Food, Beverage & Tobacco Belgian Community

Strong Operational Momentum Palm oil production up +19.1% YoY , driven by improved yields and extraction rates. Banana volumes up +3.4% , supported by maturing plantations.Read more

EU#8 - Anheuser-Busch InBev: Courage, Capital, and the Discipline to Build an Empire It takes only three ingredients to brew beer: water, barley, and hops. But building a global beer empire is different.Read more

AB InBev’s beer business throws off a lot of cash, and even modest growth could make today’s stock look cheap if that cash keeps rising. But the story depends heavily on how quickly the company can keep improving while carrying a large debt load.Read more

Lotus has been a very good company positive: with future revenue growth around 12% and profit margins increasing, the fair value is still high, even with decreasing p/e and using an 8% discount rate, they are still at least 10% undervalued great balance sheets with low debts/equity - 35% High increasing demand for their flagship cookie in Asia building of a new factory in Thailand to follow the increasing demand should help ensure future revenue growth currently at a discount, having as low a p/e as it has basically has had in the last 5 years High ROA compared to industry - 11% compared to 3 % 3Y free cash flow cagr of 9.90% is in the top 25% of its sector. increasing dividend payments expansion into ice cream products in cooperation with Mondelez negative: they are still at a high p/e ratio of 40X, even with this recent discount A slow down in future revenue growth due to inability to follow increasing demand with increasing production capacity could lead to a lower p/e balance in the futureRead more

Lotus Bakeries is betting on a new tie-up with Mondelez and a major new factory in Thailand to push Biscoff and other snacks into faster-growing markets like India and the wider Asia-Pacific region. The upside is bigger reach and smoother supply, but delays, volatile ingredient costs, and heavy spending could squeeze profits along the way.Read more

AB InBev is leaning on rising demand for higher-end beers, alcohol-free options, and better digital selling to keep growing even as some big markets cool. The catch is that weaker consumer spending and a heavy debt load could limit how far those gains go.Read more

Key Takeaways Rapid expansion in Asia, local production, and Biscoff's viral popularity are expected to accelerate growth and boost market share well beyond current analyst projections. Investments in digital channels and efficient supply chains should structurally raise margins, with premium pricing and e-commerce boosting profits and resilience against traditional industry pressures.Read more

Key Takeaways Shifting consumer preferences and tighter health regulations are forcing a move away from profitable core products, threatening long-term growth and profitability. Heavy dependence on Biscoff and escalating supply chain, compliance, and sustainability costs expose the company to increased risks and tighter margins.Read more

Catalysts About Anheuser-Busch InBev Anheuser-Busch InBev is a global brewer that produces and sells beer, non alcohol beer and Beyond Beer products across multiple regions. What are the underlying business or industry changes driving this perspective?Read more