And another analyst speculates that AB InBev will buy SABMiller
"Over the past week, AB InBev’s Belgian and Brazilian reference shareholders have freed up considerable amounts of cash," Wim Hoste, an analyst at KBC in Brussels, said in a note. The moves could be "a coordinated attempt to be followed by a fresh cash injection into AB InBev. We see only one brewing acquisition likely that would be large enough to warrant a capital increase, and that is SABMiller."
SABMiller would have to divest itself of the MillerCoors joint venture with Molson Coors in order for this to fly in the U.S.
Breweries: A-B InBev, MillerCoors, SABMiller
Buy every brewery in the world AB InBev!!! I still won’t buy any of your beer because I am a HOMEBREWER.
This would be a windfall for the craft beer industry. There’s a bunch of Joe 6-Packs out there who have stopped buying AB products because they sold out to a foreign company. Many have switched to Coors and Miller, not realizing they too are foreign owned. If they merge, that puts all the macrobrew eggs in one basket. Craft beer will be the only American brewers Joe will have left to go to.
If they divest the MillerCoors side, it would potentially be purchased by an American investment conglomerate. Who knows. It just further pushes American beer lov ers towards craft beers.