Best beer commercial ever

[Jacuzzme]

Target has gay shit for babies, and dog biscuits. The world just keeps getting crazier.

[HDGristle]

Originally Posted by The_Waco_Kid

no one merchandises to lose money.

unless you think a 24 pack of beer only costs 3.49 to make and the markup is 5 X the typical list price?

this is all about product dumping at a loss to get rid of "toxic" inventory.

They're selling well over $60,000,000 in Bud Light per week. They aren't losing money even with a one per customer rebate. And they're buying back from their distributors. They have the margin to cover at that level. They'll take care of their distributors and still pocket some.

That's the dirty little secret. They're still profitable.

[The_Waco_Kid]

Originally Posted by HDGristle

They're selling well over $60,000,000 in Bud Light per week. They aren't losing money even with a one per customer rebate. And they're buying back from their distributors. They have the margin to cover at that level. They'll take care of their distributors and still pocket some.

That's the dirty little secret. They're still profitable.

oh they'll survive this, as long as they apologize and stop being woke .. or not.

[HDGristle]

They'll survive even if they don't apologize. The folks further down the chain will eat the pain. They'll trim a bit of fat (layoffs) with some strategic restructuring and VSP's. Call it a day.

[The_Waco_Kid]

Originally Posted by HDGristle

They'll survive even if they don't apologize. The folks further down the chain will eat the pain

sure they will. after they eat about 3 years of depressed sales for one of their top brands and everyone forgets about their woke gambit.


or not.
bahahahhaaaaaa

[HDGristle]

Bud Light might be #1 in the U.S. but it's a drop in the bucket on AB's annuals. They had $14.2 billion in revenue last quarter.

They were already in an interesting position as the segment was shrinking and Mexican brands were gaining ground.

[The_Waco_Kid]

Originally Posted by HDGristle

Bud Light might be #1 in the U.S. but it's a drop in the bucket on AB's annuals. They had $14.2 billion in revenue last quarter.

They were already in an interesting position as the segment was shrinking and Mexican brands were gaining ground.

don't underestimate the US market. China doesn't.


BAAHHHAAAAAAAA

[oldman2525]

25 pages of back and forth bullshit

you can say its a drop in the bucket overall or 6 months months from now it will be forgotten blah blah blah

1, they fucked up
2. they didnt expect their base to get pissed
3. they lost a hell of alot of sales and still are
4. corporate knows they fucked up and are trying to stop the bleeding
5. doesnt matter what percentage of loss there is, they dont like losing
money or customers,,,,,,corporate runs on greed, they want positive
not negative publicity

and as stone cold would say.....thats the bottom line

[HDGristle]

I can and will chizzy.

We're not here to change minds, afterall. We're having fun so I can do this all night.

Thier next earnings update will be in July

[oldman2525]

Originally Posted by HDGristle

I can and will chizzy.

We're not here to change minds, afterall. We're having fun so I can do this all night.

Thier next earnings update will be in July

Didn't say u couldn't. We can all sling cow pies til the sun don't shine
And yes, no minds will be changed

So I threw my shovel full.....and added my favorite stone cold phrase

Carry on......

[HDGristle]

What?

[Jacuzzme]

Originally Posted by HDGristle

Bud Light might be #1 in the U.S. but it's a drop in the bucket on AB's annuals. They had $14.2 billion in revenue last quarter.

They were already in an interesting position as the segment was shrinking and Mexican brands were gaining ground.

People drink too much.

[berryberry]

Originally Posted by HDGristle

They aren't losing money even with a one per customer rebate.

But they are. Unless things have changed a lot in the beer business, it costs them more than the $3.49 a case they are dumping this product at to make, package, distribute and market

[berryberry]

Originally Posted by chizzy

25 pages of back and forth bullshit

you can say its a drop in the bucket overall or 6 months months from now it will be forgotten blah blah blah

1, they fucked up
2. they didnt expect their base to get pissed
3. they lost a hell of alot of sales and still are
4. corporate knows they fucked up and are trying to stop the bleeding
5. doesnt matter what percentage of loss there is, they dont like losing
money or customers,,,,,,corporate runs on greed, they want positive
not negative publicity

and as stone cold would say.....thats the bottom line

You are spot on Chizzy and Gristle still won't admit it

[HDGristle]

Originally Posted by berryberry

But they are. Unless things have changed a lot in the beer business, it costs them more than the $3.49 a case they are dumping this product at to make, package, distribute and market

Not on a one per case per custo basis that won't even see a 35% redemption rate. Custo still pays full price and then has to take active steps to redeem the rebate, then wait to get the money back.

The store gets paid on all sales. The distributor gets paid on all sales. AB gets paid on a sales. AB pays out a credit over time, but only on some sales.

It's marketing. Every person who buys a case is eligible. Most of those folks don't even use coupons let alone a rebate form. Every person who buys and doesn't redeem effectively offsets and may pay some forward. AB wins. Every person who buys 2 cases offsets and pays it forward. AB wins.

And you know I'm being generous on the 35% in this segment.

I think they should be sitting around $55 to $56 per share right now. They're over $58.