Shared on 27 Aug 25
Fair value Decreased 3.40%Premium Spirits Demand And Digital Adoption Will Drive Global Expansion
Analysts have lowered Becle’s price target to MX$28.62, citing diminished catalysts following the materialization of the tariff-related thesis and more attractive growth opportunities elsewhere in the sector. Analyst Commentary Tariff-related trading thesis on Cuervo has mostly materialized, reducing expected future catalysts.
Shared on 01 May 25
Fair value Increased 1.88%Premium Spirits Demand And Digital Adoption Will Drive Global Expansion
Shared on 23 Apr 25
Premium Tequila And American Whiskey Will Drive Future Digital Success
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
Fair value Decreased 3.61%Premium Tequila And American Whiskey Will Drive Future Digital Success
AnalystConsensusTarget has decreased profit margin from 16.2% to 14.5%.
Shared on 09 Apr 25
Fair value Increased 4.90%Premium Tequila And American Whiskey Will Drive Future Digital Success
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Decreased 3.23%Premium Tequila And American Whiskey Will Drive Future Digital Success
Shared on 26 Mar 25
Fair value Decreased 4.10%Premium Tequila And American Whiskey Will Drive Future Digital Success
AnalystConsensusTarget has decreased revenue growth from 10.3% to 6.5% and increased profit margin from 13.8% to 16.2%.
Shared on 19 Mar 25
Premium Tequila And American Whiskey Will Drive Future Digital Success
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 12 Mar 25
Fair value Increased 7.75%Premium Tequila And American Whiskey Will Drive Future Digital Success
AnalystConsensusTarget has decreased future PE multiple from 22.5x to 20.1x.