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Magazine Luiza (MGLU3) investor relations material
Magazine Luiza Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Total sales reached R$15.1 billion in 3Q25, with 5.2% same-store sales growth and a focus on resilience to macroeconomic volatility and high interest rates through an ecosystem and multi-channel strategy.
Adjusted EBITDA was R$711 million (7.9% margin), with recurring net profit of R$21 million and net income including non-recurring items at R$85 million.
Operational cash flow reached R$535 million in the quarter and R$2.5 billion over the last 12 months, with a total cash position of R$7.6 billion and net cash of R$1.6 billion.
Prioritized profitability over growth, focusing on sales with positive contribution margins and disciplined expense control.
Launched the world's first complete AI commerce experience via WhatsApp, driving higher conversion rates and NPS of 90.
Financial highlights
Gross margin remained stable at 31.5%, among the highest in recent years.
Adjusted EBITDA margin was 7.9%, with positive working capital variation and strong operational cash generation.
Net revenue was R$9.0 billion, up 0.3% year-over-year; adjusted net income was R$21 million.
Paid off R$400 million in debentures in July and R$1 billion in October, improving capital structure.
ROIC annualized at 7%, ROE at 4%.
Outlook and guidance
Expect to accelerate investments in AI and physical store concepts as interest rates decline.
Anticipate improved industry dynamics in 2026 with lower interest rates and the World Cup year.
Plan to expand Galeria Magalu concept if initial results are positive, converting existing stores where feasible.
Management expects a positive impact from anticipated interest rate reductions, boosting durable goods consumption and reducing financial expenses.
Continued expansion of service verticals and digital transformation initiatives.
How to boost e-commerce proprietary payment share
Magalog's external client growth strategy
Lu's WhatsApp: scaling strategy and impact
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Next Magazine Luiza earnings date
Q4 202517 Mar, 2026
Next Magazine Luiza earnings date
Q4 202517 Mar, 2026
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Frequently asked questions
Magazine Luiza S.A. engages in the retail sale of consumer goods. It operates through the following business segments: Retail, Multi-Channel and Financial Services. Retail segment offers products directly to consumers through its retail stores in Brazil and online store www.magazine.com.br. Multi-Channel segment sells products through the Magazine Luiza Beauty e Perfumaria stores, Ponto Frio and Casas Bahia stores (through a third party distributor), as well as other sales channels such as Amazon.com, Exito.com and through themailr.com.br when customers purchase products through these channels on their own initiative or with the assistance of Magazine Luiza's call center agents responsible for calling potential customers during their work hours to invite them to visit Magazine Luiza's physical and virtual stores without expressly disclosing that they are employed by Magazine Luiza, regardless of the customer response to their solicitation.
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