Wal-Mart de Mexico SAB de CV (WMMVF)
OTHER OTC:WMMVF
Earnings Data
Report Date
Apr 29, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
0.04Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced positive operational progress (profitability of new businesses like Byte, gross margin improvement, private brand momentum, strong Bodega performance, on-demand e-commerce growth, SKU rationalization to improve availability) against significant near-term challenges (soft macro environment, flat/slightly negative traffic, e-commerce extended-assortment underperformance, platform transition risks and shrinkage issues). Management conveyed confidence in initiatives (EDLP, private brands, One Hallway, store mapping and AI tools) to position the company for a recovery if Mexico GDP improves toward the ~1.5% expectation for 2026, but execution and timing risks remain in the near term.Company Guidance
Gross Margin Improvement from New Businesses
Mexico saw roughly a 15 basis-point gross margin improvement attributed to new businesses; management noted new businesses have been contributing ~20 basis points quarter-on-quarter historically and are expected to continue supporting margins (with some quarter-to-quarter volatility).
Byte Achieved Profitability and Strong Customer Economics
Byte is already a profitable business; management expects Byte can reach operating margins in line with the core business in the near term. Byte customers have an average ticket more than 2x that of non-Byte customers, demonstrating strong cross-sell/retention benefits.
Private Brands and EDLP Strategy Momentum
Private brands are a core part of the EDLP strategy. Management targets private brand penetration of at least the mid-20s percentage range (mid-20s penetration minimum, focused on Bodega) and reported good Q4 penetration evolution, particularly in Bodega where private brand is a key differentiator.
Bodega Aurrera Performance and Format Strength
Bodega was the highest accelerator in sales during Q4; management emphasized strong penetration among lower-income households and highlighted the diversified portfolio (Bodega, Sam's, Walmart) as a strength during a soft environment.
E‑commerce On‑demand Growth and Operational Plans
On-demand (store-fulfilled) e-commerce grew almost 20% in the quarter. Management is accelerating e-commerce via speed, reach and assortment improvements, adding new delivery cities (examples: Valle de Bravo, San Miguel de Allende) and planning broader rollout (adding 20+ cities next quarter) while unifying platform capabilities (One Hallway) to scale assortment and fulfillment.
SKU Rationalization to Improve Availability
Walmex is reducing SKUs in smaller formats (Bodega Aurrera Express and Mi Bodega) by ~30% to devote space to items that drive sales and improve availability; management expects improved availability and faster sales as a result.
Omnichannel New Businesses (Walmart Connect, Financial Solutions)
New businesses such as Walmart Connect, financial solutions and Byte are contributing to revenue and P&L, with Walmart Connect and Byte highlighted as increasingly relevant contributors to gross margin and customer engagement.
Macroeconomic Outlook Slightly Improved for 2026
Management expects Mexico GDP growth for 2026 of roughly 1.5%, an improvement versus the 0% market growth reported for 2025, and is positioning the company to benefit if the market recovery materializes.
WMMVF 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
WMMVF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $3.40 | $3.40 | 0.00% |
Oct 22, 2025 | $3.21 | $3.22 | +0.31% |
Jul 16, 2025 | $2.95 | $2.75 | -6.78% |
Apr 29, 2025 | $3.07 | $2.98 | -2.93% |
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 Wal-Mart de Mexico SAB de CV (WMMVF) report earnings?
Wal-Mart de Mexico SAB de CV (WMMVF) is schdueled to report earning on Apr 29, 2026, TBA (Confirmed).
What is Wal-Mart de Mexico SAB de CV (WMMVF) earnings time?
Wal-Mart de Mexico SAB de CV (WMMVF) earnings time is at Apr 29, 2026, TBA (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 WMMVF EPS forecast?
WMMVF EPS forecast for the fiscal quarter 2026 (Q1) is 0.04.