Stock Markets February 12, 2026

AB InBev Sees Momentum Carrying Into 2026 After a Difficult 2025

Company executives cite easing cost pressures and margin opportunity as the brewer looks to stabilize performance

By Priya Menon ABI
AB InBev Sees Momentum Carrying Into 2026 After a Difficult 2025
ABI

Anheuser-Busch InBev's management described 2025 as a challenging year but signaled that momentum has begun to improve in 2026. The company's CFO said the current year could see more normal cost patterns and highlighted potential to widen profit margins as the largest global brewer navigates ongoing cost pressures.

Key Points

  • Company leadership described 2025 as "a very complicated year" but said momentum has carried into 2026; impacts consumer staples and beverage sectors.
  • CFO Fernando Tennenbaum signaled that 2026 could see more normal cost patterns and noted an ability to expand profit margins; affects corporate finance and investor expectations.
  • The brewer is working through cost pressures while seeking ways to improve profitability; this has implications for markets and consumer-facing goods sectors.

Summary: Anheuser-Busch InBev, the world’s largest brewer, reported that 2025 was "a very complicated year," yet said recent developments have generated fresh momentum that has carried into 2026. The company’s Chief Financial Officer, Fernando Tennenbaum, expressed guarded optimism about the current year, suggesting costs may normalize and indicating the business sees scope to expand margins.

Management framed 2025 as difficult without providing detailed breakdowns in the comments provided, but made clear that cost pressures were a central challenge. Despite those headwinds, the tone toward 2026 was cautiously positive. The CFO said he expects 2026 to "hopefully be a more normal year on costs," and added that the company believes there are further opportunities to grow profit margins.

Those remarks come as Anheuser-Busch InBev balances lingering expense pressures with efforts to improve profitability. The statements from the firm's leadership underscore a transitional phase in which the company is looking to convert easing cost dynamics into improved margin performance.

Observers will note that the company did not provide additional financial metrics or concrete timelines tied to the expected margin expansion in these remarks. The comments focus on the broad outlook rather than on specific operational or line-item changes. The company continues to operate under the dual pressures of prior cost challenges and the need to identify levers to restore or enhance profitability in the current year.

While management voiced optimism about cost normalization and margin opportunity, the update is directional rather than prescriptive. It signals a shift in momentum compared with the prior year but stops short of offering quantified guidance or detailing the precise initiatives intended to deliver the anticipated margin improvements.


Contextual takeaway: Anheuser-Busch InBev is signaling a pivot from a complicated 2025 toward a year in which costs may behave more normally and where margin improvement is a stated objective. The company's leadership emphasizes opportunity rather than certainty as it monitors cost trends and profitability levers.

Risks

  • Continued cost pressures could limit margin recovery - impacts consumer staples and beverage companies.
  • Uncertainty over whether stated margin opportunities will materialize, as management provided directional comments rather than quantified plans - impacts investors and financial markets.
  • Momentum noted by executives may not be sustained without clearer operational or financial actions disclosed - affects market sentiment and corporate performance.

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