)
El Puerto de Liverpool (LIVEPOLC) investor relations material
El Puerto de Liverpool Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Consolidated revenue reached MXN 48.1 billion, up 4.4% year-over-year, led by financial services and real estate segments.
Net income declined 10.5% year-over-year to $3,953 million, while EBITDA was MXN 6.4 billion, down 14.8% with a margin of 13.3%.
Retail margin excluding logistics improved, but consolidated margin contracted due to logistics transition costs.
Inventory levels increased 15.8% year-over-year, now better aligned with sales and positioned for peak season.
Digital channels saw strong growth, with Liverpool's digital share at 28% and Suburbia's GMV up 35%.
Financial highlights
Financial services revenue grew 15.7% year-over-year, driven by a 13.3% credit portfolio expansion and higher card utilization.
Retail revenue grew 2.9%, with Liverpool same-store sales up 1.9% and Suburbia up 4%.
Real estate revenue increased 7.3%, supported by improved lease spreads and new openings.
Gross margin contracted 110 basis points, mainly due to retail margin pressure and one-time logistics expenses.
Operating expenses rose 11.5% year-over-year, impacted by wage adjustments and higher bad debt provisions.
Outlook and guidance
Expect to close the gap in retail margin by year-end, but full recovery to pre-move logistics margin levels anticipated in 2026.
EBITDA margin guidance for 2025 revised down to 15.5%-16%.
Credit loss provisions for 2025 expected at the high end of the 30%-35% range, with revenue growth offsetting higher reserves.
Continued focus on inventory management and digital ecosystem expansion.
Ongoing capital investments and store expansions are expected to support future growth.
Next El Puerto de Liverpool earnings date
Next El Puerto de Liverpool earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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