)

C&A Modas (CEAB3) investor relations material
C&A Modas Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved 17% same store sales growth in apparel, with strong performance in Women's and ACE categories and gross merchandise margin up nearly two percentage points year-over-year.
Adjusted net income rose 113.2% year-over-year to BRL124.7 million, with margin nearly doubling and record free cash generation of BRL185 million.
Eighth consecutive quarter of double-digit apparel same store sales growth and 16 straight quarters of gross margin expansion.
Net debt/EBITDA improved to 0.3x from 1.5x in 2Q24, lowest since IPO, with 73% reduction in net debt.
ROIC reached 20.4% over the last twelve months.
Financial highlights
Pre-IFRS 16 EBITDA margin reached 15.3%, up 2.1 percentage points year-over-year.
Gross merchandise margin increased by 1.9 percentage points to 56.3% in the quarter.
Apparel net revenue grew 32.9% over two years and 17.4% year-over-year; Beauty net revenue surged 64.2% year-over-year.
Adjusted EBITDA increased 30% year-over-year to R$316M.
Operating expenses as a percentage of net revenue decreased, reflecting improved cost management.
Outlook and guidance
Confident in continued revenue and margin performance, with no significant changes in store flows or customer delinquency expected.
Accelerated investments in Energia, targeting 20 store renovations in 2025, 30 in 2026, and 15-20 new stores in 2026.
Logistics strategy to be fully implemented by 2027, with four urban hubs and one main distribution center.
Continued focus on operational execution, sales growth, and gross margin expansion.
Energia strategic initiatives expected to further drive customer preference and profitability.
Next C&A Modas earnings date

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.
)
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.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
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.
)
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.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
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.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
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.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
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.
Explore our global coverage