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    Jorge Izquierdo Lobato

    Research Analyst at BTG Pactual

    Jorge Izquierdo Lobato is an Equity Research Analyst at BTG Pactual Casa de Bolsa SA de CV, specializing in Latin American consumer and retail companies, including coverage of firms such as BBB Foods Inc. He joined BTG Pactual in 2021 after serving previously as an analyst at Casa de Bolsa Banorte, where he produced company research on major names like Coca-Cola FEMSA and Grupo Lala. Izquierdo Lobato has contributed to industry earnings calls and market analysis, consistently delivering insights recognized by key market participants, though specific public performance metrics or rankings are not disclosed. He holds relevant professional credentials for equity research in Mexico, reflecting compliance with local regulatory standards.

    Jorge Izquierdo Lobato's questions to BBB FOODS (TBBB) leadership

    Jorge Izquierdo Lobato's questions to BBB FOODS (TBBB) leadership • Q4 2024

    Question

    Jorge Izquierdo Lobato of BTG Pactual followed up on the topic of private labels and new categories, asking how investors should think about fresh products within the sales mix. Specifically, he questioned whether the fresh category, if launched, should be considered part of private label sales.

    Answer

    Executive Kamal Hatoum answered theoretically, stating that since branding plays a minimal role in fresh produce, it should be thought of in the same way as a private label product. The focus would be on maximizing value and ensuring operational efficiency, just as they do when developing a private label item like canned beans. Therefore, he advised that if one had to classify it, it should be put in the 'bucket of private label'.

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