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. 
Through solid statistical and computational tools we generate targeted investment strategies for clients with advanced investment profiles such as pension funds, hedge funds and others.

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

Fomento Economico Mexica-Ubd (FEMSAUBD MM)

<ul>
<li>Soft consumer environment, with weaker conditions at the beginning of the year vs the company’s expectations; a warmer season didn’t help either.</li>
<li>While some companies did start to see an improvement in late 1Q25-early 2Q25, a meaningful trend across all covered companies is not identified.</li>
<li>Companies in the meantime are focusing on cost efficiencies and battling competitive pressures, as pricing —and traffic for retailers— is the main driver yet limited by consumers’ elasticity.</li>
</ul>


Soft consumer environment, with weaker conditions at the beginning of the year vs the company’s expectations; a warmer season didn’t help either.
While some companies did start to see an improvement in late 1Q25-early 2Q25, a meaningful trend across all covered companies is not identified.
Companies in the meantime are focusing on cost efficiencies and battling competitive pressures, as pricing —and traffic for retailers— is the main driver yet limited by consumers’ elasticity.


Wal-Mart de Mexico SAB de CV (WALMEX* MM EQUITY)

Actinver Research - Consumer Post 1Q25 Update