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Chedraui (CHDRAUI) investor relations material
Chedraui Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Consolidated sales grew 9.5% year-over-year, driven by strong performance in both Mexico and the U.S., with Mexico outpacing industry benchmarks for the twentieth consecutive quarter.
EBITDA increased 6.3% (8% excluding RCDC transition costs), and net income rose 2.4% year-over-year; organic growth was supported by 30 new stores in Mexico and one in the U.S.
Strategic focus on lowest prices, product assortment, and customer experience supported results despite a softer consumer environment.
Completed transition of five legacy U.S. distribution centers to the new Rancho Cucamonga Distribution Center (RCDC), expected to drive future productivity.
E-commerce penetration in Mexico increased to 3.9%, with online orders up 63% and digital sales share rising.
Financial highlights
Gross profit increased 10.1% year-over-year to $17,834 million MXN, with gross margin up to 24.1% of sales.
Consolidated EBITDA grew 6.3% to $6,552 million MXN (8.9% margin); excluding RCDC transition costs, EBITDA margin reached 9%.
Net income increased 2.4% to $2,062 million MXN (2.8% of sales); excluding RCDC costs, net income was $2,135 million MXN (2.9% of sales).
Net cash position at quarter-end was $1,128 million MXN; net cash to EBITDA ratio improved to -0.05x.
ROE increased 280 bps over four years to 13.2%.
Outlook and guidance
Confident in achieving full-year guidance, with expectations for slightly better EBITDA margin than initially projected.
Margin expansion in Mexico expected to be sustained through the second half of the year, supported by efficient inventory and promotional management.
U.S. operations anticipate margin recovery as RCDC efficiencies materialize and pricing strategies continue.
Transition costs from the new RCDC are expected to decrease following the completed migration.
Continued focus on organic growth, e-commerce expansion, and productivity improvements at the new U.S. distribution center.
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