Anheuser-Busch (BUD) is drawing strong analyst support following a major expansion of its U.S. brewing infrastructure and the reacquisition of a key production facility in Fort Collins, Colorado. The moves underscore a strategic push to strengthen supply chain resilience and meet rising domestic demand.
- Anheuser-Busch invested $320 million in U.S. brewing capacity expansion.
- The company reacquired a 120,000-barrel-per-year plant in Fort Collins, Colorado.
- Total new annual brewing capacity added: 200,000 barrels across Illinois and Texas.
- 14 out of 18 analysts maintain or upgrade BUD to 'Buy' rating.
- U.S. beer volume sales rose 12% year-over-year through Q1 2026.
- Projected EBITDA uplift of 5%–7% by 2027 due to operational efficiencies.
Anheuser-Busch has announced a $320 million investment to expand brewing capacity in the United States, with the centerpiece being the reacquisition of a 120,000-barrel-per-year production plant in Fort Collins, Colorado. The facility, previously leased to a third-party operator, is now back under company control and will be modernized to enhance efficiency and support growing demand for premium and craft-style lagers. The expansion also includes upgrades to existing facilities in Illinois and Texas, adding a combined 200,000 barrels in annual production capacity. Analyst sentiment has shifted positively, with 14 out of 18 coverage analysts upgrading or maintaining a 'Buy' rating on BUD stock. The reacquisition of the Fort Collins plant is viewed as a pivotal step in securing long-term control over critical infrastructure, reducing reliance on third-party brewing arrangements. Analysts note that the move improves operational flexibility and positions the company to better respond to evolving consumer preferences for locally brewed and sustainably produced beer. The company has also reported a 12% year-over-year increase in U.S. beer volume sales through the first quarter of 2026, driven largely by strong performance in the premium and non-alcoholic segments. This growth, combined with the new capacity, suggests improved profitability margins, with analysts projecting a 5% to 7% EBITDA uplift by 2027. The expansion is expected to be fully operational by the end of 2026. Investors are responding favorably, with BUD stock rising 6.3% in pre-market trading following the announcement. The move is particularly relevant for retail partners and distributors who stand to benefit from more stable supply chains and faster delivery times. The enhanced domestic footprint also strengthens Anheuser-Busch’s competitive position against regional craft brewers and emerging low-ABV brands.