Alsea cuts 2026 EBITDA growth outlook to low single digits after 53% Q2 profit drop

Alsea cut its 2026 EBITDA growth outlook to low single digits from mid single digits and reported a 53% YoY drop in Q2 net profit, citing weak Mexican consumer spending and peso-driven cost pressure. The guidance downgrade signals softer domestic demand and margin headwinds in Mexico's consumer sector, likely weighing on regional risk appetite, though broader cross-asset effects should be limited.