Anheuser-Busch Executives Optimistic About Growth Outlook
2007年9月7日 - 2:17AM
PRニュース・ワイアー (英語)
BOSTON, Sept. 6 /PRNewswire-FirstCall/ -- Management continues to
expect accelerated sales and earnings growth in the second half of
the year and earnings per share growth for the full year to exceed
its 7 to 10 percent long-term objective,(1) Anheuser-Busch
executives told investors in a presentation given today at the
Lehman Brothers Consumer Conference. "We are adapting our portfolio
and entire system to meet the demands of a changing marketplace and
we are making good progress at strengthening our company's
foundation for sustainable long-term growth," said August A. Busch
IV, president and chief executive officer of the company. U.S. beer
industry volume in 2006 and year-to-date has grown at a healthy
pace. Over this period, import and craft beers in particular have
enjoyed strong growth and Anheuser-Busch has added considerably to
its portfolio and presence in these growing segments through
alliances, acquisitions and new product development. The company
has also been leveraging its superior distribution system to pursue
high-margin growth opportunities in non-alcohol beverages, such as
energy drinks and super-premium waters. While Anheuser-Busch's U.S.
beer sales-to-retailers were below expectations in the first half
of the year, volume trends have shown improvement in the second
half. So far in this quarter, total sales-to-retailers are up 2.4
percent, with both new brands and core brands contributing to
growth.(2) The pricing environment in the U.S. beer industry also
was cited as favorable. Anheuser-Busch's revenue per barrel was up
2.7 percent in the first half of the year,(3) benefiting in part
from improved portfolio mix, and is expected to significantly
exceed this level of increase for the second half of the year. The
company is planning to increase prices on the majority of volume
early next year, with some increases coming in the fourth quarter
of this year. In addition, management continues to aggressively
pursue productivity improvement, targeting $300 to $400 million in
cost savings over the next four years. Busch also provided
highlights of the company's international beer business. Net income
from international beer has grown an average of 20 percent per year
since 1999. 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. Modelo's new Crown import joint venture is significantly
enhancing Anheuser-Busch's equity income growth this year.
Elsewhere, Anheuser-Busch is building a solid leadership position
in China, the largest and fastest growing market in the world,
among its other international efforts. W. Randolph Baker, vice
president and chief financial officer, highlighted the company's
substantial cash flow. In December, the company announced a more
aggressive financial leverage target to more efficiently support
existing operations, acquisitions, dividend growth and share
repurchasing, while maintaining considerable financial flexibility.
Cash returned to shareholders has increased significantly this
year. The company announced an 11.9 percent increase in its
quarterly dividend in July and continues to expect to spend $2.5
billion for share repurchases in 2007. Other Matters As previously
announced, Anheuser-Busch Companies' Lehman Brothers Consumer
Conference presentation will be broadcast live over the Internet
today beginning at 1:30 p.m. EDT. 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
2. Sales-to-retailers results are on a comparable selling day
adjusted basis and include the contribution of newly acquired and
alliance brands. Core brand sales-to-retailers are up 0.8 percent
quarter to date. 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. In the accompanying
presentation, the following term is used: 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's international
beer business or its international equity partners operate; future
acquisitions or divestitures; 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 CONTACT: Kelli Powers of
Anheuser-Busch, +1-314-577-9618 Web site:
http://www.anheuser-busch.com/
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