Loading news...
Wal-Mart De Mexico S.A.B. de C.V. ADR (WMMVY) Q4 2025 Earnings Call Prepared Remarks Transcript
Wal-Mart De Mexico S.A.B. de C.V. ADR (WMMVY) Q4 2025 Earnings Call Transcript
Users of Walmart de México's digital payments app, Cashi, can now purchase products online and pay in installments without a credit card.
Wal-Mart De Mexico S.A.B. de C.V. ADR (OTCQX:WMMVY) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Salvador Villasenor Barragan - Investor Relations Director Cristian Barrientos - Interim President, CEO & Director Paulo Garcia - CFO and Senior VP of Administration & Finance Javier Andrade Conference Call Participants Alejandro Fuchs - Itaú Corretora de Valores S.A.
Wal-Mart De Mexico S.A.B. de C.V. ADR (OTCQX:WMMVY) Q3 2025 Earnings Call October 27, 2025 8:00 PM EDT Company Participants Salvador Villasenor Barragan - Investor Relations Director Cristian Barrientos - Interim President, CEO & Director Javier Andrade Paulo Garcia - CFO and Senior VP of Administration & Finance Presentation Salvador Villasenor Barragan Investor Relations Director Good afternoon.
The retailer posted lower net profit in the third quarter on a one-off item, while sales and operating profit rose from a year earlier.
Walmex has sold off post-earnings. A closer look at the numbers suggests this move wasn't unwarranted. Pending a better setup, I'd fade the Walmex dip for now.
Wal-Mart De Mexico S.A.B. de C.V. ADR (OTCQX:WMMVY) Q2 2025 Pre Recorded Earnings Conference Call July 16, 2025 8:00 AM ET Company Participants Ignacio Caride - Executive President, Director General, CEO & Director Paulo Garcia - CFO and Senior VP of Administration & Finance Raúl Quintana - Chief Operating Omnichannel Officer Salvador Villasenor Barragan - Investor Relations Director Salvador Villasenor Barragan Good afternoon.
Call start: 16:00 Call End: 16:40 March 1, 0000 ET Company Participants Ignacio Caride - Executive President, Director General, CEO & Director Paulo Garcia - CFO and Senior VP of Administration & Finance Raúl Quintana - Chief Operating Omnichannel Officer Salvador Villasenor Barragan - Investor Relations Director Conference Call Participants Alejandro Fuchs - Itaú Corretora de Valores S.A., Research Division Álvaro García - Banco BTG Pactual S.A.
Q1 revenue grew 6.5% YoY to MX$240.97 billion, driven by 20 new stores, despite facing seasonal and FX challenges. Profitability weakened due to cost pressures and growth investments, with operating income down 1.5% YoY and margins dropping from 8.5% to 7.8%. Walmex's omnichannel strategy, including Walmart Connect, Bait, and Cashi, shows strong growth potential, enhancing customer engagement and boosting future profitability.
Wal-Mart de México, S.A.B. de C.V. (OTCQX:WMMVY) Q1 2025 Results Conference Call April 29, 2025 3:00 PM ET Company Participants Salvador Villaseñor - Investor Relations, Walmex Ignacio Caride - President and CEO of Walmart de México Centroamérica Raúl Quintana - Chief Omnichannel Operating Officer Paulo Garcia - CFO Salvador Villaseñor Good afternoon.
MEXICO CITY--Retailer Wal-Mart de Mexico plans to invest more than $6 billion this year in opening new stores and two new distribution centers, the company's chief executive said Thursday.
Wal-Mart de México, S.A.B. de C.V. (OTCQX:WMMVY) Q4 2024 Earnings Conference Call February 14, 2025 8:00 AM ET Company Participants Salvador Villaseñor - Investor Relations, Walmex Ignacio Caride - President and CEO of Walmart de México Centroamérica Raúl Quintana - Chief Omnichannel Operating Officer Paulo Garcia - CFO Conference Call Participants Alejandro Fuchs - Itau BBA Benjamin Theurer - Barclays Andrew Ruben - Morgan Stanley Antonio Hernandez - Actinver Irma Sgarz - Goldman Sachs Robert Ford - Bank of America Alvaro Garcia - BTG Pactual Froy Mendez - JPMorgan Renata Cabral - Citi Andrés Ortiz - BTG Pactual Salvador Villaseñor Good morning everyone.
Wal-Mart de Mexico: The Doubts Are Over, Time For A Comeback
Walmex, the largest supermarket chain in Mexico, has faced a challenging year due to macroeconomic factors, including a 38% drop in shares. Despite the downturn, Walmex maintains high ROE (20-25%), consistent revenue growth (8-10%), and strong margins, making it a resilient business. The Mexican peso's decline and Trump's tariff threats have significantly impacted Walmex, but these issues are likely priced in, with potential stabilization in 2025.
Wal-Mart de Mexico presents a compelling opportunity for investors despite the short-term political chaos, being one of the best performing companies in the Mexican market. The company has invested heavily on its ecosystem and omnichannel strategy, which should translate to better margins in the future. The stock has the potential to return 9.19% annually over the next 10 years.
Walmex's Q1 revenue growth was strong at 9.8% YoY, signaling favorable tailwinds and a potential decrease in near-term headwinds. The company's performance in the core Mexican market is driving growth, with higher revenue and EBITDA figures compared to Central America. Despite ongoing headwinds, Walmex's strong growth and potential for continued growth make it a buy, especially with the aggressive store growth cadence.
Walmart's Mexico unit on Wednesday posted a 1.18% year-on-year rise in its fourth-quarter net profit, fueled by solid same-store sales growth in Mexico and Central America, the region where the global company operates.
Ian Bezek favors high moat companies and stable, consistent businesses with durable advantages.
Walmex is benefiting from ongoing investments in price and assortment, expansion of its eCommerce operations, and growth in ancillary service operations. Walmex's second quarter results were healthy, with revenue and EPS meeting expectations and same-store sales comps outperforming the industry average. Near-term challenges include a slowdown in Mexico's retail sector and economic uncertainty due to the upcoming presidential election, but Walmex is well-positioned to weather these challenges and capitalize on future growth opportunities.