点投资和发展旗舰品牌(mega brands),这些品牌占公司大部分销量并将带动未来增长 [22][23] - 公司将继续推进数字化转型,BEES平台GMV增长47%,直接面向消费者的数字平台订单增长 [25][26][27] - 公司将继续优化成本结构,提升运营效率,EBITDA利润率同比增长90个基点 [30][35] 管理层对经营环境和未来前景的评论 - 公司对2024年的中期增长目标和展望保持乐观,认为有能力在各主要市场保持良好的增长势头 [9][13] - 管理层认为公司的全球领导地位、复制性增长工具包以及卓越的盈利能力,将有助于公司在未来创造价值 [44] - 管理层表示,公司将充分利用旗舰品牌和重要平台,在夏季和全年持续推动品类发展 [43] 问答环节重要的提问和回答 问题1 **Rob Ottenstein 提问** 美国市场Michelob ULTRA和其他品牌在餐饮渠道的市场份额恢复情况,以及公司整体组合的前景 [47][48] **Michel Doukeris 回答** Michelob ULTRA在餐饮渠道的市场份额有强劲增长,公司其他品牌如Busch Light、Kona、Nutrl和Cutwater也表现出色,整体组合前景良好 [50][51][52][53][54][55][57] 问题2 **Trevor Stirling 提问** 公司是否调整了对"mega brands"和"global brands"的定义和分类 [60] 以及墨西哥市场的具体表现 [61] **Michel Doukeris 回答** 公司将"mega brands"定义为每个市场3-5个最重要的品牌,这些品牌占公司大部分销量并将带动未来增长 [62][63] 墨西哥市场表现良好,一季度实现中高单位数的销量和利润增长,需求保持旺盛 [64][65] 问题3 **Priya Ohri-Gupta 提问** 公司的动态资本配置模式,未来是否会继续进行债务减免 [68][69] 以及未来是否会有更多的股票回购 [71] **Fernando Tennenbaum 回答** 债务减免仍是优先事项,公司将根据业务表现动态调整资本配置 [69][72] 公司未来的资本配置决策将以价值创造为导向,不会做出任何具体承诺 [72]

Anheuser-Busch Inbev (BUD) reported $14.55 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 2.4%. EPS of $0.75 for the same period compares to $0.65 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $14.41 billion, representing a surprise of +0.97%. The company delivered an EPS surprise of +8.70%, with the consensus EPS estimate being $0.69.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

After March showed a promise of recovery for Anheuser-Busch InBev (NYSE: BUD), the parent company of Bud Light, which suffered a significant stock price decline due to a boycott triggered by a controversial marketing campaign, its newest earnings report has sparked optimism.Specifically, Anheuser-Busch InBev has published strong first-quarter performance results that saw a 2.6% increase in revenues and a better-than-expected earnings before interest, taxes, depreciation, and amortization (EBITDA) and volume ...

AB InBev, the brand behind Budweiser and Corona beers, reported their Q1 2024 financial results today.Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins.Comparatively, year-on-year, the company saw less revenue growth year-on-year than in 2023, but underlying profits increased. Underlying profits upCopy link to sectionThe company’s underlying profit (that is, the profit attributable to equity holders excluding non-underlying items and hyperinflation) was ...

AB InBev Budweiser and Bud Light brand beer cans at a store in the Queens borough of New York on Feb. 28, 2024.Shares of Belgium's AB InBev rose 5% Wednesday morning after the company posted higher revenue and profit in the first quarter, as analysts said it had escaped the drag from a year-long boycott of its Bud Light brand relatively unscathed.The world's biggest brewer, whose brands include Corona and Stella Artois, notched a 2.6% revenue increase year-on-year to $14.55 billion in the first quarter, nar ...

Anheuser-Busch InBev SA/NV (BUD) , also known as AB InBev, is slated to release first-quarter 2024 earnings on May 8. The leading alcohol beverage company is likely to register year-over-year revenue and earnings growth when it reports first-quarter 2024 results.The Zacks Consensus Estimate for AB InBev’s first-quarter revenues is pegged at $14.4 billion, suggesting 1.4% growth from the year-ago quarter’s reported number. For first-quarter earnings, the consensus mark is pegged at 72 cents per share, sugges ...

股市走势 - 股市自去年十月以来一直处于强劲上涨，但第二季度的前两个交易周暗示可能会出现大幅调整[1] 投资策略 - 投资者可能明智地在现在利润较高的股票上获利，并将资金转移到更安全的分红股上[2] 分红股 - 投资者寻求稳定的股息收入可能会对“分红王”感兴趣，这些53家公司连续50年以上提高了股息[3]

安海斯-布希 - 有争议的罪恶股票概念引发争议[2] - 安海斯-布希是值得考虑的罪恶股票之一[3] - 安海斯-布希的Bud Light品牌可能比以往更具相关性[4] - 安海斯-布希的股票被评为一致性中等买入，有超过23%的上涨潜力[5] MGM度假村 - MGM度假村是一个有趣的罪恶股票投资角度[7] - MGM股票被认为是被低估的，但购买证券仅仅基于是否被低估存在风险[8] - 消费者可能会优先考虑体验性支出，这可能对整个旅游业产生推动作用[8] 菲利普莫里斯 - 菲利普莫里斯是值得考虑的罪恶股票之一[11] - 菲利普莫里斯一直在转向电子烟和雾化器，这一广泛领域包括多种产品子类别[13] - 菲利普莫里斯的股票被认为是一致性中等买入，有102.50美元的价格目标[15]