Cencosud (CENCOSUD) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
21 Aug, 2026Operational performance and growth
Revenue growth outpaced inflation in Peru, with resilient local-currency growth in Chile, Argentina, the US, and Colombia.
Online sales rose 14.6% YoY, now 12.2% of revenues, driven by growth in five of six countries and the Prime program.
Shopping Centers business sustained strong growth and profitability across the region.
Strong EBITDA growth in Peru (+11.5% LC), Colombia (+80.0% LC), Argentina, and Brazil, with Chile maintaining a double-digit margin.
Brazil Supermarkets improved profitability through portfolio optimization.
Strategic acquisitions and portfolio management
Successful integration of Makro Argentina drove a 360 bps EBITDA margin expansion, supported by systems and service center integration.
Divestment of Bretas in Brazil and service stations in Colombia streamlined operations and capital allocation.
Acquisition of St. Marché strengthened presence in Brazil's premium market, enhancing long-term growth potential.
Makro acquisition in Colombia expanded the Cash & Carry platform and created new growth opportunities.
Operational efficiency and digital transformation
Simplified operations to enhance agility, efficiency, and integration, with a CLP ~60 Bn productivity plan investment.
Over 50 digital initiatives in e-commerce, technology modernization, operational efficiency, and intelligent supply chain are delivering tangible business value.
Latest events from Cencosud
- Sales growth returned, while cost pressures and comparisons weighed on EBITDA.CENCOSUD
Q3 2026 - 2026 guidance targets 3.0% revenue growth and 92 bps of margin expansion.CENCOSUD
Corporate presentation - Q4 adjusted EBITDA rose 8.7%, with Argentina leading profitability amid market headwinds.CENCOSUD
Q4 2023 - Revenue rose 4.1%, while net income climbed 95.2% and EBITDA fell 4.9%.CENCOSUD
Q3 2024 - Online sales rose 14.6% YoY, but net income fell 84.2% YoY amid inflation and FX pressures.CENCOSUD
Q2 2026 - Revenue and profit declined YoY, but transformation and growth in Peru and Colombia continued.CENCOSUD
Q1 2026 - Revenue, net income, and margins improved YoY, with strong 2026 growth and investment plans.CENCOSUD
Q4 2025 - Revenue up 6.1% YoY, but net income fell on one-offs; Peru and Colombia outperformed.CENCOSUD
Q3 2025 - Revenue up 7.2% YoY, margin expansion, DNI up 494%, and key strategic moves executed.CENCOSUD
Q2 2025