C & A Modas SA (BSP:CEAB3)

Q4 2025 C&A Modas SA Earnings Call Transcript

Feb 25, 2026 / 02:00 PM GMT

Release Date Price: R$12.83 (+1.42%)

Transcript

Key Points

Positve

C & A Modas SA (BSP:CEAB3) reported a 0.6% increase in apparel net revenue for Q4 2025 compared to the same quarter in 2024.
The beauty category showed strong growth with a 22.6% increase in net revenue for the quarter.
The company achieved a net cash position of 83.7 million, marking the first time since 2021.
C & A Modas SA's adjusted free cash flow generation was over 843 million for the year, a 26% increase from 2024.
The company reported a record adjusted net income of 470 million for 2025, representing a 57% increase year over year.

Negative

Apparel performance in Q4 2025 was below expectations, with same-store sales showing a negative 0.3%.
The company faced an imbalance in product volume distribution, particularly in December, due to atypical temperatures and a promotional competitive environment.
Merchandise net revenue for Q4 2025 decreased by 1.9% compared to Q4 2024.
Operating expenses increased by 4.1% year over year, impacting the company's financial leverage.
The electronics and beauty sales declined by 28% and 16% respectively in 2025.

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

CEAB3.SA - C&A Modas SA
Q4 2025 C&A Modas SA Earnings Call
Feb 25, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen. Welcome to CNA's quarter 4, 2025 earnings call.

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

This slide presentation and the earnings release are already available for download at the Results Center on our IR website. We would also like to inform that this 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 verbally, just click on the button raise hand to join the waiting line, or if you prefer, you can

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