)
Visual
earnings real time
Alsea (ALSEA) investor relations material
Alsea Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Net sales rose 5.7% year-over-year to MXN 21.1 billion, with same-store sales up 4.1% and digital sales accounting for 37.4% of total sales, growing 10.8% year-over-year.
EBITDA increased 1.8% to MXN 2.9 billion, with margin contracting by 50 basis points to 13.7%.
Net income surged 559% year-over-year to MXN 512 million, driven by a positive non-cash FX effect on USD-denominated debt.
46 new stores were opened in Q3, with digital engagement and loyalty programs expanding to 8 million users.
Strategic priorities include disciplined organic growth, brand portfolio optimization, profitability enhancement, and disciplined capital allocation.
Financial highlights
Sales in Mexico grew 7.5% to MXN 11.5 billion; Europe up 8.2% to MXN 6.5 billion; South America down 4.7% to MXN 3.1 billion.
Adjusted EBITDA in Mexico was flat; Europe up 6.2%; South America down 14.2%.
Gross profit rose 4.7% to MXN 14.1 billion; EPS for the quarter was MXN 0.64, up 177% year-over-year.
Free cash flow for the first nine months was negative MXN 2,937 million, mainly due to higher interest expenses and business seasonality.
Cash position at quarter-end was MXN 4.7 billion.
Outlook and guidance
2025 guidance revised: now expecting high single-digit top line growth and low single-digit EBITDA growth due to weaker consumption and peso appreciation.
180–220 new store openings and approximately MXN 6 billion in CAPEX planned for 2025.
Leverage ratio guidance maintained at 2.6–2.8x pre-IFRS16 and 3.0–3.2x post-IFRS16.
Q4 expected to see continued softness, but strong commercial and innovation campaigns are in place to support traffic.
Elaborate on the impact of MXN appreciation on sales guidance.
Strategy for 48% debt maturing in 2025?
Address South America's EBITDA decline drivers.
September slowdown impact on Q4?
Remodeling strategy and sales lift details
2026 debt refinancing savings outlook
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Alsea earnings date
Q4 202523 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Alsea S.A.B. de C.V., established in 1997, is an operator of multi-brand restaurants across Latin America and Europe. The company manages a diverse portfolio of internationally recognized brands such as Domino's Pizza, Starbucks, Burger King, and Chili's Grill & Bar among others. Alsea operates these brands through various formats including quick service, coffee shops, fast casual, casual dining, and family dining segments. The company supports its operations through a Shared Services Center which provides administrative, supply chain, and developmental processes. Alsea is headquartered in Mexico City, Mexico, and its shares are listed on the Mexican Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage