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Alsea SAB de CV (ALSSF)
OTHER OTC:ALSSF
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
<0.01Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 15.74%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive developments such as strategic partnerships, digital growth, and expansion efforts, alongside challenges like EBITDA decline and regional performance issues. While there are promising long-term strategies in place, short-term financial pressures present challenges.Company Guidance
In the first quarter of 2025, Alsea reported a 12.8% year-over-year increase in total sales, reaching MXN20 billion, with a 7% increase when excluding foreign exchange effects. Same-store sales grew by 5.1%, while EBITDA decreased by 9.1% to MXN2.3 billion, with a margin of 11.7%. This decline was attributed to a negative calendar effect, Mexican peso depreciation, labor disruptions in Chile, and macroeconomic pressures. Digital orders accounted for 38.7% of total sales, with loyalty sales growing by 21.6% to MXN5.2 billion. Starbucks Alsea's same-store sales increased by 4.7%, while Domino's Pizza Alsea saw a 2.6% increase. The Full-Service Restaurant segment grew by 3.4% in same-store sales. Additionally, Alsea opened 34 new stores and invested over MXN13 million in social programs during the quarter.Strategic Agreement with Chipotle
Alsea signed a strategic agreement with Chipotle Mexican Grill to launch the brand in Mexico, with the first locations expected to open in early 2026. This partnership strengthens Alsea's portfolio and aligns with its long-term growth strategy.
Positive Same-Store Sales Growth in South America
Same-store sales in South America increased by 18.6%, excluding the effect of Argentina, which indicates strong regional performance despite some challenges.
Digital Orders and Loyalty Program Success
Alsea served nearly 34 million digital orders, accounting for MXN 7.4 billion or 38.7% of total sales. Loyalty sales grew by 21.6%, contributing to 27.4% of total sales.
Global Expansion Strategy
Alsea opened 34 new stores in the first quarter, including 27 corporate units and seven franchisees, targeting high-traffic areas. The company also plans to expand into flagship locations and remodel existing ones.
ESG and Social Responsibility Initiatives
Alsea invested over MXN 13 million in social programs, benefiting more than 80,000 people, demonstrating its commitment to sustainable value creation and social impact.
ALSSF 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
ALSSF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2025 | $2.35 | $2.19 | -6.81% |
Feb 25, 2025 | $2.18 | $2.22 | +1.83% |
Oct 22, 2024 | $2.70 | $2.55 | -5.56% |
Jul 23, 2024 | $3.37 | $3.12 | -7.42% |
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 Alsea SAB de CV (ALSSF) report earnings?
Alsea SAB de CV (ALSSF) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Alsea SAB de CV (ALSSF) earnings time?
Alsea SAB de CV (ALSSF) earnings time is at Jul 23, 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 ALSSF EPS forecast?
ALSSF EPS forecast for the fiscal quarter 2025 (Q2) is 0.04.