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Cencosud
Cencosud (CENCOSUD) investor relations material
Cencosud Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
Achieved revenue growth in five of six operating countries, with consolidated revenue up 1.2% year-on-year excluding Argentina's accounting adjustments.
Margin expansion returned to double-digit levels, and distributable net income more than doubled year-over-year.
Opened eight new stores in Q4, completed 20 for the year, and expanded private label penetration to a record 18.9%.
Advanced digital, omnichannel, and customer engagement initiatives, including Fast Checkout and expanded Cenco Media offerings.
Regulatory approval received for sale of Colombian service station network; financial closing expected in Q1 2026.
Financial highlights
Quarterly Adjusted EBITDA increased 4.2% year-on-year (excluding Argentina), with margin returning to double digits.
Distributable Net Income for Q4 more than doubled to CLP 91,181 million; full-year up 67.2% to CLP 227,718 million.
Net leverage decreased to 3.2x, or 3.1x excluding one-off productivity plan expenses.
Ended year with $960 million in cash and cash equivalents; 55% of debt matures beyond five years.
Online sales rose 8.0% YoY, with four of six countries posting double-digit growth.
Outlook and guidance
2026 guidance: consolidated revenues of CLP 1,740 billion (+3% YoY), Adjusted EBITDA of CLP 1,715 billion (+13.6% YoY), and margin of 9.9%.
CapEx plan of $600 million for 2026, with 35-40% for new stores, 15-20% for renovations, 30-35% for shopping centers, and 10-15% for digital and productivity projects.
Plans to open 17-20 new supermarkets (including 7 in the US) and add over 40,000 sqm of gross leasable area in shopping centers.
Focus on profitable growth, ecosystem development, and disciplined capital allocation.
Quantify IAS 29 impact on reported Net Income
Net change in selling space from store optimization
Compare 2026 CAPEX plan to FY2025 actuals
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Next Cencosud earnings date
Q1 20267 May, 2026
Cencosud
Next Cencosud earnings date
Q1 20267 May, 2026
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Frequently asked questions
Cencosud S.A. is a diversified retail company based in Latin America, operating in sectors such as supermarkets, home improvement stores, department stores, shopping centers, and financial services. The company manages a network of retail brands across several countries, including Chile, Argentina, Brazil, Peru, and Colombia, providing a variety of products and services for consumers. The company is headquartered in Santiago, Chile, and its shares are listed on the Santiago Stock Exchange.
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