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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Alicorp
Alicorp (ALICORC1) investor relations material
Alicorp Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
New CEO onboarded, focusing on operational visits, stakeholder engagement, and strategic initiatives including integration of Jabonería Wilson and brand relaunches.
Signed agreements for potential acquisitions in Peru (Inka Crops, Procesadora Tropical) and Unilever's Home Care assets in Colombia and Ecuador, aiming to expand into high-growth markets and strengthen geographic presence; all pending regulatory approval.
Consolidated revenue for 2025 grew 11.0% year-over-year to S/ 11,763.8 million, driven by higher volumes, especially in Aquafeed and B2B segments.
Adjusted EBITDA increased 9.9% to S/ 1,776.7 million, with margin stable at 15.1%, reflecting operational resilience despite competitive and macroeconomic challenges.
Net income for 2025 was S/ 446.5 million, down from S/ 546.0 million in 2024, impacted by non-recurring expenses and impairments.
Financial highlights
Full-year 2025 gross profit rose 8.3% year-over-year to S/ 3,103.2 million, driven by Aquafeed recovery and B2B growth, but gross margin declined by 0.7 p.p. to 26.4%.
Adjusted EBITDA for 2025 increased 9.9% to S/ 1,776.7 million, with a margin of 15.1%.
Q4 2025 gross profit and adjusted EBITDA were impacted by significant asset impairments and restructuring expenses.
Net cash from operating activities was S/ 1,644 million, S/ 626 million lower than 2024, mainly due to higher supplier payments and taxes.
Total assets decreased by S/ 1,563 million to S/ 10,669 million, mainly from lower cash and current assets.
Outlook and guidance
2026 guidance projects low to mid-single-digit growth in consolidated revenue and adjusted EBITDA, driven by higher volumes and targeted investments.
Net debt to adjusted EBITDA expected below 2x, with potential temporary increase to 2-2.2x if M&A closes.
CapEx planned at $80 million for 2026.
Focus remains on strategic discipline, working capital management, and maintaining financial flexibility.
Macroeconomic environment in Peru and Ecuador expected to remain supportive; cautious stance in Bolivia.
Quantify ongoing benefits from 4Q25 operational optimizations
Explain capital allocation's impact on future growth
Outline strategy to mitigate Bolivia's macro issues
Unilever Home Care: Colombia operating model change?
Bolivia: How to mitigate FX cost impact in 2026?
Detergents Peru: What pricing initiatives drove share?
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Next Alicorp earnings date
Q1 202629 Apr, 2026
Alicorp
Next Alicorp earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Alicorp S.A.A. is a Peru-based company engaged in the manufacturing, marketing, and distribution of consumer goods, industrial products, and animal nutrition solutions. The company operates through three main segments: Consumer Goods, B2B, and Aquaculture. Its product portfolio includes food items, personal care products, home care items, industrial oils, and balanced feed for aquaculture and livestock. Alicorp has operations in several Latin American countries and serves both domestic and international markets. The company is headquartered in Lima, Peru, and its shares are listed on the BVL.
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