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Ambev

ABEV · Consumer Staples

Last earnings Oct 29, 2026

AI analysis

Q3 2025 · reported May 29, 2026

Based on: Earnings release — transcript not held

No extracted figures held

The event-summary record for this company carries no extracted figures, so the brief and charts cannot be drawn yet. The summary below and the held documents are the record for this event.

Guidance · company-stated

No guidance located in the held release

Outlook statement

“As it relates to our FY26 guidance for Brazil Beer Cash COGS/hl, excluding the sale of non-Ambev products on the marketplace, it remains unchanged, expected to increase between 4.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Ambev settled the put option of Tranche A through: (i) cash disbursement of approximately R$ 1,704 million, which was paid by the Company to ELJ; and (ii) compensation of the ELJ’s debt held by CND in the amount of R$ 335 million.

Our objective is to maximize the return to our shareholders through a combination of payments of dividends and interest on shareholders’ equity, while at the same time keeping our investment plans and holding an adequate level of liquidity to accommodate the seasonality of our business and cope with often volatile and uncertain financial market conditions.

Company-stated claims

Oct 29, 2026

Historical · doubled · production_deliveries

“Our premium portfolio delivered high-teens volume growth, while Balanced Choices more than doubled volumes in the period, with Stella Pure Gold nearly tripling volumes, Michelob Ultra growing more than five-fold, and no-alcohol beer growing in the forties.”

6-K · Oct 29, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of May, 2026 Commission File Number 1565025 AMBEV S.A

Based on: Earnings release — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Ambev settled the put option of Tranche A through: (i) cash disbursement of approximately R$ 1,704 million, which was paid by the Company to ELJ; and (ii) compensation of the ELJ’s debt held by CND in the amount of R$ 335 million.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

Our objective is to maximize the return to our shareholders through a combination of payments of dividends and interest on shareholders’ equity, while at the same time keeping our investment plans and holding an adequate level of liquidity to accommodate the seasonality of our business and cope with often volatile and uncertain financial market conditions.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

Strategy & priorities

In the mid-1990s, Brahma started its international expansion into Latin America, and since then we have been buying assets in different parts of the continent including South America, Central America and the Caribbean.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

The main components of our business strategy are: our people and culture; our strategic pillars; quality of our products; sustainability guidelines and trends; permanent cost efficiency; financial discipline; and 6 customer convenience.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

We also operate through an organizational design that prioritizes simplicity and clear responsibilities, strengthened by systems that enable effective performance management.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

Strategic Pillars We focus our efforts on the following strategic pillars to lead and grow the category, digitize and monetize our ecosystem, as well as optimize our business: Lead and Grow the Category: The beer category is big, profitable, and growing, and we believe we are well positioned to lead and grow the category due to our unparalleled footprint, industry-leading portfolio of brands and operational capability.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

Optimize Our Business: Our objective is to optimize our business and maximize our long-term value creation by focusing on three areas: disciplined resource allocation, robust risk management and an efficient capital structure.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

Risks & headwinds

On a consolidated basis, we did not achieve 100% due to challenges related to the availability of viable recycled content – strongly dependent on local recycling chains – and the dynamic market conditions, especially in the glass and PET packaging industries; and (iv) climate action : the Company reduced greenhouse gas (GHG) emissions across Scopes 1, 2 and 3, per hectoliter of production, by 25.8%, achieving the commitment to reduce emissions intensity of 25%.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

The Company also continued to make improvements in the energy transition, achieving 97.5% of electricity arising from renewable sources across all operations –the difference in relation to the commitment to the 100% target is due to structural and regulatory challenges in one of the countries where we operate.

SEC original ↗Ambev — Earnings release (6-K report)6-KMay 29, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples
Documents

Filings

68 documents

Earnings releases

3 documents

Presentations

0 documents

No presentations for Ambev are held in this edition of the library.

Transcripts

0 documents

No transcripts for Ambev are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Ambev by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.