#Mexico #Mexico City #financial results #earnings report #Chedraui Group

Grupo Comercial Chedraui: Q3 2025 Financial Overview

Grupo Comercial Chedraui, S.A.B. de C.V., a leading retail and supermarket chain in Mexico and the United States, announced its third-quarter financial results for 2025, demonstrating resilience and substantial growth despite a challenging economic environment. The results were officially released on October 21, 2025, with figures presented in nominal terms according to International Financial Reporting Standards (IFRS).

Highlights of the Quarter

• - Same Store Sales (SSS): In Mexico, the company reported a 2.8% increase in same store sales, outpacing the industry benchmark by 183 basis points. This marks the 21st consecutive quarter where Chedraui has exceeded ANTAD's growth metrics.
• - Consolidated EBITDA: Growth in consolidated EBITDA was reported at 3.2% compared to the same quarter last year, reaching an EBITDA margin of 8.5%, which is an improvement of 28 basis points.
• - Specifics on Operations: The EBITDA margin for Chedraui Mexico improved to 9.9%, while Chedraui USA realized a growth of 34 basis points, reaching a margin of 7.3%.
• - Net Income: Notably, Chedraui's consolidated net income increased by 13.3% when compared with Q3 2024.
• - Financial Health: The net debt to EBITDA ratio was maintained at a healthy -0.03x at the end of Q3 2025.

Expansion Efforts

In line with its organic growth strategy, Chedraui opened 32 new stores across Mexico during the third quarter, including 31 Supercitos and one traditional Chedraui store. Additionally, the milestone achievement of opening the 1,000th store in both Mexico and the U.S. underscores the company’s commitment to facilitating job opportunities and enhancing its market presence.

Antonio Chedraui, the CEO of Grupo Comercial Chedraui, emphasized the effectiveness of their strategic pillars, which focus on offering the lowest prices, providing the best assortment per store, and delivering the best shopping experience. He remarked on the importance of these pillars in attracting and retaining a loyal customer base, especially in a less-than-ideal consumer landscape.

Challenges Faced

While Chedraui’s performance in Mexico continues to thrive, the company faced headwinds in its U.S. operations due to stricter immigration enforcement that affected customer traffic in some stores. Despite these challenges, the company has managed to mitigate losses through improved supply chain efficiencies and cost management.

Future Outlook

Chedraui’s sustained commitment to investment and organic growth is evident as they continue to focus on expanding their footprint in Mexico and the U.S. The recent growth in consolidated net income and improvement in cash position—an increase of $1,305 million pesos—is commendable, particularly in a competitive retail sector.

The complete financial details will be discussed in an upcoming conference call hosted on October 22, 2025, at 11 AM ET, where interested investors and stakeholders will have the opportunity to gain more insight into the company's performance and future strategies.

For more information, prospective investors are encouraged to visit the official website or access the detailed financial report linked in the press release.

As Grupo Comercial Chedraui continues to navigate and adapt to market challenges, its focus on strategic growth and customer satisfaction positions it strongly for future endeavors.