Grupo Comercial Chedraui SAB de CV Class B (GCHEF)
OTHER OTC:GCHEF
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.12Last Year’s EPS
0.12Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously optimistic outlook: underlying profitability and margin metrics improved (EBITDA margin expansion, gross margin expansion, net income up, improved net cash position) and strategic investments (RCDC, Supercitos expansion, e-commerce) are progressing. However, headline sales were down due to peso appreciation and U.S. same-store sales and certain banner margins faced pressure from weaker traffic and stricter immigration enforcement. Management emphasizes expense control and operational efficiencies to offset softness and reiterated long‑term guidance.Company Guidance
Consistent Same-Store Outperformance in Mexico
Chedraui Mexico same-store sales grew 2.1% in Q1 2026, outperforming ANTAD's self‑service growth of 1.4% by 73 basis points — the 23rd consecutive quarter of outperformance.
Margin Expansion and Profitability Metrics
Consolidated EBITDA margin improved 22 basis points to 8.6%; Chedraui Mexico EBITDA margin remained strong at 9.5% (in line with Q1 2025); gross profit margin expanded 87 basis points to 24.3% (from 23.4%). Consolidated operating margin rose 30 basis points to 5.3%.
Net Income and Cash Position Improvement
Consolidated net income increased 1% to MXN 1,583 million (2.3% of sales, up from 2.1% prior year). Net cash position closed at MXN 2,556 million and net cash-to-EBITDA improved to -0.10x from 0.03x net debt-to-EBITDA a year earlier.
Chedraui USA Operational Efficiency Gains
Chedraui USA EBITDA margin rose 21 basis points to 7.7% driven by disciplined expense control and efficiencies from the Rancho Cucamonga distribution center (RCDC); Smart & Final EBITDA margin improved 135 basis points to 7.3%.
Strong Long-Term Financial Track Record
Consolidated net income has achieved a 5‑year compounded annual growth rate of 16.5%; return on equity improved by 274 basis points vs Q1 2021, reflecting long-term value creation from M&A and organic growth.
Accelerated Investment and Store Expansion
Quarterly CapEx totaled MXN 2,096 million (3.1% of sales), a 63.8% increase vs Q1 2025, focused on new stores and remodels. Organic openings in the quarter included 1 Tiendas Chedraui and 18 Supercitos; management plans to open ~130 Supercitos this year and scale toward ~1,000 over time.
E-commerce and Third-Party Partnerships Gaining Traction
E-commerce penetration in Mexico rose 76 basis points to 4.2% in Q1 2026 (Mexico) and U.S. e‑commerce 3.5%, with growing third‑party partner contribution (Rappi Turbo, Rappi, Uber Eats, DiDi) and quick commerce pilots improving reach and efficiency.
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 |
|---|---|---|---|
Apr 22, 2026 | $5.59 | $5.80 | +3.83% |
Feb 25, 2026 | $6.61 | $6.46 | -2.24% |
Oct 22, 2025 | $6.87 | $6.92 | +0.71% |
Jul 28, 2025 | $7.77 | $7.79 | +0.31% |
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 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 Jul 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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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 (Q2) is 0.12.