)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Americanas (AMER3) investor relations material
Americanas Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Achieved sequential improvement in financial and operational results, driven by a strategic roadmap, efficiency initiatives, and a customer-centric transformation integrating physical and digital channels since 2024.
Record-breaking Easter event delivered over R$1.2 billion in sales, 16% same store sales growth, and more than 50% market share, significantly boosting first-half results.
Focused on higher-margin categories, recurring products, and disciplined cost management, including the launch of new loyalty and credit card programs.
Store optimization included closing underperforming stores and improving in-store service, leading to higher gross revenue per square meter and enhanced customer engagement.
Digital transformation and omnichannel strategy advanced, despite challenges in e-commerce platform migration.
Financial highlights
Physical GMV grew 21% between 2023 and 2025, with same store sales up 11.8% year-over-year, and net revenue for 6M25 reaching R$6.9 billion, up 1.7% year-over-year.
Easter sales exceeded R$1.2 billion, accounting for over 17% of semester revenue and more than 50% market share; Mother's Day also saw sales growth.
Adjusted EBITDA (ex-IFRS 16) improved from negative R$237 million to negative R$170 million, a R$67 million improvement year-over-year; excluding non-recurring effects, improvement reached R$257 million.
Pro forma gross margin rose 1.9 p.p. to 29.4% in 6M25 after excluding extraordinary effects; gross profit decreased 14% to R$2.0 billion, with gross margin at 28.7%.
Loss for the period narrowed to R$594 million from R$1.4 billion in 6M24.
Outlook and guidance
Continued focus on operational efficiency, cost management, and customer-centric strategies to drive sustainable growth and margin improvement.
Store opening plans are suspended due to macroeconomic uncertainties, but will be revisited as conditions improve.
Plans to launch a new loyalty program, deepen omnichannel integration, and expand assortment and services.
How did category sectorization impact revenue?
What drove the B&M GMV growth?
Explain the strategy for Ame Digital divestment.
How does HNT sale impact Americanas?
What's the progress of Project Gallery?
How does Americanas view digital channels?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Americanas earnings date
Q3 202513 Nov, 2025
Next Americanas earnings date
Q3 202513 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Americanas S.A. operates in the e-commerce business in Brazil. It offers e-commerce digital platform for various digital solutions. The company was created in 1999 and is based in Rio de Janeiro, Brazil.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage