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Grupo Comercial Chedraui SAB de CV Class B (GCHEF)
OTHER OTC:GCHEF
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.11Last Year’s EPS
0.09Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple operational and financial positives—including margin expansion, strong gross profit performance, significant store expansion, improving RCDC-related efficiencies, a stronger cash position, and encouraging e-commerce and loyalty trends—while acknowledging key challenges concentrated in the U.S. (transaction declines driven by immigration enforcement and a government shutdown), the effect of currency translation on consolidated sales, higher claim-related accruals, and a one-time tax payment in Mexico that reduced some adjusted results. Overall, the company demonstrated resilient margin and profitability trends and clear execution on strategic initiatives despite near-term macro and nonrecurring headwinds.Company Guidance
Consistent Mexico Same-Store Sales Outperformance
Chedraui Mexico same-store sales grew 3.0% in Q4 2025, outperforming ANTAD self-service by 164 basis points for the 22nd consecutive quarter; full-year same-store sales outperformed ANTAD by 140 basis points (fifth consecutive year).
Consolidated EBITDA and Margin Improvement
Consolidated EBITDA increased 9.7% year-over-year and consolidated EBITDA margin expanded by 101 basis points to 8.6% (7.7% including extraordinary items, +7 bps).
Mexico Sales Growth and Retail Expansion
Chedraui Mexico total sales rose 6.9% in Q4 2025, driven by 3.0% same-store sales growth and a 4.4% sales floor expansion; company opened 65 stores in Q4 and 142 stores in 2025, ending the year with 1,067 stores and planning to open 147 stores in Mexico in 2026.
Improved Gross Profit and Operating Income
Gross profit increased 2.9% with gross margin at 23.2% vs 21.8% prior year; consolidated operating income rose 19% and operating margin expanded 101 basis points to 5.5%.
Chedraui USA Margin Recovery (despite sales headwinds)
Chedraui USA EBITDA margin improved by 178 basis points to 8.6% (or 6.9% including noncash claim accruals), supported by disciplined expense control and RCDC-related efficiencies.
Smart & Final Significant Margin Improvement
Smart & Final EBITDA margin improved to 8.7%, a 379 basis point increase year-over-year (171 bps improvement including additional claim accruals), reflecting RCDC benefits and pricing initiatives.
E-commerce Penetration and Loyalty Program Leverage
E-commerce penetration in Mexico increased by 70 basis points to 3.9% in Q4 2025; company leverages ~40 million loyalty program customers for targeted promotions to improve promotional efficiency.
Stronger Cash Position and Capital Discipline
Year-end net cash position of MXN 6,923 million; net cash-to-EBITDA improved to -0.28x from -0.18x year-over-year; CapEx for 2025 was MXN 8,549 million (2.9% of sales), below prior year due to 2024 RCDC investment.
Long-Term Profitability and ROE Improvement
Net income has a 4-year CAGR of 17.4%; return on equity increased by 167 basis points in 2025 versus 2021 despite transitional RCDC and nonrecurring costs, supporting long-term value creation.
Grupo Comercial Chedraui SAB de CV (GCHEF) Earnings, Revenues Date & History
GCHEF 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
GCHEF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $6.67 | $6.53 | -2.25% |
Oct 22, 2025 | $6.95 | $7.00 | +0.72% |
Jul 28, 2025 | $7.85 | $7.87 | +0.25% |
Apr 30, 2025 | $6.39 | $6.45 | +0.94% |
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 Apr 23, 2026, 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 Apr 23, 2026, 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 2026 (Q1) is 0.11.