B&M European Value Retail SA (BME) Q4 2025 Earnings Report

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Previous Report: Q2 2025

Next Report: Q2 2026

GB:BME Q4 2025 EPS Results

Actual EPS£0.21

Consensus EPS£0.20

Beat/MissBeat by +<£0.01

One Year Ago EPS£0.21

GB:BME Q4 2025 Revenue Results

Actual Revenue£2.93B

Expected Revenue£1.24B

Beat/MissBeat by +£1.69B

YoY Revenue Growth-0.27%

Earnings Announcement Details

QuarterQ4 2025

Date06/04/2025

TimeBefore Open

Conference CallWednesday, June 4, 2025

GB:BME Upcoming Earnings

B&M European Value Retail SA's next earnings date is estimated for November 12, 2026, based on past reporting schedules.

Q4 2025 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q4 2025 Earnings Slide Deck

No slide deck is available for this earnings event.

Q4 2025 Earnings Call Summary

Q4 2025

Earnings Call Date:Jun 04, 2025|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call highlighted solid revenue growth and strong cash returns to shareholders, despite challenges with like-for-like sales declines and rising operating costs. The company remains optimistic about future growth prospects and strategic actions to address current challenges.

Company Guidance

In the call, B&M's Group CFO, Mike Schmidt, provided a detailed overview of the company's financial performance and guidance for the fiscal year 2025. B&M reported total revenues of GBP 5.6 billion, reflecting a 3.7% increase year-on-year, despite negative like-for-like sales. The company's group adjusted EBITDA before IFRS 16 was GBP 620 million, up GBP 4 million from the previous year, and the leverage ratio remained healthy at 1.26x on a pre-IFRS 16 basis. A final dividend of 9.7p was proposed, bringing the full-year dividend to 15p per share, a 2% increase compared to 2024. Over the past five years, B&M has returned GBP 2.1 billion to shareholders, with GBP 1 billion returned post-COVID, equivalent to over one-third of its current market capitalization. The group's adjusted return on capital employed was a robust 30.4%, and cash generation was strong, with over GBP 300 million generated or around 10% of the current market capitalization. The call also addressed operating costs, with a 7.2% overall increase year-on-year, primarily driven by an expanded store estate and rising wages. B&M plans to continue its store expansion with 45 new gross stores in 2026 and is optimistic about maintaining its strong financial performance, focusing on sustainable growth and efficient cost management.

Revenue Growth

Total revenues reached GBP 5.6 billion, representing a 3.7% year-on-year increase, primarily driven by new store openings across the group.

Cash Returns to Shareholders

Over the last 5 years, GBP 2.1 billion was returned to shareholders, with GBP 1 billion returned in the last 3 years, accounting for over 1/3 of current market capitalization.

Strong Cash Flow and Return on Capital

Cash generation was over GBP 300 million, with a group adjusted return on capital employed at 30.4%.

Increased Gross Profit Margin

Gross profit margin increased from 37.1% to 37.6% in 2025, driven by a higher contribution from B&M U.K.

New Store Openings

A total of 36 net new stores were opened in 2025, with plans for 45 gross new stores in 2026.

GB:BME Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 12, 2026	2027 (Q2)	0.05 / -	0.072	―
Jun 03, 2026	2026 (Q4)	0.13 / 0.15	0.207	-28.02% (-0.06)
Nov 13, 2025	2026 (Q2)	0.06 / 0.07	0.137	-47.45% (-0.07)
Jun 04, 2025	2025 (Q4)	0.20 / 0.21	0.212	-2.36% (>-0.01)
Nov 14, 2024	2025 (Q2)	0.15 / 0.14	0.155	-11.61% (-0.02)
Jun 05, 2024	2024 (Q4)	0.23 / 0.21	0.225	-5.78% (-0.01)
Nov 09, 2023	2024 (Q2)	0.17 / 0.15	0.144	7.64% (+0.01)
May 31, 2023	2023 (Q4)	0.23 / 0.23	0.238	-5.46% (-0.01)
Nov 10, 2022	2023 (Q2)	0.14 / 0.14	0.187	-22.99% (-0.04)
May 31, 2022	2022 (Q4)	0.15 / 0.24	0.264	-9.85% (-0.03)

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