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Ambev SA (ABEV)
NYSE:ABEV
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.03Last Year’s EPS
0.03Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -0.81%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
Ambev's earnings call highlighted strong financial performance with growth in revenue, EBITDA, and cash flow. The company is expanding its digital sales and premium segments while also announcing significant dividends. However, challenges remain with specific brand performances, market pressures, and regional declines. Despite these challenges, the overall outlook remains positive with a focus on margin expansion.Company Guidance
In the first quarter of 2025, Ambev reported a high-single-digit increase in top-line performance, underpinned by a 0.7% rise in volume and a roughly 6% increase in net revenue per hectoliter, leading to a 150 basis point expansion in gross margin. EBITDA grew by double digits with a 180 basis point margin expansion, while net income remained stable despite a challenging comparison due to a tax one-off last year. The company emphasized robust execution across its strategic pillars, including a high-single-digit increase in volumes in key markets, significant volume growth in non-alcoholic beer by mid-thirties, and a 60% increase in gross merchandise value (GMV) in its marketplace. Ambev also highlighted a 5% rise in orders through Zé Delivery, which achieved nearly 17 million orders, and a BRL1.2 billion cash flow from operating activities, marking a 68% increase year-on-year. Looking ahead, the company anticipates facing significant FX and commodities pressures starting in Q2, though it remains committed to expanding consolidated margins.Strong Financial Performance
Ambev reported high-single digit revenue growth, a 0.7% increase in volume, a 6% increase in net revenue per hectoliter, and a 150 basis points expansion in gross margin.
EBITDA and Cash Flow Growth
EBITDA grew by double digits with a 180 basis points margin expansion, and a cash flow from operating activities increased by 68% year-on-year, reaching BRL1.2 billion.
Digital Sales Expansion
The GMV of digital sales grew by 60%, with monthly active buyers rising by high-single digits and SKU per POC ratio improving by low-single digits.
Premium and Non-Alcoholic Segment Growth
Premium and super-premium brands grew in the 20s, while non-alcoholic beer volumes expanded by approximately 40%.
Dividend Announcement
Ambev announced an intermediary dividend of BRL2 billion to be paid in July, reinforcing its commitment to returning cash to shareholders.
ABEV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ABEV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $2.48 | $2.51 | +1.21% |
Feb 26, 2025 | $1.86 | $1.95 | +4.84% |
Oct 31, 2024 | $2.12 | $2.03 | -4.25% |
Aug 01, 2024 | $1.92 | $1.91 | -0.52% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ambev SA (ABEV) report earnings?
Ambev SA (ABEV) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Ambev SA (ABEV) earnings time?
Ambev SA (ABEV) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ABEV EPS forecast?
ABEV EPS forecast for the fiscal quarter 2025 (Q2) is 0.03.