)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Grupo Bimbo
Grupo Bimbo (BIMBO) investor relations material
Grupo Bimbo Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Oct, 2026
Executive summary
Q3 net sales grew 3.6% excluding FX, while Adjusted EBITDA rose 9.3% and margin expanded 100 bps to 15.7%.
YTD net sales and Adjusted EBITDA grew 4.3% and 10.0%, respectively, excluding FX; margin reached 14.7%.
Growth and margin gains came amid consumer pressure; priorities include restoring North American volume growth while sustaining profitability and productivity.
Financial highlights
Q3 net sales were Ps. 106.1bn, down 1.3% reported and up 3.6% excluding FX; gross profit rose 5.0% excluding FX to Ps. 56.3bn.
Gross margin expanded 80 bps to 53.1%; operating income rose 12.9% excluding FX to Ps. 10.4bn, with operating margin up 100 bps to 9.8%.
Adjusted EBITDA was Ps. 16.6bn, up 5.5% reported and 9.3% excluding FX; margin reached 15.7%, up 100 bps.
Net majority income was Ps. 4.1bn, up 22.1% reported and 24.0% excluding FX; net margin rose 80 bps to 3.9%.
9M free cash flow was nearly Ps. 17bn after Ps. 12.1bn of CapEx, supported by EBITDA and working capital.
Outlook and guidance
FY 2026 net sales guidance remains mid-single-digit growth excluding FX, equivalent to flat to low-single-digit decline in pesos.
FY Adjusted EBITDA margin expansion guidance was raised to 85–120 bps versus 2025.
2026 CapEx guidance is US$1.0–1.2bn, focused on continuity, growth capacity, automation, technology and efficiency; deferred projects may lift 2027 CapEx above 2026 levels.
2027 priorities include North America transformation gains, profitable Mexico growth, Latin America improvement and continued EAA momentum; formal guidance is expected on the Q4 call.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Grupo Bimbo
- Margin expansion, strong cash flow, and improved leverage drive upgraded outlook and returns.BIMBO
Q2 2026 - Record sales and margin expansion drive improved outlook, supported by strong cash flow.BIMBOQ1 2026
- Record sales, margin expansion, and global growth achieved despite FX and cost headwinds.BIMBOQ4 2025
- Record Q3 sales and margin gains, improved leverage, and strong growth outlook.BIMBOQ3 2025
- Record sales and EBITDA growth drive mid-single digit outlook despite margin pressure.BIMBOQ2 2025
- Record sales and margin gains offset North America softness; global expansion continues.BIMBOQ3 2024
- Record Mexico and EAA results drove margin gains despite North America softness.BIMBOQ2 2024
- Record Q1 sales up 10.8% and revised guidance reflect margin pressure and FX headwinds.BIMBOQ1 2025
- Record sales and EBITDA achieved, but net income declined on higher costs and investments.BIMBOQ4 2024
Next Grupo Bimbo earnings date
Q4 202622 Feb, 2027
Grupo Bimbo
Next Grupo Bimbo earnings date
Q4 202622 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
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.