에 대한 최신 뉴스 Boston Beer Co (NYSE:SAM) 주식

BOSTON BEER COMPANY INC-A

Boston Beer Co

Boston Beer is a top player in high-end malt beverages and adjacent categories in the US, with strong positions in craft beer, flavored malt beverages, hard cider, and hard seltzer. The bulk of volume and revenue is concentrated in four brands: Samuel Adams, Angry Orchard, Twisted Tea, and Truly. Beverages are produced using a hybrid model leveraging both in-house capacities and third-party breweries through contract arrangements. While the firm is required to use distributors to reach end markets, including retailers and on-premises operators, it also employs 500 internal sales representatives to educate the market about its products. The firm generates almost all sales in the US.

Irvine,,Ca,-,May,25,,2014:,Two,Bottles,Of,Samuel

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보스턴 비어 컴퍼니(NYSE:SAM)는 목요일(24일) 장 마감 후 1분기 재무 실적을 발표했다. 다음은 보고서 요약이다.1분기 실적: 수제 맥주 업체 보스턴 비어는 1분기 매출이 4억 5,387만 달러로 애널리스트 예상치 4억 3,438만 달러를 상회했다고 발표했다. 벤징가 프로에 따르면 1분기 주당 2.16달러의 수익을 보고하여 예상치인 주당 1.01달러를 크게 넘어섰다.

보스턴 비어 컴퍼니, 1분기에 강력한 EPS 달성 및 출하량 증가···시간외 3%↑

cannabis_vs_alcohol copy

주요 주류 생산업체와 유통업체들의 주식은 미국 공중보건국장인 비벡 머시(Vivek Murthy)가 알코올 소비와 관련된 암 위험 증가에 대해 경고한 후 금요일 급락했다. 

금요일 미국 주류 주식이 하락 마감: 무슨 일이?

Boston,,Massachusetts,-,May,25,,2018:,The,Samuel,Adams,Statue

보스턴 비어 컴퍼니(NYSE:SAM)는 목요일 2분기 재무 결과를 발표했다. 보고서의 주요 수치를 살펴보자. 주요 사항: 보스턴 비어는 분기별 이익을 주당 4.39달러로 보고했는데, 이는 분석가 합의 추정치인 5.10달러를 13.92%나 하회한 수치이다. 분기별 매출은 5억 7,910만 달러로 분석가 컨센서스인 5억 9,733만 3,000달러를 3.05% 하회했으며 지난해 같은 기간보다 4.01% 감소했다.

샘 아담스의 보스턴 비어는 2분기 매출과 EPS가 예상을 하회하여 주가가 하락

Boston Beer Company, Inc. (The) Common Stock

Boston Beer Co Inc

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The Aluminium Association of Canada (AAC) has condemned the U.S. government's move to impose a 50% tariff on Canadian <a target="_blank" href="https://www.benzinga.com/topic/aluminum" rel="noreferrer noopener">aluminum</a>, calling it a protectionist misfire that risks destabilizing North America's integrated manufacturing base and driving higher inflation across key sectors.
"A 50% tariff on Canadian aluminum will suppress demand across the continent — whether the metal is produced in Canada or the U.S.," Jean Simard, AAC's president and CEO, <a target="_blank" href="https://aluminium.ca/wp-content/uploads/2025/06/AAC_PRESS-RELEASE_US-Tariffs_50_June-3-2025_FINAL.pdf" rel="noreferrer noopener">said</a> in a press release.
"It will impact workers on both sides of the border and disrupt key sectors including defense, construction, and automotive," he stated.
The tariff, enacted last Wednesday following an executive order from President Donald Trump, effectively prices Canadian exports out of the U.S. market at $1,349.50 per metric ton. Simard warned that the move may force Canadian producers to reorient trade toward the European Union and away from their most critical industrial partner.
Food packaging is among the industries most exposed to these tariffs, as large companies such as Campbell Soup (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) and Coca-Cola (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) heavily rely on aluminum for their products.
The domestic Can Manufacturers Institute (CMI) also responded to Trump's decision, pointing out how aluminum and tinplate steel tariffs would hurt American families.
"Doubling the steel tariff will further increase the cost of canned goods at the grocery store," CMI president Robert Budway <a target="_blank" href="https://www.cancentral.com/can-manufacturers-institute-opposes-president-trumps-doubling-of-steel-tariffs/" rel="noreferrer noopener">said</a> on May 30. "These metal tariffs put our nation's food security at risk."
Nine domestic mill production lines have closed since the original 2018 tariffs on tin mill steel, leaving only three operational facilities. Thus, the domestic industry relies on roughly 80% of tin mill steel imports and a significant portion of aluminum.
Canada annually ships 2.7 million metric tons of aluminum to the U.S., much of which is transformed into beverage cans, canned food containers, and consumer packaging.
That raw material supports over 700,000 American manufacturing jobs, while Canada's aluminum sector directly employs 9,500 workers. Combined, the binational aluminum value chain contributes more than $228 billion annually to the U.S. economy.
Thanks to its abundant hydropower, Canada produces low-carbon aluminum at a cost and emissions profile that is far below that of many of its global competitors. That energy benefit is enormous — equivalent to 40 million megawatt-hours per year, or the annual output of four Hoover Dams.
Simrad noted that the Canadian industry supports the U.S. goal of increasing domestic aluminum production capacity from 50% to 80% of national demand, but added that tariffs undermine the investment certainty needed to build that capacity.
"Even if U.S. output doubles, it will still be a net importer," he said.
Instead, the AAC and CMI urge the U.S. to target the real threat: subsidized overcapacity from China. Canada already leads the world in aluminum traceability and anti-dumping enforcement. "Canadian aluminum is not — and will not be — a backdoor for unfair trade," Simard stated. "Undermining a trusted partner only weakens the foundation we both stand on."
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US Aluminum Tariffs Risk Supply Chain And Food Security, Industry Insiders Warn

Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) has been analyzed by 8 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Boston Beer Co, revealing an average target of $276.5, a high estimate of $349.00, and a low estimate of $230.00. This current average has decreased by 3.11% from the previous average price target of $285.38. 
<img src="https://www.benzinga.com/files/images/story/2025/1745614855_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
The perception of Boston Beer Co by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Nik Modi &#x7C;RBC Capital &#x7C;Maintains &#x7C;Sector Perform &#x7C; $279.00&#x7C;$279.00 &#x7C; 
&#x7C;Sean King &#x7C;UBS &#x7C;Raises &#x7C;Neutral &#x7C; $279.00&#x7C;$265.00 &#x7C; 
&#x7C;Michael Lavery &#x7C;Piper Sandler &#x7C;Lowers &#x7C;Neutral &#x7C; $230.00&#x7C;$240.00 &#x7C; 
&#x7C;Filippo Falorni &#x7C;Citigroup &#x7C;Raises &#x7C;Buy &#x7C; $285.00&#x7C;$280.00 &#x7C; 
&#x7C;Filippo Falorni &#x7C;Citigroup &#x7C;Raises &#x7C;Buy &#x7C; $280.00&#x7C;$265.00 &#x7C; 
&#x7C;Michael Lavery &#x7C;Piper Sandler &#x7C;Lowers &#x7C;Neutral &#x7C; $240.00&#x7C;$275.00 &#x7C; 
&#x7C;Bill Kirk &#x7C;Roth MKM &#x7C;Lowers &#x7C;Buy &#x7C; $349.00&#x7C;$389.00 &#x7C; 
&#x7C;Eric Serotta &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $270.00&#x7C;$290.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Boston Beer Co. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Boston Beer Co compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Boston Beer Co's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Boston Beer Co's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SAM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Boston Beer Co analyst ratings.</a>
<h2>Get to Know Boston Beer Co Better</h2>
Boston Beer is a top player in high-end malt beverages and adjacent categories in the US, with strong positions in craft beer, flavored malt beverages, hard cider, and hard seltzer. The bulk of volume and revenue is concentrated in four brands: Samuel Adams, Angry Orchard, Twisted Tea, and Truly. Beverages are produced using a hybrid model leveraging both in-house capacities and third-party breweries through contract arrangements. While the firm is required to use distributors to reach end markets, including retailers and on-premises operators, it also employs 500 internal sales representatives to educate the market about its products. The firm generates almost all sales in the US.
<h3>A Deep Dive into Boston Beer Co's Financials</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3M period, Boston Beer Co showcased positive performance, achieving a revenue growth rate of 2.18% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Consumer Staples sector.
Net Margin: Boston Beer Co's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of -9.63%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of -4.02%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -2.94%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: Boston Beer Co's debt-to-equity ratio is below the industry average at 0.04, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Beyond The Numbers: 8 Analysts Discuss Boston Beer Co Stock

Needham analyst Gerald Pascarelli reiterates Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) from Hold to Hold.

Reiteration

Needham Reiterates Hold on Boston Beer Coto Hold

Boston Beer Company Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) reported first-quarter financial results after the market close on Thursday. Here&#8217;s a rundown <a href="https://www.benzinga.com/pressreleases/25/04/g44995304/boston-beer-reports-first-quarter-financial-results">of the report</a>.
Q1 Earnings: Boston Beer reported first-quarter revenue of $453.87 million, beating analyst <a href="https://www.benzinga.com/calendars/earnings">estimates</a> of $434.38 million. The craft brewer reported first-quarter earnings of $2.16 per share, easily topping estimates of $1.01 per share, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Total revenue jumped 6.5% year-over-year due to volume increases and pricing. Shipment volume for the quarter totaled approximately 1.7 million barrels, up&nbsp;5.3%&nbsp;year-over-year. The shipment growth was driven primarily by increases in Sun Cruiser, Hard Mountain Dew and Twisted Tea brands, partially offset by declines in the Truly brand. Depletions were down 1% year-over-year in the first quarter.
Boston Beer said it repurchased $49.2 million of its common stock in the quarter and has already repurchased another $11.3 million of shares since the quarter&#8217;s end. The company ended the period with a cash balance of $152.5 million.
&#8220;Our&nbsp;first quarter&nbsp;performance reflects a solid start to the year as we increased our market share and significantly expanded gross margin,&#8221; said Michael Spillane, president and CEO of Boston Beer.
&#8220;As the macroeconomic climate continues to be challenging, we remain focused on executing our strong operating plans for the summer season, across our core brands and our recently introduced innovations, supported in both cases by targeted advertising investment.&#8221;
See Also: <a href="https://www.benzinga.com/25/04/44995955/alphabet-q1-earnings-highlights-google-search-youtube-cloud-show-robust-momentum">Alphabet Q1 Earnings Highlights: Google Search, YouTube, Cloud Show &#8216;Robust Momentum&#8217;</a>
Outlook: Based on tariffs announced to date, Boston Beer anticipates an unfavorable cost impact for full-year 2025 of approximately&nbsp;$20&nbsp;million to&nbsp;$30 million. 
The company said it expects shipment trends to be above depletion trends in the&nbsp;second quarter. Boston Beer also guided for full-year 2025 earnings of $8 to $10.50 per share versus estimates of $10.85 per share, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
SAM Price Action: <a href="http://benzinga.com/quote/sam">Boston Beer shares</a> traded as high as $264 in the after-hours session, before pulling back. The stock was up 2.86% following earnings, trading at $249 at the time of publication Thursday, per <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: <a href="https://www.shutterstock.com/g/scukrov">Steve Cukrov</a>/Shutterstock.

