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).
260 Views
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.
212 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...
575 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...
422 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