The earnings call highlighted strong international performance, ongoing innovation, and strategic acquisitions, while acknowledging challenges in North America and the impact of currency fluctuations. The sentiment leans towards resilience and strategic adaptation despite some regional setbacks.

Company Guidance

In the second quarter of 2025 earnings call, Grupo Bimbo provided updated guidance for the fiscal year, emphasizing their strong performance and strategic investments. The company reported a sequential acceleration in sales growth, particularly in regions outside the U.S., with record performances in terms of sales and EBITDA margin. In North America, despite a challenging environment, they achieved a 9% EBITDA margin, improving sequentially from 5.9% in Q4 2024 and 7.4% in Q1 2025. Sales in Mexico grew by 3%, with a record high margin of 20.3%, though the U.S. saw a decline of over 4% in sales, excluding FX effects. Grupo Bimbo revised its full-year guidance, anticipating mid-single-digit sales growth due to a stronger Mexican peso impacting top-line growth by 250 basis points. The adjusted EBITDA margin is expected to be flat or slightly contracted, with an anticipated margin expansion in the second half. Capital expenditures are projected to be between $1.3 billion and $1.4 billion, reduced from the previous forecast of $1.4 billion to $1.5 billion. The company also discussed strategic investments, including a $2 billion investment in Mexico from 2025 to 2028, and highlighted their ESG commitments, including removing artificial colors from all products by 2026 and achieving 100% natural recipes by 2030.

Record Performance Outside the U.S.

Operations outside the U.S. maintained strong momentum, achieving record performance in either sales or EBITDA margin.

Innovation Rate Surpasses 12%

Innovation remains at the core of growth, with an innovation rate now surpassing 12%.

99% of Daily Products Free from Artificial Ingredients

99% of daily consumption products are now free from artificial flavors and colorants, representing roughly 50% of net sales globally.

Sales Growth in Mexico

Sales in Mexico grew by 3%, reaching a new all-time high, despite a softer consumer environment.

EBITDA Margin Improvement in North America

EBITDA margin improved sequentially in North America from 5.9% in Q4 '24 to 7.4% in Q1 2025 and reaching 9% this quarter.

Record Sales in Latin America

Excluding FX effect, Latin America set a record for net sales, with double-digit growth in several regions and an adjusted EBITDA margin expansion of 100 basis points.

Acquisition of Don Don

Closed the acquisition of Don Don in Southeast Europe, expanding operations to 39 countries.

Grupo Bimbo SAB de CV (GRBMF) 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

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GRBMF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.05 / -	0.045	―	―	―
Jul 24, 2025	2025 (Q2)	0.04 / 0.03	0.04	-14.13% (>-0.01)
Apr 29, 2025	2025 (Q1)	0.03 / 0.02	0.029	-24.86% (>-0.01)
Feb 27, 2025	2024 (Q4)	0.04 / 0.04	0.039	-3.66% (>-0.01)		―
Oct 29, 2024	2024 (Q3)	0.05 / 0.04	0.05	-10.81% (>-0.01)
Jul 24, 2024	2024 (Q2)	0.04 / 0.04	0.048	-14.94% (>-0.01)
Apr 22, 2024	2024 (Q1)	0.04 / 0.03	0.048	-40.69% (-0.02)
Feb 19, 2024	2023 (Q4)	0.06 / 0.04	0.361	-89.08% (-0.32)
Oct 26, 2023	2023 (Q3)	0.06 / 0.05	0.073	-30.94% (-0.02)
Jul 25, 2023	2023 (Q2)	0.05 / 0.05	0.068	-30.47% (-0.02)

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

GRBMF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$2.56	$2.89	+12.89%
Apr 29, 2025	$3.39	$2.94	-13.27%
Feb 27, 2025	$2.76	$2.46	-10.87%
Oct 29, 2024	$3.09	$3.04	-1.62%

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 Bimbo S.A.B. de C.V. (ADR) (GRBMF) report earnings?

Grupo Bimbo S.A.B. de C.V. (ADR) (GRBMF) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Grupo Bimbo S.A.B. de C.V. (ADR) (GRBMF) earnings time?

Grupo Bimbo S.A.B. de C.V. (ADR) (GRBMF) earnings time is at Oct 23, 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 GRBMF EPS forecast?

GRBMF EPS forecast for the fiscal quarter 2025 (Q3) is 0.05.

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