Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Mexico
/
Consumer Retailing
Create a narrative
Consumer Retailing Mexican Community
Our community narratives are driven by numbers and valuation.
Create a narrative
All companies
Popular
Undervalued
Overvalued
Consumer Retailing Mexican Investing Ideas
La Comer. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Premium Grocery Expansion Will Create Future Market Success
Key Takeaways Expansion of premium formats and unique assortments in affluent areas is fueling sustainable growth in sales, margins, and customer loyalty. Investments in omni-channel presence, supply chain, and private labels are boosting efficiency, digital reach, and resilience against market challenges.
View narrative
Mex$47.50
FV
15.8% undervalued
intrinsic discount
11.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Grupo Comercial Chedraui. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
RCDC Consolidation And Pricing Adjustments Will Drive Improved Operations
Key Takeaways Transition to a single distribution center and product development boosts margins, enhancing operational efficiencies and positively impacting earnings. Expansion of small-format stores and loyalty program growth target increased revenue through market penetration and personalized promotions.
View narrative
Mex$157.38
FV
6.4% undervalued
intrinsic discount
7.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
2 days ago
author updated this narrative
Grupo Comercial Chedraui. de
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Rising Labor Costs And Saturated Retail Will Erode Margins
Key Takeaways Increasing e-commerce adoption and competitive pressures may erode revenue and compress margins for Chedraui's core brick-and-mortar business. Rising operating costs, integration challenges, and exposure to economically sensitive consumers threaten long-term profitability and earnings stability.
View narrative
Mex$130.00
FV
13.4% overvalued
intrinsic discount
6.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Wal-Mart de México. de
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Store Expansion And Digital Integration Will Unlock Market Potential
Key Takeaways Strategic investments in omnichannel innovation, automation, and private label offerings are enhancing market reach, operational efficiency, and value perception amid evolving consumer trends. Continued expansion and share buybacks support resilience and growth in earnings despite industry-wide competition and rising cost pressures.
View narrative
Mex$67.84
FV
18.7% undervalued
intrinsic discount
7.84%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
2 days ago
author updated this narrative
Grupo Comercial Chedraui. de
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Urbanization And Digitization Will Strengthen Modern Retail Networks
Key Takeaways Centralized procurement, integrated perishables, and private label expansion can drive significantly higher margins and operational efficiencies than currently anticipated. Loyalty platform transformation and private label migration create new high-margin revenue streams and market share gains, positioning Chedraui for sustained industry outperformance.
View narrative
Mex$190.00
FV
22.4% undervalued
intrinsic discount
9.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Organización Soriana S. A. B. de C. V
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Overvaluation Concerns And Digital Investments Will Shape Retail Future
Key Takeaways Optimism in private-label growth, digital channel expansion, and new business areas is fueling high expectations for future revenues and diversified income streams. Market may be overestimating benefits from real estate and cost-cutting efforts, potentially leading to overly positive forecasts for margins and earnings.
View narrative
Mex$23.50
FV
9.1% overvalued
intrinsic discount
4.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
16 days ago
author updated this narrative
Value any company in seconds
Popular companies