Demand RecoveryRetail scanner data and management commentary point to sequential improvement in beer volumes, suggesting consumer demand may be stabilizing and supporting sales momentum.
Turnaround InvestmentsPlanned investments in marketing, digital capabilities, and the supply chain are designed to improve execution and help restore top-line growth.
Valuation And Capital AllocationA relatively low earnings multiple, durable free cash flow, and management actions on portfolio transformation and share buybacks could support a higher valuation if execution improves.