Anheuser-Busch's Q4 results fell short of Wall Street's expectations, with stagnant sales volumes over the last two years. The company's stock dipped 1.8% following the announcement.
Analysts at RBC Capital Markets expressed that they felt some trepidation ahead of these results but think they were okay. The company's shares have dropped about 7% since the Mulvaney controversy erupted.
The Teamsters union criticizes Anheuser-Busch InBev's latest offer, accusing the company of 'lowballing workers on wages' and insufficient pension investment. The union warns of a potential strike, risking disruption to operations and production.
Discontent brews as wages fail to match inflation and living costs, while large brewers enjoy record sales and profits. AB Inbev and Coors' billion-dollar stock buybacks to appease Wall Street further alienate employees.
Despite increased marketing efforts and endorsements, Bud Light's sales have not recovered, indicating that the brand is struggling to regain its market position. The potential strike at Anheuser-Busch InBev's breweries could further impact the brand's performance.
$耐克(NKE.US)$ it's nice that the CEO, the delusional, out of touch, cancer spreader, John Donahoe says he is accountable. Perhaps he will return his 20 million compensation bonus (no, he will not) ? 🤣 or fire himself?... Of course not, he's going to fire 1600 working people who need the job to pay bills.... $迪士尼(DIS.US)$ $百威英博(BUD.US)$ These CEO's f*d their companies. They all hired men to be women spokespersons and tried selling products to people who dont like or...
Branding expert Jim Andrews characterizes Anheuser-Busch's return to traditional branding as a return to their roots, reinforcing traditional Budweiser messaging. He also notes that the most popular Super Bowl ads often feature animals, especially dogs.
Investors cheered BUD's raised profitability and revenue hike despite Bud Light issues. Company's new share repurchase plan and bond offer are viewed as suitable measures to handle their colossal debt.
The company's increase in reliance on Argentina for organic sales growth and ongoing foreign exchange headwinds may temper the share price reaction today, according to Citi analysts led by Simon Hales.
百威英博股票討論區
DEI Losers
it's nice that the CEO, the delusional, out of touch, cancer spreader, John Donahoe says he is accountable. Perhaps he will return his 20 million compensation bonus (no, he will not) ? 🤣 or fire himself?... Of course not, he's going to fire 1600 working people who need the job to pay bills....
$迪士尼(DIS.US)$
$百威英博(BUD.US)$
These CEO's f*d their companies. They all hired men to be women spokespersons and tried selling products to people who dont like or...
5年來營收先降後升略有增長,平均增速1%,營業利潤也是先降後升,但是沒能恢復到5年前的水平,總體萎縮了12.4%,淨利潤則是劇烈波動,5年平均淨利64億。2022年利息費用佔營業利潤的23.3%,利息負擔較重。毛利率近4年持續下滑,從62.4%下降到54.5%,2022年淨資產收益率8.4%,5年算數平均7.3%。
2023前3季度營收增長4.2%,營業利潤萎縮0.6%,淨利潤增長10.4%。
目前市盈率21.5,市盈率TTM20.4,如果全年淨利增長10%市盈率將降爲19.5,股息率1.3%,和增速相比估值沒有吸引力。
暫無評論