C & A Modas SA (BSP:CEAB3)
R$ 17.27 +0.68 (+4.1%) Market Cap: 5.23 Bil Enterprise Value: 6.94 Bil PE Ratio: 13.85 PB Ratio: 1.59 GF Score: 69/100
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Q1 2025 C&A Modas SA Earnings Call (English, Portuguese) Transcript

May 8, 2025 / 02:00 PM GMT
Release Date Price: R$14.6 (+13.35%)

Key Points

Positve
  • C & A Modas SA (BSP:CEAB3) achieved a 15% growth in apparel same-store sales, even against a high comparison base from the previous year.
  • The company reported a 71% increase in net revenue for the beauty category, significantly boosting overall sales.
  • Adjusted EBITDA margin improved to 15.2%, up by 2.7 percentage points compared to the previous year.
  • Strong cash generation was reported, totaling nearly 81 million, contributing to a reduction in total leverage to 0.5 times.
  • The company saw a 6.4% increase in its active customer base and a 13-point improvement in its Net Promoter Score (NPS).
Negative
  • The electronics category showed lower contribution, with electronics and beauty same-store sales at only 2.5%.
  • C & A Modas SA (BSP:CEAB3) continues to face challenges in the electronics segment, with ongoing demobilization efforts.
  • Despite improvements, the share of C & A Pay in retail sales decreased by 0.7 percentage points compared to the previous year.
  • The company maintains a conservative credit granting strategy, which may limit growth in credit product penetration.
  • There is a cautious approach to store expansion, with plans for only 5 to 10 new stores in 2025, potentially limiting rapid growth.


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

CEAB3.SA - C&A Modas SA
Q1 2025 C&A Modas SA Earnings Call (English, Portuguese)
May 08, 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 call to announce the results of quarter 1 2025. Today we have with us Mr. Paulo Correa, CEO, and Lauren Beltra Gomez, CFO and IR director. This presentation and the earnings release are available on the company's results center on the investor relations website.

This conference call is being recorded and simultaneously translated into English. To listen to the English version, just click on the button interpretation.

The replay of the conference call will also be available on our IR website. After the company's remarks, we will open the floor for questions. To ask a question, just press the button raise hand to join the waiting line, or you can send your
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