Ambev Navigates Currency and Cost Challenges with Strategic Adjustments
Mar 29, 2025 (28 days ago)
Neutral
Ambev S.A. (ABEV) is addressing currency depreciation and rising costs while maintaining its commitment to shareholder returns.
Cost Pressures and Pricing Adjustments
- Ambev expects a 5.5%-8.5% increase in the cost of goods sold due to the Brazilian Real's depreciation and higher aluminum costs1
- The company plans to enhance pricing strategies to drive margin expansion, though it hopes for currency stability to improve predictability1
- These cost pressures could impact margins, but proactive pricing adjustments may help maintain competitiveness1