Boston Beer's Q1 sales were very strong due to great shipments, but the underlying performance was also resilient. Sales should remain good with Sun Cruiser's rollout and Twisted Tea's resilience. The gross margin has continued to recover significantly despite continued shortfall fees and non-cash pre-payments. Despite tariff pressure, Boston Beer should continue to gain margin. Boston Beer's stock remains moderately overvalued. I estimate a fair value of $210.9.
SAM's Q1 results reflect momentum across core brands and recent innovations, with higher shipments in Sun Cruiser, Hard Mountain Dew and Twisted Tea brands.
The Boston Beer Company, Inc. (NYSE:SAM ) Q1 2025 Earnings Conference Call April 24, 2025 5:00 PM ET Company Participants Michael Andrews - Associate General Counsel and Corporate Secretary James Koch - Chairman, Founder, and Brewer Michael Spillane - President and Chief Executive Officer Diego Reynoso - Chief Financial Officer and Treasurer Conference Call Participants Peter Grom - UBS Filippo Filorni - Citigroup Nadine Sarwat - Bernstein Eric Serotta - Morgan Stanley Michael Lavery - Piper Sandler Bonnie Herzog - Goldman Sachs Robert Ottenstein - Evercore ISI Operator Greetings, and welcome to the Boston Beer Company First Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode.
Boston Beer (SAM) came out with quarterly earnings of $2.16 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $1.04 per share a year ago.
SAM's Q1 results are likely to be affected by challenges in the hard seltzer category, offset by pricing and Beyond Beer growth.
Boston Beer (SAM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SAM's recent stock performance and premium valuation reflect growing investor concerns as it continues to navigate a tough operating environment.
Investors looking for stocks in the Beverages - Alcohol sector might want to consider either Molson Coors Brewing (TAP) or Boston Beer (SAM). But which of these two companies is the best option for those looking for undervalued stocks?
This alcoholic beverage company is down more than 35% from recent highs, but estimates keep falling.
Just a few years ago, Boston Beer (SAM 1.86%) was a high-flying stock.
Investors with an interest in Beverages - Alcohol stocks have likely encountered both Molson Coors Brewing (TAP) and Boston Beer (SAM). But which of these two stocks is more attractive to value investors?
On Thursday, plenty of investors bellied up to the bar to put money into Boston Beer (SAM 2.29%) stock. Best known as the brewer of the Samuel Adams line of suds, the company received a recommendation upgrade from a top U.S. bank tracking its fortunes.