Boston Beer Reports Strong EPS Beat, Shipment Growth In Q1

WIIM

Boston Beer shares are trading higher after the company reported Q1 financial results and beat its EPS and revenue estimates.

Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) affirms FY2025 GAAP EPS guidance from $8.00-$10.50 to $8.00-$10.50 vs $10.85 analyst estimate..

Boston Beer Co Affirms FY2025 GAAP EPS Guidance of $8.00-$10.50 vs $10.85 Est

Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) reported quarterly earnings of $2.16 per share which beat the analyst consensus estimate of $1.01 by 113.86 percent. This is a 107.69 percent increase over earnings of $1.04 per share from the same period last year. The company reported quarterly sales of $453.87 million which beat the analyst consensus estimate of $434.38 million by 4.49 percent. This is a 6.53 percent increase over sales of $426.05 million the same period last year.

Earnings Beats

Boston Beer Co Q1 EPS $2.16 Beats $1.01 Estimate, Sales $453.87M Beat $434.38M Estimate

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Earnings Scheduled For April 24, 2025

RBC Capital analyst Nik Modi reiterates Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) with a Sector Perform and maintains $279 price target.

Price Target

RBC Capital Reiterates Sector Perform on Boston Beer Co, Maintains $279 Price Target

UBS analyst Sean King maintains Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) with a Neutral and raises the price target from $265 to $279.

UBS Maintains Neutral on Boston Beer Co, Raises Price Target to $279

Piper Sandler analyst Michael Lavery maintains Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) with a Neutral and lowers the price target from $240 to $230.

Piper Sandler Maintains Neutral on Boston Beer Co, Lowers Price Target to $230

Citigroup analyst Filippo Falorni maintains Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) with a Buy and raises the price target from $280 to $285.

Citigroup Maintains Buy on Boston Beer Co, Raises Price Target to $285

U.S. stocks were higher, with the Dow Jones index gaining around 100 points on Thursday.
Shares of Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) rose sharply during Wednesday's session after the company reported better-than-expected second-quarter financial results and <a href="https://www.benzinga.com/25/03/44417609/jabil-q2-earnings-beat-estimates-amid-cloud-and-data-center-growth-stock-surges-on-upbeat-outlook">raised its FY25 guidance</a>.
Jabil reported second-quarter adjusted earnings per share of $1.94, beating the analyst consensus estimate of $1.83. Quarterly sales of $6.73 billion outpaced the analyst consensus estimate of $6.408 billion.
Jabil shares jumped 5.1% to $146.67 on Thursday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>ProAssurance Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRA#NYSE">PRA</a>) shares jumped 47.8% to $22.98 after the company announced it will be acquired by The Doctors Company for $25.00 per share in cash.</li>
<li>ARS Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPRY#NASDAQ">SPRY</a>) gained 24.77% to $14.53 following fourth-quarter results.</li>
<li>China Liberal Education Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLEU#NASDAQ">CLEU</a>) shares rose 19.8% to $2.42.</li>
<li>Regencell Bioscience Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGC#NASDAQ">RGC</a>) jumped 19.5% to $36.77.</li>
<li>Capricor Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAPR#NASDAQ">CAPR</a>) rose 13.7% to $13.90 following strong quarterly results.</li>
<li>Titan Machinery Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TITN#NASDAQ">TITN</a>) gained 12.9% to $16.63 following strong quarterly sales.</li>
<li>Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) gained 9.9% to $193.50 after Piper Sandler upgraded the stock from Neutral to Overweight..</li>
<li>Gambling.com Group Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GAMB#NASDAQ">GAMB</a>) shares rose 9.4% to $13.65 after reporting upbeat quarterly results.</li>
<li>Immunocore Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IMCR#NASDAQ">IMCR</a>) gained 9% to $31.31.</li>
<li>Darden Restaurants, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>) rose 7.7% to $202.57 after the company issued FY25 sales guidance above estimates.</li>
<li>QXO, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QXO#NYSE">QXO</a>) gained 7.4% to $14.02. On Thursday, QXO disclosed entering into a definitive merger agreement to acquire Beacon for $124.35 per share in cash.</li>
<li>Five Below, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) rose 6.8% to $80.73 after the company reported better-than-expected fourth-quarter financial results and issued first-quarter guidance above estimates.</li>
<li>The Boston Beer Company, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) gained 4.4% to $228.68. Citigroup analyst Filippo Falorni upgraded Boston Beer from Neutral to Buy and raised the price target from $265 to $280.</li>
</ul>
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Jabil Posts Better-Than-Expected Earnings, Joins Darden Restaurants, QXO, Five Below And Other Big Stocks Moving Higher On Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Piper Sandler analyst Alexander Potter upgraded the rating for Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) from Neutral to Overweight and maintained the price target of $225. Carvana shares closed at $176.09 on Wednesday. <a href="https://www.benzinga.com/quote/cvna/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Oppenheimer analyst Kristen Owen upgraded The Mosaic Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOS#NYSE">MOS</a>) from Perform to Outperform and maintained the price target of $33. Mosaic shares closed at $27.97 on Wednesday. <a href="https://www.benzinga.com/quote/MOS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Filippo Falorni upgraded The Boston Beer Company, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) from Neutral to Buy and raised the price target from $265 to $280. Boston Beer shares closed at $219.16 on Wednesday. <a href="https://www.benzinga.com/quote/SAM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Thomas Wadewitz upgraded the rating for Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) from Sell to Neutral and raised the price target from $29 to $36. Southwest Airlines shares closed at $33.60 on Wednesday. <a href="https://www.benzinga.com/quote/LUV/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Michael Brown upgraded KKR &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>) from Equal-Weight to Overweight but lowered the price target from $150 to $141. KKR shares closed at $116.54 on Wednesday. &nbsp;<a href="https://www.benzinga.com/quote/KKR/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying LUV stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="584" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/20094643/image-181-1024x584.png" alt="" class="wp-image-833827" style="width:491px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/20094643/image-181-1024x584.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/20094643/image-181-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/20094643/image-181-768x438.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/20094643/image-181.png 1090w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo: Courtesy Southwest Airlines

