Grupo Comercial Chedraui Reports Strong Q4 2025 Achievements Amid Challenges
Grupo Comercial Chedraui Reports Strong Q4 2025 Achievements Amid Challenges
Grupo Comercial Chedraui, S.A.B. de C.V. has officially disclosed its financial results for the fourth quarter of 2025, providing a comprehensive look at its performance during a year marked by economic unknowns. All figures in this report are stipulated in nominal terms and presented according to International Financial Reporting Standards (IFRS).
Key Highlights of Q4 2025
- - Same Store Sales Growth: The company experienced an impressive 3.0% increase in same-store sales (SSS) in Mexico. For the twenty-second consecutive quarter, Chedraui’s SSS performance outpaced that of ANTAD’s self-service sector by a notable 164 basis points.
- - EBITDA Margins: The consolidated EBITDA margin stood at 7.7% (8.6% excluding additional expenses). Specifically, Chedraui Mexico achieved an EBITDA margin of 8.5% (8.7% when excluding unusual events), while Chedraui USA experienced a slight rise of 6 basis points to 6.9% (8.6% when excluding non-cash provisions).
- - Net Income: The total consolidated net income for the quarter reached $1,344 million, rising to $1,846 million when additional expenses are excluded.
- - Debt Metrics: The net debt to EBITDA ratio improved to -0.28x, compared to -0.18x from the previous year’s fourth quarter.
- - Expansion Initiatives: The company surpassed its organic growth expectations for Mexico by inaugurating 142 new stores throughout the year. This included a significant investment with 65 new stores opened in the fourth quarter alone.
- - Currency Fluctuations: The Mexican peso appreciated against the U.S. dollar by 10%, reflecting favorable exchange conditions.
CEO’s Remarks
Antonio Chedraui, the company’s CEO, highlighted the vital role of company personnel in achieving these strong results despite the difficult economic landscape both in Mexico and the U.S. He stated that their commitment to delivering exceptional value to customers continues to drive growth. He noted the 3.0% SSS increase in Q4 as a testament to customers' loyalty compared to ANTAD’s self-service 1.4% growth.
Despite facing challenges in the U.S. market, particularly due to stricter immigration regulations leading to depressed customer traffic, Chedraui maintained a focus on investment and expansion. The decline in transactions in the U.S. resulted in a minor 0.6% drop in SSS over the year, underscoring the ongoing headwinds affecting the marketplace.
Financial Outlook and Dividends
As of the end of 2025, the company reported consolidated cash reserves totaling 14,640 million pesos, marking a 7.2% increase year-over-year, alongside a favorable cash flow generation that led to the Board of Directors recommending a dividend distribution. This will be paid in three installments: the first in April for $980.34 million pesos, and two subsequent payments of $626.3 million pesos each in November and December. This payout represents a total dividend distribution of 2,232.9 million pesos or approximately 34.2% of the year’s net income.
Conclusion
In conclusion, Grupo Comercial Chedraui's Q4 results highlight a resilient financial position and robust growth strategy despite various challenges in its operating environments. With strategic expansions and solid financial management, Chedraui is well-placed to continue its upward trajectory in 2026.
Topics Consumer Products & Retail）
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