Anheuser-Busch Better Positioned for Long-Term Growth
29 Novembre 2007 - 1:45PM
PR Newswire (US)
Strategies Capitalize on Changing Marketplace NEW YORK, Nov. 29
/PRNewswire-FirstCall/ -- Anheuser-Busch management reviewed the
company's strategies to adapt to the changing beer industry
environment and reaffirmed the company's expectation for earnings
per share growth for the full year 2007 to exceed its 7 to 10
percent long-term objective(1), in a presentation given to
investors and analysts in New York today. "The last two years have
been a period of considerable change in the beer industry and
especially at Anheuser-Busch. Anheuser-Busch has taken significant
steps to adjust to the changing beer consumer. We have
substantially expanded our portfolio. To support this broadened
portfolio, we have transformed our selling system to make it both
more personal and high tech at the same time. We have also been
making changes in marketing and media, with more significant
changes planned for next year. Anheuser-Busch is clearly better
positioned for long-term growth due to these changes than we were
two years ago," W. Randolph Baker, vice president and chief
financial officer of Anheuser-Busch Companies, told the investors.
Baker added that perhaps the most encouraging development in the
U.S. beer environment in the last two years has been the
acceleration of growth in the consumer demand for beer. Last year,
beer industry shipment volume grew 2.1 percent, the best annual
performance since 1990, and this year beer industry growth has
continued to exceed expectations, up 1.8 percent October
year-to-date. In addition to the strong industry volume growth, the
industry pricing environment has been favorable the past two years.
Consistent with the pattern in recent years, Anheuser-Busch plans
to implement price increases on the majority of its U.S. beer
volume in early 2008, with increases in several states occurring in
the fourth quarter 2007. As in the past, pricing initiatives will
be tailored to selected markets, brands and packages. The commodity
cost environment has not been favorable. Mitigating the impact of
commodity cost pressures is a high priority at Anheuser-Busch. The
company has a strong record of consistently delivering significant
annual productivity improvement savings, which management is
confident will continue given plans and programs already in place.
Baker also provided highlights of the company's international beer
business, which is an increasingly significant contributor to
Anheuser-Busch's earnings growth. The majority of international
beer profits are driven by the company's 50 percent investment in
Grupo Modelo, the leading brewer in Mexico and the brewer of
Corona, the leading U.S. import brand. The company is also well
established in China, the largest and fastest growing beer market
in the world, and particularly well-positioned in the country's
most profitable beer segments. Budweiser is by far the leading
super-premium brand in China and Anheuser-Busch has a 27 percent
equity stake in Tsingtao, China's leading premium brewer. Baker
reviewed the company's long-term earnings model, which continues to
target growth in the 7 to 10 percent range. Anheuser-Busch also
consistently generates substantial cash flow, and cash returned to
shareholders, including dividends and share repurchase, has
increased significantly this year. The company increased its
quarterly dividend by 11.9 percent in July. Share repurchasing has
also been enhanced as a result of the company's new, more
aggressive financial leverage policy. Management continues to
expect to spend $2.7 billion on share repurchasing this year. Other
Matters As previously announced, Anheuser-Busch's annual regional
investor presentation is being broadcast live over the Internet
today beginning at 8:00 a.m. ET. A replay will be available on the
company's Web site. For details visit
http://www.anheuser-busch.com/. Notes 1. Calculation of 2006
Earnings per Share for 2007 Comparison Purposes The table below
sets forth the assumption used in comparing 2007 normalized
earnings per share expectations to normalized 2006 results. 2006
Earnings Per Share Full Year Reported $2.53 Texas Income Tax
Legislation Benefit in 2Q (0.01) Excluding One-Time Benefit $2.52
In the accompanying presentation, the following normalizations and
terms are used: 2. Reconciliation of Comparative Third Quarter and
Nine Months Results ($ in millions, except per share) International
Diluted Equity Beer Earnings Third Quarter Income Net Income Per
Share 2007 Reported $185.2 $204.3 $.95 Gain on Sale of Distribution
Rights -- -- (.02) Modelo Restructuring 16.0 16.0 .02 Excluding
Normalization items $201.2 $220.3 $.95 2006 Reported $156.5 $172.0
$.82 Percentage Change - 2007 vs. 2006 Reported 18.4% 18.8% 15.9%
Excluding Normalization items 28.6% 28.1% 15.9% Nine Months 2007
Reported $539.3 $585.4 $2.49 Gain on Sale of Spanish Theme Park --
-- (.01) Gain on Sale of Distribution Rights -- -- (.02) Modelo
Restructuring 16.0 16.0 .02 Excluding Normalization items $555.3
$601.4 $2.48 2006 Reported $449.3 $492.9 $2.28 Texas Income Tax
Legislation Benefit -- -- (.01) Excluding One-Time Item $449.3
$492.9 $2.27 Percentage Change - 2007 vs. 2006 Reported 20.0% 18.8%
9.2% Excluding Normalization items 23.6% 22.0% 9.3% 3. Domestic
revenue per barrel is calculated as net sales generated by the
company's U.S. beer operations on barrels of beer sold, determined
on a U.S. GAAP basis, divided by the volume of beer shipped to U.S.
wholesalers. 4. The cash flow to total debt ratio is defined as:
operating cash flow before the change in working capital, adjusted
for pension contributions less service costs; divided by total
debt, adjusted to include the funded status of the company's
single-employer defined benefit pension plans. This release
contains forward-looking statements regarding the company's
expectations concerning its future operations, earnings and
prospects. On the date the forward-looking statements are made, the
statements represent the company's expectations, but the company's
expectations concerning its future operations, earnings and
prospects may change. The company's expectations involve risks and
uncertainties (both favorable and unfavorable) and are based on
many assumptions that the company believes to be reasonable, but
such assumptions may ultimately prove to be inaccurate or
incomplete, in whole or in part. Accordingly, there can be no
assurances that the company's expectations and the forward-looking
statements will be correct. Important factors that could cause
actual results to differ (favorably or unfavorably) from the
expectations stated in this release include, among others, changes
in the pricing environment for the company's products; changes in
U.S. demand for malt beverage products, including changes in U.S.
demand for other alcohol beverages; changes in consumer preference
for the company's malt beverage products; changes in the
distribution for the company's malt beverage products; changes in
the cost of marketing the company's malt beverage products;
regulatory or legislative changes, including changes in beer excise
taxes at either the federal or state level and changes in income
taxes; changes in the litigation to which the company is a party;
changes in raw materials prices; changes in packaging materials
costs; changes in energy costs; changes in the financial condition
of the company's suppliers; changes in interest rates; changes in
foreign currency exchange rates; unusual weather conditions that
could impact beer consumption in the U.S.; changes in attendance
and consumer spending patterns for the company's theme park
operations; changes in demand for aluminum beverage containers;
changes in the company's international beer business or in the beer
business of the company's international equity partners; changes in
the economies of the countries in which the company, its
international beer business or its international equity partners
operate; future acquisitions or divestitures by the company,
including effects on its credit rating; changes resulting from
transactions among the company's global or domestic competitors;
and the effect of stock market conditions on the company's share
repurchase program. Anheuser-Busch disclaims any obligation to
update or revise any of these forward-looking statements.
Additional risk factors concerning the company can be found in the
company's most recent Form 10-K. DATASOURCE: Anheuser-Busch
Companies CONTACT: Brenda Williams of Anheuser-Busch Companies,
+1-203-846-6636, ; or Investors, +1-314-577-7772, for
Anheuser-Busch Companies Web site: http://www.anheuser-busch.com/
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