Chile · Delayed Price · Currency is CLP Cencosud Earnings Call Transcripts
Fiscal Year 2025
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Revenue and net income grew across most markets, with margin expansion and strong private label gains. Store closures and portfolio optimization continued, while 2026 guidance targets further revenue and EBITDA growth, supported by a $600 million CapEx plan.
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Revenue grew 5.1% year-over-year, with strong online and private label sales, but adjusted EBITDA declined 15.6% due to extraordinary productivity plan expenses. The Fresh Market acquisition and portfolio optimization in Brazil were key highlights, while Peru and Colombia delivered robust growth. Management expects productivity plan savings to materialize within a year.
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Revenue grew over 7% year-over-year, with all business units outpacing inflation and distributable net income up 494% for H1 2025. Adjusted EBITDA margins expanded in most countries, and key strategic initiatives included debt refinancing, asset sales, and new store openings.