Large-cap stocks usually command their industries because they have the scale to drive market trends.
The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
US companies are reshoring manufacturing operations & investing billions in the country, led by Apple & Nvidia for tech, J&J & Eli Lilly for healthcare, Anheuser-Busch for beer, & Cra-Z-Art for toys. Detroit & beyond are benefiting from this trend.
A company with profits isn’t always a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the beverages, alcohol, and tobacco industry, including Anheuser-Busch (NYSE:BUD) and its peers.
Let’s dig into the relative performance of Keurig Dr Pepper (NASDAQ:KDP) and its peers as we unravel the now-completed Q1 beverages, alcohol, and tobacco earnings season.
Anheuser-Busch InBev (NYSE:BUD) stock rises in premarket after Q1 FY25 earnings. Despite a 6.3% revenue drop to $13.63B, organic EBITDA rose 7.9% to $4.85B. Gross margin expanded to 55.6%, with EPS beating estimates at $0.81. CEO cites strong beer category momentum.
Beer powerhouse Anheuser-Busch InBev (NYSE:BUD) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 6.3% year on year to $13.63 billion. Its GAAP profit of $0.81 per share was 16% below analysts’ consensus estimates.
After greatly underperforming the S&P 500 Index in 2023 and 2024, the consumer staples sector is punching back this year. As of the May 2 close, the S&P 500 Index had provided a total return of approximately -3% in 2025. Conversely, the Consumer Staples Select Sector SPDR Fund (NYSEARCA: XLP) has a total return of around 4%. At this point, consumer staples are the second-best performing sector of the year, only behind utilities.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Keurig Dr Pepper (NASDAQ:KDP) and the best and worst performers in the beverages, alcohol, and tobacco industry.
Let’s dig into the relative performance of Anheuser-Busch (NYSE:BUD) and its peers as we unravel the now-completed Q4 beverages, alcohol, and tobacco earnings season.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how beverages, alcohol, and tobacco stocks fared in Q4, starting with Altria (NYSE:MO).
In favor of a potential upward reversal we are technically very oversold right now, but we also have to acknowledge this is a rather crazy news-driven market prone to severe whipsaws.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at PepsiCo (NASDAQ:PEP) and the best and worst performers in the beverages, alcohol, and tobacco industry.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Boston Beer (NYSE:SAM) and the best and worst performers in the beverages, alcohol, and tobacco industry.
