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.
213 Views
Gruma SAB de CV - Actinver Research
Revenues of US$1.55 billion were 6% lower YoY, and below our estimates and consensus. Sales underperformed our estimates across all regions, with...
242 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...
582 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 - Gruma: 3Q24 Mostly better than expected (Quick View)
Revenues of US$1.62 billion decreased 4.2% YoY, slightly (0.5%) below our estimates, driven by a price adjustment in Mexico and a 1% contraction...
249 Views