The earnings call presented a mixed outlook with strong performance in Chile and the Wine segment, while challenges persist in Argentina due to currency devaluation and inflationary pressures. Efficiency improvements are helping to offset some of the negative impacts, but macroeconomic instability in Argentina remains a significant concern.
Company Guidance -
Q3 2025
In the second quarter of 2025, CCU delivered robust financial results despite a challenging business environment. Consolidated EBITDA nearly doubled compared to the previous year, with significant contributions from the Chile Operating segment, which saw a 59.1% increase in EBITDA, and the Wine Operating segment, which grew by 8.3%. Organic net sales rose by 4.8%, driven by a 4.7% increase in organic volumes, while gross profit grew by 6.7% and gross margin expanded by 73 basis points. The company faced headwinds in Argentina due to currency devaluation and a challenging pricing scenario, impacting the International Business Operating segment. However, strong revenue management and efficiency efforts helped offset inflationary pressures. The Chile segment experienced a 9.4% increase in top-line growth, with a 6% rise in average prices and a 3.2% increase in volumes, leading to a 12.5% growth in gross profit and a 115 basis-point expansion in gross margin. Overall, CCU's strategic focus on profitability, growth, and sustainability, guided by their 2025-2027 Strategic Plan, was evident in their ability to navigate industry-wide challenges while maintaining a positive trajectory in financial performance.
Significant Growth in EBITDA
Consolidated EBITDA nearly doubled versus last year, mainly driven by the Chile Operating segment with a 59.1% expansion and the Wine Operating segment with an 8.3% growth.
Positive Performance in Chile
Top line in the Chile Operating segment expanded 9.4% with a 6% increase in average prices and a 3.2% rise in volumes. EBITDA increased by 59.1% and EBITDA margin expanded by 339 basis points.
Strong Export Performance in Wine Segment
The Wine Operating segment saw a 6% top-line expansion, driven by 17.4% growth in exports. EBITDA increased by 8.3% with a 32 basis point improvement in EBITDA margin.
Efficiency Improvements
Consolidated MSD&A expenses grew only 0.5% without the consolidation of Aguas de Origen, indicating strong efficiency measures.
Compania Cervecerias Unidas SA (CCU) 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
CCU Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jun 30, 2025
$12.92
$12.90
-0.15%
May 07, 2025
$15.32
$14.86
-3.00%
Feb 25, 2025
$12.97
$13.68
+5.47%
Nov 06, 2024
$10.76
$11.10
+3.16%
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 Compania Cervecerias Unidas (CCU) report earnings?
Compania Cervecerias Unidas (CCU) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).
What is Compania Cervecerias Unidas (CCU) earnings time?
Compania Cervecerias Unidas (CCU) earnings time is at Nov 05, 2025, After Close (Confirmed).
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