Actinver Research - Consumer Post 1Q25 Update
Soft consumer environment, with weaker conditions at the beginning of the year vs the company’s expectations; a warmer season didn’t help either.
136 Views
Actinver Research - Mexico Equity Research: Bimbo files statement of claim against Maple Leaf Foods
Bimbo is seeking over CAD$2bn for alleged fraudulent practices, as Canada Bread has been impacted since 2017 due to a price-fixing investigation...
495 Views
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
198 Views
Actinver Research
Sales were supported by FX tailwinds –as sales in local currency contracted 0.3% YoY–, positive volumes and recent acquisitions.
221 Views
Actinver Research - Mexico Equity Research: 1Q25 Preview
We are updating our models ahead of 1Q25 Results; calendar headwinds and a slowdown in some industries are expected, along with FX-related effects...
501 Views