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.
214 Views
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...
237 Views
Actinver Research - KOF 3Q24: Healthy sales growth with better-than-expected margins (Quick View)
Sales grew 10.7% YoY to P$69.6bn, slightly (0.9%) below our estimates, on the back of softer-than-expected sales in Mexico and Central America (9%...
384 Views
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...
333 Views