Update shared on27 Aug 2025
Fair value Decreased 3.40%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.
- Current valuation appears less compelling compared to other growth opportunities in the Latin American food and beverage sector.
- Relative attractiveness of Becle has diminished as alternative investments offer better growth-to-valuation profiles.
- Expectation for outperformance has waned given the fading impact of earlier tariff actions.
- Sector rotation towards higher-growth peers is influencing positioning away from Becle.
Valuation Changes
Summary of Valuation Changes for Becle. de
- The Consensus Analyst Price Target has fallen slightly from MX$29.63 to MX$28.62.
- The Future P/E for Becle. de has fallen slightly from 21.65x to 20.91x.
- The Consensus Revenue Growth forecasts for Becle. de remained effectively unchanged, at 6.7% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.