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Weekend Digest #291 (Walmex/Mexican Antitrust, Tariffs, Hershey M&A - Hormel, Brown-Forman)

Weekend Digest #291 (Walmex/Mexican Antitrust, Tariffs, Hershey M&A - Hormel, Brown-Forman)

Mexican antitrust and tariffs developments, and the potential for multiple expansion in closely-held food and beverage companies.

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Ian Bezek
Dec 16, 2024
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Ian’s Insider Corner
Weekend Digest #291 (Walmex/Mexican Antitrust, Tariffs, Hershey M&A - Hormel, Brown-Forman)
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Summary

  • Walmex wins in antitrust dispute with Mexico, shares leap -- and spark broader Mexican rally.

  • Mexican business climate continues to be better than its critics allege.

  • On Mondelez' failed Hershey takeover offer.

  • The unique corporate DNA that makes closely-held food and beverage companies like Hershey, Hormel, and Brown-Forman uniquely compelling.

Walm…

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