On Wednesday, April 12, 2023 at 3:38:06 PM UTC-7, George.Anthony wrote:
https://www.foxnews.com/media/anheuser-busch-sheds-5-billion-value-since-bud-lights-dylan-mulvaney-pact-sparked-outrage
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"In this present crisis, government is not the solution to our problem. Government is the problem," - Ronald Reagan
Cool. The yeast piss business is so profitable that the beer distributors send out full time employees to put their products on display. You may have seen some these people when you were sleep walking through a store. These days they all have
electronic devices so they can upload sales data from every store while they're working. For the big stores this will happen at least once a week. They also get sales data from many of the stores when the sales happens. Bud gets very up to date sales
data all day, every day.
"Anheuser-Busch InBev: Choppy Waters Ahead, Yet Fine For The Long Term"
"In the long term, I think BUD will be just fine and continue to trade at current multiples. News events often have an outsized short-term impact on share prices, and then fade away. Furthermore, BUD is both massive and well-diversified. Of the 7
companies in the Brewers category, BUD is by far the largest. As of this article it has a market capitalization of $131.61B, while the other 6 put together have a market capitalization of $148.68B. BUD is 47% of the entire market on a market
capitalization basis."
"Since this is the brewing business, we must also keep in the mind the very real economies of scale involved here. The more beer you brew, the cheaper each beer is to brew. This allows BUD to handily outperform its peers on bottom-line metrics. A quick
review shows us that BUD crushes the competition across every bottom line metric."
"The jury is still out on BUD. I reiterate that I believe this current situation is temporary and that the company will stabilize in the long-term – alcohol is one of the steadiest businesses there is. Nonetheless, short-term volatility looks to be on
the horizon.
Additionally, this isn’t a company that has too much growth to spare when we compare it to its peers. Yet, its excellent profitability metrics should keep it afloat even if growth stalls – which will maintain a reasonable (sector median) multiple for
its shares. Investors should look to the results on that metric in particular as this company trades very much in line with those numbers specifically. I think it’s most fair to call this a hold for the time being."
https://seekingalpha.com/article/4593639-anheuser-busch-inbev-choppy-waters-ahead-yet-fine-long-term
TB
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