Added to YB: 2025-10-27
Pitch date: 2025-10-23
HEIA.AS [bullish]
Heineken N.V.
-0.66%
current return
Author Info
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Company Info
Heineken N.V. brews and sells beer and cider in the Americas, Europe, Africa, the Middle East, and the Asia Pacific.
Market Cap
EUR 39.4B
Pitch Price
EUR 70.10
Price Target
N/A
Dividend
2.69%
EV/EBITDA
9.51
P/E
21.88
EV/Sales
1.97
Sector
Beverages
Category
value
Heineken (HEIA Netherlands): A necessary pause in the long game of premiumization
HEIA.AS (quick overview): Organic beer volumes -4% YOY but revenue flat on pricing/mix. Lowered volume outlook but maintained 4-8% op profit growth guidance. Gaining share in Mexico, Brazil, Nigeria; premiumization preserving margins. Trades at discount to consumer staples peers despite resilient balance sheet.
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