Actinver Research
Sales were supported by FX tailwinds –as sales in local currency contracted 0.3% YoY–, positive volumes and recent acquisitions.
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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...
587 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...
561 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...
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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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