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.

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…