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Started By
Message
re: Is BUD a buy?
Posted on 5/26/23 at 6:53 am to Hermit Crab
Posted on 5/26/23 at 6:53 am to Hermit Crab
quote:
Once people have switched to Miller or Coors, will they come back to Bud light even if the stigma has worn off?
No, because it all tastes the same.
Posted on 5/30/23 at 9:45 am to SlidellCajun
Dang Bud sure hope it was worth losing 25% of base to try and gain barely 1%.
Posted on 5/31/23 at 9:05 am to SlidellCajun
Bud Light's new marketing team royally screwed the pouch with their woke stupidity. The brand will recede to a pool of gay bars.
Wait until what AB marketing does after stepping into the honey bucket. If they double down, remember to jump over the barrel of alcohol after sliding down the razor blade.
Wait until what AB marketing does after stepping into the honey bucket. If they double down, remember to jump over the barrel of alcohol after sliding down the razor blade.
Posted on 5/31/23 at 10:08 am to ragincajun03
quote:
No, because it all tastes the same.
More than that, they just will walk down the aisle one more cooler and buy something else. The bear has the bud and is chomping hard.
Posted on 5/31/23 at 10:22 am to SlidellCajun
quote:
Was 66 when the tranny issue hit. Now at 58
and eight days later it is at $53.30
Do not try to catch a falling knife
Posted on 5/31/23 at 10:53 am to FreddieMac
This. It is mind blowing in our area the shortage of Miller Lite. I would love to know the market share BUD has lost just in the red states.... I bet it is waaaay more than 25% by what I see at our stores.
Now...... Miller is worth looking at as a buy.
Now...... Miller is worth looking at as a buy.
Posted on 6/15/23 at 12:07 pm to SlidellCajun
BUD’s been doing really well lately
Did anyone buy it?
Did anyone buy it?
Posted on 6/15/23 at 12:45 pm to Sparetime
quote:
Miller is worth looking at as a buy.
I already had them. But I wouldn't be surprised if their stock price is inflated right now.
Posted on 6/15/23 at 1:33 pm to SlidellCajun
quote:I did not... I kept waiting hoping for it to hit $50 and I'd have pulled the trigger.... been watching it daily still.... have a feeling the bottom was already hit, pardon the pun
BUD’s been doing really well lately Did anyone buy it?
Posted on 6/17/23 at 7:05 am to DeathValley85
quote:
not sure what would make people go back
Sure in the hell isn't Peyton Manning...
Posted on 6/17/23 at 6:00 pm to Sparetime
Modelo is now the biggest brand in the US.
This post was edited on 6/17/23 at 6:00 pm
Posted on 6/18/23 at 8:53 am to lynxcat
It’s kind of amusing, or at least ironic that Modelo is now the top brand in the U.S. because of AB-InBev shooting itself in the foot (or groin, as it were ). Constellation Brands controls the rights to Modelo in the U.S., but in other markets, AB/InBev actually holds the rights to Modelo.
As one of my coaches used to tell a weak player, you’re the best player the other team has!!!
As one of my coaches used to tell a weak player, you’re the best player the other team has!!!
Posted on 6/18/23 at 10:47 am to SlidellCajun
quote:Are we talking about Bud Light specifically? I think it’s permanently damaged as a product now. Not all of AB, but that specific beer will never recover. It’s a stigma associated with Bud Light now. I’m sure if AB had a choice they would want to completely destroy one of their top sellers.
But international sales are not being hurt the way yours are. As a matter of fact, they’re increasing for all brands.
Posted on 6/18/23 at 10:57 am to Sofaking2
(no message)
This post was edited on 6/18/23 at 11:22 am
Posted on 6/27/23 at 12:12 am to SpeedyNacho
Buying puts expiring Aug 18.
Posted on 6/28/23 at 9:10 am to SlidellCajun
I think that AB may have permanently damaged their brand. There is lots of competition in the beer market offering some very good alternatives.
Posted on 6/28/23 at 10:01 am to SlidellCajun
I will never again buy AB products of any sort.
Posted on 6/28/23 at 1:05 pm to Sneauxghost
Beer is a commodity and its only value is its brand name reputation. Its not like a Rolex where you have an object that can be and is measured for quality.
I would never buy a stock where I hate the product. The more you like something the more you learn about it and have less risk.
InBev is risky now with horrible leadership. Watching how leaders handled this should tell you all you need to know about the company.
An example is their CEO going on a summer tour to listen to customers. Well, from a higher viewpoint what this will do is keep negative publicty in the news. Even if he is listening, drinkers will give him an earfull. His time to act is far past. And them doing weekly cash giveaways is seen as pandering to the peasants. No one wants tranny money. BL drinkers don’t want to be bought.
Too many flags to invest in for me. There is bleedover to other InBev beers and I think that will grow as people learn who owns the other beers in their portfolio. And as beer makers like Yuengling grow capacity there will be continued loss for InBev. Some states don’t yet sell or are just now selling Yuengling, so as they expand people will continue to drop AB products.
I see lots of headwinds for InBev
I would never buy a stock where I hate the product. The more you like something the more you learn about it and have less risk.
InBev is risky now with horrible leadership. Watching how leaders handled this should tell you all you need to know about the company.
An example is their CEO going on a summer tour to listen to customers. Well, from a higher viewpoint what this will do is keep negative publicty in the news. Even if he is listening, drinkers will give him an earfull. His time to act is far past. And them doing weekly cash giveaways is seen as pandering to the peasants. No one wants tranny money. BL drinkers don’t want to be bought.
Too many flags to invest in for me. There is bleedover to other InBev beers and I think that will grow as people learn who owns the other beers in their portfolio. And as beer makers like Yuengling grow capacity there will be continued loss for InBev. Some states don’t yet sell or are just now selling Yuengling, so as they expand people will continue to drop AB products.
I see lots of headwinds for InBev
This post was edited on 6/28/23 at 1:10 pm
Posted on 6/28/23 at 2:45 pm to OU Guy
quote:
InBev is risky now with horrible leadership
Yep, even if you can completely move past the marketing decision, it is their leaderships' response that has really derailed the company and frankly I have a hard time seeing how these same people get things right. That is also totally ignoring that their bud light brand was already majorly declining and with the huge influx in craft/local focus, how do they start to win market share? They need lightning in a bottle and I don't see where they get it
Posted on 8/3/23 at 6:37 am to OU Guy
quote:
see lots of headwinds for InBev
I would never buy a stock where I hate the product. The more you like something the more you learn about it and have less risk.
Earnings beat!
Stock is projecting up 5% today.
“
Anheuser-Busch InBev NV’s profit growth beat analysts’ expectations as a slump in the US sparked by a Bud Light marketing fiasco was offset by strength in other key markets.
Earnings gained more than 20% in Brazil, China and Colombia in the second quarter, counterbalancing a 28% plunge in the US. Global sales growth was just ahead of estimates, and the company maintained its 2023 profit guidance. The stock rose as much as 5.1% Thursday morning.
“We consider this to be a better result than had been feared,” wrote Investec analyst Alicia Forry. “The unchanged full-year outlook is also positive.”
“
Hating a product is no reason to not buy something as tastes are subjective. I don’t eat at McDonald’s but the stock did great for me. Same for Visa, Facebook and others. It’s not about me. It’s about making money.
This post was edited on 8/3/23 at 6:50 am
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