That’s a good one BK.
I don’t look for immediate changes. By mid 2010 to 2011, I think we’ll be seeing more changes than we thought we would.
Why would there be any changes other than chopping some middle management (which will happen within months of the deal finishing)? They’re not going to want to ship that much beer across the ocean, too expensive. Heck they already don’t ship Stella Artois across the ocean, they have the stuff sold in America brewed right here in America. And guess which company does all the American brewing and distributing of Stella Artois. Anheuser Busch. AB does a lot of beer “importing” (brewing foreign beer here), heck they’re why we celebrate Cinco De Mayo here, AB was having a hard time getting Corona to sell and they hooked on CDM as a great marketing gimmick.
Take a look at all the products AB actually makes, think about the total volume of stuff that is to move across the ocean. Think about all the stuff they produce that already COULD be getting shipped across the ocean but isn’t. What about getting bought by inBev changes any of that?