The earnings call presented a generally positive outlook with strong revenue growth, market share gains, and successful strategic initiatives. However, challenges such as weather impacts on traffic, SG&A pressure, and discrepancies in user numbers for Bait were noted.

Company Guidance -

Q3 2025

During the call, Walmex's leadership provided guidance and insights on several key metrics. Ignacio Caride, the President and CEO, highlighted a 6% growth in constant currency for the second quarter, aligning with their guidance and surpassing market expectations in both regions. The company emphasized its commitment to expanding market share, increasing the price gap, and accelerating e-commerce and private brand expansion. They reassured investors of their gross margin expansion target for the year, despite variations by quarter due to strategic price investments. Paulo Garcia, the CFO, outlined the stable approach to working capital management and reaffirmed a high single-digit growth rate for SG&A in constant terms. The company also discussed the positive impact of remittances in pesos, which have been growing year-over-year, providing a tailwind. The guidance included plans to complete an MXN 8.8 billion share buyback and the strategic use of AI and technology to improve operations and customer service. Additionally, the One Hallway initiative's rollout is on track, with a focus on enhancing customer experience through significant backend changes.

Strong Revenue Growth

The company reported a growth of 8.3% in revenue, which is 6% in constant currency, ahead of market expectations in both regions.

Market Share Gains

Walmex achieved market share gains, increased price gap, expanded private brands, accelerated e-commerce, and consolidated new businesses.

Positive Consumer Response to Price Investments

Price investments in various formats, including Bodega Aurrera, Walmart Supercenters, and Sam's Club, led to good consumer elasticity and reaction.

Successful Hot Sale Event

The Hot Sale event saw better performance compared to Q1, with strong demand in durable goods, particularly electronics.

One Hallway Initiative On Track

The One Hallway initiative is progressing towards its October launch, with initial rollout to 1% of customers in the coming weeks.

Wal-Mart de Mexico (WMMVY) 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

Daily Earnings Calendar >

WMMVY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.42 / -	0.368	―	―	―
Jul 16, 2025	2025 (Q2)	0.38 / 0.34	0.363	-5.51% (-0.02)
Apr 29, 2025	2025 (Q1)	0.39 / 0.38	0.412	-8.50% (-0.03)	―
Feb 13, 2025	2024 (Q4)	0.45 / 0.44	0.503	-11.93% (-0.06)
Oct 23, 2024	2024 (Q3)	0.40 / 0.37	0.429	-14.22% (-0.06)	―
Jul 24, 2024	2024 (Q2)	0.42 / 0.36	0.38	-4.47% (-0.02)	―
Apr 24, 2024	2024 (Q1)	0.44 / 0.41	0.392	5.10% (+0.02)
Feb 14, 2024	2023 (Q4)	0.54 / 0.50	0.468	7.48% (+0.03)
Oct 25, 2023	2023 (Q3)	0.41 / 0.43	0.351	22.22% (+0.08)
Jul 27, 2023	2023 (Q2)	0.41 / 0.38	0.31	22.58% (+0.07)

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

WMMVY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 16, 2025	$30.57	$28.40	-7.10%
Apr 29, 2025	$31.91	$30.63	-4.01%
Feb 13, 2025	$28.63	$26.91	-6.01%
Oct 23, 2024	$29.45	$29.71	+0.88%

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 (WMMVY) report earnings?

Wal-Mart de Mexico (WMMVY) is schdueled to report earning on Oct 22, 2025, TBA (Confirmed).

What is Wal-Mart de Mexico (WMMVY) earnings time?

Wal-Mart de Mexico (WMMVY) earnings time is at Oct 22, 2025, 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 WMMVY EPS forecast?

WMMVY EPS forecast for the fiscal quarter 2025 (Q3) is 0.42.

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