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Chedraui
Chedraui (CHDRAUI) investor relations material
Chedraui 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 22 consecutive quarters of same-store sales outperformance versus ANTAD in Mexico, with 3% same-store sales growth in Q4 2025 and 6.9% total sales growth, despite a challenging consumption environment.
Consolidated sales for Q4 2025 were MXN 75,221 million, down 3% year-over-year, mainly due to U.S. headwinds and a 10% appreciation of the Mexican peso against the U.S. dollar.
Opened 142 stores in Mexico and 1 in the U.S. in 2025, the most aggressive expansion in company history.
Chedraui USA faced headwinds from stricter immigration enforcement and a U.S. government shutdown, resulting in negative same-store sales, but improved EBITDA margin through expense control.
Ended 2025 with 1,067 stores across Mexico and the U.S., with plans to open 147 stores in Mexico and 5 in the U.S. in 2026.
Financial highlights
Consolidated EBITDA excluding extraordinary items increased 9.7% year-over-year to MXN 6,498 million, with margin up 101 bps to 8.6%.
Including extraordinary items, Q4 2025 EBITDA declined 2.2% to MXN 5,793 million, margin up 7 bps to 7.7%.
Gross profit rose 2.9% to MXN 17,420 million, with margin at 23.2% (vs. 21.8% prior year), driven by inventory and promotion management.
Consolidated net income was MXN 1,846 million, or MXN 1,344 million including extraordinary items.
Net cash position at year-end was MXN 6,923 million; CapEx for 2025 was MXN 8,549 million (2.9% of sales), 25.4% lower than 2024.
Outlook and guidance
Plans to open 147 stores in Mexico (17 large format, rest Supercito) and 5 in the U.S. in 2026.
Expects at least 3% same-store sales growth in Mexico for 2026, with double-digit e-commerce growth and penetration targeted to reach 5%.
Focus on maintaining market share gains in Mexico and adapting to challenging U.S. market conditions.
Long-term growth strategy has resulted in a 14% net income CAGR over the last four years.
Profitability has benefited from both M&A activity and organic expansion.
RCDC: Future tech/AI impact on cost savings
Supercito assortment strategy vs. profitability
US claim cost mitigation strategies
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Next Chedraui earnings date
Q1 202621 Apr, 2026
Chedraui
Next Chedraui earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
Grupo Comercial Chedraui S.A.B. de C.V. is a retail company engaged in the operation of supermarkets and hypermarkets in Mexico and the United States. The company offers a wide range of products, including groceries, apparel, electronics, household goods, and general merchandise. Chedraui operates under multiple store formats, including Super Chedraui, Chedraui Selecto, and El Super in the U.S. The company is headquartered in Xalapa, Mexico, and its shares are listed on the BMV.
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