El Puerto de Liverpool SAB de CV (MEX:LIVEPOL1)

Q1 2026 El Puerto de Liverpool SAB de CV Earnings Call Transcript

Apr 28, 2026 / 01:00 PM GMT

Release Date Price: MXN104

Transcript

Key Points

Positve

Financial services delivered double-digit revenue growth, supported by portfolio expansion and increased credit card usage.
Real estate segment showed solid growth with a 4.4% increase in revenue, driven by higher occupancy and lease optimization.
Digital GMV increased by 12.4% year-over-year, indicating successful scaling of the unified commerce strategy.
Gross margin performance was strong, with a 160 basis point increase year-over-year, supported by inventory discipline and favorable exchange rates.
The company maintained a conservative capital structure with a net leverage of 0.6 times net debt to past 12-months EBITDA, providing financial flexibility.

Negative

Retail revenue declined by 1.9% due to weaker consumer demand and temporary disruptions.
Operational challenges in the new logistics facility affected the timely flow and availability of imported merchandise, particularly in apparel and shoes.
Security incidents in Jalisco and surrounding regions led to temporary store closures and impacted consumer sentiment.
Same-store sales declined by 2.5% for Liverpool and 3.1% for Suburbia, primarily due to lower traffic.
The company incurred approximately 150 million pesos in one-time expenses related to logistics challenges, with additional costs expected.

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

LIVEPOLC1.MX - El Puerto De Liverpool SAB De CV
Q1 2026 El Puerto de Liverpool SAB de CV Earnings Call
Apr 28, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. My name is Ana and I will be your conference operator.

All lines have been placed on mute to prevent any background noise.

This is Liverpool's first quarter 2026 earnings call.

There will be a question-and-answer session after the speaker's opening remarks and instructions will be given at that time.

Today we have with us Mr. Gonzalo Gallegos, Chief Financial Officer, Mr. Jose Antonio Diego. Treasury and Investor Relations Director, Mr. Enrique Grignan, Investor Relations Officer, Ms. Nidia Garrido, Investor Relations.

They will be discussing the company's performance as per the earnings release for the first quarter 2026, issued yesterday,

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