Capital Allocation And ValuationPortfolio transformation efforts and active share buybacks, together with durable free cash flow and a relatively low earnings multiple, could increase investor confidence and lift the stock’s valuation.
Demand TrendsRetail scanner data and improving consumption indicators point to stabilizing beer volumes, which could support revenue growth if positive demand momentum persists.
Operational InvestmentsPlanned investments in marketing, digital capabilities, and the supply chain are intended to improve execution and could accelerate a business turnaround and sales recovery.