The earnings call highlighted strong same-store sales growth in both Mexico and the U.S., along with strategic investments in a new distribution center to drive future efficiencies. However, there were challenges due to duplicate supply chain costs and lower-than-expected performance at Smart & Final. Despite these issues, the company maintains confidence in its strategic initiatives to improve profitability.

Company Guidance -

Q1 2025

During the third quarter of 2024 earnings call for Grupo Comercial Chedraui, significant guidance was provided by the company's executives. Same-store sales in Mexico grew by 4.9%, outpacing ANTAD's 3% growth, marking the 17th consecutive quarter of such outperformance. In the U.S., Chedraui USA's same-store sales increased by 0.5%, with El Super and Fiesta Mart driving mid-single-digit growth. Consolidated sales rose by 11.8%, while consolidated EBITDA increased by 3.5%, with an EBITDA margin of 8.2%. Excluding duplicate distribution center costs, consolidated EBITDA would have increased by 11.1%, with a margin of 8.8%. The new 1.4 million square foot distribution center in Rancho Cucamonga, California, is expected to boost operational efficiencies, with a projected long-term benefit of a 50 basis point improvement in costs for U.S. operations. The CapEx for the first nine months of 2024 was MXN 7,293 million, representing 3.6% of consolidated sales. Net debt to EBITDA ratio was 0.02x, highlighting strong financial leverage management. The call also addressed future strategies for Mexico's Mi Chedraui loyalty program, which saw customer growth of 6% to 12.6 million members, accounting for 74% of sales, and emphasized ongoing investments to support medium and long-term growth.

Strong Same-Store Sales Growth

In Mexico, same-store sales grew by 4.9%, outperforming ANTAD's 3% for the 17th consecutive quarter. Chedraui USA's same-store sales increased by 0.5% in dollar terms.

Successful Launch of New Distribution Center

Chedraui USA began operations of a new 1.4 million square foot distribution center in Rancho Cucamonga, California, expected to drive long-term growth and supply chain efficiencies.

Consolidated Sales Increase

Consolidated sales increased by 11.8% compared to the third quarter of 2023, with a positive currency impact of 13.1% on Chedraui USA's sales when translated into Mexican pesos.

Real Estate Division Performance

The occupancy rate increased to 98.3% from 97.3%, with sales showing a 13.1% increase compared to the same quarter of 2023.

Grupo Comercial Chedraui SAB de CV (GCHEF) 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 >

GCHEF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 28, 2025	2025 (Q2)	0.13 / -	0.106	―	―	―
Apr 30, 2025	2025 (Q1)	0.10 / 0.08	0.104	-19.10% (-0.02)	―
Feb 19, 2025	2024 (Q4)	0.12 / 0.07	0.13	-42.40% (-0.06)
Oct 23, 2024	2024 (Q3)	0.11 / 0.08	0.101	-22.56% (-0.02)
Jul 24, 2024	2024 (Q2)	0.11 / 0.11	0.097	8.50% (<+0.01)
Apr 23, 2024	2024 (Q1)	0.09 / 0.10	0.084	23.53% (+0.02)
Feb 20, 2024	2023 (Q4)	0.11 / 0.13	0.111	17.37% (+0.02)
Oct 24, 2023	2023 (Q3)	0.09 / 0.10	0.077	31.76% (+0.02)	―	―
Jul 27, 2023	2023 (Q2)	0.09 / 0.10	0.078	24.34% (+0.02)	―	―
Apr 26, 2023	2023 (Q1)	0.08 / 0.08	0.057	46.19% (+0.03)	―	―

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

GCHEF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2025	$6.44	$6.50	+0.93%
Feb 19, 2025	$6.02	$5.72	-4.98%
Oct 23, 2024	$6.75	$6.64	-1.63%
Jul 24, 2024	$7.73	$7.44	-3.75%

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 Grupo Comercial Chedraui SAB de CV Class B (GCHEF) report earnings?

Grupo Comercial Chedraui SAB de CV Class B (GCHEF) is schdueled to report earning on Jul 28, 2025, After Close (Confirmed).

What is Grupo Comercial Chedraui SAB de CV Class B (GCHEF) earnings time?

Grupo Comercial Chedraui SAB de CV Class B (GCHEF) earnings time is at Jul 28, 2025, After Close (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 GCHEF EPS forecast?

GCHEF EPS forecast for the fiscal quarter 2025 (Q2) is 0.13.

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