Shares of beermaker Heineken (HEINY 5.36%) had rallied 5.1% on Wednesday as of 3:20 p.m. ET, which was all the more notable since the S&P 500 index was down 3.1% at the same time.Heineken posted first-quarter results Wednesday morning that came in better than expected, and also reiterated its prior full-year profit guidance. While management noted uncertainty from the tariff controversy, it appears the company's restatement of full-year expectations set investors at ease.Modest growth beats low expectationI ...

Imported beer, including Heineken, for sale at a store in New York City on April 10, 2025.Heineken shrugged off the threat of tariffs earlier this year, but now the company is raising more concerns about potential disruptions to its business.In the Dutch brewer's earnings report released Wednesday, Heineken indicated new U.S. tariffs, particularly those targeting canned beer, could force it to adjust spending and investments."There are broader uncertainties, including recent tariff adjustments and potential ...

Core Viewpoint - Heineken N.V. reports a 0.9% organic increase in net revenue for Q1 2025, while organic beer volume declined by 2.1% due to calendar-related factors, maintaining a full-year outlook of 4% to 8% organic growth in operating profit [2][4][6]. Group 1: Financial Performance - Revenue for Q1 2025 is reported at €7,784 million, a decrease of 4.9% [6]. - Organic growth in net revenue (beia) is up 0.9%, with a per hectolitre increase of 3.3% [6]. - Organic beer volume experienced a decline of 2.1% [6]. Group 2: Volume Growth - Premium beer volume saw an organic growth of 1.8%, while Heineken® volume grew by 4.6%, outpacing overall volume growth [3][6]. - Key markets such as Vietnam, India, and Ethiopia showed promising volume growth due to strategic actions taken by the company [3]. Group 3: Strategic Outlook - The company is on track to achieve its €0.4 billion gross savings target for 2025 [3]. - Heineken emphasizes the need to navigate a volatile macroeconomic environment and remains committed to investing in growth and future-proofing the business [4].

Core Viewpoint - Heineken NV (HEINY) is currently viewed as a better value opportunity compared to Diageo (DEO) based on Zacks Rank and valuation metrics [1][3][7] Valuation Metrics - Heineken NV has a Zacks Rank of 2 (Buy), while Diageo has a Zacks Rank of 3 (Hold) [3] - HEINY has a forward P/E ratio of 15.55, compared to DEO's forward P/E of 17.02 [5] - HEINY's PEG ratio is 1.99, while DEO's PEG ratio is 2.43, indicating HEINY's better valuation relative to expected earnings growth [5] - HEINY has a P/B ratio of 1.99, significantly lower than DEO's P/B of 4.91, suggesting HEINY is undervalued [6] Value Grades - Heineken NV has earned a Value grade of B, while Diageo has a Value grade of C, reflecting HEINY's more attractive valuation metrics [6][7] - Stronger estimate revision activity for HEINY supports its position as a superior option for value investors [7]

HEINEKEN appoints new Regional President Africa and Middle East Amsterdam, 14 April 2025 - Heineken N.V. (HEINEKEN) today announces that it has appointed Guillaume Duverdier as Regional President Africa Middle East (AME), and member of the HEINEKEN Executive Team, as per 1 July 2025. Guillaume, currently Managing Director HEINEKEN México, will succeed Roland Pirmez, who will be retiring after a successful career of 29 years within the company. Guillaume DuverdierGuillaume joined HEINEKEN in 2000 and has bu ...

Core Insights - Heineken is launching the 'Starring Bars' initiative to support bars that serve Heineken® beer by redirecting commercial production budgets into these establishments [2][5] - The initiative aims to create a global catalogue of bars as film-ready locations, enhancing their visibility and financial opportunities [4][6] Company Strategy - The 'Starring Bars' program is part of Heineken's broader 'Back the Bars' platform, focusing on integrating bars into the film and television production process [2][5] - Heineken is inviting film industry professionals to prioritize these bars for filming, promoting them as authentic settings that can enhance storytelling [3][4] Marketing and Promotion - Heineken will implement a dynamic visual campaign to highlight bar owners and their stories, aiming to attract filmmakers to the catalogue [5] - The campaign includes moving billboards in major entertainment hubs with messages encouraging directors to consider bars as filming locations [5] Economic Impact - The initiative is designed to provide bars with increased foot traffic and visibility, ultimately benefiting local businesses and communities [6] - Heineken's investment in location rentals for ads will now directly support bars, creating new commercial opportunities for them [5]

