Alsea SAB de CV (OTCPK:ALSSF)

Q1 2025 Alsea SAB de CV Earnings Call Transcript

Apr 30, 2025 / 01:30 PM GMT

Release Date Price: $2.19 (-6.81%)

Transcript

Key Points

Positve

Alsea SAB de CV (ALSSF) reported a 12.8% year-over-year increase in total sales, reaching 20 billion pesos.
The company signed a strategic agreement with Chipotle Mexican Grill to launch the brand in Mexico, expected to open in early 2026.
Digital orders accounted for 38.7% of total sales, confirming the effectiveness of Alsea's digital strategy.
Loyalty sales grew by 21.6%, reaching 5.2 billion pesos, contributing to 27.4% of total sales.
Alsea opened 34 new stores during the first quarter, with plans to accelerate openings as the year progresses.

Negative

EBITDA decreased by 9.1% in the first quarter, with a margin contraction of 280 basis points.
The decline in EBITDA was driven by negative calendar effects, depreciation of the Mexican peso, and labor disruptions in Chile.
Same-store sales for Starbucks Europe declined by 2.2%, affected by last year's boycott in France.
Burger King in Mexico reported a same-store sales contraction of 7.8%, driven by a slowdown in delivery and premium offerings.
Net income for the first quarter decreased by 23.9% year-over-year to 335 million pesos.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALSEA.MX - Alsea SAB de CV
Q1 2025 Alsea SAB de CV Earnings Call
Apr 30, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to Alsea's first quarter 2025 earnings video conference. My name is Gerardo Losoya, head of investor relations and corporate affairs, and today our Chief Executive Officer, Armando Torrado, our Chief Financial Officer, Federico Rodriguez, and our upcoming Chief Executive Officer, Cristian Gurria, will be presenting the results.

Before we continue, a friendly reminder that some of our comments today will contain forward-looking statements.

Based on our current view of our business and that future results may differ materially from these statements.

Today's call should be considered in conjunction with disclaimers in our earnings release and our most recent pollsa Mexicana valor

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