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 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 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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