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Why Anheuser-Busch Inbev (BUD) is a Top Value Stock for the Long-Term
ZACKS· 2024-06-04 14:45
Core Insights - Zacks Premium offers tools to enhance investor confidence and market engagement through daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform in the next 30 days [2][3] - Stocks are rated A, B, C, D, or F, with A being the highest score indicating a better chance of outperforming the market [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3][4] Growth Score - The Growth Style Score assesses a company's financial strength and future outlook based on projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score identifies optimal times to invest based on price trends and earnings estimate changes [4] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for evaluating stocks based on value, growth, and momentum [5] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to assist in portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [6][7] - There are over 800 stocks rated 1 or 2, which can be overwhelming for investors [7] Stock Example: Anheuser-Busch InBev (BUD) - Anheuser-Busch InBev is a leading global brewing company with over 500 brands, leveraging economies of scale and a strong global presence [10] - BUD holds a 3 (Hold) Zacks Rank and a VGM Score of B, with a Value Style Score of A due to a forward P/E ratio of 18.33 [11] - Recent upward revisions in earnings estimates have increased the Zacks Consensus Estimate for BUD to $3.42 per share, with an average earnings surprise of 6.4% [11][12]
Spicing Things Up: 3 Sin Stocks for the Adventurous Investor
investorplace.com· 2024-05-22 10:00
In an age where environmental, social and governance (ESG) directives are consistently being pushed, the concept of sin stocks to buy might appear anachronistic. Nevertheless, those investors who want to indulge in certain enticing opportunities may be looking at a viable upside pathway. For one thing, humans are humans. In the U.S., people don't like to be told what to do, whether that's from the government or some thinktank. This rebellious spirit may, in a counterintuitive manner, bolster sin stocks to b ...
Supreme Court Justice Alito sold Bud Light stock, then bought Coors, during boycott
cnbc.com· 2024-05-20 17:41
分组1 - Justice Samuel Alito sold shares of Anheuser-Busch between $1,000 and $15,000 on August 14, 2023, coinciding with a conservative backlash against the company due to its partnership with a transgender influencer [1][3][4] - On the same day, Alito purchased an equivalent amount of stock in Molson Coors, a company that has faced its own political boycotts [2][6] - Anheuser-Busch experienced a significant drop in Bud Light sales, nearly 25% year-over-year, as Modelo overtook it as the top-selling beer in the U.S. [5] 分组2 - Despite the boycott, AB InBev reported better-than-expected profits in the second fiscal quarter of 2023, indicating resilience amid the controversy [6] - The controversy surrounding Alito's stock transactions has led to accusations of partisan alignment, raising questions about the implications for his future judicial impartiality [2][11] - The timing of Alito's stock sale has drawn criticism, with some suggesting it could be interpreted as a political statement related to the ongoing culture war [9][10]
Anheuser-Busch Continues Its Push to Retake the Crown
MarketBeat· 2024-05-13 11:15
Key PointsAnheuser-Busch stock is higher after reporting revenue and earnings that beat analysts' expectations.  The company believes this will be the last quarter it will face volume impacts from the controversy surrounding its Bud Light brand. However, that light at the end of the tunnel may be the headlight of inflation, which is wearing down on its core consumers.  5 stocks we like better than Anheuser-Busch InBev SA/NVOnce known as the home of "The King of Beers," Anheuser-Busch InBev NYSE: BUD has bee ...
AB Inbev is top sector pick for JPMorgan
Proactive Investors· 2024-05-09 17:41
About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...
AB InBev Stock Jumps as Higher Prices Offset Weak North American Sales
Investopedia· 2024-05-08 18:25
Key TakeawaysAnheuser-Busch InBev shares rose in intraday trading Wednesday after the Belgian beer giant reported revenue above expectations as higher prices offset slightly lower volumes.Sales grew in a number of regions internationally, but continued to fall year-over-year in North America.AB InBev's Bud Light lost its spot as the top-selling beer brand in the U.S. last year to Constellation Brands' Modelo Especial after a boycott stemming from its partnership with transgender influencer Dylan Mulvaney. A ...
AB InBev (BUD) Surpasses Earnings & Revenue Estimates in Q1
Zacks Investment Research· 2024-05-08 18:21
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 ...
Why Anheuser Busch InBev Stock Jumped on Wednesday
The Motley Fool· 2024-05-08 17:56
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 ...
ABInBev(BUD) - 2024 Q1 - Earnings Call Transcript
2024-05-08 17:40
Financial Data and Key Metrics Changes - The company reported an underlying EPS of $0.75, reflecting a 16% increase compared to the previous year [6][19] - EBITDA grew by 5.4%, with a margin expansion of 90 basis points, aligning with the medium-term growth ambition [7][18] - Total revenue increased by 2.6%, while revenue per hectoliter rose by 3.3% due to revenue management initiatives [19] Business Line Data and Key Metrics Changes - The super-premium portfolio in South Africa achieved double-digit volume growth, driven by brands like Corona and Stella Cero [2] - In North America, the beer industry showed resilience, with dollar sales continuing to grow year-over-year [20] - The premium and super-premium brands in Colombia grew volumes by over 20%, led by Corona [21] Market Data and Key Metrics Changes - In China, total volumes declined by mid-single digits, but the premium portfolio, particularly Budweiser, continued to grow [22] - The company achieved record high first-quarter volumes in South Africa, outperforming the industry in both beer and total alcohol [2] - In Brazil, the company reported mid-single-digit top line growth and double-digit bottom line growth, with volumes increasing by 4.4% [50] Company Strategy and Development Direction - The company aims to lead and grow the category through a focused portfolio of megabrands, which are expected to drive the majority of growth [51] - The digital transformation is seen as a key opportunity for generating additional profitability and revenue streams [18] - The company is focused on optimizing its business and enhancing operational efficiencies to drive margin expansion [25][65] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to activate the category through major events like the Olympics and Copa America [28] - The company remains disciplined in capital allocation, focusing on maximizing long-term value creation for shareholders [55][123] - Management noted that while there are challenges in certain markets, the long-term fundamentals remain strong, particularly in premiumization trends [76][136] Other Important Information - The company achieved a water use efficiency ratio of 2.55 hectoliters per hectoliter, progressing towards its 2025 sustainability goals [5] - The company completed a $1 billion share buyback program and executed an additional $200 million buyback from Altria [41] - The company generated approximately $11 billion in gross merchandising value through its digital platforms, marking a 23% year-over-year increase [23] Q&A Session All Questions and Answers Question: Is the data showing significant share gains on-premise for Michelob ULTRA accurate? - Management confirmed that Michelob ULTRA has reached an all-time high share and is gaining momentum, supported by strong activation plans for the summer [60][62] Question: How does the company view the current trading environment in April compared to Q1? - Management indicated that April volumes were slightly worse than Q1, but it is too early to call any deterioration, attributing some of the changes to the Easter shift [142] Question: What is the company's strategy regarding capital allocation and share repurchase activity? - Management emphasized a disciplined approach to capital allocation, focusing on maximizing shareholder value while continuing to evaluate opportunities for debt reduction and share buybacks [122][152]
Here's What Key Metrics Tell Us About Anheuser-Busch Inbev (BUD) Q1 Earnings
Zacks Investment Research· 2024-05-08 14:36
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 ...