Upgrades

This Southwest Airlines Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Thursday

Across the recent three months, 7 analysts have shared their insights on Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>), expressing a variety of opinions spanning from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $284.86, a high estimate of $349.00, and a low estimate of $240.00. This current average represents a 10.94% decrease from the previous average price target of $319.86. 
<img src="https://www.benzinga.com/files/images/story/2025/1742475634_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Boston Beer Co. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Filippo Falorni</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$280.00</td>
<td>$265.00</td>
</tr>
<tr>
<td>Michael Lavery</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$240.00</td>
<td>$275.00</td>
</tr>
<tr>
<td>Bill Kirk</td>
<td>Roth MKM</td>
<td>Lowers</td>
<td>Buy</td>
<td>$349.00</td>
<td>$389.00</td>
</tr>
<tr>
<td>Eric Serotta</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$270.00</td>
<td>$290.00</td>
</tr>
<tr>
<td>Michael Lavery</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$275.00</td>
<td>$370.00</td>
</tr>
<tr>
<td>Sean King</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$290.00</td>
<td>$315.00</td>
</tr>
<tr>
<td>Filippo Falorni</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$290.00</td>
<td>$335.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Boston Beer Co. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Boston Beer Co compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Boston Beer Co's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Boston Beer Co's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SAM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Boston Beer Co analyst ratings.</a>
<h2>Discovering Boston Beer Co: A Closer Look</h2>
Boston Beer is a top player in high-end malt beverages and adjacent categories in the us, with strong positions in craft beer, flavored malt beverages, hard cider, and hard seltzer. The bulk of volume and revenue is concentrated in four brands: Samuel Adams, Angry Orchard, Twisted Tea, and Truly. Beverages are produced using a hybrid model leveraging both in-house capacities and third-party breweries through contract arrangements. While the firm is required to use distributors to reach end markets, including retailers and on-premises operators, it also employs 500 internal sales representatives to educate the market about its products. The firm generates over 95% of sales in the us.
<h3>Boston Beer Co: Financial Performance Dissected</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Over the 3 months period, Boston Beer Co showcased positive performance, achieving a revenue growth rate of 2.18% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Staples sector.
Net Margin: Boston Beer Co's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of -9.63%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Boston Beer Co's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -4.02%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Boston Beer Co's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -2.94%, the company may face hurdles in achieving optimal financial returns.
Debt Management: Boston Beer Co's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.04.
<h2>The Significance of Analyst Ratings Explained</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Expert Outlook: Boston Beer Co Through The Eyes Of 7 Analysts

Citigroup analyst Filippo Falorni upgrades Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) from Neutral to Buy and raises the price target from $265 to $280.

