Overview
- Consolidated revenue was essentially flat at 71,768 million pesos, a 0.2% decline year over year.
- Mexico sales rose 5.2% to 34,162 million pesos, outpacing industry benchmarks on same‑store growth and floor space expansion.
- U.S. sales fell 4.6% in pesos and 0.9% in dollars as stricter migration enforcement reduced traffic at El Super and Fiesta Mart and pressured Smart & Final tickets.
- EBITDA increased 3.2% to 6,129 million pesos with the consolidated margin improving to 8.5% on inventory discipline and distribution consolidation.
- Net income rose 13.3% to 1,646 million pesos, and the company maintained guidance for solid margins with full‑year sales growth targets of 7.5–8.5% in Mexico and 3.0–4.0% in the United States.