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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.
Chedraui
Chedraui (CHDRAUI) investor relations material
Chedraui Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3’26 consolidated sales fell 2.0% YoY to MXN 70,356 million; EBITDA declined 0.3% to MXN 6,110 million, while EBITDA margin rose 14 bps to 8.7%.
Net income decreased 1.2% YoY to MXN 1,626 million; EPS was MXN 1.66, also down 1.2%.
Gross margin expanded 53 bps to 25.1%, supported by Mexico promotion and inventory management and U.S. distribution efficiencies.
Financial highlights
Gross profit increased 0.2% YoY to MXN 17,673 million; operating income declined 0.7% to MXN 3,718 million.
Operating expenses excluding D&A rose 0.4% to MXN 11,563 million, or 16.4% of sales; D&A increased 0.4% to MXN 2,392 million.
Financial costs rose 1.7% to MXN 1,375 million, reflecting lower interest income in Mexico and lease-related costs, partly offset by lower U.S. debt interest.
9M’26 sales declined 4.0% to MXN 211,187 million; EBITDA fell 2.1% to MXN 18,536 million and net income declined 4.6% to MXN 5,034 million.
9M’26 operating income decreased 2.4% to MXN 11,415 million; gross profit fell 1.2% to MXN 52,267 million.
Outlook and guidance
2026 same-store sales growth guidance: Mexico 3.0%–4.0% and U.S. 1.0%–2.0%; total sales growth: Mexico 8.0%–9.0% and U.S. 2.0%–3.0%.
2026 EBITDA margin guidance: consolidated expansion of 15–35 bps; Mexico 0–10 bps and U.S. 30–60 bps.
2026 sales-floor growth is forecast at 5.7% in Mexico and 1.6% in the U.S., or 4.3% consolidated; CAPEX is expected at 3.3% of consolidated sales.
Year-end 2026 net bank debt (cash) to EBITDA is estimated at -0.3x; management reiterated its commitment to invest in Mexico and the U.S.
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Latest events from Chedraui
- EBITDA margin rose to 9.0% as cost controls offset a 3.9% sales decline and U.S. headwinds.CHDRAUI
Q2 2026 - Sales fell 6.2% but net income and margins improved as Mexico outperformed industry benchmarks.CHDRAUIQ1 2026
- Q4 2025 Mexico growth and margin gains offset U.S. and FX headwinds; strong cash position.CHDRAUIQ4 2025
- Net income up 13.3% and EBITDA margin expanded, with 1,000 stores and improved U.S. margins.CHDRAUIQ3 2025
- Sales and EBITDA grew, with Mexico outperforming benchmarks and strong cash generation.CHDRAUIQ2 2025
- Sales up 11.8% year-over-year; adjusted EBITDA margin at 8.8% and net debt to EBITDA at 0.02x.CHDRAUIQ3 2024
- Net income up 8.3% on 4.5% sales growth, with ROE at 18.5% and strong cash generation.CHDRAUIQ2 2024
- Sales up 14.8%, EBITDA strong, but net income down 20.9% on RCDC costs and FX.CHDRAUIQ1 2025
- Sales up 11.2% in Q4 2024; margins pressured by U.S. transition costs, but cash position strong.CHDRAUIQ4 2024
Next Chedraui earnings date
Q4 202624 Feb, 2027
Chedraui
Next Chedraui earnings date
Q4 202624 Feb, 2027
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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.