Best beer commercial ever

[HDGristle]

Those aren't deflections, Salty.

They're all boycott related. You're seeing a 17% sales drop and that's where you want the focus. Meanwhile 82% of polled Bud Light drinkers stated the Mulvaney deal had no impact on thier continued purchases of Bud Light. 12% said it would. That played out and and the market doesn't care. And it doesn't believe that the 12% is serious in the long term.

The boycott and associated fundraising cuts both ways. It's alienating AB, the largest corporate sponsor of the RNCC. As I predicted other large donors, which now include Thiel, feel the culture war and response to this are the wrong focus for the GOP. That's now millions in lost funding for 2024. Jr understood that while some of you were spiking the ball like the game was over. That's going to dent boycott support

The Trumps appear to feel the boycott is wrong. Jr outright stating so. DJT avoiding this battle like the plague. And he's got a multimillion dollar stake in BUD. So we haven't seen the grand champion of the culture wars take a stand on this. That's going to dent long-term support.

The market cap loss has practically flipped back to even. Again, investors aren't even blinking at a 17% loss. Which signals that the loss was within expectations and already priced in. So, the giant loss you guys trumpeted as proof of tbe power of "the silent majority" disappeared in less than a week, and you're now stuck refocusing on a YoY period loss. Does this have legs?

Signs are already starting to point towards no.

[HDGristle]

Berry, you should know we're having a multi-level convo with your financial savvy.

My Montana (Wyoming) bellwether plays directly into the 82% you're ignoring. It shows that despite being divisive, the majority don't care. And it's not even close.

A 17% loss in 1 period would be staggering to a normal company. AB has shown it's diverse enough that investors still feel there's room for profit. Even down 17% on the period on Bud Light, they're still in the ballpark on earnings.

Fuck, they're up .11% right now in the after hours. You're aware that only 28% of their sales are North American, right? Which means they're plenty insulated against even a 17% period drop in the U.S. in thier best selling U.S. product.

Right?

You were the guy trumpeting the market cap loss, right? Where is that? Vaporware, atm.

I was the guy waiting for the actual sales data and it was certainly painful but not the full-scale revolt it was projected to be by folks on the right. Well within tolerance. If it cracked 20% that would have sent a different signal. It didn't. Ans the right didn't unite in revolt. A guy wearing a MAGA hat shot up some cans. He said Fuck BL and Fuck AB. Like Devil Without A Cause he came out strong, but his career didn't have the legs of that initial promise. I see the same here, when the man who coined MAGA has refused to take that hill with him. When people are starting to realize there are political consequences to culture wars.

Will it hold? Do you see a sustained 17% drop over the next 6 periods?

I don't.

Not unless this gains steam that doesn't seen to be there. The right is already starting to follow Dylan Mulvaney over to Maybelline for the next boycott.

Fickle news cycles...

[berryberry]

Originally Posted by HDGristle

My Montana bellwether plays directly into the 82% you're ignoring. It shows that despite being divisive, the majority don't care.

LOL - nope, you used that Montana bellwether to try to say this had no impact. Meanwhile AB exec's are shitting bricks and trying to figure out how to recover from this given the 17% drop in sales on their top selling product

Originally Posted by HDGristle

You were the guy trumpeting the market cap loss, right?

Nope, not at all. If you believe otherwise, show me the exact quote doing so. I was talking about sales

Originally Posted by HDGristle

it was painful but not the full-scale revolt it was projected to be by folks on the right. Well within tolerance.

Glad you think a staggering 17% loss in sales on their top selling product is within tolerance. I bet the AB execs don't agree.

[HDGristle]

Your bolding in 118 covers the trumpeting the market cap loss despite your earlier assertion that wasn't how to look at it and that you were focusing on sales. It's there for all to see.

As for the your original sales figures, you were hyping a Fox News article whose figures were based on a single weekend in a single bar. Hence my wanting to see actual sales numbers.

I figured they would be closer to my Wyoming example than your dart league. I was right, they were. Bump agrees. Seeking Alpha agrees. The market currently seems primed to agree.

You're stuck in a fantasy about zero impact because you're not seeing the long game dots that point toward transitive, minimal impact. You think you know what I'm saying but you're not connecting those dots yet. So feel free to twist that little yarn as far as you can. We'll see how it plays out.

I'm feeling good and made money on the dip to boot

[Chase7]

Does this count, I won’t be buying any known AB product.

Back and forth and back and forth.

If what AB has done hasn’t been detrimental to the company, then why did marketing Vice President Alissa Heinerscheid and her supervisor take a leave of absence.
Unfounded Wokeness/political agenda, simple as that!

[HDGristle]

Were you drinking it before? Likely to start? If not, then no. Were you invested in thier stock? If so, how many shares? Did you sell? Did you sell at a loss?

There's a boycott. Nobody disputes it hasn't been detrimental, it's the level of detriment and whether it's being overestimated that's of question. Whether they chose the LoA or not, fell on thier swords or not, those are unknown. That feeds speculation, but it's speculation.

