Core Insights - Anheuser-Busch InBev (AB InBev) has signed a brewing contract with Pabst Brewing Company, marking a significant transition after Pabst's 20-year partnership with Molson Coors ended in December 2024 [1][2] - Starting in Q1 2025, AB InBev will brew Pabst's brands, including Pabst Blue Ribbon, Old Style, and Old Milwaukee, at its facilities [1] - This partnership enhances Pabst's supply capacity and allows for portfolio expansion in response to changing consumer preferences [2] Company Developments - Pabst has relied on third-party brewing since closing its Milwaukee brewery in 1996 and had previously secured a long-term agreement with City Brewing in 2019, which will continue to produce a significant volume of Pabst's products through 2040 [2][3] - AB InBev has invested $2 billion in its U.S. operations over the last five years, despite recent facility closures, and plans to start production of Pabst's Lone Star brand at its Houston brewery in early 2025 [4] Market Performance - AB InBev's shares have not reacted significantly to the news of the partnership, with a 24.4% decline over the past three months compared to the industry's 17.1% decline [5] - The company's stock performance has been negatively impacted by high commodity costs and investments for long-term growth initiatives [8] Strategic Positioning - AB InBev is strategically positioned to manage costs through improved pricing strategies, premiumization, and revenue-management initiatives, which have supported revenue growth [9] - The company is focusing on premiumization in the beer industry and expanding its Beyond Beer portfolio, which includes ready-to-drink beverages, aligning with the growing demand for low-alcohol and non-alcoholic drinks [10] Digital Transformation - AB InBev is investing in new capabilities to enhance customer connections, with a strong emphasis on growing its digital platform, leading to an acceleration in B2B sales and e-commerce trends [11]

Market Overview - Canned cocktails are experiencing significant growth, with Americans consuming over 62 million cases in 2023, marking an increase of nearly 25% from 2022, making it the second-largest spirit category by volume after vodka [1] - From 2021 to 2023, malt-based drinks saw an 8% decline in market share, while spirits-based drinks grew by 8% [3] Competitive Landscape - The U.S. ready-to-drink spirits market is dominated by three brands, with High Noon being the largest, owned by Gallo, followed by Cutwater and Nutrl, both owned by Anheuser Busch InBev [4] - Despite the growth in the beyond-beer segment, which includes both malt- and spirits-based beverages, it represents less than 5% of U.S. sales for AB InBev and about 7% for Molson Coors [5] Industry Trends - The market has seen an oversaturation of new brands and flavors, leading to consumer confusion and a pullback in engagement with malt-based drinks [2] - Coca-Cola is entering the alcoholic beverage market, partnering with Brown-Forman's Jack Daniels to create a canned version of a classic cocktail, indicating a broader interest in the spirits industry beyond traditional players [6]

Group 1 - Anheuser-Busch InBev (BUD) is one of the world's largest consumer staples companies, but its business has been unpredictable in recent years [1] - The company is known for a long-term, buy-and-hold investment approach, focusing on stocks that can sustainably generate high-quality earnings [1] Group 2 - The article does not provide specific financial data or performance metrics related to BUD [2][3]

There is a new champion of tap beer, and it is still within the Anheuser-Busch InBev family.Michelob Ultra, which is among the slate of brands under the Anheuser-Busch InBev umbrella, has the largest share of U.S. draft lines, according to data from Draftlines Technologies.According to data from Draftline Technologies, which monitors more than 1 million tap lines, the beer officially surpassed Bud Light on Nov. 1 and continued to hold the top spot into December. “The rise of Michelob Ultra as the leader by ...

There is a new champion of tap beer, and it is still within the Anheuser-Busch InBev family. Michelob Ultra, which is among the slate of brands under the Anheuser-Busch InBev umbrella, has the largest share of U.S. draft lines, according to data from Draftlines Technologies.According to data from Draftline Technologies, which monitors more than 1 million tap lines, the beer officially surpassed Bud Light on Nov. 1 and continued to hold the top spot into December.  "The rise of Michelob Ultra as the leader b ...

Anheuser-Busch InBev SA/NV (BUD) , aka AB InBev, unveiled a $10 million investment to modernize its Jacksonville brewery. The company’s investment is in sync with long-term strategy to enhance operations while delivering high-quality, great-tasting products for years to come. In the past five years, AB InBev has invested nearly $2 billion in its U.S. facilities, reinforcing its commitment to job creation and community prosperity nationwide.Key Insights of the Jacksonville InvestmentAB InBev's $10 million in ...

Going back to FY23, we can remember how culture wars intensified and hit various brands. Even the popular and large ones were no exception. Anheuser-Busch InBev ( BUD ) was one of these. Its adherence to the diversity, equity, and inclusion (DEI) movement led to theI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and ...

Core Insights - AB InBev has strengthened its partnership with FIFA, becoming the Official Beer Partner for the FIFA Club World Cup 2025, enhancing its nearly 40-year relationship with the organization [1][4] - The tournament will take place in the United States from June 15, 2025, to July 13, 2025, featuring 32 top football clubs across 11 host cities, marking a new era in global club football [2] Partnership and Brand Strategy - The expanded partnership aligns with AB InBev's strategy to leverage major events and top brands like Budweiser and Michelob ULTRA to connect with consumers, including local beers in some markets [3] - Under the agreement, AB InBev will provide unique brand experiences, sponsor the 'Player of the Match Award,' and share tournament highlights with fans of legal drinking age [3][4] Market Presence and Growth - The partnership significantly boosts AB InBev's visibility in key U.S. markets, allowing direct engagement with local audiences and reinforcing brand presence in a competitive market [5] - The company has been benefiting from strong consumer demand for its brand portfolio, with pricing actions and premiumization initiatives aiding revenue growth [6] Digital Transformation and Revenue - AB InBev has focused on expanding its Beyond Beer portfolio, which contributed $365 million to total revenues in the third quarter [6] - The company's digital platforms, including BEES and Zé Delivery, have been rapidly growing, with B2B digital platforms contributing about 72% to revenues in the third quarter and BEES reaching 3.9 million monthly active users [7] Financial Performance - Despite facing challenges such as unfavorable tax changes, AB InBev's strong global presence and diverse brand portfolio support long-term investment and profitable growth [10] - Shares of AB InBev have declined by 11.4% over the past three months, compared to an industry decline of 8.5% [9]

Anheuser-Busch InBev SA/NV (BUD) , alias AB InBev, has been keen on making investments in its portfolio to drive overall growth. The company has been investing to develop a diverse portfolio of global, international, and crafts and specialty premium brands in its markets. In the latest announcement, the company unveiled a $14-million investment in its Houston brewery, a cornerstone of BUD’s U.S. operations.More on BUD’s Latest AnnouncementVia this latest investment, AB InBev looks to upgrade facilities to r ...

Leading Domestic Manufacturer and Brewer Continues Ongoing Investments in its Communities, Building on $2 Billion Spend Over Last 5 Years   HOUSTON, Nov. 20, 2024  /PRNewswire/ -- Anheuser-Busch (NYSE:BUD), a leading domestic manufacturer and brewer of Michelob ULTRA, Busch Light, Budweiser, and Bud Light, today announced a new $14 million investment in its Houston brewery. Over the last 5 years, Anheuser-Busch has invested nearly $2 billion in its facilities across the country to help create and sustain jo ...