Citigroup Upgrades Boston Beer Co to Buy, Raises Price Target to $280

During the last three months, 6 analysts shared their evaluations of Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>), revealing diverse outlooks from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Boston Beer Co, revealing an average target of $285.67, a high estimate of $349.00, and a low estimate of $240.00. Experiencing a 13.17% decline, the current average is now lower than the previous average price target of $329.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1740603674_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The analysis of recent analyst actions sheds light on the perception of Boston Beer Co by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Michael Lavery</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$240.00</td>
<td>$275.00</td>
</tr>
<tr>
<td>Bill Kirk</td>
<td>Roth MKM</td>
<td>Lowers</td>
<td>Buy</td>
<td>$349.00</td>
<td>$389.00</td>
</tr>
<tr>
<td>Eric Serotta</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$270.00</td>
<td>$290.00</td>
</tr>
<tr>
<td>Michael Lavery</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$275.00</td>
<td>$370.00</td>
</tr>
<tr>
<td>Sean King</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$290.00</td>
<td>$315.00</td>
</tr>
<tr>
<td>Filippo Falorni</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$290.00</td>
<td>$335.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Boston Beer Co. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Boston Beer Co compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Boston Beer Co's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Boston Beer Co's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/SAM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Boston Beer Co analyst ratings.</a>
<h2>Unveiling the Story Behind Boston Beer Co</h2>
Boston Beer is a top player in high-end malt beverages and adjacent categories in the us, with strong positions in craft beer, flavored malt beverages, hard cider, and hard seltzer. The bulk of volume and revenue is concentrated in four brands: Samuel Adams, Angry Orchard, Twisted Tea, and Truly. Beverages are produced using a hybrid model leveraging both in-house capacities and third-party breweries through contract arrangements. While the firm is required to use distributors to reach end markets, including retailers and on-premises operators, it also employs 500 internal sales representatives to educate the market about its products. The firm generates over 95% of sales in the us.
<h3>Key Indicators: Boston Beer Co's Financial Health</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Over the 3 months period, Boston Beer Co showcased positive performance, achieving a revenue growth rate of 0.64% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Staples sector.
Net Margin: Boston Beer Co's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 5.54%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Boston Beer Co's ROE stands out, surpassing industry averages. With an impressive ROE of 3.26%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Boston Beer Co's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.38%, the company showcases efficient use of assets and strong financial health.
Debt Management: Boston Beer Co's debt-to-equity ratio is below the industry average. With a ratio of 0.04, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Breaking Down Boston Beer Co: 6 Analysts Share Their Views

Piper Sandler analyst Michael Lavery maintains Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) with a Neutral and lowers the price target from $275 to $240.

Piper Sandler Maintains Neutral on Boston Beer Co, Lowers Price Target to $240

Roth MKM analyst Bill Kirk reiterates Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) with a Buy and lowers the price target from $389 to $349.

Roth MKM Reiterates Buy on Boston Beer Co, Lowers Price Target to $349

Morgan Stanley analyst Eric Serotta maintains Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) with a Equal-Weight and lowers the price target from $290 to $270.

Morgan Stanley Maintains Equal-Weight on Boston Beer Co, Lowers Price Target to $270

Press Releases

Samuel Adams American Light Debuts Nationwide, Helping Fans Upgrade Their Beer and Lock In Their Seat for Tip-Off

Spring Into the Season with Dogfish Head's Warmer-Weather Beverages

The Boston Beer Company and AEG Presents Announce Strategic Live Music Partnership

TWISTED TEE TIME: DO YOU LOVE TWISTED TEA HARD ICED TEA AND GOLF ENOUGH TO DROP EVERYTHING AND FLY TO GEORGIA'S MOST FAMOUS GOLF CITY THIS WEEKEND?

Dogfish Head Celebrates 10th Year as "Official Beer of Record Store Day" with Launch of Collaborative Grateful Dead Vinyl & List of Music Events

Sun Cruiser Squeezes More Sunshine into its Lineup with New Lemonade & Vodka Flavors

Boston Beer Reports First Quarter Financial Results

Truly Hard Seltzer Rolls Out New 8% Alc. Unruly Lemonade with a "Lemonade Stand-Up"

Boston Beer Company Expands Cannabis Beverage Lineup for Summer with New TeaPot Iced Teas and Emerald Hour Cocktails

TWISTED TEA HARD ICED TEA UNLEASHES ITS BEST SUMMER LINEUP YET WITH A DELICIOUSLY REFRESHING FLAVOR FOR EVERY FAN

Ambev S.A. American Depositary Shares (Each representing 1 Common Share)

Ambev

Anheuser-Busch Inbev SA Sponsored ADR (Belgium)

