A-B Considering Accelerated Branch Activity
There are ill-winds blowing from Europe. In a shocking revelation from across the pond, London-based UBS beverage analyst Melissa Earlam (via Kaumil Gajrawala) writes in a note to investors early today that AB InBev may be looking into shipping beer "direct" through expanding company-owned branches, to retailers in certain markets in the United States, up to 50% of its volume. This revelation was delivered to UBS analysts and investors last week in Belgium by ABI chief Carlos Brito and other top execs ..
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