Here's What Analysts Are Forecasting For Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBOA) After Its First-Quarter Results

It's been a sad week for Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBOA), who've watched their investment drop 11% to Mex$59.63 in the week since the company reported its first-quarter result. It was an okay result overall, with revenues coming in at Mex$104b, roughly what the analysts had been expecting. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Grupo Bimbo. de after the latest results.

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After the latest results, the ten analysts covering Grupo Bimbo. de are now predicting revenues of Mex$442.6b in 2025. If met, this would reflect an okay 5.8% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to climb 14% to Mex$3.19. In the lead-up to this report, the analysts had been modelling revenues of Mex$443.2b and earnings per share (EPS) of Mex$3.36 in 2025. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.

Check out our latest analysis for Grupo Bimbo. de

The consensus price target held steady at Mex$65.45, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Grupo Bimbo. de analyst has a price target of Mex$80.00 per share, while the most pessimistic values it at Mex$50.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Grupo Bimbo. de's past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Grupo Bimbo. de'shistorical trends, as the 7.8% annualised revenue growth to the end of 2025 is roughly in line with the 6.5% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 5.5% per year. So although Grupo Bimbo. de is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Grupo Bimbo. de. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that in mind, we wouldn't be too quick to come to a conclusion on Grupo Bimbo. de. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Grupo Bimbo. de analysts - going out to 2027, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 1 warning sign for Grupo Bimbo. de you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.