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Organización Soriana
Organización Soriana (SORIANA) investor relations material
Organización Soriana Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary20 Feb, 2026
Executive summary
2025 was challenging for retail in Mexico due to inflation, high interest rates, and cautious consumer spending, impacting sales and requiring disciplined expense management and operational efficiency.
Supermarkets outperformed other formats, especially in groceries and fresh produce, while low-price formats lagged, particularly in general merchandise and clothing.
Private label launches drove a 6.3% sales increase and now hold a 13% market share with better margins.
Real estate net income rose 8.8% to MXN 3.235 billion, with a 91% occupancy rate; digital revenue grew 20%.
Loyalty program reached 8.1 million active cards, contributing to higher average ticket size and 50% of sales.
Financial highlights
Q4 2025 revenue was MXN 47.592 billion, down 2.9% year-over-year, mainly due to extraordinary items in 2024.
Full-year 2025 revenue was MXN 177.515 billion, a 0.9% decrease year-over-year, with same-store sales down 2.7%.
Q4 gross profit was MXN 11.7 billion (24.8% of sales), up 100 bps from Q4 2024; annual gross profit was MXN 42.764 billion (24.1% of sales), up 40 bps.
Q4 expenses rose 6.9% to MXN 8.432 billion; annual expenses increased 3.5%, mainly due to higher personnel costs.
Q4 EBITDA was MXN 3.538 billion (7.4% margin), down 9.4%; annual EBITDA was MXN 11.894 billion (6.7% margin), down 6.4%.
Q4 net income was MXN 1.308 billion (2.8% of sales); annual net income was MXN 3.334 billion (1.9% of sales), down 14.7% year-over-year.
Outlook and guidance
Expecting 3%-5% same-store sales growth in 2026, despite continued consumer pressure.
CapEx for 2026 planned at MXN 4 billion, similar to 2025, with continued focus on operational efficiency and synergies.
Strategies target low-income consumers with expanded private label and value offerings, and aggressive high-low pricing in supermarkets.
Continued focus on expense control and strategies to maintain spending levels in 2026.
Plans to expand electric vehicle charging stations to 119 locations in 2026.
Sodimac's plan to improve brand perception?
How will 40-hour work week impact labor costs?
Strategy for low-price format sales recovery
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Next Organización Soriana earnings date
Q1 202629 Apr, 2026
Organización Soriana
Next Organización Soriana earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Organización Soriana S.A.B. de C.V. is a retail company operating a chain of supermarkets and hypermarkets across Mexico. The company offers a wide range of products, including groceries, apparel, household goods, electronics, and pharmacy items. Soriana serves individual consumers and businesses through its physical stores and online platform. The company is headquartered in Monterrey, Mexico, and its shares are listed on the BMV.
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