Update shared on 21 Nov 2025
Fair value Increased 1.62%Grupo Bimbo's analyst price target has been raised modestly from $67.00 to $68.08. This reflects analysts' incremental optimism supported by slightly improved profit margin and forward price-to-earnings projections, despite a minor decrease in revenue growth expectations.
What's in the News
- Grupo Bimbo appoints Alejandro Rodríguez Bas as its new CEO following the resignation of Rafael Pamias Romero. Rodríguez Bas brings executive experience from previously leading Barcel Global snacks, Grupo Lala, and Acosta. He also formerly served as CEO for PepsiCo in Australia and New Zealand (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly from MX$67.00 to MX$68.08.
- The discount rate has increased marginally from 14.12% to 14.27%.
- The revenue growth forecast has decreased incrementally from 3.95% to 3.90%.
- The net profit margin estimate has edged up modestly from 3.78% to 3.79%.
- The future P/E ratio has grown from 23.03x to 23.85x.
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