Key Points
LONDON/COPENHAGEN, Nov 2 (Reuters) - Global brewers AB InBev (ABI.BR) and Carlsberg (CARLb.CO) this week played down concerns among some investors that demand for weight-loss drugs may lead to a sharp drop in beer drinking...
Huge demand for new treatments such as Novo Nordisk's Wegovy has prompted questions about the implications for a range of industries, including brewers, and sparked share sell offs in companies involved in everything from food to healthcare...
"Two years down the road and that conversation is gone," he said in an interview after AB InBev's results on Tuesday, adding that forecasts showed beer drinking would rise.. While the world's biggest brewer was watching the data carefully, it was too limited to draw conclusions, he added...
Carlsberg's new chief executive Jacob Aarup-Andersen said on Tuesday that the world's third largest brewer had seen no "significant change" so far as a result of the use of weight-loss drugs, and that retailers had not mentioned any impact...
Both CEOs said their portfolios include low-calorie and low-carbohydrate beers, while they also have significant businesses in markets where obesity is less of an issue than in those where demand for weight-loss drugs is exploding...
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