Added to YB: 2025-04-21
Pitch date: 2025-03-31
BCCLF [neutral]
Becle, S.A.B. de C.V.
+20%
current return
Author Info
No bio for this author
Company Info
Becle, S.A.B. de C.V. manufactures and distributes spirits and other distilled beverages in Mexico, the United States, Canada, and internationally.
Market Cap
$74.8B
Pitch Price
$0.95
Price Target
N/A
Dividend
1.90%
EV/EBITDA
10.52
P/E
18.94
EV/Sales
2.12
Sector
Beverages
Category
turnaround
Longleaf Partners International Fund Portfolio Holding: Becle, S.A.B. de C.V.
BCCLF (holding update): Becle shares weak amid soft industry trends despite guidance for 2024 growth. Market skeptical, valuation below historical metrics & private market value. Post-Q1, tequila industry received tariff reprieve from Trump. Multiple factors within company control to realize shareholder value; management dialog ongoing.
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