The earnings call highlighted strong sales growth driven by digital strategies and positive performances in Starbucks and Domino's Pizza. However, challenges remain with Burger King's sales decline and the economic environment in South America. Despite these lowlights, overall results were positive with significant digital order growth and EBITDA improvement.

Company Guidance -

Q3 2025

In the second quarter of 2025, Alsea reported a 4.2% year-over-year increase in total sales, reaching MXN 20.4 billion, or an 8.9% increase when foreign exchange effects are considered. Same-store sales grew by 4.9%, driven by a positive calendar effect due to Easter. EBITDA rose by 10.5% to MXN 3 billion, with a margin of 14.2%, albeit a contraction of 40 basis points year-over-year. Digital orders reached nearly 35.3 million, contributing MXN 7.7 billion or 38.6% of total sales, showcasing the success of Alsea's digital strategy. Starbucks Alsea's same-store sales increased by 4.4%, with Starbucks Mexico rising by 3.8%. In Europe, same-store sales increased by 2.5%, with improvements seen in France and Spain. South America's same-store sales grew by 9.7%, excluding Argentina, which saw a decline due to lower traffic in Chile. Domino's Pizza Alsea saw a 6% increase in same-store sales, with Mexico achieving an 8.9% increase. Burger King Alsea's same-store sales, excluding Argentina, decreased by 6.1%. The Full-Service Restaurants segment grew by 5.9% in same-store sales, driven by strong value propositions and product innovation. Alsea opened 32 new stores, with a focus on high-potential locations. The digital transformation continued with loyalty sales increasing by 4.7%, totaling MXN 5.4 billion. The company remains committed to strategic growth, ESG initiatives, and optimizing its portfolio to pursue sustainable growth opportunities.

Overall Sales Increase

In the second quarter, total sales increased by 4.2% year-over-year to MXN 20.4 billion, or an 8.9% increase including foreign exchange effects. Same-store sales grew by 4.9%.

Digital Strategy Success

Alsea served nearly 35.3 million digital orders in the quarter, totaling MXN 7.7 billion, representing 38.6% of total sales. Loyalty sales increased 4.7%, reaching MXN 5.4 billion.

Starbucks and Domino's Performance

Starbucks Alsea's same-store sales increased by 4.4%. Domino's Pizza Alsea posted a 6% increase in same-store sales, with Mexico seeing an 8.9% increase.

EBITDA Growth

EBITDA increased by 10.5% in the second quarter, reaching MXN 3 billion, though the margin contracted by 40 basis points year-over-year.

Positive Net Income Growth

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

European Sales Performance

Sales in Europe increased by 25.4% to MXN 6.4 billion, while in euro terms, sales increased by 5.2%.

Full-Service Restaurants Growth

Full-Service Restaurants segment delivered 5.9% same-store sales growth, with Mexico achieving 6.1% growth and Spain 5.9% growth.

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

Daily Earnings Calendar >

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 / 0.07	0.009	728.82% (+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% (-0.07)
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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