Actinver Research - Consumer Post 2Q25 Update
On average, our covered Consumer companies grew top line by 8% YoY (vs. 7% forecasted), and EBITDA by 5% (vs. our 3% estimate).
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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.
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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...
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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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Duplicate of Actinver Research - FEMSA 3Q24: Mixed results amid margin expansion but sluggish OXXO SSS (Quick View)
Sales grew 8.3% YoY to P$196.8bn, slightly (0.9%) above our estimates, with Proximity Americas and Fuel sales below our estimates, while other...
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