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Robinsons Retail (RRETY)
OTHER OTC:RRETY
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.09Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call shows broad operational momentum: revenue growth across the group, strong drugstore and DIY performance, margin expansions in several segments, active store roll-out and positive minority-investment developments. These positives are tempered by a significant full‑year decline in net income to parent (‑44.3%) due to the absence of a prior one‑time gain, underperformance in department stores, working capital build and higher debt from acquisition financing. Management provided constructive guidance for 2026 (SSSG 2%–4%, continued store additions and targeted CapEx), and balance-sheet metrics remain manageable (net debt/equity 0.35x). Overall, the operational improvements and growth initiatives outweigh the one-off and segment-specific negatives.Company Guidance
Top-line Growth — Q4 and Full Year
Net sales rose 7.0% in Q4 to PHP 61.1 billion and increased 5.7% for full year 2025 to PHP 210.4 billion, driven by same-store sales growth, new store openings and the one-month consolidation of Premiumbikes.
Same-Store Sales Momentum
Blended same-store sales growth (SSSG) for the full year was 3.3%, with Q4 SSSG around 3.1% and sequential improvement from prior quarters; management guiding 2%–4% SSSG for 2026.
Profitability — Gross Profit, EBIT and EPS
Full-year gross profit was PHP 51.7 billion and EBIT PHP 10.5 billion. Q4 EBIT was PHP 3.8 billion (double-digit growth noted). Earnings per share rose 38.4% to PHP 2.39 in Q4, aided by share buyback-driven lower shares outstanding.
Strong Drugstore Performance
Drugstore net sales grew double-digits in Q4 to PHP 10.7 billion; full year sales rose 10.5% to PHP 39.6 billion. Q4 SSSG reached circa 8.9% and full-year SSSG 6.4%. EBITDA increased 22.3% in Q4 to PHP 1.1 billion and 15% for the full year to PHP 3.5 billion.
DIY and Specialty Margin Expansion
DIY Q4 sales grew 5% to PHP 3.4 billion with gross margin expanding 19.1% to PHP 1.3 billion and Q4 EBITDA doubling to PHP 534 million; Specialty segment Q4 sales rose 20.1% to PHP 5.5 billion (including Premiumbikes consolidation) with Q4 EBITDA up 13.8%.
Food Segment Outperformance
Food segment Q4 net sales grew 6.2% to PHP 35.6 billion with Q4 EBITDA up 7.6% to PHP 3.5 billion and full-year EBITDA of PHP 11.2 billion (up 6%), outpacing revenue growth due to vendor support and higher private-label/import penetration.
Store Expansion and Network Scale
Opened 94 new stores in 2025 and added 216 acquired Premiumbikes stores, raising total store count to 2,763 (breakdown: 799 food, 1,173 drugstores, 51 department stores, 234 DIY, 506 specialty) plus 2,154 TGP franchised stores. 2026 target is +130–170 net new stores.
CapEx and Investment Activity
Organic CapEx was PHP 6.0 billion in 2025 (up 17%), with Food accounting for 69% of CapEx. Guidance for 2026 organic CapEx is about PHP 5.7 billion.
Minority Investments Showing Strong Growth
O!Save net sales jumped 2.2x to PHP 524 million and store count to 797; GoTyme customers grew by 3 million to 8.3 million; GrowSari platform value rose 13% to PHP 887 million; BPI net income improved 7% to PHP 66.6 billion and dividends per share up 10% to PHP 4.36.
Balance Sheet Metrics Remain Manageable
Net debt rose to PHP 26.6 billion but net debt-to-equity remains moderate at 0.35x; cash conversion cycle was 18 days, and ROA/ROE normalized to 3.3% and 7.1% respectively after absence of one-off merger gain.
Corporate Recognition and Governance
Received 2 Golden Arrow Awards at the ASEAN Corporate Governance Scorecard and was named among Time/Statista Best Companies in Asia Pacific 2026, indicating improved governance and external recognition.
RRETY 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
RRETY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $6.52 | $6.52 | +0.05% |
Oct 24, 2025 | $6.04 | $5.94 | -1.66% |
Jul 31, 2025 | $6.77 | $6.51 | -3.84% |
Apr 29, 2025 | $6.76 | $6.78 | +0.30% |
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 Robinsons Retail (RRETY) report earnings?
Robinsons Retail (RRETY) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Robinsons Retail (RRETY) earnings time?
Robinsons Retail (RRETY) earnings time is at Apr 30, 2026, TBA (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 RRETY EPS forecast?
Currently, no data Available