168 = Tsingtao Brewery Group 600573 = Beijing Yanjing Brewery SPX = S&P 500 CARL = Carlsberg Group HEIA = Heineken N.V TAP = Molson Coors Brewing ANH = Anheuser-Busch InBev --- owns Corona beer brand (This list excludes mixed drink companies like Diageo (DGE).)
As can be seen in the chart above, the US and European brands all significantly underperformed the S&P 500 as a benchmark. Only the two China-based brewers have outperformed but like most share prices globally, are still down on the year.
Possible opportunities --
Opportunity A: Corona beer Whether Corona beers retain popularity or not following the pandemic could determine whether the AB InBev share price is fairly-valued.
Opportunity B: Asia growth Long term growth potential in Asia could be a factor in the share price performance of China-based brewers. Asia-Pacific is the largest and one of the fastest-growing market for beer consumption, which accounts for about one-third of the global market share. Business Wire, April 9 2020
Opportunity C: Microbrewery takeovers The pandemic could mean more microbreweries are acquired by the big brewers, giving brewers more popular brands and reduced competition. What do you think about the future of beer and the brewing industry? Share your thoughts with your account manager or join a live LCG webinar.
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