[shitgoose]

Originally Posted by Reaper16

We've known since early season 2 that Tuco's cousins were coming to the U.S. The hitmen are those cousins.

The real surprise is that they are involved with Gus Fring somehow, to the degree that they didn't kill Walter in order to depart for Los Pollos Hermanos immediately after they recieved Gus' text message. The way the scene was shot implied that Saul Goodman knows how to reach Gus too. That might have been a red herring, that Gus pulling the hitmen off was coincidence, but probably not.

EDIT: thinking about it more, I am unsure whether the "Pollos" text message was sent to Walter's cell or a cell on one of the cousins.

This is from the episode recap

Walt showers, unaware of the two men moving toward him. In his car, Mike makes a phone call. "There's something he should know about," he tells Victor, Gus' subordinate, who relays the message.

The Cousins sit on Walt's bed, waiting for him to get out of the shower. One picks up the teddy bear eyeball in Walt's open suitcase, then tosses it back. The other receives a text message: "POLLOS."