The earnings call presented a mixed performance for ALFA's first quarter of 2025. While there were positive developments such as the completion of corporate transformation and revenue growth in Mexico and Latin America, significant challenges persisted. The company faced declines in overall revenue and EBITDA due to foreign exchange impacts and raw material cost pressures. Additionally, setbacks in European operations due to plant flooding further weighed on performance.
Company Guidance
During Alfa's First Quarter 2025 Earnings Conference Call, the company provided guidance on several key metrics and developments. Revenue growth was highlighted, with Sigma achieving a 5% increase year-over-year in local currencies, despite a 5% decline in overall first-quarter revenues and a 17% decrease in EBITDA, attributed to a weaker foreign exchange rate and flooding impacts at the Torrente plant in Spain. The company noted resilient volume performances across regions, with Mexico seeing a 12% revenue increase in local currency. In the U.S., Sigma achieved its second-highest first-quarter volume, even though it was 3% lower year-over-year due to deferred promotional cycles. The European operations were temporarily impacted by the Torrente plant flooding, leading to a 3% decline in total volume. However, the company is optimistic about mitigating these effects through insurance coverage and production redistribution. Alfa-Sigma's credit rating was upgraded to BBB, reflecting its improved leverage and focused food business model. Looking forward, the company plans to rebrand and change tickers, emphasizing its transition to a dedicated food company, and is committed to maintaining margin resilience through targeted revenue management and efficiency efforts amid raw material cost pressures.
Corporate Transformation Completion
ALFA completed its corporate transformation, evolving into a food-focused company with leading brands across 17 countries. This transformation was recognized by improved credit ratings from S&P, upgraded to BBB from BBB-.
Revenue Growth in Mexico
In Mexico, revenue grew by 12% in local currency, driven by revenue management and volume growth in packaged meats and cheese categories.
Record Performance in Latin America
Latin America posted record first-quarter volume and revenue growth, driven by strong performance in Ecuador, Peru, and the Dominican Republic.
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Alfa SAB de CV (ALFFF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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ALFFF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 23, 2025
$0.65
$0.70
+7.69%
Feb 18, 2025
$0.59
$0.54
-8.47%
Oct 28, 2024
$0.47
$0.50
+6.38%
Jul 24, 2024
$0.37
$0.34
-8.11%
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.
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FAQ
When does Alfa SAB de CV Class A (ALFFF) report earnings?
Alfa SAB de CV Class A (ALFFF) is schdueled to report earning on Jul 16, 2025, TBA Not Confirmed.
What is Alfa SAB de CV Class A (ALFFF) earnings time?
Alfa SAB de CV Class A (ALFFF) earnings time is at Jul 16, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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