Anheuser-Busch InBev

Compania Cervecerias Unidas, S.A. Common Stock

United Breweries Co

Molson Coors Beverage Company Class B Common Stock

Molson Coors Beverage

RBC Capital

Piper Sandler

Citigroup

Roth MKM

보스턴 비어 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>)는 목요일(24일) 장 마감 후 1분기 재무 실적을 발표했다. 다음은 <a href="https://www.benzinga.com/pressreleases/25/04/g44995304/boston-beer-reports-first-quarter-financial-results" target="_blank" rel="noopener">보고서</a> 요약이다.
1분기 실적: 수제 맥주 업체 보스턴 비어는 1분기 매출이 4억 5,387만 달러로 애널리스트 <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noopener">예상치</a> 4억 3,438만 달러를 상회했다고 발표했다. <a href="http://pro.benzinga.com/" target="_blank" rel="noopener">벤징가 프로</a>에 따르면 1분기 주당 2.16달러의 수익을 보고하여 예상치인 주당 1.01달러를 크게 넘어섰다.
총 매출은 물량 증가와 가격 인상으로 인해 전년 동기 대비 6.5% 증가했다. 분기 출하량은 전년 동기 대비 5.3% 증가한 약 170만 배럴을 기록했다. 출하량 증가는 주로 선 크루저(Sun Cruiser), 하드 마운틴 듀(Hard Mountain Dew), 트위스티드 티(Twisted Tea) 브랜드의 증가에 의해 주도되었으며, 트루리(Truly) 브랜드의 감소로 일부 상쇄되었다. 1분기 재고량은 전년 동기 대비 1% 감소했다.
보스턴 비어는 이번 분기에 4,920만 달러의 보통주를 재매입했으며 분기 말 이후 이미 1,130만 달러의 주식을 추가로 매입했다고 밝혔다. 회사는 이 기간 동안 1억 5,250만 달러의 현금 잔고를 보유했다.
보스턴 비어의 사장 겸 CEO인 마이클 스필레인은 "1분기 실적은 시장 점유율을 높이고 매출 총이익을 크게 확대하면서 올해를 순조롭게 시작했음을 반영한다&#8221;고 했다.
"거시 경제 환경이 계속 어려워지고 있는 가운데, 우리는 핵심 브랜드와 최근 도입한 혁신 제품 전반에 걸쳐 여름 시즌을 위한 강력한 운영 계획을 실행하는 데 집중하고 있으며, 두 경우 모두 타깃 광고 투자로 뒷받침되고 있다.&#8221;
가이던스: 현재까지 발표된 관세에 따르면 보스턴 비어는 2025년 한 해 동안 약 2,000만~3,000만 달러의 불리한 비용 영향을 예상하고 있다.
회사는 2분기에는 출하량 추세가 고갈 추세보다 높을 것으로 예상한다고 밝혔다. 또한 보스턴 비어는 2025년 연간 주당 8달러에서 10.50달러의 수익을 전망한 반면, 예상치는 주당 10.85달러로 제시되었다.
SAM 주가 움직임: <a href="http://benzinga.com/quote/sam" target="_blank" rel="noopener">보스턴 비어 주가</a>는 목요일 애프터마켓에서 2.93% 상승한 249.50달러에 거래되고 있다.
사진: <a href="https://www.shutterstock.com/g/scukrov">Steve Cukrov</a>/Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

주요 주류 생산업체와 유통업체들의 주식은 미국 공중보건국장인 비벡 머시(Vivek Murthy)가 <a href="https://www.benzinga.com/government/regulations/25/01/42787400/alcohol-increases-cancer-risk-surgeon-general-warns" target="_blank" rel="noopener" data-google-interstitial="false">알코올 소비와 관련된</a> 암 위험 증가에 대해 경고한 후 금요일 급락했다.
알아야 할 사항: 머시의 권고는 알코올과 암의 연관성에 대한 증거가 증가하고 있음을 반영하여 건강 경고 라벨을 업데이트할 필요성을 강조했습니다. 이 라벨은 1988년 이후로 개정되지 않았다. 또한 권고된 알코올 소비 한도의 재평가를 촉구하며, 알코올이 미국에서 담배와 비만에 이어 세 번째로 예방 가능한 암 발생 원인임을 강조했다.
머시의 성명은 알코올이 유방암, 간암 및 대장암 등 적어도 7종의 암과 연관되어 있음을 주목하게 했다. 그는 알코올 소비가 매년 약 100,000건의 암 사례와 20,000명의 사망을 초래한다고 지적했다. 또한 미국 성인 중 45%만이 알코올이 암 위험을 증가시킨다는 사실을 알고 있다.
주요 주류 회사들의 주식은 이 뉴스에 부정적으로 반응했다.
주가 움직임: 몰슨 쿠어스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAP#NYSE">TAP</a>)의 주식은 3.37% 하락 마감했으며, 보스턴 비어 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>)의 주식은 3.83% 하락 마감했다. 앤하이저부시 인베브(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BUD#NYSE">BUD</a>)의 주식은 2.14% 하락 마감했고, 컨스텔레이션 브랜드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STZ#NYSE">STZ</a>)는 0.29% 하락 마감했다. 디아지오(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DEO#NYSE">DEO</a>)의 주식도 3.76% 하락 마감했다. 잭 다니엘스 위스키 제조사인 브라운 포먼(NYSE:<a href="https://www.benzinga.com/quote/BF-B" target="_blank" rel="noopener">BF/B</a>)은 2.53% 하락 마감했다.
공중보건국장의 권고는 공공 건강 조치와 알코올 제품에 대한 경고 라벨 업데이트를 요구하는 새로운 규제의 가능성에 대한 논의를 재점화했다.
이미지 출처: Shutterstock.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

