US · Consumer Defensive · Beverages - Brewers
EPS came in at -0.12 against a street estimate of 0.08 — a miss of 250.0%.
Analysts rate Compania Cervecerias Unidas SA ADR a hold (1 buy, 1 hold, 3 sell out of 5) with an average price target of $11.38.
MIXED CCU posted 59.4% EBITDA growth driven by Chile's 26.2% expansion and operational leverage, but wine declined 61.9% amid global headwinds. New CEO outlined 'Vamos por Más' strategy targeting synergies, digital transformation, and agile growth. Q2 2026 Chile momentum continuing; Argentina stabilizing but no Q3 recovery guaranteed despite easing macro. Colombia strong double-digit JV results; government transition adds uncertainty. Analysts probed strategy specifics (hedging unchanged; Colombia core market; wine premiumization), Argentina recovery timing (H2 stabilization likely but not certain), and digital capex priorities (real-time logistics/sales control towers first). Management emphasized no immediate targets disclosed; 2030 plan forthcoming. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| Arnhold & S. Bleichroeder Advisers, LLC | 17.45% |
| Wellington Management Company LLP | 1.68% |
| Discerene Group LP | 0.88% |
| Fundamenta Capital S.A. | 0.65% |
| Delaware Management Holdings Inc | 0.27% |
| BlackRock Inc | 0.20% |
| State Street Corp | 0.18% |
| Bank of America Corp | 0.18% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.17 / share ex-date Apr 17, 2026 · pay May 12, 2026 | 2026-04-17 |
| Dividend | $0.18 / share ex-date Nov 21, 2025 · pay Dec 17, 2025 | 2025-11-21 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Compania Cervecerias Unidas SA ADR — free to start.
Google PlayApp StoreData updated 2026-09-18.