Added to YB: 2025-04-15
Pitch date: 2025-04-12
ALSEA.MX [bullish]
Alsea, S.A.B. de C.V.
Author Info
Company Info
Alsea, S.A.B. de C.V. operates restaurants in Latin America and Europe. It operates fast food, coffee shops, casual food, and family restaurants under the Domino’s Pizza, Starbucks, Burger King, Chili’s, PF Chang’s, Italianni’s, The Cheesecake Factory, Vips, The gate, Foster's Hollywood, Archies, Ginos, T.
Market Cap
MXN 33.0B
Pitch Price
N/A
Price Target
N/A
Dividend
2.92%
Sector
Hotels, Restaurants and Leisure
Category
growth
Alsea Group: Making the Plunge (Ticker: ALSEA)
ALSEA.MX: Franchise operator of Domino's & Starbucks in Mexico. Benefits from rising wages & middle class growth. 10.4% revenue CAGR since 2015. 8.5% SSS growth in 2024. EV/EBIT of 7x on 8.3B MXN EBIT. Double-digit earnings growth potential. Manageable debt, consistent FCF. Dividends & buybacks. Room for expansion with <5000 units.
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