보스턴 비어 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>)는 목요일 2분기 재무 결과를 발표했다. 보고서의 <a href="https://www.benzinga.com/pressreleases/24/07/g39970023/boston-beer-reports-second-quarter-financial-results" target="_blank" rel="noopener" data-google-interstitial="false">주요 수치</a>를 살펴보자.
주요 사항: 보스턴 비어는 분기별 이익을 주당 4.39달러로 보고했는데, 이는 분석가 합의 추정치인 5.10달러를 13.92%나 하회한 수치이다. 분기별 매출은 5억 7,910만 달러로 분석가 컨센서스인 5억 9,733만 3,000달러를 3.05% 하회했으며 지난해 같은 기간보다 4.01% 감소했다.
보스턴 맥주는 이번 분기에 고갈량이 4% 감소했고 출하량이 6.4% 감소했다고 밝혔다. 총 마진은 46%로 전년 대비 60bp(베이시스 포인트) 상승했다.
다음 읽기: <a href="https://www.benzinga.com/news/24/07/39965832/whats-going-on-with-super-micro-computer-stock" target="_blank" rel="noopener" data-google-interstitial="false">슈퍼 마이크로 컴퓨터 주식에 무슨 일이 일어나고 있나요?</a>
회장 겸 창립자인 짐 코흐(Jim Koch)는 "총 마진이 현재까지 250 베이시스 포인트 이상 확대되고 강력한 현금 흐름이 창출되는 등 우리의 총 마진 개선 이니셔티브가 계속해서 유지되고 있다"고 말했다. "4월에는 고갈이 적었지만 분기를 거치면서 개선되었다. 업계 환경이 여전히 역동적인 가운데, 우리는 혁신의 초기 징후를 보고 있으며 강력한 대차대조표를 활용하여 브랜드에 투자하는 동시에 주주들에게 현금을 돌려줄 것이다."
전망: 보스턴 비어는 연간 GAAP 주당 이익 지침을 10.27달러 추정치와 비교하여 7.00~11.00달러 사이로 재확인했다.
SAM 주가 움직임: <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>에 따르면, 목요일 보스턴 비어의 주식은 애프터마켓에서 3.89% 하락한 260.00달러를 기록했다.
다음은:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/07/39944935/quantumscape-stock-falls-on-q2-results-heres-why">퀀텀스케이프 주식, 2분기 실적 발표 후 급락: 그 이유</a></li>
</ul>
사진: 셔터스톡
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

보스턴 비어 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>)의 주가는 회사가 <a href="https://www.benzinga.com/topic/beer-stocks">가장 잘 알려진 맥주 주식들</a> 중 하나에 큰 변화가 될 수 있는 움직임으로 매각을 앞두고 있다는 보도로 금요일 급등했다.
어떤 일이 있었나 (What Happened): 보스턴 비어는 현재 30억 달러의 시가총액에 프리미엄을 추가한 매각에 가까워질 수 있다.
월스트리트 저널(WSJ)의 <a href="https://www.wsj.com/business/deals/boston-beer-in-talks-to-sell-itself-to-jim-beam-owner-suntory-d0f23485?page=1">보도</a>에 따르면 보스턴 비어는 짐빔(Jim Beam)의 소유주인 산토리(Suntory)와 협상 중이다.
보스턴 비어는 대표적인 사무엘 아담스(Samuel Adams) 맥주 브랜드를 소유하고 있으며, 트위스티드 티 하드 아이스드 티(Twisted Tea Hard Iced Tea), 앵그리 오차드 하드 사이더(Angry Orchard Hard Cider), 도그피쉬 헤드(Dogfish Head) 맥주, 트룰리 하드 셀처(Truly Hard Seltzer) 및 기타 여러 브랜드의 소유자이다.
이 회사는 1984년 짐 코치(Jim Koch)에 의해 설립되었다. 코치는 이 회사의 회장이며 클래스 B 주식을 통해 100% 의결권을 보유하고 있으므로 거래 승인이 필요하다.
보스턴 비어의 CEO인 데이브 버윅(Dave Burwick)는 4월에 은퇴했다.
관련 링크: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/38827272/boston-beer-company-gets-a-spicy-buy-upgrade-from-analyst-amid-other-beer-brands-re">다른 맥주 브랜드들과 관련해서 분석가들로부터 긍정적인 평가를 받은 보스턴 비어</a>
왜 중요한가 (Why It&#8217;s Important): 산토리는 짐 빔과 메이커스 마크(Maker&#8217;s Mark) 및 여러 맥주, 스프라이트 및 와인 브랜드의 소유권을 보유하고 있다. 이 회사는 또한 일본 및 베트남과 같이 여러 국제 시장에서 펩시코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NYSE">PEP</a>)의 브랜드들을 병입하는 업체이다. 산토리는 2014년 빔 인수에 136억 달러를 지불했다.
보스턴 비어와 산토리는 2021년 즉석 음료에 대한 파트너십을 체결했다.
이번 인수 가능성은 보스턴 비어 주가가 전년 대비 약 25% 하락하고 여러 맥주 회사들이 파산을 선언한 가운데 이루어졌다.
이 회사는 트룰리 하드 셀처(Truly Hard Seltzer)가 출시되면서 주가가 급등했고, 하드 셀처(Hard Seltzer)는 몇 년 동안 호황을 누렸습니다.
SAM 주식의 움직임: 이 보도로 금요일 보스턴 비어의 주식은 정규장에서 이 보도로 인해 가격이 급등한 관계로 잠시 거래가 중단된 적이 있었다. 이 주식은 22.33% 급등한 313.67달러에 마감했다. 이후 시간외 거래에서 2.77% 하락한 304.99달러를 기록했다.
다음 읽기: <a href="https://www.benzinga.com/quote/SAM/analyst-ratings">보스턴 비어 컴퍼니에 대한 분석가 평가</a>
사진: 셔터스톡

