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Americanas
Americanas (AMER3) investor relations material
Americanas Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary13 Nov, 2025
Executive summary
Marked the 96th anniversary and a shift from restructuring to retail efficiency and transformation, with new CEO Fernando Soares appointed in October 2025.
Integrated physical, digital, and services into a unified, client-centered ecosystem, with teams and metrics aligned.
Launched and expanded loyalty program Cliente A, issuing over 400,000 new cards to boost customer engagement.
Emphasized operational efficiency, cost reduction, technology adoption, and transformation as pillars for future growth.
Strategic initiatives included supplier partnerships, financial services rollout, and enhanced customer experience.
Financial highlights
Net revenue for 9M25 reached R$8.6 billion, up 1.4% year-over-year, with same store sales up 10.1%.
Adjusted EBITDA ex-IFRS 16 was R$240 million in 9M25, an improvement of R$215 million year-over-year, and up to R$254 million excluding extraordinary effects.
SG&A expenses decreased by 10.5% year-over-year, representing 28.3% of net revenue, a reduction of 3.7 percentage points.
Gross profit (proforma) grew 2.7% year-over-year with stable margin at 28.0%.
Net income for Q3 was R$367 million, but a net loss of R$227 million was recorded for 9M25 due to the absence of prior year one-off gains.
Outlook and guidance
Focus remains on operational efficiency, cost optimization, sustainable growth, and omnichannel strategies.
Strategic plan for 2026–2029 emphasizes customer-centricity, performance acceleration, and omnichannel integration.
Plans to request exit from judicial recovery supervision by February 2026, after fulfilling plan obligations.
Continued optimization of store portfolio and cost structure to enhance sales per square meter and reduce occupancy costs.
No current guidance on dividend distribution; focus is on profitability and capital efficiency.
What are the key conditions for exiting judicial recovery?
Detail the new digital platform and user experience.
What drives the BRL 490M operational EBITDA improvement?
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Next Americanas earnings date
Q4 202527 Mar, 2026
Americanas
Next Americanas earnings date
Q4 202527 Mar, 2026
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Frequently asked questions
Americanas S.A. operates in the e-commerce business in Brazil. It offers e-commerce digital platform for various digital solutions. The company was created in 1999 and is based in Rio de Janeiro, Brazil.
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