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Empreendimentos Pague Menos
Empreendimentos Pague Menos (PGMN3) investor relations material
Empreendimentos Pague Menos Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Achieved 18% year-over-year revenue growth, with same-store sales up 17.6% and a record 6.7% national market share, driven by prescription and generic drugs, and a focus on continuous care customers.
Customer base expanded to 22.2 million, with a 14.1% increase in continuous care clients and higher average ticket and purchase frequency.
Digital channels contributed 19.8% of total sales, with omnichannel sales up 52.9% year-over-year.
Strategic focus on operational excellence, employee empowerment, and omnichannel digital strategy, with a new strategic plan and Transformation Office launched.
Store portfolio reached 1,667 units, with 27 net openings over the last 12 months and ongoing portfolio optimization.
Financial highlights
Gross revenue reached R$4,145 million in 3Q25, with gross profit up 20% to R$1.24 billion and gross margin at 29.9%, up 0.5p.p.
Adjusted EBITDA rose 36.4% year-over-year to R$260.1 million, with margin at 6.3%–6.7%, the highest for a third quarter.
Net income increased 49.6% to R$80.6 million for the quarter; LTM net income hit a record R$231 million.
Average monthly sales per store reached R$831,000, up 32.4% year-over-year.
Contribution margin reached 8.8%, up 1.0p.p. year-over-year.
Outlook and guidance
Focus on financial deleveraging, disciplined capital allocation, and improved cash generation in 4Q25 and 2026.
Strategic plan emphasizes scaling investments, operational efficiency, and value creation through the Transformation Office.
Optimistic about continued top and bottom-line growth, with new levers like private label and pricing projects to be more visible in 2026.
Anticipates further market share gains, especially with the introduction of generic GLP-1 drugs and increased store openings.
Continued emphasis on expanding the continuous care customer base and enhancing customer experience.
Telemetry's impact on store EBITDA turnaround
Working capital outlook given GLP-1 payment changes
Private label and GLP-1 generics: future impact
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Next Empreendimentos Pague Menos earnings date
Q4 20253 Mar, 2026
Empreendimentos Pague Menos
Next Empreendimentos Pague Menos earnings date
Q4 20253 Mar, 2026
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