Q4 2024 Zamp SA Earnings Call Transcript
Key Points
- Zamp SA (BSP:ZAMP3) reported a strong commercial performance with a 21% growth in total revenue, driven by Burger King and Popeyes.
- The company successfully completed acquisitions of Subway and Starbucks, adding over 1,600 new operations to its system.
- Digital sales, including totems, apps, and delivery, now represent over 50% of the company's sales, showing a growth of over 30% compared to 2023.
- Zamp SA's loyalty program has reached 19 million registered users, enhancing customer engagement and sales.
- The company achieved a 15% growth in adjusted EBITDA, excluding one-off effects, indicating strong operational performance.
- Zamp SA experienced a 34% decline in EBITDA due to a one-off effect and increased COGS.
- The company faced challenges with protein costs, impacting gross margins and requiring adjustments in pricing strategies.
- Starbucks operations saw a decline of 4.5% in same-store sales from October to December 2024.
- The company had to make provisions for the write-off of nearly 3% of its assets, mainly related to underperforming Burger King locations.
- Operational cash flow decreased by 24.5% due to increased working capital needs and acquisition-related expenses.
Welcome everyone, and thank you for waiting. Welcome to the video conference of the fourth quarter results for Zamp (Operator Instructions) We inform that this video conference is being recorded and will be available in the Investor Relations site of the company at www.ri.zamp.com.br, where all the material will be available for you to download.
(Operator Instructions) We highlight that the information in this presentation and eventual declarations that could be made during the video conference related to the business prospections, projections and targets, operational and financial for Zamp are part of the beliefs and premises of the company's Board as well as information available currently.
Future considerations are not guarantees of performance. They involve risks, uncertainties and premises, and they refer to future events and therefore, depend on circumstances that may or may not happen. Investors should understand that economic conditions, market and other operational factors could affect the performance of Zamp and
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