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...
636 Views
Actinver Research - Walmex 4Q24: In line with our estimates (Quick View)
Revenues of P$274.7bn were 8.3% higher YoY, in line with our estimates and consensus, with SSS in Mexico of 4.3% (vs our 4.0% estimates), driven by...
443 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...
257 Views
Actinver Research - Walmex 3Q24: SSS Deceleration and Margin Contraction as Expected (Quick View)
Revenues of P$230.2bn were 8% higher YoY, and slightly (0.5%) below our estimates, with SSS in Mexico of 4.5% (vs our 4.9% estimates), driven by...
251 Views