Sign in

    Robert Ford Aguilar • Bank of America Merrill Lynch

    Robert Ford Aguilar's questions to Bbb Foods Inc (TBBB) leadership

    Robert Ford Aguilar's questions to Bbb Foods Inc (TBBB) leadership • Q2 2025

    Question

    Robert Ford Aguilar asked about the primary drivers behind the acceleration in same-store sales, seeking details on ticket versus traffic trends, items per basket, and inflation. He also inquired about the development and potential impact of the company's meat and produce pilots.

    Answer

    CEO Anthony Hatoum attributed the strong same-store sales growth to continuous improvements in the company's value proposition, which drives more customer traffic and increases the number of items per ticket. He noted that inflation was a minimal factor, with the company even experiencing some internal price deflation. Regarding the fresh food pilots, Hatoum described them as being in a cautious, test-level phase that is not yet materially impacting sales results.

    Ask Fintool Equity Research AI

    Robert Ford Aguilar's questions to MercadoLibre Inc (MELI) leadership

    Robert Ford Aguilar's questions to MercadoLibre Inc (MELI) leadership • Q2 2025

    Question

    Robert Ford Aguilar of Bank of America Merrill Lynch questioned MercadoLibre's progress on its low Average Selling Price (ASP) selection compared to its long-term goals and competitors like Shopee in Brazil.

    Answer

    Ariel Szarfsztejn, Commerce President, stated his conviction that MercadoLibre has the widest selection in Brazil but acknowledged an opportunity to increase low ASP listings. He mentioned that the new free shipping policy, in place for only four weeks of the quarter, is already showing good traction in attracting new sellers and low-ticket items to the platform.

    Ask Fintool Equity Research AI

    Robert Ford Aguilar's questions to Fomento Economico Mexicano SAB de CV (FMX) leadership

    Robert Ford Aguilar's questions to Fomento Economico Mexicano SAB de CV (FMX) leadership • Q2 2025

    Question

    Robert Ford Aguilar from Bank of America asked about the sustainability and evolution of Spin's consumer fee-based revenue and requested details on the partnership with Mercado Pago, including its scope and financial impact.

    Answer

    Juan Carlos Guillermety, CEO of Spin, clarified that future monetization will shift from fees towards financial services like credit. He described the Mercado Pago deal as a standard agreement for cash-in/cash-out services, similar to other fintech partnerships, and mentioned early-stage pilots for package logistics. CFO Martín Yániz emphasized that for FEMSA, these are 'business as usual' platform access agreements, not unique strategic partnerships.

    Ask Fintool Equity Research AI

    Robert Ford Aguilar's questions to Fomento Economico Mexicano SAB de CV (FMX) leadership • Q2 2025

    Question

    Robert Ford Aguilar inquired about the sustainability of Spin's consumer fee-based revenue and asked for details on the partnership with Mercado Pago, including its scope and financial arrangement.

    Answer

    Juan Carlos Guillermety, CEO of Spin, explained that future monetization will shift towards financial services like credit, and described the Mercado Pago deal as a standard cash-in/cash-out service similar to other fintech partnerships. CFO Martín Yániz emphasized that providing such access to OXXO's platform is 'business as usual' and not a unique strategic partnership.

    Ask Fintool Equity Research AI