Last Friday, Motley Fool Inside Value recommendation Anheuser-Busch
First, let's guesstimate the financial implications of the deal. There are several ways to value the import agreement, including estimating the profits per case or applying a multiple to the estimated sales. It's estimated that the new imports will increase beer volume by 1.5 million barrels. I am using Boston Beer's
Even though this is an imprecise valuation, it helps give perspective on the size of the deal. Consider that Anheuser-Busch's domestic operations sold 101.5 million barrels in 2005. That means that the company's current distribution deal is only increasing domestic volume distribution by 1.5%, even less when looking at the beer giant's combined global beer volume. So the new deal has little impact on Anheuser-Busch's financial picture when looking at revenues or cash flow. But what Anheuser-Busch does gain is an increased presence on the grocery shelf.
Anheuser-Busch, with the help of BudNet, the company's sophisticated supply chain management tool, will take that presence to better compete in the growing import market by controlling more shelf space at the grocery store and tap handles at the pub. And maintaining any edge is critical for Anheuser-Busch's ability to compete with a host of competitors, including Molson Coors Brewing
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Fool contributor Matthew Crews welcomes your feedback -- really! He has no financial position in any of the companies mentioned and responsibly discloses his preference for Bass Ale. The Motley Fool has an ironclad disclosure policy.