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Alsea
Alsea (ALSEA) investor relations material
Alsea Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved gradual improvement in performance throughout 2025, focusing on operational and portfolio initiatives to strengthen traffic and innovation across brands and regions.
Full-year net sales rose 9.1% to $84,110 million pesos, with 4.3% same-store sales growth and 169 new units opened in 2025.
Digital transformation and ESG initiatives advanced, with digital sales accounting for 38.6% of total sales and loyalty sales up 13.4% year-over-year.
Portfolio simplification included divestments in Spain, Chile, and South America, and new development agreements with Chipotle and Raising Cane's for Mexico.
EBITDA increased 2.7% for the year, with a margin of 14.1%, while net income surged 88.7% to $2,564 million pesos.
Financial highlights
Q4 total sales increased 0.5% year-over-year to MXN 21.7 billion; excluding FX effects, sales rose 12%.
Same-store sales grew 3.3% in Q4, with EBITDA up 2.9% to MXN 3.7 billion and margin expanding 40 bps to 16.8%.
Net income for Q4 rose 32% year-over-year to MXN 812 million, aided by a non-recurring FX effect; EPS up 42.4%.
Mexico sales up 7.9% to MXN 12.5 billion; Europe sales down 1.2% in pesos but up 5% in euros; South America sales declined due to currency effects.
Free cash flow for 2025 was negative $1,180 million pesos due to higher interest and working capital.
Outlook and guidance
2026 guidance to be detailed at Alsea Day in March; focus remains on free cash flow generation, rationalized CapEx, and leveraging operating efficiencies.
2026 priorities include disciplined growth, continued portfolio optimization, innovation to drive traffic, and enhanced profitability.
Recently completed debt refinancing with improved cost and maturity, including a sustainability label.
Positive trends expected in South America, with margin improvements anticipated due to favorable FX and raw material prices.
Same-store sales, revenue growth, EBITDA, and leverage finished 2025 within expected ranges.
Debt refinancing impact on 2026 free cash flow
Criteria for brand portfolio optimization
Mitigating Mexico's input cost/leverage pressure
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Next Alsea earnings date
Q1 202629 Apr, 2026
Alsea
Next Alsea earnings date
Q1 202629 Apr, 2026
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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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