Grupo Herdez (HERDEZ) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
10 Aug, 2026Corporate structure and segmentation
Operates through joint ventures and subsidiaries, including 100% ownership of Helados Nestlé and 50% stakes in Barilla México, McCormick de México, Herdez Del Fuerte, and MegaMex.
Adopted a new segmentation in Q3 2025: Domestic (Preserves, Helados Nestlé) and Export, following the separation of Grupo Nutrisa.
MegaMex results are recorded as equity investments.
Strategic priorities and sustainability
Focuses on sustainability, digital transformation, and innovation to drive growth and stakeholder satisfaction.
Signatory to the UN Global Compact, committed to SDGs including Zero Hunger, Gender Equality, and Climate Action.
Invests 1% of net income in social programs and 2% in environmental initiatives; 76% of waste recycled and 43% of energy from clean sources.
Recognized with ESG ratings and certifications, including S&P Global CSA, MSCI, and ISO standards.
Market position and brands
Holds leading market shares in categories such as mayonnaise, mole, pasta, and tomato purée, with 99% market penetration in Mexico.
Products purchased on average 19 times per household annually, with over 1,500 SKUs across 26 food categories.
Portfolio includes major domestic and international brands, and distribution agreements with global companies.
Latest events from Grupo Herdez
- 2Q26 saw a 23% sales drop and lower profits, but full-year guidance remains unchanged.HERDEZ
Q2 2026 - Record sales, margin growth, and asset sales drove liquidity and transformation.HERDEZ
Q1 2026 - Record sales, margin gains, and capital moves position for 2026 growth.HERDEZ
Q4 2025 - Net income rose 20.6% as Preserves growth offset Impulse and Export declines.HERDEZ
Q3 2025 - Q2 sales up 4.4% and net income up 11.9%–23.6%, led by preserves and export growth.HERDEZ
Q2 2025 - Exports drove sales growth, but higher costs and MegaMex weakness cut net income.HERDEZ
Q3 2024 - Sales up 6.2% to MXN 9.3bn, net income up 11.9%, MegaMex down on avocado costs.HERDEZ
Q2 2024 - Record free cash flow and resilient growth achieved despite margin and supply chain pressures.HERDEZ
Q4 2024 - Net income up 20.1% and EBITDA up 13.0%, with strong Preserves and MegaMex results.HERDEZ
Q1 2025