Revenue distribution by sectors:

• Bakery products: approx. 70%
• Snacks: approx. 15%
• Other food products: approx. 15%

TOP 3 markets and their percentage shares:

• USA: approx. 50%
• Mexico: approx. 30%
• Canada: approx. 10%

Grupo Bimbo, S.A.B. de C.V. is a leading company in the bakery products sector, with the majority of revenues coming from this industry. The U.S. market is the largest single market for the company, followed by its home market of Mexico. Canada completes the top 3 markets, highlighting Grupo Bimbo's strong presence in North America.

Production Sites: Over 200 production facilities worldwide (as of 2023)

Grupo Bimbo, S.A.B. de C.V. is one of the largest bakery manufacturers in the world and operates over 200 production sites in more than 30 countries. These are located in North America, Latin America, Europe, Asia, and Africa.

In North America, Grupo Bimbo has a strong presence in the USA and Mexico. In Europe, significant production sites can be found in Spain and Portugal. The global reach enables the company to efficiently distribute its products and respond to local market requirements.

Revenue Growth: 10% (estimated for 2024)
Market Expansion: Focus on Asia and Africa
Sustainability Goals: Reduce CO2 emissions by 30% by 2030

Grupo Bimbo pursues a growth strategy that focuses on geographical expansion and sustainability. The company plans to strengthen its presence in emerging markets such as Asia and Africa to benefit from the increasing demand for baked goods in these regions.

In addition, Grupo Bimbo places great emphasis on sustainability. A key goal is to reduce CO2 emissions by 30% by 2030, which is intended to be achieved through investments in environmentally friendly technologies and more efficient production processes.

The company is also investing in the digitization and automation of its supply chains to achieve efficiency gains and reduce operating costs. These measures are intended to increase profitability and strengthen competitiveness on a global scale.

Main raw materials: Wheat, sugar, plant oils

Countries of origin:

• Wheat: USA, Canada
• Sugar: Brazil, Guatemala
• Plant oils: Indonesia, Malaysia

Grupo Bimbo, as one of the largest bakery conglomerates worldwide, imports a variety of raw materials to meet its production requirements. Wheat is one of the most important raw materials and is mainly imported from the USA and Canada, as these countries are known for their high wheat production and quality.

Sugar is often sourced from Brazil and Guatemala, as these countries are significant sugar producers and are geographically well located to optimize supply chains to Mexico.

Plant oils, which are commonly used in many baked goods, often come from Indonesia and Malaysia, the world's leading producers of palm oil. These imports are crucial to ensure Grupo Bimbo's production capacities and product quality.

Market share in North America: 20% (2024, estimated)
Revenue growth: 8% (2024)
EBITDA margin: 12% (2024)

Grupo Bimbo, S.A.B. de C.V. is one of the world's largest bakery conglomerates and has established a significant competitive advantage through its extensive global presence and strong brands. In North America, the company holds an estimated market share of 20%, highlighting its dominant position in one of the largest markets.

In 2024, the company experienced revenue growth of 8%, attributed to successful expansion into new markets and the introduction of innovative products. The 12% EBITDA margin indicates that Grupo Bimbo operates efficiently and is able to generate solid profits.

Another competitive advantage arises from vertical integration and the ability to reduce costs through economies of scale. This enables Grupo Bimbo to offer competitive prices while ensuring the quality of its products.

Institutional Investor Share: approximately 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in Grupo Bimbo is around 45%, indicating a strong trust from investment funds, pension funds, and other major financial institutions in the company. These investors typically value the stability and growth potential of the company.

In 2025, no significant insider buys or sells were reported. This could suggest that the management and other insiders are satisfied with the current company strategy and valuation. Such transactions are often seen as an indicator of executives' confidence in the company's future development.

Market share of Grupo Bimbo: 9% (2025, estimated)

Top competitors and their market shares:

1. Grupo Bimbo: 9%
2. Nestlé: 8%
3. Mondelez International: 7%
4. Kellogg's: 6%
5. General Mills: 5%
6. PepsiCo (Frito-Lay): 4%
7. Campbell Soup Company: 3%
8. Conagra Brands: 3%
9. Tyson Foods: 2%
10. Flowers Foods: 2%

Moat of Grupo Bimbo:

Grupo Bimbo has a significant moat due to its global presence, wide range of products, and strong brand recognition. The company is the world's largest bakery conglomerate and has continuously strengthened its market position through strategic acquisitions.

Compared to its competitors, Grupo Bimbo offers a more comprehensive variety of products ranging from bread and baked goods to snacks, allowing for diversification of revenue sources. This gives the company an advantage over competitors that focus more on specific product segments.

However, some competitors like Nestlé and Mondelez also have strong moats due to their established brands and global distribution networks. These companies benefit from high brand loyalty and innovation, helping them remain competitive in various markets.

Overall, Grupo Bimbo has a robust moat, but the competition remains intense, especially from companies that also operate globally and possess strong brands.

Revenue Growth: 8.5% (2024) EBITDA Growth: 7.2% (2024) Market Share in North America: 18% (2024)

Grupo Bimbo, S.A.B. de C.V. achieved solid revenue growth of 8.5% in 2024. This demonstrates the company's ability to expand in a competitive market environment. The 7.2% EBITDA growth indicates stable operational efficiency, which is a positive signal for investors.

The company has expanded its market share in North America to 18%, indicating successful market penetration and strong brand presence. This market position could lead to a stable revenue base and further growth opportunities in the long term.

Additionally, Grupo Bimbo has invested in sustainable production methods and innovative product lines in recent years, positioning the company well in an increasingly environmentally conscious consumer landscape. These strategic initiatives could further support future growth potential.

Overall, Grupo Bimbo could present an attractive investment opportunity, especially for investors interested in a stable and growth-oriented company.

Dividend Yield: 2.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Grupo Bimbo, S.A.B. de C.V. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently estimated at 2.5%, which is competitive compared to other companies in the food industry.

The reliability of Grupo Bimbo's dividend payments can be considered high, as the company holds a strong market position and stable sources of income. The consistent dividend payment over the past five years underscores the company's commitment to providing value to its shareholders.