Core Idea - Heineken® has introduced a prototype phone case called 'The Flipper' to address the issue of social media distraction in social settings, encouraging people to engage more with those around them instead of their devices [2][3][6]. Company Initiatives - 'The Flipper' utilizes voice detection technology to flip the phone face down when it detects the word 'cheers', promoting the message of SocialOffSocials [2][3]. - Heineken® previously launched 'The Boring Phone', which lacks modern smartphone features to reduce distractions, and 'The Boring Mode', allowing any smartphone to function similarly [5][7]. - The company has also created 'The Closer', a bottle opener that disables work applications when opening a Heineken® bottle, further addressing digital overload [8]. Market Context - A study indicated that up to 47% of adults are 'phubbers', highlighting the prevalence of social media distraction in social interactions [3]. - Heineken® aims to enhance social experiences in bars, which are traditionally venues for socializing and making connections [5].

Core Viewpoint - Heineken® has introduced a prototype phone case called 'The Flipper' to address the issue of social media distraction in social settings, encouraging people to engage more with those around them rather than their devices [1][3][5]. Product Overview - 'The Flipper' utilizes voice detection technology to flip a phone face down when it detects the word 'cheers', promoting the idea of being present in social interactions [2][3]. - The device is part of Heineken®'s broader initiative to combat 'phubbing', a term describing the act of ignoring companions in favor of one's smartphone [3][5]. Collaboration and Promotion - Heineken® collaborated with Swedish inventor Simone Giertz to test 'The Flipper', showcasing its functionality in a humorous manner [4][5]. - The campaign encourages the hashtag SocialOffSocials to promote the message of reducing digital distractions during social gatherings [3][8]. Previous Initiatives - This is not the first attempt by Heineken® to tackle digital overload; previous products include 'The Boring Phone', which lacks distracting features, and 'The Closer', a bottle opener that disables work notifications when used [6][7]. - The success of these previous initiatives indicates a consumer interest in reducing smartphone distractions to enhance social experiences [6]. Company Background - Heineken® is recognized as the world's most international brewer, with a diverse portfolio of over 300 beer and cider brands, and operates in more than 70 countries [9].

Core Insights - Heineken is launching 'Bar Dating' apps in Brazil and Italy to help young adults discover new bars and enhance their social lives, moving beyond traditional dating apps [2][4][5] Group 1: Product Launch - The 'Bar Dating' apps allow users to find bars by swiping, similar to dating apps, with each bar having its own profile [2][4] - The Hei app in Brazil will feature a Bar Dating function to encourage consumers to explore new venues [5][12] - The initiative aims to support the bar industry by attracting more customers through enhanced bar profiles [5][11] Group 2: Target Audience Insights - Global research indicates that 67% of young adults prefer returning to familiar bars, despite a desire to explore new places [4][6] - Many young adults feel their social lives are unfulfilling, with 59% believing it could be more rewarding [8][9] - The research highlights that 21% of young adults are hesitant to try new bars due to concerns about their preferences [7][8] Group 3: Market Trends - Heineken's initiative reflects a growing trend among Gen Z and Millennials who are increasingly using apps to enhance their social experiences [9][10] - The company found that 64% of young adults would like a way to discover new bars through swiping, indicating a shift in socializing habits [10][11] - The campaign is part of a broader strategy to revitalize social experiences and support the bar industry [11]

Core Insights - Heineken NV (HEINY) is currently viewed as a better value opportunity compared to Diageo (DEO) based on various financial metrics and analyst outlooks [1][7] Valuation Metrics - Heineken NV has a forward P/E ratio of 14.81, while Diageo has a forward P/E of 16.41, indicating that HEINY is relatively cheaper [5] - The PEG ratio for Heineken is 1.90, compared to Diageo's 2.34, suggesting that HEINY offers better value when considering expected earnings growth [5] - Heineken's P/B ratio stands at 1.88, significantly lower than Diageo's P/B of 4.75, further highlighting HEINY's undervaluation [6] Analyst Outlook - Heineken NV holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision activity, while Diageo has a Zacks Rank of 4 (Sell), reflecting a less favorable outlook [3][7] - The Value grade for Heineken is B, whereas Diageo has a Value grade of D, reinforcing the perception that HEINY is a more attractive investment option [6]