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    Fernando Froylan Mendez Solther

    Research Analyst at JPMorgan Chase & Co.

    Fernando Froylan Mendez Solther is an Analyst at JPMorgan Chase & Co., specializing in equity research on major Latin American consumer and retail companies. He actively covers publicly traded firms such as Wal-Mart de Mexico, Genomma Lab Internacional, Grupo Hotelero Santa Fe, and BBB Foods Inc., consistently participating in their quarterly earnings calls and providing market insights. Mendez Solther has been with JPMorgan Chase & Co. as a research division analyst since at least 2020, frequently engaging senior management of leading Mexican corporates during key financial events. His professional credentials and performance metrics, such as rankings or success rates, are not publicly disclosed, but his persistent representation in high-level investor forums and complex Q&A sessions underscores his expertise in the sector.

    Fernando Froylan Mendez Solther's questions to MEXICAN ECONOMIC DEVELOPMENT (FMX) leadership

    Fernando Froylan Mendez Solther's questions to MEXICAN ECONOMIC DEVELOPMENT (FMX) leadership • Q1 2025

    Question

    Fernando Froylan Mendez Solther asked about the Bara format, specifically if the new distribution center would accelerate openings, the long-term store potential, and how the format performed relative to OXXO during the quarter's consumer downturn.

    Answer

    Jose Antonio Fernández, CEO of the Proximity and Health Division, confirmed that Bara continues to perform well and that resolving internal systems will allow them to more than double the pace of expansion in the coming years, with a long-term potential for 'thousands' of stores. CFO Martin Arias Yaniz added that improving the private label mix is a key focus to enhance Bara's value proposition and that they are in discussions with large potential partners.

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    Fernando Froylan Mendez Solther's questions to BBB FOODS (TBBB) leadership

    Fernando Froylan Mendez Solther's questions to BBB FOODS (TBBB) leadership • Q4 2024

    Question

    Fernando Froylan Mendez Solther from JPMorgan Chase & Co. asked how significant of a 'game changer' the introduction of fresh produce would be for the hard discount model in Mexico. He also inquired what operational and financial conditions need to be met to scale this category on a margin-neutral or accretive basis.

    Answer

    Executive Kamal Hatoum emphasized that any new category, including fresh produce, would only be launched if it meets strict criteria: offering a great value proposition to customers and being operationally efficient and value-accretive. He stated the company is not interested in losing money on any category. He caveated that the business is already extremely successful without fresh produce and meats, and any potential launch of these categories is not included in forward projections, viewing it as 'icing on the cake' if it happens.

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