Earnings Call Summary | ALSEA SAB DE CV(ALSSF.US) Q1 2024 Earnings Conference
Earnings Call Summary | ALSEA SAB DE CV(ALSSF.US) Q1 2024 Earnings Conference
Same-store sales grew by 10.1% YoY.The following is a summary of the Alsea, S.A.B. De C.V. (ALSSF) Q1 2024 Earnings Call Transcript:
以下是Alsea、S.A.B. De C.V.（ALSSF）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Alsea's total Q1 2024 sales increased by 2.7% YoY, reaching MXN18 billion, or a 12.2% increase excluding FX effects.
EBITDA grew by 12.4% YoY, reaching MXN2.6 billion.
Same-store sales grew by 10.1% YoY.
Digital orders comprised 30.3% of total sales, totaling MXN5.5 billion.
Net income decreased by 22% YoY to MXN 440 million while EPS rose to MXN 3.36, a 58% YoY increase.
CapEx for the quarter amounted to 940 million pesos, and Pre-IFRS gross debt increased 1.7 billion pesos YoY.
Alsea 2024 年第一季度的總銷售額同比增長了 2.7%，達到 MXN18 億美元，不包括外匯影響，增長了 12.2%。
息稅折舊攤銷前利潤同比增長12.4％，達到26億墨西哥披索。
同店銷售額同比增長10.1％。
數字訂單佔總銷售額的30.3％，總額爲55億墨西哥披索。
淨收入同比下降22％，至4.4億墨西哥披索，而每股收益上升至3.36墨西哥披索，同比增長58％。
該季度的資本支出爲9.4億披索，國際財務報告準則之前的總債務同比增長了17億披索。
Business Progress:
業務進展：
27 corporate units and 9 franchises were opened primarily under the Starbucks and Domino's brands.
Alsea's digital strategy accounted for 30.3% of all Q1 2024 sales.
Loyalty program sales rose by 21.7%, accounting for 20.6% of total sales.
They advanced ESG initiatives, with Mexico and Iberia locations branded as green stores, using 70% and 50% of clean energy respectively.
They suffered from foreign exchange losses in Argentina due to the cash conversion difference.
They were named Franchisee of the Year by Starbucks International in Mexico and Spain.
Expected digital sales to reach around 50% by the end of the year to boost customer loyalty.
They are optimistic about the economics in Argentina despite the devaluation of the peso.
Alsea intends to complete minority stake payments by Q1 2025, aided by a working capital injection from acquiring the remaining part of the European entity.
They have secured the supply chain for mozzarella cheese, crucial for Domino's operations, till late 2024.
Based on different FX effects, they have prepared their budget and guidance and do not anticipate significant appreciation of the Mexican peso.
主要以星巴克和達美樂品牌開設了27個公司單位和9個特許經營店。
Alsea的數字戰略佔2024年第一季度所有銷售額的30.3％。
忠誠度計劃的銷售額增長了21.7％，佔總銷售額的20.6％。
他們推進了ESG計劃，將墨西哥和伊比利亞的分店命名爲綠色門店，分別使用70％和50％的清潔能源。
由於現金兌換差額，他們在阿根廷遭受了外匯損失。
他們被星巴克國際評爲墨西哥和西班牙的年度特許經營商。
預計到今年年底，數字銷售額將達到50％左右，以提高客戶忠誠度。
儘管披索貶值，他們仍對阿根廷的經濟持樂觀態度。
Alsea打算在收購該歐洲實體剩餘部分所產生的營運資金注入的幫助下，在2025年第一季度之前完成少數股權的支付。
他們已經確保了對達美樂業務至關重要的馬蘇裏拉奶酪的供應鏈，直到 2024 年底。
根據不同的外匯影響，他們已經準備了預算和指導方針，預計墨西哥披索不會大幅升值。
More details: ALSEA SAB DE CV IR
更多詳情： ALSEA SAB DE CV IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