샘 아담스, 트룰리 하드 셀처 등을 보유한 보스턴 비어의 매각 협상 보도로 주가 급등

골드만삭스(Goldman Sachs)의 분석가 본니 헤르조그(Bonnie Herzog)는 최근 베버리지 바이트(Beverage Bytes)의 설문조사에서 맥주 유통업체들로부터 얻은 피드백을 바탕으로 몰슨 쿠어스 베버리지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAP#NYSE">TAP</a>)와 콘스텔레이션 브랜드(Constellation Brands Inc) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STZ#NYSE">STZ</a>)에 대한 판단을 좀 더 긍정적이고, 보스톤 비어 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>)에 대한 판단을 부정적으로 바꿨다.
이 분석가는 몰슨 쿠어스 베버리지의 주식평가를 <a href="https://www.benzinga.com/quote/TAP/analyst-ratings" target="_blank" rel="noreferrer noopener">중립 에서 매수로</a> 상향 조정했으며, 목표 주가도 66달러에서 75달러로 상향 조정했다.
헤르조그는 유통업체들이 TAP가 봄 선반 재설정의 큰 승자가 될 것으로 예상하고, 평균적으로 한 자릿수 중반의 선반 공간 비율을 점진적으로 확보할 것으로 기대한다는 점을 고려하면 긍정적인 위험/보상을 본다.
더 많은 유통업체들이 밀러 라이트(Miller Lite) 및 쿠어스 라이트(Coors Light)의 점유율 강화를 보고 있으며, 거의 80%의 유통업체들가 해당 브랜드가 점유율을 유지할 것으로 기대하고 있다고 그가 말했다.
이 분석가는 유통업체들의 78%가 3월에 TAP 브랜드의 재고를 더 많이 보유하고 있었으며 이는 TAP가 봄 재설정을 앞두고 1분기에 예상보다 더 많이 출하했을 수 있음을 시사한다.
그는 미주 지역의 출하량/고갈 성장에 대한 개선된 전망을 반영하여 TAP의 1분기 실적이 양호한 것으로 예상하고 있다.
이 분석가는 TAP의 시장 점유율 순풍이 현재 시장이 평가하는 것보다 더 지속 가능하다는 것이 입증됨에 따라 주식이 더 높게 재평가될 것으로 예상한다.
이 분석가는 콘스텔레이션 브랜드 주식에 대해 4월 11일에 발표될 4분기 실적을 앞두고 290달러의 목표주가와 <a href="https://www.benzinga.com/quote/STZ/analyst-ratings" target="_blank" rel="noreferrer noopener">매수 평가</a>를 재확인했다.
그는 STZ의 맥주 거래량 트렌드가 견고하며, 이번 봄에 추가로 선반과 쿨러 공간을 확보하는 데 가장 큰 수혜자가 될 것으로 예상되기 때문에 잠재적인 매출과 순익 선점이 가능할 것으로 보고 있다.
이 분석가의 긍정적인 견해는 강력한 소비자 수요, 유리한 인구 통계적 트렌드, 강력하고 명확한 브랜드 포지셔닝으로 인해 모델로(Modelo)에 대한 장기적인 성장 여정을 지지한다.
그는 STZ의 강력한 혁신으로 인해 역사적으로 30%였던 생산량 증가율이 향후 5년 동안 최대 40%까지 증가할 것으로 예상한다.
이 분석가는 모델로가 이끄는 핵심 맥주 브랜드를 통해 매력적인 성장을 이룰 수 있을 만큼 STZ의 사업에서 충분한 모멘텀을 계속해서 확인하고 있다. STZ는 그가 선호하는 최고의 주식 중 하나이다.
그는 보스톤 비어의 주식에 대한 평가를 <a href="https://www.benzinga.com/quote/SAM/analyst-ratings" target="_blank" rel="noreferrer noopener">매도로</a> 재확인했으며, 목표 주가는 257달러에서 250달러로 하향 조정했다.
이 분석가에 따르면 유통업체들은 새로운 경쟁업체들이 하드 티(hard tea) 카테고리에 넘쳐나면서 지난 몇 달 동안 트위스티드 티(Twisted Tea)의 모멘텀이 둔화되기 시작했다고 보고했다.
트위스티드 티(Twisted Tea)에 대한 낙관적인 전망에도 불구하고, 트위스티드 티가 트룰리(Truly)의 손실을 상쇄할 만큼 충분한 가치가 있는지에 대한 불확실성을 고려할 때, SAM의 리스크보상은 여전히 부정적인 쪽으로 기울어져 있다는 점을 이 분석가는 지적했다.
그는 유통사들이 SAM 제품의 재고를 계속해서 줄이고 있으며 봄 초기화 기간 동안 선반/쿨러 공간을 더 적게 할당할 것으로 기대한다.
따라서 이 분석가는 1분기의 회계연도 24/24/25년간의 주당 순이익 예측치를 각각 -$0.28/-$0.58/-$0.46, 즉 $0.11/$9.72/$12.63으로 하향 조정했다.
그는 지속적인 톱라인 턴어라운드 스토리의 징후가 더 많이 나타날 때까지 단기적으로 주식에 대한 부정적인 위험/보상이 더 많다고 본다.
주가 움직임: 화요일, SAM 주식은 1.92% 하락한 291.31달러에 마감했다.
사진 제공: 셔터스톡

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