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Investors interested in stocks from the Beverages - Alcohol sector have probably already heard of Cervecerias Unidas (CCU) and Ambev (ABEV). But which of these two stocks offers value investors a better bang for their buck right now?
Ambev (ABEV) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here is how Ambev (ABEV) and Chefs' Warehouse (CHEF) have performed compared to their sector so far this year.
Think pocket change can't yield income? About $2,400 invested in this beer giant should bring roughly $100 in annual payouts.
Ambev is rated a Buy, supported by strong Q1 results, robust free cash flow, and a resilient balance sheet with minimal long-term debt. ABEV's Q1 net revenue rose 8.1% despite flat volumes, with a 33.6% Normalized EBITDA margin and the strongest Q1 operating cash flow in a decade. Macroeconomic tailwinds, including Brazil's switch to rate cuts and the 2026 FIFA World Cup, offer stabilization and recovery potential, though consumer and cost pressures remain key risks.
Here is how Ambev (ABEV) and Chefs' Warehouse (CHEF) have performed compared to their sector so far this year.
Ambev S.A. recently rallied to a one-year high, with a subsequent pullback presenting renewed buying opportunities. ABEV's Q1 2026 showed resilience: operating revenue was stable, organic net revenue per hectoliter rose 8%, and operating margin improved to 26.5%. Inflation and shifting consumer preferences, especially among younger Americans, remain key risks, but ABEV's Brazilian market strength and diversification mitigate these concerns.
Ambev (ABEV) possesses solid growth attributes, which could help it handily outperform the market.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.