Covering the Mexican Economy, Actinver Research

Actinver

Our product offering is based on award winning forecasts and a deep understanding of artificial intelligence tools. 
We cover the Mexican economy with in-depth sector and state knowledge, as well as the integration with the U.S., providing high added value studies. 
To provide comprehensive coverage, we analyze the main macroeconomic variables, sectors, indexes and market information. 
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Covering the Mexican Economy

Actinver Research

Actinver is a mexican leading financial group, that generates well being for individuals and companies through advisory services that provides investment management to maintain and grow their wealth.

Macroeconomics

El Puerto de Liverpool SAB de (LIVEPOLC MM)

<ul>
<li>Consumption remains defensive, yet less than before.</li>
<li>As explored in our food &amp; bev initiation (10/14/24), consumers are expected to continue picky —not panicky—, and thus companies will be forced to remain price and cost competitive.</li>
<li>Compared to other sectors within Consumer, we see our covered Consumer Discretionary companies as more sensitive to headwinds such as higher labor costs, and to tailwinds such as higher disposable income amid social welfare programs and higher minimum wages.</li>
</ul>


Consumption remains defensive, yet less than before.
As explored in our food &amp; bev initiation (10/14/24), consumers are expected to continue picky —not panicky—, and thus companies will be forced to remain price and cost competitive.
Compared to other sectors within Consumer, we see our covered Consumer Discretionary companies as more sensitive to headwinds such as higher labor costs, and to tailwinds such as higher disposable income amid social welfare programs and higher minimum wages.


Actinver Research - Consumer Discretionary: Eat More, Shop Less (Coverage Initiation)