Macroeconomic headwinds have also driven some shoppers to choose value packs or buy via value-oriented channels, which has hurt brewers’ profits. However, one area that continues to expand is Mexican imports, such as Modelo, Pacifico, and Corona—all of which are owned by Constellation Brands.
The biggest ecommerce disruptors face a reckoning: The closing of the de minimis exemption is forcing Shein, Temu, and TikTok Shop to pivot, but it isn’t clear that shoppers will follow.
Mercado Pago is rapidly expanding its market share again by leveraging ecommerce data for innovative credit models. But Nubank maintains a lead in consumer credit through its transaction data-driven strategies and established customer base. Where this leaves competitors: Some US banks are trying to build inroads in Latin America. To do so successfully, they'll need to:.