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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Grupo Bimbo
Grupo Bimbo (BIMBOA) investor relations material
Grupo Bimbo Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved record financial results in 2025, with Net Sales of US $22.3Bn (Ps. 426,952 million) and Adjusted EBITDA of US $3.1Bn (Ps. 59,456 million), exceeding guidance despite global volatility and inflationary pressures.
Celebrated 80th anniversary, inaugurated MiBIMBO interactive museum, and expanded global presence to 39 countries through five strategic acquisitions, including in Eastern Europe and Brazil.
Appointed Alejandro Rodriguez Bas as CEO effective November 2025, with leadership transition at Bimbo Bakeries USA.
Advanced ESG commitments: 98% of core portfolio with positive nutrition, 99% recyclable packaging, and 100% water reuse.
Recognized as one of the Most Ethical Companies in the World for the 9th consecutive year.
Financial highlights
Net sales grew 4.6% year-over-year, reaching record levels, driven by price/mix, FX, and acquisitions.
Adjusted EBITDA rose 7.2% to a record, with margin expanding 30 bps to 13.9%, the second highest in company history.
Mexico delivered 4.8% sales growth and a record Adjusted EBITDA margin of 22% in Q4.
North America Q4 sales declined 3% (ex-FX), but EBITDA margin expanded 330 bps to 9.2% due to transformation initiatives.
Capex investments totaled US $1.2Bn, with five strategic acquisitions completed.
Outlook and guidance
2026 sales expected to grow low to mid-single digits in local currency, but flat in peso terms due to currency appreciation and FX headwinds.
Slight Adjusted EBITDA margin expansion anticipated, driven by operational leverage and supply chain efficiencies.
CapEx guidance for 2026 set at US $1.2–1.4Bn, reflecting timing effects from 2025.
FX assumption for 2026 is Ps. $17.75/USD, impacting top-line growth by over 500bps.
Management remains focused on disciplined execution, profitable growth, and sustainable long-term performance.
North America transformation: 2026 key focus areas?
GLP-1: measurable impact and portfolio response?
US snacks: drivers for divergent category trends?
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Next Grupo Bimbo earnings date
Q1 202624 Apr, 2026
Grupo Bimbo
Next Grupo Bimbo earnings date
Q1 202624 Apr, 2026
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Frequently asked questions
Grupo Bimbo S.A.B. de C.V. produces and distributes baked goods, snacks, and related food products. Its brands include breads, cakes, cookies, and tortillas sold across the Americas, Europe, Asia, and Africa. The company is headquartered in Mexico City, Mexico, and its shares are listed on the BMV.
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