Alsea SAB de CV
BMV:ALSEA

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Alsea SAB de CV Logo
Alsea SAB de CV
BMV:ALSEA
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Price: 53.37 MXN -1.4%
Market Cap: Mex$42.9B

Alsea SAB de CV
Investor Relations

Alsea SAB de CV, a prominent player in the food service industry, has peppered its presence across the Latin American dining landscape since its inception in 1990. With its roots firmly planted in Mexico City, Alsea has grown from a humble franchise operation into a formidable gastronomic empire, effectively mastering the art of restaurant operation and management. The company initially gained traction by becoming the leading franchisee for recognizable brands like Domino's Pizza and Starbucks in Mexico. As it expanded, Alsea diversified its portfolio by acquiring and operating a plethora of domestic and international restaurant brands, including Burger King, The Cheesecake Factory, and Chili's. Through these strategic partnerships, Alsea has been able to leverage brand strength and operational expertise to enhance its market footprint.

The company thrives through a multi-faceted business model that expertly blends franchising, joint ventures, and owned operations, allowing it to tap into varying streams of revenue. By aligning with globally recognized brands and operating them under licensing agreements, Alsea reduces risks associated with brand building, while capturing substantial market share in the fast food, casual dining, and coffee shop segments. Moreover, Alsea actively invests in customer loyalty programs and technological innovations, such as delivery apps and digital payment systems, to enhance customer experience and operational efficiency. By strategically position itself within a growing consumer base in Latin America, Alsea capitalizes on the burgeoning demand for dining experiences, effectively converting consumer traffic into shareholder value while continuously expanding its geographic reach and brand portfolio.

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ALSEA
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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 23, 2025
AI Summary
Q3 2025

Sales Growth: Alsea reported a 5.7% year-over-year increase in total sales to MXN 21 billion for Q3, with 6.7% growth excluding foreign exchange effects.

Profitability: EBITDA rose 1.8% to MXN 2.9 billion, though the margin declined by 50 basis points year-over-year to 13.7%, mainly due to lower consumer demand in September.

Regional Performance: Mexico and Europe posted strong sales growth, while South America saw a 4.7% sales drop, reflecting weaker consumption except in Colombia.

Brand Highlights: Starbucks and Domino's delivered positive same-store sales growth across most regions, though Burger King saw declines outside Argentina.

Digital & Loyalty: Loyalty sales grew 7.9% to MXN 5.1 billion, with digital orders accounting for 37.4% of total sales.

Guidance Lowered: Management cut 2025 guidance to high single-digit top-line growth and low single-digit EBITDA growth, citing weaker consumption trends and FX headwinds.

Remodeling Focus: The company is prioritizing store remodelings, especially in Starbucks and full-service restaurants, noting strong sales uplift and ROI from these initiatives.

CapEx & Debt: CapEx for the first 9 months was MXN 3.8 billion, with full-year expected around MXN 6–6.1 billion. Net debt (pre-IFRS 16) increased to MXN 34.5 billion.

Key Financials
Revenue
MXN 21 billion
EBITDA
MXN 2.9 billion
EBITDA Margin
13.7%
Net Income
MXN 512 million
Sales Mexico
MXN 11.5 billion
Sales Europe
MXN 6.5 billion
Sales South America
MXN 3.1 billion
Loyalty Sales
MXN 5.1 billion
Loyalty Active Users
8 million users
Digital Orders
33.6 million orders
Digital Sales
MXN 7.3 billion
Digital Sales as % of Total Sales
37.4%
Number of New Stores Opened
46 stores
CapEx (first 9 months)
MXN 3.8 billion
Gross Debt (pre-IFRS 16)
MXN 51.8 billion
Net Debt (pre-IFRS 16)
MXN 34.5 billion
Consolidated Net Debt (incl. leases)
MXN 47.1 billion
Cash Position
MXN 4.7 billion
Total Debt to EBITDA Ratio (post-IFRS 16)
2.9x
Net Debt to EBITDA Ratio
2.6x
CapEx (2025 expected)
MXN 6–6.1 billion
CapEx (2026 guidance)
At least MXN 5.5 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Alberto Torrado Martinez
Executive Chairman, Executive President & Founder
No Bio Available
Mr. Armando Torrado Martinez
CEO, CEO of International & Director
No Bio Available
Federico Rodriguez
Chief Financial Officer & Director of Administration and Finance
No Bio Available
Mr. Gerardo Lozoya Lapati
Investor Relations and Corporate Affairs Officer
No Bio Available
Ms. María del Socorro Guajardo
Director of Human Resources
No Bio Available
Mr. José Luis Portela
CEO of Alsea Europe
No Bio Available
Mr. Santiago Farinati
Managing Director of Argentina & Chile
No Bio Available
Mr. Miguel Cavazza
MD & Supply Chain and Operational Support Director
No Bio Available
Mr. Xavier Mangino Duenas
Secretary
No Bio Available
Mr. Alejandro Villarruel Morales
Corporate Controller
No Bio Available

Contacts

Address
MEXICO, D.F.
Mexico City
Avenida Revolucion No. 1267, Torre Corporativa, Piso 21, Colonia Los Alpes, Delegacion Alvaro Obregon
Contacts
+525575832000.0
www.alsea.com.mx