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El Puerto de Liverpool (LIVEPOLC) investor relations material
El Puerto de Liverpool Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved 8% year-over-year consolidated revenue growth in Q2 2025, with strong gains in retail, financial services, and real estate, despite mixed consumer confidence and ongoing uncertainty.
Net income declined 47% year-over-year, impacted by higher operating expenses, bad debt provisions, and currency losses.
Closed the Nordstrom acquisition, now holding a 49.9% stake, providing strategic benefits and geographic diversification.
Omnichannel and e-commerce strategies drove strong digital sales, with Liverpool's digital share surpassing 33% and total GMV up 23.9%.
EBITDA margin fell to 15.3%, down 2.5 points year-over-year.
Financial highlights
Consolidated revenue reached $56.4B, up 8% year-over-year; retail revenue grew 7.3%, financial services 15.7%, and real estate 6.9%.
Gross profit margin declined by up to 210 bps, mainly due to promotional activity, tariffs, and higher import/logistics costs.
EBITDA was $8.6B, down 7.1% year-over-year, with EBITDA margin at 15.3%.
Net profit after tax was $3.3B, a 47% year-over-year decrease, impacted by higher financial expenses and currency losses.
CapEx for Q2 was $2.1B, down 18% from last year, focused on logistics and store renovations.
Outlook and guidance
Inventory levels expected to normalize by Q3 for Liverpool and early Q4 for Suburbia.
Margin expected to recover in H2, with full-year margin about 100 bps below 2024.
NPL provisions projected to increase 30–35% for the year, but profitability guidance unchanged due to offsetting revenue.
Dividend of $3,959 million pesos (17.1% of 2024 net profit) to be paid in two installments in 2025.
Fitch Ratings affirmed credit ratings at 'AAA (mex)' and 'BBB+' international, both with Stable Outlook.
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