百威亚太控股有限公司(百威英博子公司)宣布，首席财务官Ignacio Lares将于2026年4月1日卸任，由 Bernardo Novick接任。此次变更为公司正常人事调整，Novick在百威集团拥有16年全球市场经验。 以上内容基于公开资料整理，不构成投资建议。 百威英博于2026年1月6日宣布，将以约30亿美元回购其美国金属罐工厂49.9%的股权，该交易预计在 2026年第一季度完成。公司表示此举旨在强化供应链控制，应对铝关税等成本压力，并保障产品品质与 供应稳定性。 高管变动 经济观察网根据公开信息，百威英博(BUD.US)在2026年有以下值得关注的事件安排，主要涉及战略交 易和人事变动。 公司项目推进 ...

Core Viewpoint - Anheuser-Busch InBev's stock surged 6% this week following an earnings beat and multiple analyst upgrades, reflecting strong performance and positive market sentiment towards the company [1]. Group 1: Stock Performance - Anheuser-Busch InBev (BUD) gained 6% this week, outperforming the S&P 500 and consumer staples peers, with a year-to-date increase of 25.5% compared to 15.2% for the sector [1]. - The stock is currently trading at $80.39, nearing its 52-week high of $81.56, and has surged 54% over the past year, significantly outperforming the sector's 13% return [1]. Group 2: Analyst Upgrades - Evercore ISI raised its price target for BUD from $75 to $100, a 33% increase, indicating a potential 24% upside from current levels [1]. - Wells Fargo also raised its price targets for BUD, first to $85 and then to $88, while other firms like Goldman Sachs, Barclays, and JPMorgan reaffirmed Buy ratings with targets between $77 and $94 [1]. - The average analyst target for BUD is now $79.10, with 9 Buy or Strong Buy ratings compared to 3 Holds and no Sells, signaling a fundamental shift in market perception [1]. Group 3: Earnings Performance - Anheuser-Busch InBev reported Q4 EPS of $0.95, beating the consensus estimate of $0.89 by 7%, with revenue of $15.55 billion and organic revenue growth of 2.5% [1]. - This marks the fourth consecutive quarter that BUD has exceeded earnings estimates, generating $11.3 billion in free cash flow last year and expanding margins by 101 basis points [1]. - Management has guided for 4% to 8% EBITDA growth for 2026, indicating confidence despite volume challenges in markets like China and Brazil [1]. Group 4: Valuation Concerns - BUD is trading at 27 times trailing earnings, which is considered elevated for a beverage company facing volume pressures [1]. - Short interest in BUD is low at 0.9% of the float, but it has increased by 7% recently, indicating mixed sentiment among institutional investors [1]. - The bull case for BUD relies on the success of its premium brand strategy and margin expansion, while the bear case highlights potential volume declines and geographic weaknesses that could impact growth [1].

（作者 郑淯心） 春节作为中国人最重视的传统节日，是品牌深度连接消费者的重要契机。每年我们都会在新春佳节推出"年味"洋溢的营销战役。在马年春节来临之际，百威 品牌推出了以"马上百威，马年有奔头"为主题的新春战役，不仅将"财富""健康"等美好期许融入产品设计，更协同社交平台，通过多元化的数字化互动，将 真挚的祝福融入千家万户的团圆时刻，陪伴消费者点亮更多"喝彩时刻"。 面向未来，百威中国将继续在中国深化战略布局，推进本土化创新与高质量增长，以高品质、多元化的产品组合满足消费者的需求与期待。企业的长期价值 在于为利益相关方创造可持续的正向价值。我们期待与各方伙伴携手，共同创造更多人喝彩的未来。 2026年，中国经济在结构性转型进程中持续释放增长动能。百威集团扎根中国四十余载，其对中国市场充满信心，这种信心不仅源自对自身品牌和产品的笃 定，更基于中国深化对外开放、持续优化营商环境的政策定力，以及中国消费市场蕴含的长期潜力。 当前，中国消费者正以更务实、积极的态度追求美好生活，这为我们带来了广阔的创新与发展空间。基于这一洞察，百威中国将全球资源与本土实践相结 合，不断拓展啤酒的消费场景与文化内涵。 从早年携手FIFA ...

Core Insights - Anheuser-Busch InBev reported fourth-quarter underlying earnings per share of $0.95, exceeding analyst estimates of $0.88, with shares rising over 4% intra-day [1] - Total volumes declined 1.5%, outperforming the expected 2.7% decrease, while organic revenue increased by 2.5%, surpassing forecasts of 1.5% growth [1] Performance by Region - North America saw a revenue decline of 1%, better than the anticipated 2.3% drop, with volumes falling 3.5% versus expectations for a 5.5% decline; Michelob Ultra maintained its position as the leading volume share gainer in the U.S. beer market [3] - Middle Americas revenue increased by 5.9%, exceeding forecasts of 4% growth, driven by mid-single-digit expansion in Mexico and market share gains [4] - South America revenue rose by 5%, ahead of expectations of 3.2%, with Brazil benefiting from sequential volume improvements as weather conditions normalized in December [4] - In China, volumes declined by 3.9% in the fourth quarter, an improvement from the 11.4% drop in the third quarter, with market share trends improving to flat year over year [5] Future Guidance - For 2026, AB InBev guided to EBITDA growth of 4% to 8%, consistent with medium-term targets and above the 2% to 6% growth outlook from peers Carlsberg and Heineken [2]

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Key Takeaways BUD Q4 EPS rose 7.5% to 95 cents, beating estimates, while revenues rose 4.8% but missed forecasts.AB InBev saw 4% revenue per hl growth, though beer volumes fell 1.9% on weak demand and weather impacts.BUD guides for 4-8% EBITDA growth in 2026 and advanced buybacks, proposing 1.15 EURO total 2025 dividend.Anheuser-Busch InBev SA/NV (BUD) , aka AB InBev, reported fourth-quarter 2025 results, wherein earnings per share (EPS) surpassed the Zacks Consensus Estimate while revenues missed the same. ...

Group 1: Software Stocks - Retail investors are actively buying software stocks despite the current poor performance of the sector, with some analysts cautioning against this trend [2][11] - The sentiment around software stocks is mixed, with some believing the market has overreacted and presents buying opportunities, while others remain skeptical about the long-term viability of certain companies like Workday and Salesforce [11][14] - The AI trade is still in its early stages, causing anxiety among investors about potential job losses and market changes, but there is optimism about new job creation in the long run [12][19] Group 2: Consumer Staples - Consumer staples have been performing well, with companies like Coca-Cola reporting solid earnings, while Kraft's performance was disappointing [3][42] - McDonald's has seen strong US sales attributed to value offerings and marketing strategies, despite concerns about the impact of GLP-1 weight loss drugs on consumer behavior [46][61] - The company is focusing on value and affordability to attract lower-income consumers, which has been successful in recent quarters [49][52] Group 3: Memory Chips - Lenovo's CEO indicated that the memory chip shortage affecting hardware companies will continue into the year-end, echoing sentiments from Cisco's CEO [5][6] - This ongoing shortage is seen as beneficial for memory chip companies like Sandisk, which are experiencing stock price increases [6] Group 4: Economic Outlook - The economy is showing signs of strength, with corporate earnings exceeding expectations and a robust jobs report indicating private payroll growth [23][26] - Analysts suggest that the current economic conditions favor cyclical and defensive value stocks, with the value trade up 4.5% year-to-date compared to a 1.5% decline in growth stocks [24][25] - There is a belief that the economy does not require further rate cuts, as current conditions do not indicate a downturn [28][29]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

经济观察网百威英博发布2025年财报，净利润同比增长16.77%至68.37亿美元，高端化策略与数字化平 台BEES成为主要增长动力。 业绩经营情况 根据百威英博于2026年2月12日发布的2025年全年财报，其核心财务指标与战略进展呈现以下亮点： 2025年净利润为68.37亿美元，同比增长16.77%，增速显著高于2024年。尽管营业收入同比下降0.75%至 593.20亿美元，但有机增长达2.0%，显示其高端化策略对收入的拉动作用。 业务进展情况 以上内容基于公开资料整理，不构成投资建议。 公司业务状况 B2B平台BEES全年GMV达490亿美元，覆盖28个市场，75%收入通过数字化渠道达成。同时，公司碳中 和进程加速，81.2%运营用电转为可再生电力，碳排放强度较2017年下降29.5%。 行业状况 亚太市场虽受中国收入下滑13.1%拖累，但韩国市占率创十年新高；北美市场通过米凯罗等高端品牌稳 定份额，拉美市场受益于巴西双位数增长。 非啤酒业务销量占比持续扩大，其中无酒精啤酒收入增长超20%，科罗娜零醇等产品在关键市场保持领 先地位。公司通过超高端产品组合(如科罗娜、福佳白)推动均价提升，部分抵消销量 ...

Anheuser-Busch InBev (NYSE:BUD) Q4 2025 Earnings call February 12, 2026 09:00 AM ET Company ParticipantsEdward Mundy - Managing DirectorFernando Tennenbaum - CFOMichel Doukeris - CEOMitch Collett - DirectorRobert Ottenstein - Senior Managing DirectorSanjeet Aujla - Managing DirectorSarah Simon - Head of European Consumer StaplesConference Call ParticipantsAndrea Pistacchi - Senior AnalystGen Cross - Equity Research AnalystTrevor Stirling - Senior AnalystOperatorWelcome to AB InBev's full year 2025 earnings ...