ENTITY

Grupo Bimbo SAB de CV (BIMBOA MM)

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Analysis
Consumer StaplesMexico
Grupo Bimbo SAB de CV produces and sells bakery products. The Company produces breads, cookies, pies, pastries, sweet rolls, tortillas, tostadas, and snacks. The Company also makes appetizers, sweets, chocolates, jams, and other confections. Grupo Bimbo markets its products throughout the Americas and Europe.
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01 Nov 2024 18:36Syndicated

Bimbo 3Q24: North America Prevents Further Margin Expansion

Sales grew 7.4% YoY to P$106.5bn, slightly (0.8%) above our estimates, on the back of better-than-expected sales in EAA and LatAm

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Actinver
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bullishMacroeconomics
04 Nov 2024 23:01Syndicated

Actinver Research - Consumer post 3Q24: Sales deceleration while trying to protect margins

Having recently launched our Food & Bev coverage (link to report here), we reiterate our Outperform ratings in beverage companies AC (PT down to...

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Actinver
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bullishMacroeconomics
14 Oct 2024 23:53Syndicated

Actinver Research - Food & Bev: Open the bottles (Coverage Initiation)

After years of solid consumption, we expect more normalized trends going forward, as consumers have a higher price sensitivity across the whole...

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Actinver
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29 Apr 2023 00:37

Stay Tactically Overweight Defensives; Remain Overweight Europe, Japan, & EAFE. Buys in Defensives

$93 on $ACWI continues to be a key resistance that we have discussed since early-Jan as capping upside for 2023. Stick with defensives $IXJ $XLV...

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28 Mar 2023 04:33

MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight

Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...

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