If you’re worried that the latest tariff volleys out of Washington might leave your portfolio with a nasty hangover, it might be time to reach for a cold one, or better yet, a share of Heineken (AMS: HEIA).

The Dutch brewing giant is turning heads in 2025, and not just because of what’s in the bottle. It’s proving to be one of the most strategically positioned global stocks for investors looking to hedge against trade turmoil.

Heineken’s Strength

While many U.S.-focused consumer goods stocks are sweating over increased import/export costs, Heineken is chilling.

Why? Because only about 6% of its total revenue comes from North America, according to its 2024 annual report. Compare that to Anheuser-Busch InBev (BUD), which generates over 25% of its revenue from the U.S., and you start to see the defensive appeal.

Heineken makes its money across more than 190 countries, with especially strong positions in Europe, Southeast Asia, Latin America, and Sub-Saharan Africa.

Its Asia-Pacific segment alone grew 11.3% year-over-year in 2024, led by strong premiumization trends in Vietnam and Indonesia.

A Premium Growth Engine

Heineken isn’t just riding out trade wars, it’s growing. The company reported €36.9 billion in revenue for 2024, up from €35.4 billion in 2023, with net profit climbing 9% year-over-year to €3.3 billion.

A big part of that growth is thanks to its premium beer portfolio, which now makes up nearly 60% of its total beer volume in developed markets.

Its flagship Heineken brand is the fastest-growing global premium beer for the second year in a row, while non-alcoholic Heineken 0.0 posted double-digit growth globally, tapping into rising health-consciousness among younger drinkers.

Resilience You Can Drink To

Beyond the sales numbers, Heineken’s operating model is built for resilience.

The company has localized supply chains in many of its key markets, meaning fewer headaches from import duties. It also pays a steady dividend, currently yielding 2.1%, with a healthy payout ratio of around 45%, leaving plenty of room for reinvestment and future growth.

And let’s not forget, Heineken’s stock has quietly gained 16% year-to-date in 2025, outperforming not only the Euro Stoxx 50 but also major U.S. consumer staples, weighed down by tariff risk.