The earnings call reflects a mixed sentiment with both positive developments in Bodega's performance, inventory management, and e-commerce growth, alongside challenges such as slower store openings, traffic decline, and gross margin pressures. The company's strategic focus on private label and technology adoption is promising, but external factors like tax uncertainties and macroeconomic conditions remain concerns.
Company Guidance
In the recent call, Walmart de Mexico y Centroamerica (Walmex) provided several key metrics and strategic insights following their third-quarter results for fiscal year 2025. The company reported a strong performance with a focus on maintaining high single-digit SG&A growth in line with sales, aiming for a balance between investment and efficiency. CEO Cristian Barrientos highlighted the improvement of inventory days by 3.5 days, which is expected to continue as part of ongoing efforts to optimize working capital. The company also reaffirmed its commitment to opening 1,500 new stores over the next five years, despite a slower than expected third quarter. Additionally, Walmex is advancing its e-commerce strategy with the One Hallway initiative, leveraging technology from the U.S. to improve customer experience and increase marketplace penetration, which grew by 30% despite a temporary decrease in SKUs. The leadership team expressed optimism about gross margin stability, driven by investments in private label and ecosystem enhancements, while reiterating a commitment to the EDLP (Everyday Low Prices) approach to drive customer value.
Strong Performance in Bodega Format
Bodega has been gaining share for more than 20 weeks and shows a strong business performance. The company is confident in its future growth backed by value propositions like EDLP and availability.
Positive Inventory Management
There was a significant improvement in inventory with a reduction of almost 3.5 days on hand, indicating efficient inventory management.
Private Label Growth
Private label penetration increased by 100 basis points, with significant opportunities for expansion in consumables and fresh categories.
E-commerce and One Hallway Success
The transition to One Hallway has been smooth, with more loyal customers and increased basket sizes. The company is leveraging technology from the U.S. and is optimistic about future growth in e-commerce.
Wal-Mart de Mexico SAB de CV (WMMVF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WMMVF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$3.30
$3.31
+0.30%
Jul 16, 2025
$3.04
$2.83
-6.91%
Apr 29, 2025
$3.16
$3.06
-3.16%
Feb 13, 2025
$2.86
$2.81
-1.75%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Wal-Mart de Mexico SAB de CV (WMMVF) report earnings?
Wal-Mart de Mexico SAB de CV (WMMVF) is schdueled to report earning on Feb 11, 2026, TBA (Confirmed).
What is Wal-Mart de Mexico SAB de CV (WMMVF) earnings time?
Wal-Mart de Mexico SAB de CV (WMMVF) earnings time is at Feb 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.