写在前面： 科技、汽车、快消、零售、美妆、咖啡、奢侈品……各行各业的跨国巨头今年都在感叹，中国市场变化太快，半年不来就会感 到陌生。 酒业亦是如此。在啤酒、洋酒、葡萄酒行业，知名跨国酒企曾经居于主导地位，甚至一度扮演着市场教育者的角色。 但随着市场竞争烈度持续升级、中国消费者愈发成熟，企业管理者们发现，单纯将国外产品、营销、玩法移植到中国市场已经 行不通了。恰恰相反，中国市场对于新品类、新渠道、新业态、新玩法的接受度要远远高于其他国家，甚至能反向为其他市场 提供模式创新的样本。 岁末年初，21世纪经济报道将推出系列报道，关注这一年跨国酒企如何应对举足轻重但又瞬息万变的中国市场。 21世纪经济报道记者肖夏实习生侯朝霞 11月中旬，中国五大啤酒的掌门人，在厦门见了一面。 在这场行业协会主导的中国啤酒T5峰会上，华润啤酒、青岛啤酒（600600）、百威亚太、燕京啤酒（000729）、嘉士伯中国达 成了多项共识。其中谈到，整个饮料酒消费仍然还在稳步提升，行业要坚定产业发展信心。 这番表述披露后不久，国家统计局最新数据出炉——今年10月中国规上企业啤酒产量同比下滑1%，前10月累计产量增幅回落至 0%。 中国啤酒行业进 ...

以下文章来源于FBIF食品饮料创新 ，作者FBIF FBIF食品饮料创新 . 深度，创新 这是新消费智库第 2 7 2 0 期文章 新消费导读 一 款剔除了关键成分牛磺酸的能量饮料，在美国 7-Eleven 上架不到两 个月，就打破历史最高销量。 它 就 是 Phorm Energy 。 今 年 10 月 ， Phorm Energy 成 为 7- Eleven 有 史 以 来 销 量 最 高 的 Dol lar Deal s （ 一 种 促 销 机 制 或 定 价 区 间，直译为一美元特价）能量饮料品牌。 [1] 值得注意的是，它今年 8 月才刚刚在美国 7-Eleven 、 Speedway 、 Stripes 便利店上架。 作者 ：Ab b y 来源：FBI F食品饮料创新 11 月 6 日，距品牌推出仅 4 个月， Phorm Energy 又上新了一款樱桃冰沙限量口味，这款新品将在 7-Eleven 独家发售。该产品是百 威啤酒母公司 Anheuser-Busch （中文名：百威英博）与美国运动营养品牌 1s t Phorm International 联合开发一款能量饮料。 百威英博 CEO Br ...

Core Viewpoint - The "2025 New Consumption Summit Forum" successfully concluded in Beijing, highlighting the importance of quality and sustainable development in the consumer industry [1] Group 1 - Budweiser Investment (China) Co., Ltd. was awarded the "Excellence Quality Leading Award" at the forum for its outstanding quality and sustainable development practices [1]

Key Takeaways BUD's premium and super-premium brands drove mix gains despite flat above-core results in the quarter.BEES GMV rose 11% year over year, with quarterly GMV surging 66% and partner count topping 500.Digital platforms contributed about 70% of revenues, with DTC reaching 11.9 million consumers.In a fast-evolving beverage environment, Anheuser-Busch InBev SA/NV (BUD) , also known as AB InBev, emerges as a distinctively positioned contender, steadily advancing its claim in the global alcoholic bever ...

Core Insights - Anheuser-Busch InBev is a leading global beer company with a focus on growth opportunities and a recent price target set by Wells Fargo at $75, indicating a potential increase of 22.63% from its current price of $61.16 [1][5] Company Strategy - The potential acquisition of BeatBox, valued at $700 million, is aimed at diversifying product offerings and addressing challenges faced by the Bud Light brand [2][5] - The company's market capitalization is approximately $119.5 billion, showcasing its significant presence in the beverage industry [4] Stock Performance - BUD's stock has experienced volatility, with today's price fluctuating between $61.16 and $61.59, and a yearly range between $45.94 and $72.13, indicating growth potential [3][5] - The trading volume for BUD today is 239,683 shares, reflecting active investor interest driven by strategic moves and future growth potential [4]

Global brewing giant Anheuser-Busch InBev is reportedly close to buying US-based hard-punch maker BeatBox Beverages. The Leffe beer maker is in talks to snap up the RTD brand, people familiar with the matter told the The Wall Street Journal yesterday (18 November). The transaction would value BeatBox at roughly $700m and a deal could be on the horizon "soon", the people said, providing negotiations do not break down. Just Drinks has contacted AB InBev and BeatBox for comment. Set up in 2012, Texas-head ...

Core Insights - Anheuser-Busch InBev is in discussions to acquire BeatBox, a producer of boxed wine beverages, indicating a strategic move to diversify its product offerings in the beverage market [1] Company Summary - Anheuser-Busch InBev is one of the largest beer companies globally, owning well-known brands such as Budweiser, Stella Artois, and Michelob [1] - The potential acquisition of BeatBox reflects the company's interest in expanding beyond traditional beer products into the growing segment of boxed wine [1] Industry Summary - The boxed wine market has been gaining popularity, suggesting a shift in consumer preferences towards more convenient and portable wine options [1] - This acquisition could position Anheuser-Busch InBev to capitalize on the increasing demand for alternative alcoholic beverages, enhancing its competitive edge in the beverage industry [1]

Core Insights - The owner of Michelob Ultra is in discussions to acquire a boxed punch brand that has become popular among younger consumers [1] Company Summary - The acquisition talks indicate a strategic move by the company to diversify its product offerings and appeal to a younger demographic [1] Industry Summary - The boxed punch segment is gaining traction, reflecting a shift in consumer preferences towards convenient and ready-to-drink alcoholic beverages [1]

Core Viewpoint - The ongoing dispute between German retailer Edeka and Anheuser Busch InBev over price increases has led Edeka to cut orders for several AB InBev brands in its stores [1][3]. Group 1: Edeka's Actions - Edeka has confirmed a reduction in order volumes for ten AB InBev brands, although specific brands were not disclosed [1][2]. - Edeka reassured customers that sufficient stock of the mentioned brands remains available in stores [2]. - The retailer stated that the price increase demanded by AB InBev amounts to several million euros and is not justified by actual production costs, labeling it as speculation [3]. Group 2: Ongoing Negotiations - Edeka is engaged in ongoing talks with AB InBev to reach an agreement on reasonable pricing [4]. - The retailer emphasizes its commitment to consumer interests and aims to prevent unnecessary financial burdens on customers [4]. Group 3: Industry Context - Other brewers, such as Heineken, have also faced pricing disputes with the European buying alliance Everest, indicating a broader trend in the industry [4][5]. - Heineken's CEO expressed concerns about the increasing power of buying alliances in Europe and the potential for unfair practices in negotiations with local retailers [5].

Group 1: Company Overview - Anheuser-Busch InBev SA/NV (AB InBev) is showing resilience as price rebound attempts hold after a period of consolidation [1] - The uptrend in AB InBev's performance is considered valid, indicating potential for continued growth [1] Group 2: Analyst Background - The analyst has nearly two decades of experience in the logistics sector and a decade in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks [1] - The analyst has diversified investments across various industries, including banking, telecommunications, logistics, and hotels, with a notable presence in both the Philippine and US markets [1]