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Heineken Warns of 2025 Volume Decline After Q3 Slump, Unveils 2030 Growth and Savings Plan

Price and premium mix gains cushion weaker demand, with retailer delistings and trade frictions still pressuring key regions.

Overview

  • Heineken reported third‑quarter beer volumes of 59.0 million hectolitres and an organic net sales decline of about 0.3%, reflecting softer demand in Europe, the United States and parts of Latin America.
  • The brewer said full‑year operating profit will likely land at the lower end of its 4%–8% guidance range and now expects beer volumes to decline modestly in 2025.
  • Management outlined an updated strategy targeting mid‑single‑digit organic net revenue growth each year to 2030, profit growth ahead of revenue, and more than 90% free‑cash conversion.
  • The plan concentrates on 17 priority markets with targeted acquisitions and potential divestments, and includes up to €500 million in annual gross savings and an expanded low‑ and no‑alcohol portfolio.
  • Price increases and a greater premium brand mix lifted net revenue per hectolitre, but European volumes were hurt by retailer delistings after pricing disputes and by weaker consumer sentiment, including trade tensions in Brazil.