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    Jim Luther

    Research Analyst at Shareholder

    No verifiable public information could be located for a Jim Luther working as an analyst at Shareholder with details about their full title, covered companies, performance track record, career history, or professional credentials. There is no evidence of a LinkedIn profile, industry performance data, or analyst ranking matching those criteria. As a result, a comprehensive professional profile cannot be created at this time.

    Jim Luther's questions to BBB FOODS (TBBB) leadership

    Jim Luther's questions to BBB FOODS (TBBB) leadership • Q1 2025

    Question

    Jim Luther, a shareholder, asked for clarification on the 'challenging consumer environment' mentioned in the release and questioned the potential impact of a failed U.S.-Mexico trade agreement on domestic consumption.

    Answer

    Executive Kamal Hatoum clarified that while the broader consumer market is under pressure, Tiendas 3B has not seen a negative impact due to its high-value proposition on essential goods. He asserted that the business model is resilient and often benefits from economic turbulence, such as inflation or recession, as it attracts new, sticky customers seeking value.

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