Their BL sales are certainly going to take a hit this year, but that product line doesn't even represent close to half their sales for that company, which has dozens of brands and product lines with sales around the world.

In general, alcohol is a consumer staple that loosely tracks or slightly underperforms GDP growth in the long run.

Heads will roll for the damage to one of their key brands but overall this should be a non-event for their share price and market cap.

This post was edited on 4/22/23 at 11:49 am

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Posted by tigerpimpbot

Chairman of the Pool Board

Member since Nov 2011

67125 posts

Posted on 4/22/23 at 11:52 am to Lou Pai

quote:
Heads will roll for the damage to one of their key brands but overall this should be a non-event for their share price and market cap.

Interested to see the quarterly bud light sales. I think you’re right on AB because they have like 50 other brands that will be largely unaffected or maybe even get boosted when their core consumers pivot away from bud light.

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Posted by trinidadtiger

Member since Jun 2017

13650 posts

Posted on 4/22/23 at 1:01 pm to Lou Pai

quote:
Their BL sales are certainly going to take a hit this year, but that product line doesn't even represent close to half their sales for that company, which has dozens of brands and product lines with sales around the world.

Did you just write BL "a product that does not represent close to half their sales" But is the largest volume premium priced beer in their portfolio.....will not affect them?

Thats like saying Tom Brady in his prime broke his leg....but no biggy we have other players.

The beer business is very capital and fixed cost driven, losing volume, particularly premium priced volume, hurts....a lot. You will see it in the Nielsen numbers in a few weeks, and their financials mid year.

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