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Chedraui (CHDRAUI) investor relations material

Chedraui Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Grupo Comercial Chedraui S.A.B de C.V
Q3 2025 earnings summary22 Oct, 2025

Executive summary

  • Achieved the milestone of opening the 1,000th store, with 32 new stores in Mexico during Q3 2025, accelerating organic growth.

  • Maintained strong operational discipline and efficiency, delivering solid results despite challenging consumer trends in Mexico and headwinds from U.S. immigration enforcement.

  • Supported employees and communities affected by severe flooding in Veracruz, ensuring safety and rapid recovery efforts.

  • Net income rose 13.3% to $1,646 million pesos, driven by higher EBITDA and lower financial costs.

  • Consolidated EBITDA increased 3.2% year-over-year, with margin up 28 basis points to 8.5%.

Financial highlights

  • Consolidated net income grew 13.3% year-over-year to $1.646 billion pesos, representing 2.3% of sales.

  • Consolidated EBITDA increased 3.2% to $6.129 billion pesos, with EBITDA margin expanding 28 basis points to 8.5%.

  • Gross profit rose 4.8% year-over-year to $17,646 million pesos, with gross margin improving to 24.6%.

  • Consolidated operating income grew 3.9% to $3,745 million pesos, with operating margin up 21 basis points to 5.2%.

  • Net cash position at quarter-end was $743 million pesos, with net cash to EBITDA ratio at -0.03 times.

Outlook and guidance

  • Confident in meeting sales guidance at the low end and potentially exceeding EBITDA margin guidance in Mexico.

  • U.S. operations expected to be flat for the remainder of 2025, slightly below initial guidance due to ongoing immigration enforcement headwinds.

  • Store expansion plans remain unchanged, with continued focus on both organic and inorganic growth opportunities.

  • Long-term net income CAGR over the last four years reached 15.0%, supported by M&A and organic growth.

  • Ongoing investment in infrastructure and sustainability initiatives.

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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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