Heineken N.V.

Смена руководства компании происходит в непростой период для пивоваренной отрасли

Глава Heineken уйдет на фоне давления на спрос. Акции пивоваренной группы упали на 6%

Anheuser-Busch InBev SA/NV

Wells Fargo for the first time began analytical coverage of securities of Budweiser beer producer - Anheuser-Busch InBev holding - and immediately advised to buy them, assigning Overweight rating. <a href="https://www.cnbc.com/2025/11/19/budweiser-brewer-looks-cheap-after-pullback-from-summer-highs-says-wells-fargo.html">The</a> target price of the company's receipts traded in the U.S., according to Wells Fargo, is $75 - it implies growth of quotations by 23% relative to the closing level on November 18.

Wells Fargo advised buying shares of beer maker Budweiser. What are their advantages?

Diageo plc

Britain's Diageo, maker of Guinness and Johnnie Walker, cut its revenue and profit outlook, citing weakening consumer demand in the U.S. and China. Its organic revenue didn't grow last quarter, and the company doesn't expect it to expand for the full fiscal year, which began in July. Diageo shares in London and receipts in New York fell in price after the report, but analysts estimate the securities' upside potential at 30%.

Guinness owner worsens outlook due to weak demand in China and the US. What about the stock?

Constellation Brands, Inc.

Depressed shoppers collapsed sales of beer maker Corona. Its shares rose

The company estimated the damage from trade duties at $200 million per year

Guinness owner's profits fall due to duties and lower demand. Why is the stock rising?

Carlsberg A/S

Compania Cervecerias Unidas S.A.

Summer is traditionally a hot season for brewers. Just four months - from May through August - <a href="https://www.goodbeerhunting.com/sightlines/2022/6/6/myth-busting-beers-big-summer-sales-season">bring</a> up to 40% of companies' annual combined sales in the U.S. market: heat, festivals and holidays drive demand.&nbsp;

Hot season: how brewery stocks have become a defensive asset for 2025


An analyst at Jefferies believes Constellation Brands stock has upside potential of 19%

Shares of exporter Corona are down 22%. Why does Jefferies advise to buy them?

Diageo, which owns the Guinness pee brand, is thinking about separating or selling it in search of increased growth, Bloomberg sources said.

Beer