• This Elephant Deal Will not Happen (yet)

    By Federico Zaldua - March 7, 2013 | Tickers: BUD, CCU, GPMCY, SBMRY

    I just came from a Banking conference in Bogota, Colombia. Most people were consumer goods experts, and the talk revolved about brewers. Having worked at AB InBev (NYSE: BUD) , brewers are always a matter of interest to me. As a matter of fact, brewers are usually a matter of interest to most bankers, since its an industry that has been consolidating itself very aggressively for the last twenty years. Huge more »

  • Constellation Brands: Stock Poised to Go Higher

    By Marivic Cabural - March 1, 2013 | Tickers: BUD, STZ, GPMCY

    Early this month, the United States Department of Justice blocked the agreement of Anheuser-Busch InBev (NYSE: BUD) to acquire the remaining 50% stake it does not already own in Grupo Modelo (NASDAQOTH: GPMCY) citing that the deal is harmful to consumers because it would undermine the existing head-to-head competition in the beer industry. The agency argued the deal violates antitrust laws. In my previous blog, I mentioned that AB InBev more »

  • DOJ Vs. AB InBev

    By Federico Zaldua - February 10, 2013 | Tickers: BUD, STZ, GPMCY

    After working for over a year for AB InBev (NYSE: BUD) I realized not only how good the company was for making acquisitions and cutting costs but also how smart it was at using its high share of the market to increase prices. The company's results speak for itself, its EBITDA margin is 39%. Such great profitability is achieved through dominant market position in many of the markets where more »

  • AB InBev Has Options To Resolve DOJ's Antitrust Lawsuit

    By Marivic Cabural - February 6, 2013 | Tickers: BUD, STZ, GPMCY, TAP, SBMRY

    Anheuser-Bush InBev (NYSE: BUD) has options to resolve the antitrust lawsuit filed by the United States Department of Justice (DOJ) and obtain approval for its proposed merger witf Grupo Modelo (NASDAQOTH: GPMCY), the maker of Corona beers for $20.1 billion. Many believed that selling a brewery is a compelling solution to resolve the antitrust concerns of the agency.

    In its complaint, the Justice Department argued that the AB InBev more »