EPISODE · Jul 31, 2025 · 1H 11M
29. Will Mexicans Eat Chipotle? Inside Alsea’s Recipe for Growth — Plus Live Nation’s Latest Mexico Play, ASUR’s U.S. Pivot, and a Tariff Deal Delayed Again
from MexMoves · host Whitepaper Media
This week on MexMoves, we talk with Gerardo Lozoya of Alsea to explore what’s driving the restaurant group’s strong momentum — and how it plans to grow Chipotle in Mexico, now as its local operator. We also break down strong 2Q GDP figures; Live Nation’s $646M additional investment in OCESA, its majority-owned live entertainment arm in Mexico; Liverpool’s Nordstrom strategy; ASUR’s U.S. airport pivot, and Nemak’s bet on EV with a a big new global acquisition. Plus: Trump’s 90-day tariff deal delay, again — and the jaw-dropping $400M scam that ensnared Ricardo Salinas Pliego.Try Whitepaper 30 days freeBuy your Whitepaper merch here
What this episode covers
This week on MexMoves, we talk with Gerardo Lozoya of Alsea to explore what’s driving the restaurant group’s strong momentum — and how it plans to grow Chipotle in Mexico, now as its local operator. We also break down strong 2Q GDP figures; Live Nation’s $646M additional investment in OCESA, its majority-owned live entertainment arm in Mexico; Liverpool’s Nordstrom strategy; ASUR’s U.S. airport pivot, and Nemak’s bet on EV with a a big new global acquisition. Plus: Trump’s 90-day tariff deal delay, again — and the jaw-dropping $400M scam that ensnared Ricardo Salinas Pliego.Try Whitepaper 30 days freeBuy your Whitepaper merch here
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29. Will Mexicans Eat Chipotle? Inside Alsea’s Recipe for Growth — Plus Live Nation’s Latest Mexico Play, ASUR’s U.S. Pivot, and a Tariff Deal Delayed Again
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