Wokeness is a convenient oversimplification. Bud Light has had an alternative lifestyle brand manager since the 90's. They ran the "Labels belong on beer not on people" ads in 1998 and were partnered with GLAAD. They were one of the first brewers to focus on LGTBQ+ outreach. They ran one of the first same-sex wedding ads by a major brewer back in 2016. So let's not pretend they haven't been inclusive in their advertising. You just didn't care. Or pay that much attention. I mentioned previously that there are authenticity arguments here. Budweiser, AB and InBev have all been authentically inclusive for the better part of 30 years. They're not suddenly woke, just like Kid Rock isn't as staunchly conservative or country as he wants his image to be. One is authentic, the other isn't.

[berryberry]

Originally Posted by HDGristle

Your bolding in 118 covers the trumpeting the market cap loss despite your earlier assertion that wasn't how to look at it and that you were focusing on sales.

There you go spreading more lies. Here was my quote about market cap. For you to pretend otherwise is sad

Originally Posted by berryberry

And yet it already has. Do you live constantly in a state of denial over actual facts? There has been plenty of evidence previously posted in this thread about how Bud Light sales have fallen off a cliff because of their insane tranny worship.

And no, I am not talking about their market cap - which is not the right way to look at this. I am talking sales.

A huge sales drop, the people responsible shit canned and you keep pretending it's no big deal.

[HDGristle]

Folks can read 118 and what you shared including the bold portions for emphasis. You also bolded more than what was bolded in the article and selectively shared what you wanted emphasized.

Shit canned implies terminated. You don't know that. I don't know that. You could be right but that's an assumption regarding the leaves of absence at this point.

As for the sales, I see a significant single period sales drop that was within reasonable expectations based on available data and not as bad as many feared.

You're focused on the short-term.

I'm looking at the short, mid and long and seeing some short-term trends that tell me there's likely not enough steam to sustain. Open to that being possible but you'll need to convince me you're right.

Until then, I think you're overblowing the impact.

[jmichael]

For those not willing to look it up, this is the "bold font" from post 118 "Sure enough, because we don’t have mandates on what beers you must buy, sales of the beer plummeted.

The parent company Anheuser-Busch’s stock lost $5 billion or 4 percent in value since the ad campaign rollout. Sales have fallen 50-70 percent. Now there is worry within the company of a widening boycott to all their brands. A local Missouri distributor of the product canceled an appearance by Budweiser Clydesdale horses due to public anger.

Ads are supposed to sell products, not prompt a massive public backlash that results in billions in losses. This mistake could be for the ages, marking a distinct departure from corporate deference to wackadoodle ideas from the academy and a push for more" connection to on-the-ground realities.

[jmichael]

Interesting article on this subject, especially those interested in BUD stock.
https://realmoney.thestreet.com/inve...o&cm_ven=YAHOO

[berryberry]

Originally Posted by HDGristle

Folks can read 118 and what you shared including the bold portions for emphasis. You also bolded more than what was bolded in the article and selectively shared what you wanted emphasized.

Keep up the lies. It is not a good look for you.

I bolded a whole section of the article because it was easier than cutting out a sentence.

I clearly noted in 110 that looking at Market Cap was not the right way to view this. Funny how you ignore this.

Originally Posted by berryberry

And no, I am not talking about their market cap - which is not the right way to look at this. I am talking sales.

But hey, if you and others want to continue to spread misinformation to push your support of tranny's who am I to stop you

[HDGristle]

No, I acknowledged it and called you out for the trumpeting in 118.

Both are true.

And you acknowledged that you added the bold to emphasize that part. So thanks for confirming what I said.

[Salty Again]

... Surely seem to be about six one-way.
And 'alf a baker-man's dozen the other way.

Most of the mates here are CORRECT that it was a horrible
marketing ploy.

While HD Gristle is CORRECT that AB actually CAN and WILL
weather this storm.... They're the biggest out there.

#### Salty

[berryberry]

Originally Posted by HDGristle

No, I acknowledged it and called you out for the trumpeting in 118.

Both are true.

And you acknowledged that you added the bold to emphasize that part. So thanks for confirming what I said.

Why do you continue to lie?

I didn't acknowledge or confirm what you said. Try some reading comprehension for a change

Originally Posted by berryberry

I bolded a whole section of the article because it was easier than cutting out a sentence.

[berryberry]

New numbers just in - things are getting even worse for Bud Light. So much for the tranny lover's pretending otherwise

Bud Light sales have collapsed by 26% according to new weekly data released today. This kind of collapse has never occurred to a beer company in history.

The latest numbers are in, and the folks over at Anheuser-Busch may wanna look away. According to Beer Business Daily, Bud Light’s off-premise sales volume — the amount of beer sold outside of restaurants and bars — was down 26.1% from a year earlier in the week ending in April 22.

That’s even worse than the 21.1% decrease from the week prior, while Bud Light numbers are now down 8% this year.

Those above figures include sales at grocery stores, convenience stores, and liquor stores.

“The shocking deterioration of Bud Light Blue’s market share continued apace through the third week of April — and actually somehow worsened. We’ve never seen such a dramatic shift in national share in such a short period of time,” Beer Business Daily wrote on it’s website.

https://www.outkick.com/bud-light-sa...oors-take-off/