Wal - Mart de Mexico SAB de CV (OTCPK:WMMVF)

Q3 2025 Wal Mart de Mexico SAB de CV Earnings Call (Pre-recorded) Transcript

Oct 28, 2025 / 09:00 PM GMT

Release Date Price: $3.34 (+0.91%)

Transcript

Key Points

Positve

Wal - Mart de Mexico SAB de CV (WMMVF) reported consolidated revenue growth of 4.9%, with Mexico growing 5.6% and Central America 2.5% in constant currency.
E-commerce grew by 20%, driven by on-demand services, and represented 7.7% of total GMV in Mexico.
The company improved price perception by 10 basis points compared to the previous year, benefiting from price investments and an increased focus on private brands.
New AI-driven initiatives, such as enterprise inventory and Merge One, are enhancing operational efficiency and inventory accuracy.
The company opened 26 new stores in the third quarter, contributing to a total of 71 new stores in the first three quarters of the year.

Negative

Gross margin contracted by 20 basis points to 24.8% due to investments in inventory levels and a one-off accounting adjustment.
Net income declined by 9.2%, impacted by a non-recurrent item in the quarter.
Same-store sales growth in Central America was only 0.6%, impacted by softer performance in Costa Rica.
The company faces ongoing external challenges, including uncertainty around tariffs and the USMCA renegotiation.
Sales growth in the second half is expected to be more moderate than anticipated, reflecting a softer consumer backdrop.

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

WALMEX.MX - Wal Mart de Mexico SAB de CV
Q3 2025 Wal Mart de Mexico SAB de CV Earnings Call (Pre-recorded)
Oct 28, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. I'm Salvador Villasenor in charge of investor relations at WalMex.

Thank you for joining us again to review the results for the 3rd quarter of 2025. Today with me is Christian Barrientos, our recently appointed President and Chief Executive Officer of Walmart de Mexico in Central America.

Javier Andrade, our new Chief Merchandizing Officer, and Paulo Garcia, our Chief Financial Officer. The date of this webcast is October 28, 2025. Today's webcast is being recorded and will be available at www.walex.mex.

Before we start, let me remind you that the content of this webcast is property of Walmart de Mexico Eve and is intended for the use of this company's

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