Update shared on 22 Nov 2025
Fair value Decreased 0.44%Narrative Update: Grupo Comercial Chedraui Price Target Adjusted
Analysts have revised their price target for Grupo Comercial Chedraui slightly downward, from MXN 160.57 to MXN 159.86. They cite a more cautious outlook on revenue growth and profit margin projections.
Analyst Commentary
Bullish Takeaways
- Bullish analysts highlight Grupo Comercial Chedraui's resilient positioning in a competitive retail landscape and note the company's effective cost controls.
- There is optimism about Chedraui's ability to maintain steady top-line growth despite broader macroeconomic pressures.
- Some analysts expect that operational efficiencies and recent investments could help partially support profit margins over the next fiscal year.
Bearish Takeaways
- Bearish analysts are concerned that slowing revenue growth could pressure the company's ability to expand profitability in the near term.
- Subdued consumer demand and increasing competition are identified as potential headwinds for Chedraui's growth outlook.
- Forecasts for a softer operating environment have led to more cautious guidance on valuation, as reflected in recent price target reductions.
Valuation Changes
- The consensus analyst price target has decreased modestly from MX$160.57 to MX$159.86.
- The discount rate has risen slightly, moving from 15.12% to 15.16%.
- Revenue growth expectations have been reduced from 8.54% to 7.72%.
- Net profit margin projections have fallen from 3.24% to 2.79%.
- The future P/E multiple has increased significantly from 18.91x to 22.47x.
Disclaimer
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