Core Insights - AB InBev is focused on investments to drive growth and diversify its portfolio of global, international, and craft specialty premium brands [1] - The company plans to invest $300 million in its U.S. manufacturing operations in 2025 to enhance training, recruitment, and local production [2] - This investment follows a nearly $2 billion investment in U.S. facilities over the past five years, aimed at boosting the economy and sustaining jobs [3] Investment and Operations - The investments are intended to improve internal systems at U.S. manufacturing facilities, enhancing brewery efficiency and economic prosperity [4] - AB InBev reported mixed first-quarter 2025 results, with strong earnings performance but soft sales, driven by diversified operations and demand for megabrands [5] - Revenues from megabrands increased by 4.4%, particularly benefiting from the strong performance of the Corona brand [5] Digital Transformation - The company has been rapidly growing its digital platforms, with B2B digital platforms contributing approximately 72% to revenues in Q1 2025 [6] - The omnichannel ecosystem generated $275 million in revenues during the same period [6] Beyond Beer Portfolio - AB InBev's Beyond Beer portfolio saw a revenue increase of 16.6%, driven by double-digit growth in brands like Cutwater and Nütrl in the U.S. and Beats in Brazil [7] Stock Performance - Over the past three months, AB InBev's shares have increased by 25.5%, outperforming the industry growth of 18.9% [8]

Anheuser-Busch InBev SA/NV (BUD) , aka AB InBev, reported first-quarter 2025 results. The company’s earnings per share (EPS) beat the Zacks Consensus Estimate and improved year over year. However, the top line declined and missed the Zacks Consensus Estimate. Bottom-line growth reflected positive business momentum, owing to the strength of its diversified footprint and consumer demand for its megabrands.AB InBev reported an underlying EPS (normalized EPS, excluding mark-to-market gains and losses related to ...

Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure: I/we have a beneficial long position in the shares of HKHHF either t ...

Anheuser-Busch Inbev (BUD) reported $13.63 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 6.3%. EPS of $0.81 for the same period compares to $0.75 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $13.85 billion, representing a surprise of -1.61%. The company delivered an EPS surprise of +5.19%, with the consensus EPS estimate being $0.77.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...

Wall Street analysts forecast that Anheuser-Busch Inbev (BUD) will report quarterly earnings of $0.77 per share in its upcoming release, pointing to a year-over-year increase of 2.7%. It is anticipated that revenues will amount to $13.85 billion, exhibiting a decline of 4.8% compared to the year-ago quarter.The current level reflects a downward revision of 1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reapprais ...

Core Viewpoint - AB InBev is expected to report year-over-year earnings growth for Q1 2025, despite a projected decline in revenues compared to the previous year [1][2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for AB InBev's quarterly revenues is $13.9 billion, reflecting a 4.8% decline from the same quarter last year [2]. - The consensus estimate for earnings per share (EPS) is 77 cents, indicating a 2.7% increase from the prior-year figure [2]. - The earnings estimate has remained stable over the past 30 days, with the company having a trailing four-quarter average earnings surprise of 11.7% [2]. Factors Influencing Q1 Results - AB InBev's results are anticipated to benefit from strategic measures such as pricing actions, premiumization, and revenue management initiatives [3]. - Strong consumer demand for its brand portfolio and investments in digital transformation are expected to drive top-line momentum [3][4]. - The company's focus on premium beer offerings aligns with consumer preferences, contributing positively to performance [4]. Cost and Economic Challenges - Elevated costs from commodity inflation, supply-chain issues, and long-term growth investments are expected to impact results negatively [5]. - A challenging macroeconomic environment, particularly in China and Argentina, along with currency and interest rate fluctuations, may also weigh on performance [5]. Earnings Prediction Model - The current model does not predict a definitive earnings beat for AB InBev, with an Earnings ESP of -1.91% and a Zacks Rank of 3 [6]. Valuation and Stock Performance - The stock has a forward 12-month price-to-earnings ratio of 16.83X, compared to a five-year high of 25.58X and the industry average of 16.26X [7]. - Year-to-date, AB InBev shares have increased by 29.8%, outperforming the industry growth of 7.5% [8].

Since 2021, Anheuser-Busch InBev ( BUD ) has done very little for its shareholders, apart from delivering a low dividend of around 1.8%. Widening the perspective, the share price has decreased in value for its owners since the SABMillerI am a dedicated financial risk manager and investor specializing in financials, consumer, and technology industries. I have been involved in the investing world for over seven years, making deep analyses and managing different types of portfolios.I believe in deep research, ...

Anheuser-Busch InBev SA/NV ( BUD ) is scheduled to report earnings on May 8, and this time, there’s more than just quarterly numbers to watch. The conditions for the company’s operations are changing. For the firstI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating ...

Leading American Manufacturer Marks Production with over $6 Million Investment in Enhancing Capabilities at its Ft. Collins, CO BreweryFT. COLLINS, Colo., April 30, 2025  /PRNewswire/ -- Anheuser-Busch (NYSE: BUD), a leading American manufacturer and maker of Michelob ULTRA, Busch Light, Budweiser, Bud Light, and Stella Artois, today produced its 100 millionth can of emergency drinking water for communities impacted by disaster since 1988. Anheuser-Busch Emergency Drinking Water For decades, Anheuser-B ...

Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income ...