Grupo Bimbo S.A.B. de C.V. Sponsored ADR (BMBOY)
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Grupo Bimbo, S.A.B. de C.V. (BMBOY) Q3 2025 Earnings Call Transcript
Grupo Bimbo, S.A.B. de C.V. (OTCQX:BMBOY) Q3 2025 Earnings Call October 28, 2025 6:00 PM EDT Company Participants Rafael Pamias Romero - Chief Executive Officer Diego Cuevas - Chief Financial Officer Mark Bendix Conference Call Participants Alejandro Fuchs - Itaú Corretora de Valores S.A.
Grupo Bimbo: Undervalued, Cash-Generating, And Ignored
Grupo Bimbo remains undervalued, despite macro pressures, with strong cash flow, improving margins, and a global footprint, supporting resilience and growth. North American challenges are being addressed through a dual strategy of value and premium offerings, with early signs of margin recovery and operational improvements. Solid performance in Mexico and Latin America, plus successful bolt-on acquisitions in Europe-Asia-Africa, highlight Bimbo's ability to adapt and innovate globally.
Grupo Bimbo Appears To Be Going Nowhere Fast
Grupo Bimbo's Q4 results were disappointing, with a particularly weak performance in the U.S. Market share losses appear to be accelerating in the U.S. and revenue growth in Mexico is trailing inflation despite positive long-term consumption tailwinds. Management's guidance for double-digit revenue and EBITDA growth in 2025 seems optimistic relative to market share trends and years of flat EBITDA margin results.
Why Grupo Bimbo Could Be A Slice Of Undervalued Opportunity
Grupo Bimbo, S.A.B. de C.V., a large-cap bakery company, shows potential despite a 30% drop in one-year performance and recent 52-week lows. Strong revenue growth in Mexico, with a 22% profit margin, driven by smart pricing and successful product launches. Global expansion, especially in the Europe, Asia, and Africa regions, with organic growth and strategic acquisitions boosting profit margins.
