In short: Valuation peer — FEMSA's retail business (incl. OXXO), "Walmex's biggest competitor," trades at ~22× earnings, the comp that makes Walmex's ~18× look cheap. Not a call on FMX.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.