)
Visual
earnings real time
Cencosud (CENCOSUD) investor relations material
Cencosud Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Launched a five-year strategic plan focused on simplification, agility, and technology-driven efficiency, incurring extraordinary expenses to enable long-term profitability and competitiveness.
Completed full acquisition of The Fresh Market for USD 295 million, expanding U.S. presence and aligning with long-term strategy, funded by local bond issuance.
Advanced productivity plan implementation, generating a CLP 45 billion extraordinary effect, mainly in Chile and Argentina, aimed at streamlining operations and generating future savings.
Expanded retail footprint with new store openings in Chile, Brazil, Colombia, and digital initiatives, including AI-powered search and new apps.
Sold and transferred Bretas stores in Brazil, optimizing the store portfolio.
Financial highlights
Consolidated revenues rose 6.1% year-over-year (5.1% reported, 6.1% excluding Argentina's inflation adjustment), with growth in most markets except Brazil.
Online sales grew 11.9% year-over-year, with four of six countries posting double-digit growth and penetration reaching 10% of total sales.
Adjusted EBITDA margin expanded in the U.S., Brazil, Peru, and Colombia, but was offset by extraordinary productivity plan expenses and higher costs in Chile and Argentina; overall adjusted EBITDA margin (excluding extraordinary expenses) was 8.2%.
Net distributable income for the nine-month period increased 41.4% year-over-year, despite a negative quarterly result due to extraordinary expenses and higher financial costs.
Private label sales penetration reached a record 17.9%, with $681 million in sales during the quarter, up 118 bps year-over-year.
Outlook and guidance
Management expects the productivity plan to yield a payback within one year, with further improvements in profitability anticipated across several countries.
Continued focus on organic expansion, digital transformation, and operational synergies, with ongoing store openings and format innovation.
Improved debt maturity profile and limited foreign currency exposure, with only 5.8% of USD-denominated debt unhedged after natural hedges.
Cautious optimism for Argentina and the U.S. as macro conditions improve and new store openings mature; further guidance to be provided in 2026.
Quantify productivity plan's EBITDA impact
How did TFM acquisition impact net financial debt?
What drove Brazil's SSS turnaround?
Productivity plan: annual savings estimate?
Fresh Market: strategy for SSS growth in US?
Peru: plans to accelerate expansion given strong results?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Cencosud earnings date
Q4 20256 Mar, 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
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.
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