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

Q1 2025 Wal Mart de Mexico SAB de CV Earnings Call- Q&A Session Transcript

Apr 30, 2025 / 08:00 PM GMT

Release Date Price: $31.54 (+3.41%)

Transcript

Key Points

Positve

Wal - Mart de Mexico SAB de CV (WMMVF) reported a 6.5% increase in consolidated total revenue, driven by growth in both Mexico and Central America.
The company opened 20 new stores in the first quarter, contributing 1.6% to total sales growth.
E-commerce business grew by 17%, with a significant 26% growth from on-demand services.
New businesses like Walmart Connect and Byte showed strong performance, with Walmart Connect growing revenue by 25% and Byte reaching 19.8 million active users.
The company maintained a strong focus on price leadership and affordability, which helped improve customer satisfaction and trust.

Negative

Same-store sales growth was modest at 1.4%, with a decline in transactions by 3.2%.
The company faced macroeconomic challenges, including political noise and uncertainties, impacting overall performance.
Gross margin expansion was limited, with only a 10 basis point increase in Mexico.
SGNA expenses grew by 12%, driven by investments in new stores, technology, and labor costs.
Inventory levels increased by 15%, indicating potential inefficiencies in inventory management.

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
Q1 2025 Wal Mart de Mexico SAB de CV Earnings Call- Q&A Session
Apr 30, 2025 / 08:00PM 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 to review the results for the first quarter of 2025. Today with me is Ignacio Carri, President and Chief Executive Officer of Walmart de Mexico is Central America. Raul Quintana, our chief omnichannel operating officer, and Paulo Garcia, our Chief Financial Officer. The date of this webcast is April 29, 2025. Today's webcast is being recorded and will be available at www.walexx.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 the company's shareholders and investment community. It

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