Earnings Call Summary | ALSEA SAB DE CV(ALSSF.US) Q2 2024 Earnings Conference
Earnings Call Summary | ALSEA SAB DE CV(ALSSF.US) Q2 2024 Earnings Conference
Net income decreased year-over-year by 66.9% to MXN157 million mainly due to non-cash negative effects from currency exchange translation.The following is a summary of the Alsea, S.A.B. De C.V. (ALSSF) Q2 2024 Earnings Call Transcript:
以下是阿爾西亞公司2024年第二季度業績會的摘要:
Financial Performance:
金融業績：
Alsea reported a 2.3% year-over-year increase in sales for Q2 2024, reaching MXN19 billion.
The EBITDA increased by 7.6%, reaching MXN2.7 billion with a margin of 14.5%.
Net income decreased year-over-year by 66.9% to MXN157 million mainly due to non-cash negative effects from currency exchange translation.
Earnings per share post-IFRS 16 rose to MXN3.63, an increase of 53% year-over-year.
阿爾西亞公司2024年第二季度銷售額同比增長2.3%，達到190億墨西哥元。
EBITDA同比增長7.6%，達到27億墨西哥元，利潤率爲14.5%。
淨利潤同比下降66.9%至1.57億墨西哥元，主要是由於貨幣兌換的非現金負面影響。
IFRS 16後每股收益達到3.63墨西哥元，同比增長53%。
Business Progress:
業務進展：
Alsea opened 48 corporate units and 17 franchises totaling 65 new stores during Q2.
Launched Club By in Spain reaching over 2 million members and Starbucks Rewards reaching 2 million active users.
Featured remodeling projects such as Vips stores in Mexico led to a 15% sales increase.
阿爾西亞在第二季度開設了48個公司店和17個特許店，總計開設了65家新店。
在西班牙推出了Club By，擁有超過200萬會員，星巴克獎勵計劃達到了200萬活躍用戶。
特色板塊修繕項目如維普斯店在墨西哥的銷售增長15%。
Opportunities:
機會：
Expansion strategy continues as new store openings were similar to last year with an expected increase in the upcoming months, focusing on regions showing profitability.
Digital transformation strategy continues to enhance loyalty sales, which increased by 37.6%.
擴張戰略繼續，新店開業與去年持平，預計在接下來的幾個月內增加，重點關注盈利能力強的地區。
數字化轉型戰略繼續提升忠誠度銷售，同比增長37.6%。
Risks:
風險：
Boycotts of American brands in France and the Netherlands led to a 9.9% same-store sales decline in Europe, specifically affecting the performance of Starbucks locations in these regions.
法國和荷蘭抵制美國品牌導致歐洲同店銷售額下降9.9%，特別是這些地區的星巴克店表現受到影響。
More details: ALSEA SAB DE CV IR
更多細節：ALSEA SAb DE CV IR
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。
