The earnings call highlighted strong digital engagement, positive same-store sales growth, significant increases in EBITDA and net income, and solid performance in the European and Mexican markets. However, it also noted challenges such as declining sales in Burger King, difficulties in the South American market, and increased debt levels.

Company Guidance

In the second quarter of 2025, Alsea reported a 4.2% year-over-year increase in total sales, reaching MXN 20.4 billion, or 8.9% when accounting for foreign exchange effects. Same-store sales grew by 4.9%, with EBITDA increasing by 10.5% to MXN 3 billion, though the margin contracted by 40 basis points to 14.2%. Digital orders reached 35.3 million, contributing MXN 7.7 billion, or 38.6% of total sales. Starbucks saw a 4.4% increase in same-store sales, with variations across regions, while Domino's Pizza reported a 6% increase, driven by strong delivery channels. However, Burger King experienced a 6.1% decline in same-store sales, excluding Argentina. The Full-Service Restaurants segment grew by 5.9% in same-store sales. Alsea opened 32 new stores during the quarter and reported a total debt-to-EBITDA ratio of 3x. The company remains focused on disciplined organic growth, capital allocation, and ESG commitments, while aiming to maintain a healthy balance sheet and strong free cash flow generation.

Strong Digital Strategy

Digital orders accounted for 38.6% of total sales, totaling MXN 7.7 billion, demonstrating ongoing success in digital transformation.

Positive Same-Store Sales Growth

Same-store sales grew by 4.9% year-over-year, with notable performances in Starbucks and Domino's Pizza across various regions.

EBITDA and Margin Growth

EBITDA increased by 10.5% to MXN 3 billion with a margin of 14.2%, despite a 40 basis point contraction year-over-year.

Record Net Income Increase

Net income for the second quarter increased 552.7% year-over-year, reaching MXN 868 million.

European Market Expansion

Sales in Europe increased by 25.4% to MXN 6.4 billion, with a 5.2% increase in euro terms, showcasing recovery and growth.

Strong Brand Performance in Mexico

Sales in Mexico were up 9.1% to MXN 11.6 billion, driven by strong performances in Starbucks and Domino's Pizza.

Alsea SAB de CV (ALSSF) 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

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ALSSF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.04 / -	<0.001	―	―	―
Jul 22, 2025	2025 (Q2)	0.04 / 0.08	0.009	729.41% (+0.07)
Apr 29, 2025	2025 (Q1)	0.03 / 0.01	0.026	-43.32% (-0.01)
Feb 25, 2025	2024 (Q4)	0.05 / 0.01	0.089	-84.17% (-0.08)
Oct 22, 2024	2024 (Q3)	0.04 / <0.01	0.032	-97.54% (-0.03)
Jul 23, 2024	2024 (Q2)	0.03 / <0.01	0.029	-68.52% (-0.02)
Apr 23, 2024	2024 (Q1)	0.04 / 0.03	0.037	-29.53% (-0.01)	―
Feb 26, 2024	2023 (Q4)	0.04 / 0.09	0.037	142.61% (+0.05)	―
Oct 24, 2023	2023 (Q3)	0.03 / 0.03	0.02	60.53% (+0.01)
Jul 26, 2023	2023 (Q2)	0.03 / 0.03	0.013	114.29% (+0.02)

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
Jul 22, 2025	$2.56	$3.01	+17.58%
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%

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 Oct 28, 2025, TBA (Confirmed).

What is Alsea SAB de CV (ALSSF) earnings time?

Alsea SAB de CV (ALSSF) earnings time is at Oct 28, 2025, TBA (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 (Q3) is 0.04.

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