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Alsea (ALSEA) investor relations material
Alsea Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Third quarter net sales rose 5.7% year-over-year to MXN 21–21.1 billion, with same-store sales up 4.1% and digital sales accounting for 37.4% of total sales, growing 10.8% year-over-year.
EBITDA increased 1.8% to MXN 2.9 billion, with a margin contraction of 50 basis points to 13.7%.
Net income surged 559% year-over-year to MXN 512 million, driven by a positive non-cash FX effect on USD-denominated debt.
Strategic priorities include disciplined organic growth, brand portfolio optimization, profitability enhancement, and disciplined capital allocation.
Enhanced customer experience and digital engagement, with 35.3 million digital orders and 8 million active loyalty users.
Financial highlights
Sales in Mexico grew 7.5% to MXN 11.5 billion; Europe up 8.2% to MXN 6.5 billion; South America down 4.7% to MXN 3.1 billion.
Adjusted EBITDA in Mexico was flat; Europe up 6.2%; South America down 14.2%.
CapEx for the first nine months totaled MXN 3.8 billion, with 77% for store development and 23% for strategic projects.
Cash position at quarter-end was MXN 4.7 billion.
Digital tender accounted for 37.4% of sales, and loyalty sales totaled MXN 5.1 billion with 24.6 million loyalty orders.
Outlook and guidance
2025 guidance revised: now expecting high single-digit top line growth and low single-digit EBITDA growth due to weaker consumption and peso appreciation.
180–220 new store openings and CapEx of MXN 6–6.1 billion expected for 2025; 2026 CapEx guidance at MXN 5.5 billion.
Leverage ratio guidance maintained at 2.6–2.8x pre-IFRS16 and 3.0–3.2x post-IFRS16.
Input cost inflation for 2026 forecasted at mid-low single digits.
Elaborate on the impact of MXN appreciation on sales guidance.
Strategy for 48% debt maturing in 2025?
Address South America's EBITDA decline drivers.
September slowdown impact on Q4?
Remodeling strategy and sales lift details
2026 debt refinancing savings outlook
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Frequently asked questions
Alsea S.A.B. de C.V., established in 1997, is an operator of multi-brand restaurants across Latin America and Europe. The company manages a diverse portfolio of internationally recognized brands such as Domino's Pizza, Starbucks, Burger King, and Chili's Grill & Bar among others. Alsea operates these brands through various formats including quick service, coffee shops, fast casual, casual dining, and family dining segments. The company supports its operations through a Shared Services Center which provides administrative, supply chain, and developmental processes. Alsea is headquartered in Mexico City, Mexico, and its shares are listed on the Mexican Stock Exchange.
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