Alsea SAB de CV (MEX:ALSEA)

Q2 2025 Alsea SAB de CV Earnings Call Transcript

Jul 23, 2025 / 01:30 PM GMT

Release Date Price: MXN55 (+15.11%)

Transcript

Key Points

Positve

Alsea SAB de CV (ALSSF) reported a 4.2% year-over-year increase in total sales, reaching 20.4 billion pesos, with an 8.9% increase when including foreign exchange effects.
Same-store sales grew by 4.9%, demonstrating resilience and effective strategies across various brands.
Digital orders accounted for 38.6% of total sales, highlighting the success of Alsea's digital transformation strategy.
Starbucks and Domino's Pizza showed strong performance, with same-store sales increases in multiple regions, driven by customer loyalty and effective marketing initiatives.
The company opened 32 new stores in the second quarter, focusing on high-traffic and high-potential locations, indicating a strategic approach to expansion.

Negative

Burger King experienced a 6.1% decrease in same-store sales, with continued underperformance in delivery and premium offerings.
The EBITDA margin contracted by 40 basis points year-over-year, mainly due to the depreciation of the Mexican peso and increased labor costs in Europe and South America.
South America, excluding Argentina, saw a decline in same-store sales, particularly due to lower traffic in Chile.
Net debt increased by 4.3 billion pesos year-over-year, reaching 29.9 billion pesos, reflecting higher financial obligations.
Challenges in the South American market, particularly in Argentina and Chile, impacted overall performance, with lower consumption environments affecting sales.

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

ALSEA.MX - Alsea SAB de CV
Q2 2025 Alsea SAB de CV Earnings Call
Jul 23, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to Alsea Second quarter 2025 earnings video conference. My name is Gerardo Losoya, head of investor relations and corporate affairs.

Today you will hear from our newly appointed Chief Executive Officer, Christian Gurria, and Federico Rodriguez, our Chief Financial Officer.

I'd like to take a moment to warmly welcome Christian to his first earnings call as CEO.

With over 2 decades of experience at Alsea, he brings deep operational knowledge and a strategic insight into this new leadership role.

Before we continue a friendly reminder that some of our comments today will contain forward-looking statements, based on our current view of our business and that future results may

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