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Alsea (ALSEA) investor relations material
Alsea Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary23 Jul, 2025
Executive summary
Net sales rose 14.2% year-over-year to 21.5 billion pesos, with digital sales comprising 38.6% and loyalty sales up 21.6%.
EBITDA margin improved to 21.5% post-IFRS 16, with digital orders totaling 35.3 million.
Net income surged 552.7% to 1,025 million pesos, with EPS up 575%.
Strategic priorities include disciplined organic growth, capital allocation, talent development, and ESG integration.
Leadership transition to Christian Gurría, emphasizing continuity and operational discipline.
Financial highlights
Total sales increased 14.2% year-over-year to 21.5 billion pesos, with same-store sales up 4.9%.
EBITDA rose 10.5% to 3.0 billion pesos (pre-IFRS 16), margin at 14.2%, and adjusted EBITDA post-IFRS 16 at 4.6 billion pesos (21.5% margin).
Net income increased 552.7% to 1,025 million pesos, aided by noncash FX effects.
Sales in Mexico up 9.1%, Europe up 25.4%, South America up 12.8% year-over-year.
32 new stores opened in Q2, with active loyalty program users reaching 8.0 million.
Outlook and guidance
On track to meet 2025 guidance, supported by disciplined execution and positive trends.
Focus on high-ROI brand expansion, innovation, and maintaining strong free cash flow.
Expecting increased store openings in the second half of the year, prioritizing high-traffic locations.
Ongoing integration of ESG commitments into daily operations.
Anticipate gradual recovery in cash usage as sales volumes normalize and working capital efficiency improves.
How did the Mexican peso's depreciation impact EBITDA?
Explain the drivers behind South America's sales.
Detail Alsea's strategy with Chipotle in Mexico.
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Q3 202523 Oct, 2025
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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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