Transcript of Second Quarter 2025 Earnings Discussion for ALsea, S.A.B. de C.V. (ALSSF)
Alsea, S.A.B. de C.V. (OTCPK: ALSSF) has announced robust earnings for the second quarter of 2025, surpassing market expectations and showcasing a significant increase in profitability compared to the same period last year.
During the Q2 2025 Earnings Video Conference, held on July 23, 2025, the company reported revenue of MXN 21.47 billion, slightly exceeding the projected MXN 21.5 billion. This marks an impressive increase from MXN 18.9 billion in Q2 2024. Net income surged to MXN 1,131 million, a stark contrast to MXN 282 million in Q2 2024, demonstrating strong profitability growth.
The conference call participants included Christian Gurría, the newly appointed Chief Executive Officer of Alsea, Federico Rodríguez, the Chief Financial Officer, and Gerardo Lozoya Lapati, the Head of Investor Relations and Corporate Affairs. Thiago A. Bortoluci from Goldman Sachs Group, Inc., Research Division, was also present, along with representatives from Actinver Casa de Bolsa, S.A. de C.V., JPMorgan Chase & Co, Banco Itau BBA SA, Barclays Bank PLC, Banco BTG Pactual S.A., Citigroup Inc., Santander Investment Securities Inc., and an unidentified company, among others.
Alsea's resilience amid ongoing economic challenges can be attributed to its diverse portfolio of restaurant brands such as Domino's Pizza, Starbucks, Burger King, Chili's, PF Chang's, The Cheesecake Factory, and others across Latin America and Europe. The company's operational strategies, focus on innovation, customer experience, and expansion efforts continue to underpin its solid performance.
The earnings numbers referred to during the call may differ materially from future results. Investors will likely focus on how the company sustains this growth moving forward. The call should be considered in conjunction with disclaimers in the earnings release and the most recent Bolsa Mexicana de Valores report.
Some of the comments made during the call contained forward-looking statements, and Alsea is not obliged to update or revise any such forward-looking statements. The company encourages investors to review the full earnings release and the most recent Bolsa Mexicana de Valores report for a comprehensive understanding of the financial results and future outlook.
In the Q2 2025 Earnings Video Conference, Alsea's business growth was discussed, with notably impressive increases in revenue and net income, which suggests smart financial investments and profitability. Moving forward, investors will be keen to understand the company's strategies for sustaining this growth, particularly in the sectors of investment, business expansion, and finance.
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