$BUD

Anheuser-Busch InBev (AB InBev) is investing $13 million in its New York facility to expand production of Cutwater spirits RTDs and Michelob Ultra beer. This is part of a $300 million US production investment plan for the year. According to the company, Cutwater is experiencing rapid sales growth and is the top share-gaining brand in the US spirits industry. The investment will also upgrade production lines and establish a technical skills training center. AB InBev's CEO, Michel Doukeris, expres

Anheuser-Busch (BUD) is investing $13 million in its Baldwinsville, NY brewery to expand production of Michelob ULTRA and Cutwater, and to add a technical skills training center. This is part of a $600 million U.S. investment initiative through 2026, aiming to boost manufacturing capabilities and workforce development.

Bernstein rates four global beer companies “outperform” despite weak U.S. beer volumes. Nielsen data for 12 weeks to 8-Aug-26 show industry volumes down 6% YoY, linked to gas prices. AB InBev, Constellation, Diageo, and Heineken are cited for share gains and brand execution, with specific share/brand moves reported.

Zacks upgraded Anheuser-Busch InBev (BUD) to a Zacks Rank #2 (Buy), citing upward earnings estimate revisions. For FY ending Dec 2026, EPS is expected at $4.39 per share, unchanged from the prior year, while the Zacks Consensus Estimate rose 2.4% over the past three months. The article links estimate changes to near-term stock moves.

Ahead of International Beer Day, AB InBev said beer remains culturally universal and cited research by Ipsos and IWSR showing beer’s share of alcohol servings rising from about 46% in 2019 to over 50% in 2026. The company reported Q1 sales volume up 0.8%, beer up 1.2%, and Q2 revenue up 5.6% with beer volume up 1.1%.

Evercore said Brazil beverage makers are more optimistic for Q2 2026 despite weather disruptions. Anheuser-Busch InBev cited improved industry direction, with weather offsetting World Cup-driven demand. Ambev said H2 2026 weather forecasts are not worse than 2025 and that weather explains the volume gap vs 2024. Coca-Cola Femsa expects election-related support in H2 2026 and monitors potential 2027 regulatory and tax changes.

AB InBev said the FIFA World Cup boosted volume, with Middle Americas revenue up 9.8% and EBITDA up 10.3%, and South America revenue up 7.6% and EBITDA up 14.3%. Brazil revenue rose 7.8% and EBITDA 16.1%, while China revenue fell 8.8% and EBITDA 16.1%. First-half operating cash flow was $5.24B, free cash flow $3.88B, and it completed $1.9B of a $6B buyback. It kept 2026 EBITDA growth guidance of 4% to 8%.

RBC Capital analyst James Edwardes Jones reiterated a Buy rating on Anheuser Busch InBev SA/NV and set a €85.00 price target. The article also notes another Buy from Bernstein, while Barclays downgraded the stock to Hold on July 27. It cites a €74.68 one-year high and €48.87 low.

Anheuser-Busch InBev reported adjusted EPS of $1.21 vs $1.11 and sales of $16.66B vs $16.352B. Revenue rose 11% YoY, organic revenue grew 5.6%, and profit attributable to shareholders more than doubled to $3.75B. Volumes rose 0.9%. The company kept 2026 EBITDA growth guidance of 4% to 8% and said the 2026 FIFA World Cup added modest volume support.

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