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Heineken NV

Written by Yelza blogger | Dec 19, 2024 9:31:45 AM

Publication date: December 13, 2024


 


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- Year of incorporation:
1864

- Year added to the AEX: 1983

- Highest share price ever:€106.30 in 2023

- Average trading volume:
Approximately 800.000 shares per day

Price performance over the past 12 months: 
- 19.98%








Introduction about the company

Heineken N.V., founded in 1864 and headquartered in Amsterdam, is among the world's largest breweries. With iconic brands such as Heineken, Amstel, and Affligem, the company operates in more than 190 countries. Known for its commitment to quality, craftsmanship, and innovation, Heineken has positioned itself as a leading player in the global beer and beverage industry. The company produces its beer in 70 countries, with a total of 186 breweries. In 2022, Heineken reached production of a whopping 257 million hectoliters of beer, which makes them one of the largest for good reason.  

Core figures & performance 

In 2023, Heineken achieved annual sales of about €30.4 billion, with a net profit of about €2.5 billion. The company's market value is currently around €39.7 billion, underscoring its strong position within the global beverage industry. Heineken paid a dividend of €1.92 per share in 2023, making the company attractive to dividend-oriented investors.

History & development

Heineken was founded in 1864 by Gerard Adriaan Heineken in Amsterdam. Since its founding, the company has evolved from a local brewery to one of the largest beer producers in the world. In recent decades, Heineken has expanded its portfolio through strategic acquisitions, such as that of Amstel in 1968, and its more recent ownership of Sierra Nevada and other regional breweries. The company has positioned itself as a world leader in beer production and distribution, with a strong brand and broad international reach.

Sector & competition

Heineken operates within the global beer industry, a sector characterized by strong competition from other major brewers such as AB InBev, Carlsberg, and Diageo. The industry is dependent on consumer preferences, markets with emerging middle groups, and fluctuations in commodity prices. Heineken differentiates itself through its premium brands and its strategy of sustainability and expanding its portfolio to include non-alcoholic beverages, which enables it to respond to changing consumer preferences.

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Influence of Heineken on the AEX

With a weighting of 2.86% (2024), Heineken has a medium influence on the AEX. Heineken's share price movements are mainly driven by broader economic developments, such as inflation and consumer spending, as well as trends within the beer industry. Factors such as changing consumer preferences, sustainability, and commodity prices play an important role in the share's performance.

Investment analysis & outlook

Several investment analysts view Heineken as an attractive investment due to its strong brand name, broad international presence, and solid market position. The focus on premium brands and the expansion of the non-alcoholic beverage offering create growth opportunities in emerging markets. Heineken is investing in sustainable production methods such as reducing water consumption and using renewable energy. Although the sector faces strong competition and is sensitive to changes in consumer behavior, Heineken offers long-term prospects for returning to previous share price highs. 

The chart below shows Heineken's share price performance compared to the AEX index over the past five years. It shows that Heineken generally performs moderately, especially in the past six months when the stock has experienced a significant decline in its share price. Heineken's share price movements are heavily influenced by broader trends in the beer industry as well as market developments, such as changes in consumer preferences and an emphasis on sustainability.


 

News & updates

Recently, Heineken announced the expansion of its sustainable initiatives by investing in water conservation and sustainable packaging technologies worldwide. The company is also focusing on growth in the non-alcoholic and low-alcohol markets, given the increasing demand for healthier options. These initiatives are part of Heineken's strategy to further strengthen its market position and contribute to the sustainability of the beverage industry. Also, in May 2024, we published an article on Heineken and our insights around the well-known investment advice "Sell in May." You can read this article here. For more information on Heineken's performance and strategic plans, please visit its official website: Heineken.

 


Disclaimer: Investing involves risk. Our analysts are not financial advisors. Always consult an advisor when making financial decisions. The information and tips provided on this website are based on our analysts' own insights and experiences. They are therefore for educational purposes only.