The earnings call highlighted several strategic initiatives and improvements in inventory management and private label growth. However, challenges such as slower store openings, a decline in store traffic, and pressure on gross margin were notable. Although there was significant progress in e-commerce, the overall sentiment remains cautious due to these underlying issues.
Company Guidance
During the call, Walmex's leadership provided detailed guidance on several key metrics. They anticipate maintaining their target of opening 1,500 new stores over the next five years, despite a slower pace in the third quarter. The company expects sales growth in Q4 to be similar to Q2 and Q3, driven by a strong focus on enhancing e-commerce capabilities and private label penetration. SG&A is projected to grow at a high single-digit rate for the year, aligning more closely with sales growth, and aims for further alignment in the mid-to-long term. Inventory days on hand improved by 3.5 days, reflecting better inventory management, which is expected to continue contributing positively to working capital. The company is also focused on maintaining a stable gross margin while investing in everyday low prices (EDLP) and expanding its private label offerings. Finally, they foresee sequential profitability improvements, with Q4 expected to surpass Q3 performance.
Private Label Growth
Private label penetration increased by 100 basis points this quarter, indicating strong performance and future opportunities in this segment.
Inventory Management Improvement
Achieved a significant reduction in inventory days by almost 3.5 days, demonstrating improved efficiencies in inventory management.
E-commerce Development
The One Hallway initiative is progressing well with increased customer loyalty and larger baskets, indicating a positive impact on the omnichannel strategy.
SG&A Growth Control
SG&A growth was limited to around 5% this quarter, showing effective cost control measures in place.
Wal-Mart de Mexico (WMMVY) 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
WMMVY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$33.41
$33.80
+1.17%
Jul 16, 2025
$30.57
$28.40
-7.10%
Apr 29, 2025
$31.91
$30.63
-4.01%
Feb 13, 2025
$28.63
$26.91
-6.01%
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 Wal-Mart de Mexico (WMMVY) report earnings?
Wal-Mart de Mexico (WMMVY) is schdueled to report earning on Feb 11, 2026, TBA (Confirmed).
What is Wal-Mart de Mexico (WMMVY) earnings time?
Wal-Mart de Mexico (WMMVY) earnings time is at Feb 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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