Field notes from the studio.

Two Billion in Puebla, and Ovens Come First

Grupo Bimbo's $2 billion programme to modernise more than thirty Mexican plants is, in operational terms, a programme about ovens, packaging lines and low-emission trucks — the substrate on which any forecasting model must sit. The trade press writes it up as an AI story; the plant manager reads that coverage with a shrug. This piece stages the sequence correctly and considers what concurrent sector-wide CapEx cycles mean for competitive advantage by 2030.