C & A Modas SA (BSP:CEAB3)

Q4 2024 C&A Modas SA Earnings Call (English, Portuguese) Transcript

Feb 27, 2025 / 02:00 PM GMT

Release Date Price: R$9.86 (+10.17%)

Transcript

Key Points

Positve

C & A Modas SA (BSP:CEAB3) achieved a 14.4% increase in same-store sales for Q4 2024, marking a 35% growth over two years.
The company's gross margin in apparel reached a record-breaking 56.6% for the fourth quarter.
C & A Modas SA's adjusted net income reached 250 million, a record for the fourth quarter.
The company ended the year with a strong cash position of 1.6 billion and reduced leverage to 0.5 times the net debt to EBITDA ratio.
The active customer base grew by 7.6% and the Net Promoter Score (NPS) increased by nearly 7%, indicating high customer satisfaction.

Negative

The company faced challenges with macroeconomic conditions, which required preventive adjustments in their credit granting model.
Operating expenses increased by 1.2% points as a percentage of net revenue due to higher investments in marketing and logistics.
C & A Modas SA's credit tool, CNA Pay, saw a slight reduction in retail sales share due to more selective credit granting.
The company anticipates potential challenges in maintaining gross margin levels due to cost inflation and exchange rate impacts.
There is uncertainty regarding the level of return on new store openings due to high interest rates, leading to cautious capital allocation.

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

CEAB3.SA - C&A Modas SA
Q4 2024 C&A Modas SA Earnings Call (English, Portuguese)
Feb 27, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

Welcome to CNA's earnings conference call to announce the results of Quarter 4 2024.

Today we have with us Mr. Paulo Correa, CEO, and Lawrence Beltran Gomez, CFO and IR director.

This presentation and the earnings release are already available on our results center on our IR website.

We also inform. That this conference call is being recorded and simultaneously translated into English. To listen to the English version, just click on interpretation.

The replay will also be available on our IR website.

After the company's remarks, we will open the floor for questions. To ask a question using your microphone, just click on the button raise hand to

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