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...
230 Views
Kimberly-Clark De Mexico-A - Actinver Research - Supermarkets & HPC: 3Q24 Preview
We are updating our models ahead of 3Q24 Results; we downgrade Kimberly-Clark de Mexico to Market Perform (from Outperform), while lowering our PT...
355 Views
Actinver Research - La Comer: Joining S&P/BMV IPC positive for the stock
On Friday (9/6/24), S&P Dow Jones Indices announced preliminary rebalancing results from the S&P/BMV IPC Index, with La Comer (Market Perform, P$40...
364 Views
Actinver Research - Supermarkets post 2Q24: Sales deceleration with healthy margins (Sector Update)
Supermarket 2Q24 results were overall mixed vs our estimates, with sales decelerating amid mostly calendar headwinds, and La Comer posting the best...
266 Views
Actinver Research - Supermarkets: The white space opportunity (Coverage Initiation)
Supermarkets have thus thrived, supported in recent years by pantry loading, eat-at-home trends, omnichannel capabilities, and increasing salaries.
345 Views