What smart money is saying about Wal-Mart de Mexico SAB de CV
2 funds in our archive have pitched Wal-Mart de Mexico SAB de CV, most recently Aristotle Global Equity Advisory Strategy in June 2026.
Wal-Mart de México, S.A.B. de C.V. owns and operates self-service stores in Mexico and Central America. The company operates discount stores under the Bodega Aurrerá, Despensa Familiar, and Palí names; hypermarkets under the Walmart name; supermarkets under the Walmart Express, Paiz, La Despensa de Don Juan, La Unión, and Más x Menos names; and membership self-service wholesale stores under the Sam's Club name. It also offers mobile internet connectivity services, advertising services, and financial services through digital wallet, as well as sells airtime recharges and imports goods for resale. In addition, the company develops and manages real estate properties. The company was founded in 1958 and is headquartered in Mexico City, Mexico. Wal-Mart de México, S.A.B. de C.V. operates as a subsidiary of Intersalt, S. de R.L. de C.V.
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Position history
Between Q3 2025 and Q3 2026, 2 fund letters reported a position in Wal-Mart de Mexico SAB de CV, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 1 | 1 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- September 2026
“Mexico-based retailer Wal-Mart de Mexico declined as investors assessed softer consumer conditions, increased competitive spending and uncertainty surrounding the regulatory environment in Mexico.”
Wal-Mart de Mexico SAB de CV - New positionAppleseedNovember 2025
“Appleseed Fund added a number of new names to the portfolio in the past twelve months, including Conagra (CAG), Chemours (CC), Easterly Government Properties (DEA), Diana Shipping (DSX), GXO Logistics (GXO), Lululemon (LULU), Standard Chartered (STAN-GB), Two Harbors (TWO), NICE Ltd. (NICE), and Wal-Mart de Mexico (WMMVY).”
Wal-Mart de Mexico SAB de CV
Fund coverage · 2 theses
Wal-Mart de Mexico benefits from scale, strong ROIC, omnichannel growth, and attractive valuation tied to store expansion and margins.
Read the full thesis- Aristotle International EquitySeptember 2025
Walmex combines dominant scale, resilient grocery-led cash flows, and Walmart-backed digital capabilities, offering undervalued exposure to long-term growth through e-commerce, private label expansion, and disciplined store rollout in Mexico and Central America.
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