Amid the economic complications faced by the country in 2025, Walmart Mexico, the most relevant retail company, could reach a milestone by receiving payments from its customers that might exceed one billion pesos for the first time in a year, according to Bloomberg estimates. Despite this potential record figure, competition with national companies such as Chedraui and Oxxo is intensifying, showing significant encroachment.
The projected value for Walmart Mexico is comparable to about 40 days of revenue for the Mexican government, reflecting the magnitude of this amount. Even companies like Unilever, known for brands such as Dove, Knorr, and Hellman's, have announced an investment of 30 billion pesos in the country, in light of market evolution and consumer trends.
Amid these challenges, it has been noted that the growth in Walmart's stock value over the past five years has been modest, which could suggest a certain lag in terms of competitiveness. The company's executives have acknowledged the need to better understand the Mexican consumer, with experts and renowned executives taking on key positions within the company.
A shift towards digital commerce in the business sector has been observed, with strategies like Spin for Oxxo and Bait for Walmart setting the course for operations. Walmart has focused its efforts on boosting online sales and diversifying its businesses, with initiatives like Bait, which offers smartphones and telephone services.
On the other hand, Chedraui has experienced significant growth in its sales, projecting considerable revenues for the year-end. The competition between these major chains remains intense, with a renewed focus on fundamental aspects such as customer service and service personalization.
For Walmart and other companies in the sector, adapting to the new market demands represents a constant challenge, requiring strategic adjustments and a deeper understanding of consumer needs. Despite the difficulties, the retail sector in Mexico continues to evolve and show promising potential for the future.
