Overview
- The company reported on July 23 that Q2 net sales fell 2.2% year on year to 105,026 million pesos because currency translation wiped out gains that left sales up 4.5% excluding FX.
- Adjusted EBITDA rose to 15,113 million pesos and majority net income increased to 2,935 million pesos, showing profit expansion on higher prices, volumes and recent acquisitions.
- Grupo Bimbo generated about 12,000 million pesos of free cash flow in the quarter and cut net-debt/adjusted UAFIDA to 2.5 times as it used cash to lower leverage.
- The company returned more than 5,000 million pesos to shareholders in the first half of 2026 while continuing investments to defend and grow market share.
- Regional performance diverged with Mexico, Latin America and EAA driving growth, North America remaining weak despite market-share gains, and the World Cup only providing a partial boost to Mexican demand.