Americanas SA (BSP:AMER3)
R$ 4.94 -0.060 (-1.2%) Market Cap: 989.21 Mil Enterprise Value: 6.13 Bil PE Ratio: 0 PB Ratio: 0.23 GF Score: 37/100
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Q1 2025 Americanas SA - Em Recuperacao Judicial Earnings Call (English, Portuguese) Transcript

May 15, 2025 / 02:00 PM GMT
Release Date Price: R$5.27 (-8.19%)

Key Points

Positve
  • Americanas SA (BSP:AMER3) reported a double-digit growth in same-store sales for the first four months of 2025, reflecting strong operational performance.
  • The company successfully launched a new credit card in partnership with Brazil Car, aiming to issue 1 million cards within 12 months, enhancing customer loyalty and revenue.
  • Americanas SA (BSP:AMER3) achieved a 14.2% growth in gross same-store sales in the first four months of 2025, driven by a strong Easter performance.
  • The company has made significant progress in cost optimization, with a 10.9% reduction in SG&A expenses compared to the same period last year.
  • Americanas SA (BSP:AMER3) is focusing on modernizing its technology infrastructure, which is expected to improve the shopping experience and operational efficiency.
Negative
  • The financial results for Q1 2025 were negatively impacted by the timing mismatch of Easter, which occurred in Q2 instead of Q1.
  • Gross profit and gross margin declined compared to the same period in 2024, partly due to extraordinary events that benefited the previous year's results.
  • The company is still undergoing judicial recovery, which imposes certain restrictions and challenges on its operations.
  • Americanas SA (BSP:AMER3) experienced a decline in the number of units sold during Easter due to higher chocolate prices and declining consumer purchasing power.
  • The adjusted EBITDA for Q1 2025 was negative, reflecting the absence of Easter revenue in the quarter and extraordinary effects from the previous year.


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

AMER3.SA - Americanas SA - Em Recuperacao Judicial
Q1 2025 Americanas SA - Em Recuperacao Judicial Earnings Call (English, Portuguese)
May 15, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and thank you for standing by. Welcome to American SAQ1.

2025 earnings audio conference call.

I'd like to highlight that for those who need simultaneous translation, this feature is available on the platform.

To access it, just click the interpretation button represented by the globe icon at the bottom of the screen and select your preferred language, Portuguese or English.

If you're listening to the conference in English, you can mute the original Portuguese audio by clicking on mute original audio.

Please note that this audio conference is being recorded and will be made available to the company's IR
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