I think there's a third possibility regarding the sustained radio silence, although I agree that they probably have closed ranks to a point: news that would have been considered material a while ago is no longer in that category as the company matures (from memory, Dave has mentioned this). There could be incremental improvements that are just part of organic business growth now, and these would then be reported in the 4C - at least I'll cling to that raft until proven otherwise.
It's certainly time for some real news on the BUD threads to maybe eliminate some destructive boredom behaviour - chewing, digging, barking, p188ing...
BUD Price at posting:
13.5¢ Sentiment: Buy Disclosure: Held