Compania Cervecerias Unidas' Q4 earnings are distorted by Argentina's inflationary accounting, masking flat organic sales volumes and struggles in Argentina. Performance in Chile was strong organically. Adjusted for one-off events and accounting distortions, CCU's valuation at 22.5x earnings is too high for a CPG business with declining margins and execution issues. The International segment, especially Argentina, is underperforming with significant volume declines, while Chile shows steady growth and consumer engagement.
Compañía Cervecerías Unidas S.A. (NYSE:CCU ) Q4 2024 Earnings Conference Call February 26, 2025 10:00 AM ET Company Participants Claudio Las Heras - Head, Investor Relations Felipe Dubernet - Chief Financial Officer Conference Call Participants Fernando Olvera - Bank of America Ewald Stark - BICE Inversiones Fernando Olvera - Bank of America Constanza Gonzalez - Quest Capital Alvaro Garcia - BTG Pactual Francisca Taverne - LarrainVial Operator Good day, everyone.
Molson Coors, The Boston Beer and Compania Cervecerias Unidas have been highlighted in this Industry Outlook article.
Rising costs and new tariffs are squeezing margins for players in the alcohol industry, but premiumization and innovation are fueling growth. Key players like TAP, SAM, and CCU are thriving.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors with an interest in Beverages - Alcohol stocks have likely encountered both Cervecerias Unidas (CCU) and Boston Beer (SAM). But which of these two stocks offers value investors a better bang for their buck right now?
The P/B ratio helps to identify low-priced stocks with high growth prospects. General Motors Company (GM), Unum Group (UNM), Compania Cervecerias Unidas S.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors interested in stocks from the Beverages - Alcohol sector have probably already heard of Cervecerias Unidas (CCU) and Constellation Brands (STZ). But which of these two stocks is more attractive to value investors?
Compañía de las Cervecerías Unidas is a Chilean beverage company with a strong market position in Chile and other South American countries. CCU's financial performance has been impacted by external factors, but it is working towards reaching pre-COVID profitability levels. The stock could potentially trade 25% higher if external headwinds normalize.