Anheuser-Busch InBev's digital B2B platform BEES delivered a strong performance, generating $14.6 billion in gross merchandise value, up 15% year over year. The company's digital transformation continues to deepen customer engagement, with B2B digital platforms contributing about 72% to revenues in the first quarter of 2026. Its direct-to-consumer megabrands Zé Delivery, TaDa Delivery and PerfectDraft served 12 million active consumers, generating $139 million in revenues, while third-party sales through the DTC marketplace reached $41 million of GMV. Premiumization also drove results, with the above-core beer portfolio posting an 11% revenue increase led by Corona, Stella Artois and Michelob Ultra. AB InBev shares have gained 27.5% over the past six months, and the Zacks Consensus Estimate projects 2026 earnings per share growth of 16.1%.
Anheuser-Busch InBev SA/NVBEES platform GMV up 15% YoY, digital B2B platforms contribute 72% to revenues, and above-core beer portfolio revenue up 11%.
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