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Grupo Herdez (HERDEZ) investor relations material
Grupo Herdez 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
Completed the split of Grupo Nutrisa and divested part of McCormick de México, refocusing on core business and value creation.
Grupo Nutrisa was separated as of September 1, 2025, impacting segment reporting and pro forma analysis for comparability.
Deconsolidated Retail business results from September 2025, with pro forma figures provided for comparability.
Adopted new segmentation: Domestic and Export FX, with Helados Nestlé now included in Domestic sales.
Achieved strong net sales and profitability despite a challenging consumer environment, with increased market share in key categories and optimism for future performance.
Financial highlights
Consolidated net sales for Q3 2025 were $9.3 billion, down 0.7% year-over-year; excluding Grupo Nutrisa, net sales grew 0.9%.
Gross margin improved to 41.0% in Q3, up 0.5 percentage points year-over-year, driven by favorable product mix and lower input costs.
Operating income for Q3 was $1.3 billion, up 2.6% year-over-year, with a margin of 14.1%.
Majority net income surged over 20.6% to $924 million, aided by improved associate performance and margin expansion.
EBITDA for Q3 was $1.5 billion, down 4.2% year-over-year; EBITDA margin was 16.5%.
Outlook and guidance
Management expects the third quarter to mark the bottom of the consumption environment, with gradual recovery anticipated.
Confident in meeting full-year guidance for net sales, operating income, and EBITDA, excluding Grupo Nutrisa.
CapEx expected to reach between MXN 1,500 billion and MXN 2 billion for the year.
Rollout of a new program in April next year will require significant working capital.
Management remains optimistic about future performance, citing resilience in core categories and ongoing strategic initiatives.
Core business growth strategy post-Nutrisa split?
What is the strategy to reverse Export segment decline?
What is the new program and its expected benefits?
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Next Grupo Herdez earnings date
Q4 202526 Feb, 2026
Next Grupo Herdez earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Grupo Herdez S.A.B. de C.V. is a Mexico-based company engaged in the production, distribution, and marketing of packaged food and beverage products. Its portfolio includes categories such as salsas, canned vegetables, frozen foods, teas, and organic products, offered under various proprietary and licensed brands. The company operates through both retail and foodservice channels, serving domestic and international markets. The company is headquartered in Mexico City, Mexico, and its shares are listed on the BMV.
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