Busch earnings and beer sector analysis
Found this interesting: https://www.tradingview.com/news/DJN_SN20250731004098:0/
AB InBev reported earnings and stock went down its most since Covid. The ceo was saying that young people from Covid are going out less than previous generations and ages 21-23 saw less demand, but once they aged past this range demand normalized. He also said demand is normalizing compared to pre Covid levels despite changes to social behaviour. He mentioned sales in china and Brazil were down more than expected, which is likely indicative of a larger trend between these countries’ trade. There’s massive demand for non-alcoholic versions of originally alcoholic beverages up 33%. The ceo said this was from non-alcoholic beverages improving in taste, but over the last 2-3 years we’ve been noticing a strong trend towards non-alcoholic versions of beer and wine indicating consumer demand is the driving force behind the improvements in this growing trend.
Typically these companies are safer during uncertainty…