Q2 2025 Anheuser-Busch Inbev SA Earnings Call Transcript
Key Points
- Anheuser-Busch InBev SA/NV (BUD) reported a 6.5% increase in EBITDA, demonstrating solid financial performance.
- The company's premium brands and strategic revenue management choices led to a 4.9% increase in revenue per hectoliter.
- The BEES marketplace saw significant growth, with GMV increasing by 63% to reach $785 million.
- Non-alcohol beer portfolio outperformed globally, with revenues increasing by 33%.
- The company achieved a $0.5 billion increase in free cash flow, indicating strong cash generation capabilities.
- Overall volumes declined by 1.9%, impacted by soft industries and performance in China and Brazil.
- In China, revenue declined by 6.2% with volumes underperforming the industry.
- Brazil experienced a revenue decline of 1.9% due to volume performance and adverse weather conditions.
- The on-trade channel in China remains weak, affecting overall performance in the region.
- Consumer confidence remains below historical levels, impacting purchasing power and potentially affecting future growth.
Welcome to AB InBev's Second Quarter 2025 Earnings Conference Call and Webcast. Hosting the call today from AB InBev are Mr. Michel Doukeris, Chief Executive Officer; and Mr. Fernando Tennenbaum, Chief Financial Officer.
To access the slides accompanying today's call, please visit AB InBev's website at www.ab-inbev.com and click on the Investors tab and the Reports and Results Center page. Today's webcast will be available for on-demand playback later today. (Operator Instructions)
Some of the information provided during the conference call may contain statements of future expectations and other forward-looking statements. These expectations are based on management's current views and assumptions and involve known and unknown risks and uncertainties. It is possible that AB InBev's actual results and financial condition may differ possibly materially from the anticipated results and financial condition indicated in these forward-looking statements.
For a discussion of some of the risks and important factors that
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