Barclays analyst Benjamin Theurer upgraded Alsea (ALSSF) to Overweight from Equal Weight with a price target of MXN 62, up from MXN 60. The firm adjusted ratings in the Mexico consumer sector as part of its 2026 outlook. The group is moving into next year with “steady fundamentals but slower growth” along with elevated trade uncertainty, the analyst tells investors in a research note. Barclays believes companies with scale, strong revenue management, and omnichannel depth are best positioned.
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