BUD Earnings Prediction
The chart below shows how BUD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BUD sees a -1.76% change in stock price 10 days leading up to the earnings, and a +0.01% change 10 days following the report. On the earnings day itself, the stock moves by +2.10%. This data can give you a slight idea of what to expect for the next quarter's release.
BUD Key Earning Data
BUD Earnings Analysis
Positive
EBITDA Growth and Margin Expansion: EBITDA grew by 7.9% at the top end of the outlook range with continued margin expansion.
No-Alcohol Beer Revenue Surge: The no-alcohol beer portfolio outperformed globally, increasing revenues by 34%.
Marketplace GMV Growth: The beers marketplace scaled, increasing GMV by 53% year-over-year to reach $645 million.
EPS Growth Analysis: Underlying U.S. dollar EPS increased by 7% and 20% in constant currency terms.
Revenue Growth Amid Volume Decline: Revenue increased by 1.5% despite a volume decline of 2.2%, driven by premiumization and brand strength.
Top Beer Volume Gainers: In the U.S., Michelob Ultra and Busch Light were the top two volume share gainers in the beer industry for the second quarter in a row.
Revenue and EBITDA Growth: In Mexico, mid-single digit revenue growth and double-digit EBITDA growth were achieved despite low-single digit volume decline.
Record High Volume Growth: Brazil delivered record-high volumes for both beer and non-beer, with total volumes increasing by 1.4%.
EBITDA Growth Drivers: In Europe, premiumization and margin recovery drove double-digit EBITDA growth, with premium brands contributing 60% of revenue.
Revenue and EBITDA Growth: In South Africa, revenue and EBITDA grew by low-single digits, driven by premium and super premium brands.
Revenue Growth Milestone: Corona, celebrating its 100th anniversary, grew revenue by 11.2% outside of Mexico and was named the most valuable beer brand in the world in 2025.
Mega Brands Revenue Increase: The portfolio management approach focuses on mega brands, which saw net revenue increase by 4.4%.
Non-Alcohol Beer Growth: Non-alcohol beer is a key opportunity, with volumes growing by 34% and 65% of the volume coming from new consumers.
GMV Growth and Orders: BEES captured $11.6 billion in GMV, a 10% increase year-over-year, with 32 million orders transacted.
EBITDA Margin Improvement: EBITDA margins improved by 218 basis points with expansion in four of five operating regions.
Negative
Volume Decline Analysis: Overall volume performance was impacted by calendar-related factors, resulting in a volume decline of 2.2%.
Easter Weather Impact: Adverse weather during the later timing of Easter negatively affected industry performance, with off-premise sales to consumer volumes declining by 4.7%.
Sales Volume Challenges: Despite revenue growth of 1.5%, the overall volume decline indicates challenges in maintaining sales levels.
Market Weaknesses in China: In China, the company underperformed primarily due to softness in key regions and the on-trade channel, indicating potential market weaknesses.
EBITDA Growth Concerns: While EBITDA grew by 7.9%, the reliance on premiumization and brand strength raises concerns about sustainability in less favorable market conditions.
BUD FAQs
How does BUD typically perform around its earnings report dates?
BUD's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -1.76% change leading up to the report and a +0.01% change in the 10 days following the release.
Is Anheuser-Busch Inbev SA (BUD) Q1 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
BUD Earning Call Sentiment
Anheuser-Busch InBev SA/NV (BUD) Q1 2025 Earnings Call Transcript
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