Q4 2025 Sendas Distribuidora SA Earnings Call (English, Portuguese) Transcript
Key Points
- Sendas Distribuidora SA (ASAIY) achieved a total sales volume of $84.7 billion in 2025, with a same-store sales growth of 2.6%.
- The company opened 10 new stores, ending 2025 with 312 stores in operation.
- Sendas Distribuidora SA (ASAIY) reduced its net debt by 1.2 billion, demonstrating strong operational cash generation.
- The company is entering a new cycle of changes with initiatives aimed at increasing customer loyalty and sales volumes.
- A partnership with Mercado Libre was announced to enhance the digital channel, offering competitive prices and expanding the company's reach.
- The company faced significant deflation in multiple commodity categories, impacting sales volumes.
- Expenses were pressured due to new projects, affecting overall profitability.
- There is a persistent trade-down effect among low-income customers, impacting sales in certain formats.
- The company is exposed to high interest rates, affecting financial performance and consumer purchasing power.
- The B2B customer segment is cautious due to deflation, leading to reduced purchase volumes and impacting sales.
I preferencia Portuguese or English.
This earnings calls being recorded and will be provided on the company's IR website at ir.sa.com.brr where you can already find the earnings release. During the presentation, all participants will have their mics turned off. Soon after, we'll begin the Q&A session. Submit a question, please select the Q&A icon at the bottom part of your screen. Write your name, company, and language to enter the queue.
As you are announced, a request to activate your mic will appear on the screen. Then you must select your, activate your mic to submit questions. We'd like to instruct you to please submit all your questions at once.
We would also like to let you know that all the Information in this presentation and possible statements that could be made during the earnings call about future business perspectives, projections, and operational targets and financial goals at SAE represent beliefs and assumptions of the company's management, as well as information that is currently available.
Future statements do not represent, do not guarantee
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