Retail Mexican Community
Our community narratives are driven by numbers and valuation.
Retail Mexican Investing Ideas
Unified Commerce And Logistics Shift Will Challenge Margins Yet Support Long Term Earnings Stability
El Puerto de Liverpool’s push into online shopping and faster delivery keeps sales moving, but it may come with a longer stretch of discounting and higher shipping costs that squeeze profits. See how its growing in-house credit business and mall investments could steady results over time—or backfire if customers weaken and costs keep rising.Read more
AN
Mex$100
4.2% overvalued intrinsic discount
Fair Value
Revenue
4.62% p.a.
Profit Margin
9.28%
Future PE
9.11x
Price in 2029
Mex$165.26
Unified Commerce And Logistics Efficiencies Will Support A Stronger Long Term Retail Franchise
Catalysts About El Puerto de Liverpool. de El Puerto de Liverpool.Read more
AN
Mex$175.1
40.5% undervalued intrinsic discount
Fair Value
Revenue
7.61% p.a.
Profit Margin
11.13%
Future PE
12.41x
Price in 2029
Mex$288.65
Unified Commerce And Logistics Efficiencies Are Expected To Strengthen Long-Term Earnings Quality
Catalysts About El Puerto de Liverpool. de El Puerto de Liverpool de operates an integrated ecosystem of department stores, value apparel formats, shopping centers and financial services across Mexico.Read more
AN
Mex$119.24
12.6% undervalued intrinsic discount
Fair Value
Revenue
5.88% p.a.
Profit Margin
10.25%
Future PE
9.61x
Price in 2028
Mex$196.02
