Anheuser-Busch InBev : Operating deleverage impact on US business initially stronger than expected
>Off-premise market data indicate 14% lower volumes for ABI in the US in Q2 - Based on retailer-to-consumer data, we conclude that ABI’s US volumes may have dropped by some 14% in Q2 2023. This fall includes an estimated 25-30% decline in Bud Light volumes (some 30% of total US volumes), which thus implies an aggregated drop of 8-9% of the volumes of ABI’s other US brands. This outcome is not too different from our current growth assumption for ABI’s US volumes. That ...Anheuser-Busch Inbev is engaged in the brewing of beer. Co. manages a portfolio of well over 200 brands that includes brands such as Budweiser, Stella Artois and Beck's; multi-country brands such as Leffe and Hoegaarden; and other brands such as Bud Light, Skol, Brahma, Quilmes, Michelob, Harbin, Sedrin, Klinskoye, Sibirskaya Korona, Chernigivske and Jupiler. Co. also produces and distributes soft drinks, particularly in Latin America. Co.'s operations are organized along seven business segments: North America, Mexico, Latin America North, Latin America South, Europe, Asia Pacific and Global Export & Holding Companies.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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