In short: Budweiser brewer; owns Cutwater Spirits, the booming RTD (canned-cocktail, +20–30%/yr) winner distillers ceded to brewers — brewers have existing canning lines and better RTD margins than beer. Named as the RTD beneficiary, not an explicit pick.
AB InBev is the brewer behind Budweiser — and, importantly here, the owner of Cutwater Spirits, one of the canned-cocktail (RTD) brands that are growing 20–30% a year while bottled spirits shrink. The article's twist is that the distillers largely missed this boom: brewers grabbed it because they already have canning lines and because canned drinks earn better margins for a brewer than beer does (but worse margins for a distiller than a bottle). So AB InBev is named as the company profiting from where younger drinkers are actually spending — a beneficiary of the trend, not a stock the column explicitly recommends.
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