Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or similar derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses that past performance does not guarantee future results, underscoring the uncertainty in investment outcomes [4].

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]

Being one of the world's largest consumer staples, business is supposed to be fairly predictable for beer giant Anheuser-Busch InBev ( BUD ). The last few years have been anything but that. BUD's operations have beenI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The UK Inco ...

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 ...

The world’s leading brewer, Anheuser-Busch InBev SA/NV (BUD) , aka AB InBev, has elevated its collaboration with FIFA, becoming the Official Beer Partner for the FIFA Club World Cup 2025, marking a significant milestone in its nearly 40-year relationship with the organization.The tournament set to take place in the United States from June 15, 2025, to July 13, 2025, will feature 32 top football clubs competing across 11 host cities, signaling a new era in global club football. AB InBev is also the official ...

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 ...