Overview

• Chedraui’s total revenues reached 73.9 billion pesos in the second quarter, marking a 9.5% year-on-year increase.
• EBITDA grew 6.3% and would have risen 8.0% excluding costs tied to a new distribution center in California.
• Same-store sales in Mexico climbed 3.7%, surpassing the ANTAD average by 122 basis points.
• U.S. same-store sales dipped 0.3% as Smart & Final’s pricing campaign trimmed ticket sizes, although customer traffic rose 1.5%.
• The company’s most valuable trademarks are registered only in Mexico, exposing its U.S. expansion to potential legal challenges or rebranding expenses.