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Wal-Mart de México
Wal-Mart de México (WALMEX) investor relations material
Wal-Mart de México Q4 2025 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 (Q&A) earnings summary19 Feb, 2026
Executive summary
Management expects a relatively soft environment in the first half of 2026 but anticipates benefits from improved GDP growth, internal preparedness, and a focus on EDLP, availability, and e-commerce acceleration.
Consolidated revenues grew 3.0% in 4Q25 and 5.5% for FY25, with EBITDA margin expanding to 10.5% in 4Q25 and 10.2% for the year.
Mexico outperformed the market with 4.9% revenue growth and 10.7% EBITDA margin in 4Q25, while Central America saw 2.4% revenue growth and 9.0% EBITDA margin.
E-commerce remains a key focus, with GMV in Mexico up 13.3% in 4Q25 and ongoing efforts to expand reach, speed, and assortment.
New store openings and new businesses, including BAIT and financial solutions, contributed to growth and margin expansion.
Financial highlights
4Q25 consolidated revenues: $282,849M MXN (+3.0% YoY); EBITDA: $29,595M MXN (+8.1% YoY); net income: $14,600M MXN (-3.9% YoY).
FY25 consolidated revenues: $1,011,598M MXN (+5.5% YoY); EBITDA: $103,447M MXN (+3.4% YoY); net income: $49,891M MXN (-7.3% YoY).
Mexico 4Q25: revenues $237,314M MXN (+4.9% YoY), EBITDA $25,489M MXN (+10.0% YoY), gross margin 24.0% (+40 bps YoY).
Central America 4Q25: revenues $45,535M MXN (+2.4% YoY, constant currency), EBITDA $4,106M MXN (+6.5% YoY, constant currency), gross margin 24.0%.
Gross margin in Mexico improved by 15 bps, mainly driven by new businesses such as BAIT and financial solutions.
Outlook and guidance
Management is finalizing 2026 targets and guidance, to be shared at Walmex Day.
Focus remains on fundamentals, accelerating execution, and leveraging omnichannel and new business streams for future growth.
The company expects to benefit from a potential economic upturn, aiming to accelerate growth above market rates if well-prepared.
One Hallway: how will global platform diversify assortment
What is the strategy to reach mid-20s private label penetration
What are the sustainable drivers of gross margin growth?
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Next Wal-Mart de México earnings date
Investor Day 202625 Mar, 2026
Wal-Mart de México
Next Wal-Mart de México earnings date
Investor Day 202625 Mar, 2026
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Frequently asked questions
The Mexican Walmart
Wal-Mart de México de C.V., also known as Walmart Mexico, is the Mexican division of Walmart, the American multinational retail corporation. The company operates over 2,500 stores in Mexico, including Walmart Supercenters, Bodegas Aurrera, Sam's Club, and Suburbia. Walmart Mexico's business model mirrors its American division, centered around offering customers a diverse range of products, convenience, and competitive pricing.
Untapped market with vast potential
One of Walmart Mexico's main opportunities is its large and growing market in Mexico, with a population of over 130 million people. The company can also leverage its scale and global supply chain to offer low prices to its customers. Additionally, Walmart Mexico has been investing in e-commerce to keep up with changing consumer habits and capture more market share in online retail.
However, Walmart Mexico also faces several challenges. One of these challenges is competition from other large retailers such as Soriana and Chedraui. Additionally, Walmart Mexico has faced criticism for its labor practices and environmental impact, which could harm its reputation and customer loyalty.
Three listed peers to Walmart Mexico are Soriana, Chedraui, and Liverpool, all of which operates supermarket, retail chains, and department stores across Mexico.
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