Alsea SAB de CV (MEX:ALSEA)

Q1 2026 Alsea SAB de CV Earnings Call Transcript

Apr 29, 2026 / 01:00 PM GMT

Release Date Price: MXN50.47 (-1.77%)

Transcript

Key Points

Positve

Alsea SAB de CV (ALSSF) reported a 1.4% year-over-year increase in total sales, reaching 20.1 billion pesos, with a 5.8% increase excluding foreign exchange effects.
Same-store sales grew by 4.1%, with notable performances from Starbucks in South America and Domino's Pizza in Colombia.
The company opened 32 new stores in the first quarter, focusing on high-return locations and formats.
Digital platforms contributed significantly to growth, with loyalty sales increasing by 12% and digital orders accounting for 41.2% of total sales.
Alsea SAB de CV (ALSSF) continued to advance its ESG initiatives, including a record fundraising campaign and efforts to reduce emissions and support vulnerable communities.

Negative

Net income for the first quarter decreased by 65.7% year-over-year, impacted by a one-off effect from debt refinancing.
Sales in South America fell by 10.7% due to currency effects, affecting overall performance in the region.
The gross margin was adversely affected by segment and geographic mix, with higher-cost businesses representing a larger share of sales.
Disruptions in Jalisco and surrounding states resulted in a negative one-off impact of approximately 60 million pesos in revenues.
Burger King's same-store sales in Chile decreased by 2.3%, reflecting softer trends during the quarter.

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

ALSEA.MX - Alsea SAB de CV
Q1 2026 Alsea SAB de CV Earnings Call
Apr 29, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone, and welcome to Alcea's first quarter 2026 earnings video conference. My name is Gerardo Lozoya, Head of Investor Relations and Corporate Affairs.

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

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 differ materially from these statements.

Today's call should be considered in conjunction with disclaimers in our earnings release and our most recent Bolsa Mexicana de Valores report.

The company is not obliged to update or revise any

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