Alsea, S.A.B. de C.V. (BMV:ALSEA)
Mexico · Delayed Price · Currency is MXN | Market Cap | 33.06B -23.3% |
| Revenue (ttm) | 85.04B +2.0% |
| Net Income | 1.52B -2.9% |
| EPS | 1.77 -14.5% |
| Shares Out | 794.10M |
| PE Ratio | 21.13 |
| Forward PE | 10.37 |
| Dividend | 0.53 (1.32%) |
| Ex-Dividend Date | May 6, 2026 |
| Volume | 873,369 |
| Open | 41.50 |
| Previous Close | 41.63 |
| Day's Range | 41.15 - 42.27 |
| 52-Week Range | 38.10 - 63.39 |
| Beta | 0.39 |
| Analysts | Buy |
| Price Target | 58.64 (+41.75%) |
| Earnings Date | Oct 23, 2026 |
About Alsea
Alsea, S.A.B. de C.V. operates restaurants in Latin America and Europe. It operates fast food, coffee shops, casual food, cafeterias, and family restaurants under the Domino’s Pizza, Starbucks, Burger King, Chili’s, PF Chang’s, Italianni’s, The Cheesecake Factory, Vips, Foster's Hollywood, Archies, Ginos, griddle house, The farm, Vips, and Clay Hear brands. The company was incorporated in 1997 and is headquartered in Mexico City, Mexico. [Read more]
Financial Performance
In 2025, Alsea's revenue was 85.36 billion, an increase of 7.58% compared to the previous year's 79.34 billion. Earnings were 2.23 billion, an increase of 190.82%.
Financial StatementsAnalyst Summary
According to 15 analysts, the average rating for ALSEA stock is "Buy." The 12-month stock price target is $58.64, which is an increase of 41.75% from the latest price.
News
Alsea downgraded to Neutral from Buy at UBS
UBS downgraded Alsea (ALSSF) to Neutral from Buy with a MXN 46 price target
Alsea price target lowered to MXN 58 from MXN 63 at Barclays
Barclays lowered the firm’s price target on Alsea (ALSSF) to MXN 58 from MXN 63 and keeps an Overweight rating on the shares.
Alsea Earnings Call Transcript: Q2 2026
Sales declined 0.9% year-over-year due to weak demand in Mexico and FX headwinds, but digital and loyalty channels continued to grow. EBITDA fell 6.2% and net income dropped 48.4%, prompting a revised 2026 outlook for single-digit growth and a focus on operational efficiencies.
Alsea Earnings release: Q2 2026
Alsea released its Q2 2026 earnings on July 21, 2026, summarizing the period's financial results.
Alsea Slides: Q2 2026
Alsea has posted slides in relation to its Q2 2026 quarterly earnings report, which was published on July 21, 2026.
Alsea downgraded to Neutral from Overweight at JPMorgan
JPMorgan downgraded Alsea (ALSSF) to Neutral from Overweight with a MXN 52 price target The firm notes that its sector stance remains conservative overall, reflecting constrained disposable income in ...
Alsea price target lowered to MXN 63 from MXN 68 at Barclays
Barclays lowered the firm’s price target on Alsea (ALSSF) to MXN 63 from MXN 68 and keeps an Overweight rating on the shares. The firm updated targets in the Mexico…
Alsea Earnings Call Transcript: Q1 2026
Sales and EBITDA grew modestly year-over-year, with strong digital and loyalty sales offsetting cost pressures and currency headwinds. Net income declined sharply due to a one-off debt refinancing impact, while margin expansion and digital growth are expected in the second half.
Alsea Earnings release: Q1 2026
Alsea released its Q1 2026 earnings on April 29, 2026, summarizing the period's financial results.
Alsea Slides: Q1 2026
Alsea has posted slides in relation to its Q1 2026 quarterly earnings report, which was published on April 29, 2026.
Alsea Transcript: Investor Day 2026
Alsea outlined a disciplined growth strategy focused on organic expansion, portfolio optimization, and operational excellence, targeting 5%-7% revenue growth and 6%-8% EBITDA growth by 2026. Key initiatives include major investments in Starbucks, Domino's, and new brands, with a strong emphasis on remodeling, digitalization, and talent development.
Alsea Slides: FY 2026
Alsea has posted slides in relation to its FY 2026 quarterly earnings report, which was published on March 18, 2026.
Alsea Earnings Call Transcript: Q4 2025
Q4 and FY2025 saw modest sales growth, margin expansion, and strong digital and ESG progress. Portfolio optimization and disciplined CapEx drove efficiency, while new brands and remodeling initiatives support future growth. Guidance for 2026 targets continued margin and sales improvement.
Alsea Earnings release: Q4 2025
Alsea released its Q4 2025 earnings on February 26, 2026, summarizing the period's financial results.
Alsea Slides: Q4 2025
Alsea has posted slides in relation to its Q4 2025 quarterly earnings report, which was published on February 26, 2026.
Alsea upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Benjamin Theurer upgraded Alsea (ALSSF) to Overweight from Equal Weight with a price target of MXN 62, up from MXN 60. The firm adjusted ratings in the Mexico…
Alsea Earnings Call Transcript: Q3 2025
Third quarter sales rose 5.7% year-over-year, with EBITDA up 1.8% and net income surging due to FX gains. September's consumption slowdown led to revised 2025 guidance, now projecting high single-digit sales and low single-digit EBITDA growth.
Alsea Earnings release: Q3 2025
Alsea released its Q3 2025 earnings on October 23, 2025, summarizing the period's financial results.
Alsea Slides: Q3 2025
Alsea has posted slides in relation to its Q3 2025 quarterly earnings report, which was published on October 23, 2025.
Alsea price target raised to MXN 58 from MXN 50 at Barclays
Barclays raised the firm’s price target on Alsea (ALSSF) to MXN 58 from MXN 50 and keeps an Equal Weight rating on the shares following the Q2 report. Published first…
Alsea Slides: Investor Presentation
Alsea has posted slides in relation to its latest quarterly earnings report, which was published on July 30, 2025.
Alsea Earnings Call Transcript: Q2 2025
Sales grew 4.2% year-over-year to MXN 20.4 billion, with EBITDA up 10.5% and net income surging 552.7%. Strong digital and loyalty engagement, robust Domino’s and full-service restaurant performance, and ongoing portfolio optimization offset margin pressures from FX and labor costs.
Alsea Earnings release: Q2 2025
Alsea released its Q2 2025 earnings on July 23, 2025, summarizing the period's financial results.
Alsea Slides: Q2 2025
Alsea has posted slides in relation to its Q2 2025 quarterly earnings report, which was published on July 23, 2025.
Alsea Earnings Call Transcript: Q1 2025
Sales rose 12.8% year-over-year to MXN 20 billion, but EBITDA fell 9.1% due to FX and labor disruptions. Management reaffirmed 2025 guidance, highlighted digital and ESG progress, and announced a strategic partnership with Chipotle for Mexico.