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Alsea SAB de CV (ALSSF)
OTHER OTC:ALSSF
Earnings Data
Report Date
Apr 23, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
0.02Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted solid operational execution and margin expansion despite macro and regional challenges. Key positives include same-store sales growth, an EBITDA margin expansion of 40 bps, strong loyalty and digital engagement, accretive brand additions, meaningful sustainable financing and a disciplined shift to higher-return store investments and remodelings. Offsetting these strengths were notable headwinds in South America (Argentina-related currency impacts and a 22.9% EBITDA decline), weaker free cash flow driven by working capital, a modest increase in net debt, and underperformance in select brands/markets (notably Burger King and France). Management presented clear remediation actions (refinancing, CapEx rationalization, focus on remodelings, brand-level initiatives) and maintained guidance alignment.Company Guidance
Consolidated Sales Growth (Excluding FX)
Total sales for Q4 increased 0.5% year-over-year to MXN 21.7 billion; excluding foreign exchange effects, sales rose 12% year-over-year.
Same-Store Sales and EBITDA Expansion
Same-store sales grew 3.3% in the quarter. EBITDA increased 2.9% year-over-year to MXN 3.7 billion with a margin of 16.8%, representing a 40 basis-point expansion versus prior year.
Strong Net Income Performance (Nonrecurring FX Impact)
Net income for the quarter increased 32% year-over-year to MXN 812 million, driven in part by a positive (but nonrecurring) noncash foreign exchange effect related to U.S. dollar-denominated debt.
Brand-Level Wins — Domino's and Full-Service Growth
Domino's Pizza same-store sales rose 5.2% (Mexico +6.3%, Spain +3.3%, Colombia +9.6%). The full-service restaurant segment delivered 3.0% same-store sales growth in Q4, with notable uplifts driven by targeted value propositions.
Starbucks and Loyalty Momentum
Starbucks Alsea same-store sales increased 2.9% in the quarter (Mexico +2.6%). Loyalty sales increased 13.4% to MXN 8.2 billion, representing 30.6% of total sales and 36.6 million orders; the company surpassed 8.2 million active loyalty users.
Portfolio & Strategic Actions
Management continued selective portfolio moves: incorporation of Chipotle and Raising Cane's, divestment of noncore assets in South America and Europe, and a disciplined shift toward higher-quality openings and remodelings (169 openings in 2025, 127 corporate / 42 franchises).
CapEx Allocation and Store Development
Full-year CapEx totaled MXN 5.1 billion with ~75% allocated to store development (openings, remodelings, equipment) and 25% to strategic projects (distribution center, tech upgrades). Remodelings have historically driven meaningful sales lifts (Starbucks 6–13% SSS; casual dining 10–30%).
ESG and Sustainable Financing Progress
Completed EUR 273 million sustainable financing in Europe linked to emission and waste KPIs; secured an MXN 10.5 billion sustainability-linked loan in Mexico and an additional ESG-linked tranche up to MXN 550 million through 2029. Alsea remained in the Dow Jones Sustainability Index, scoring 18 percentage points above the global sector average and ranking in the top 10%.
Regional EBITDA Strength — Mexico and Europe
Adjusted EBITDA in Mexico increased 17.1% year-over-year (supported by +3.1% same-store sales and labor efficiencies). Adjusted EBITDA in Europe rose 18.7% year-over-year, driven by a 1.7% SSS increase, lower food cost and disciplined labor management.
Liquidity and Leverage Positioning
Cash at quarter end was MXN 5.7 billion. Consolidated net debt (including leases) was MXN 45.2 billion. Total debt-to-post-IFRS16 EBITDA was 2.8x and net debt-to-EBITDA stood at 2.5x, broadly within the company’s guidance ranges.
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 |
|---|---|---|---|
Feb 25, 2026 | $3.48 | $3.50 | +0.57% |
Oct 22, 2025 | $2.91 | $2.83 | -2.92% |
Jul 22, 2025 | $2.53 | $2.98 | +17.56% |
Apr 29, 2025 | $2.33 | $2.17 | -6.84% |
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 Apr 23, 2026, TBA (Confirmed).
What is Alsea SAB de CV (ALSSF) earnings time?
Alsea SAB de CV (ALSSF) earnings time is at Apr 23, 2026, 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 2026 (Q1) is 0.03.