1Q 13. In augmentation. Growth Strengthening Results Sustainability PRESENTATION INVESTOR RELATIONS 1Q In augmentation
|
|
- Lorin O’Connor’
- 6 years ago
- Views:
Transcription
1 Growth Strengthening Results Sustainability PRESENTATION INVESTOR RELATIONS 1Q
2 CORPORATE* Subfranchise Starbucks Chile BRANDS COUNTRIES COMING SOON Mexico Chile Colombia Argentina BRAZIL COMING SOON 610 Mexico 581 Colombia Mexico 106 Argentina 65 Chile 34 Colombia Mexico 375 Argentina 64 Chile Mexico Mexico 13 Subfranchises 205 Associated 43 Subfranchises 2 13 Mexico 11 Chile 1 Argentina 1 2 Mexico 2 53 Mexico 53 Subfranchises Units QSR 482 Coffee Shops 118 Units Casual Dining 2
3 QSR/Coffee Shops Units Country Units Country Units Country Master Franchisee (20 year agreement). First brand in the portafolio since It has a 19% share in Alsea s consolidated sales. Rights for Sub-franchisee. Joint Venture (20 year agreement). In Alsea s portafolio since It has a 30% share in Alsea s consolidated sales. Associated units in Chile with an 18% participation. Master Franchisee (20 year agreement). In Alsea s portafolio since 2001, in Mexico since It has a 24% share in Alsea s consolidated sales. There are more than 410 units in Mexico operated by 8 franchisors. 3
4 Casual Dining Units Country Units Country Units Country Franchisee (10 year agreement). Acquired by Alsea in 2005; in Mexico since There are 92 units in Mexico operated by 2 franchisors. Territorial Limitation (Mexico City & surrounded states). Master Franchisee (until June 2023). Acquired by Alsea in 2008; in Mexico since More than 260 stores worldwide. Exclusivity for the Mexican Territory. Master Franchisee (10 year agreement). Operation in Mexico started in October Average ticket of $20usd. Exclusivity for Mexico, Colombia, Chile, Argentina & Brazil. 4
5 Casual Dining Unit** Country Units Country Opening Master Franchisee (10 year agreement). First Unit outside USA. More than 170 stores worldwide. Exclusivity for the Mexican Territory. Brand Rights and Exclusivity (30 year agreement). Acquired by Alsea in 2012; in Mexico since Rights for Sub-franchisee, 12 subfranchisee units. Exclusivity for the Mexican Territory. Master Franchisee (8 year agreement), Exclusivity for México and Chile. Highest average annual sales per unit in its segment. Ability to develop in Argentina, Brazil, Colombia and Perú. ** Brand in the Fast Casual Segment. 5
6 (Sinergy/Efficiencies/Economies of Scale) DIA (Distribution Center)* Suport Areas (Shared Services) 4 Distribution Centers More than 150 Cities Visited 1,474 Points of Sale More than 3,850 Weekly Deliveries Support Areas Administration and Finance Human Resources Technology and Information Real Estate and Development Supply Chain Purchasing Production Logistics Distribution * As of March
7 Markets & economy environment Mexico - South America 1Q 13 7
8 actual markets units million clients served ** Colombia 45 units Chile 78 units Mexico 1,178 units POP 1 GDP 1,2 POP 1 GDP 1,2 POP 1 GDP 1,2 45 million $373 usdbn 17 million $263 usdbn 115 million $1,147 usdbn Population (1) GDP (1)(2) Argentina 130 units POP 1 GDP 1,2 42 million $512 usdbn 1 HSBC Database 1Q 2013 (Estimated 2013) 2 Nominal GDP (USDbn) ** Estimated year end 2012 Brazil Coming soon POP 1 GDP 1,2 197 million $2,294 usdbn 8
9 GDP (%)* Unemployment rate (%)* e e 1. Mexico s macroeconomic fundamentals keep atracting a rising number of investors. 2. In Chile, inflation has stabilized to an estimated 3% 2012 YE. 3. 4Q GDP surprises to the upside, with a single digit annual growth in Colombia. 4. GDP per capita rises to $12,097 USD by the end of 2012 in Argentina. Mexico s Openness to Trade In Mexico, Openness to trade (% of GDP 2012) at 60.8 shows resilience to the global slowdown despite the fact the 80% of its total exports are destined to the U.S. * HSBC Latin America Economics 1Q
10 1. 43% of total population in Mexico it s between the age of 20 and 50. FF/QSR 12% 2. More than 85% of total population it s between the C, D+ and E socioeconomic levels in Mexico. 3. An average of 8% of income per capita it s spent for food & beverages outside home. MEXICO SHARE 2012 Coffee/bars Casual dining HD/pizza Full service Street stals 9% 4% 1% 52% 22% Market size more than 56 Billion USD Brand share by segment CAGR ( 12-16) 5.7% Hamburger Pizza Coffee Shop Casual Dining 1) billion USD (ER= $12.90 pesos) Source: Euromonitor International (Estimated ) 10
11 South America* Share The South America growth for next 4 years in the franchisee industry it s above 55%. 2. There is an estimated growth of 59% for de Casual Dining category from 2012 to For the QSR category the estimated growth from 2012 to 2014 is above 46%. 4. The South American growth rate for the next 4 years in the franchise is at 70%. Market size more than 46 Billion USD CAGR ( 12-16) 11.7% FF/QSR Coffee/bars Casual dining HD/pizza Full service Street stals 15% 19% 1% 1% 62% 2% MEXICO SHARE ) billion USD (ER= $12.90 pesos) Source: Euromonitor International (Estimated ) *Includes only Colombia, Chile and Argentina from the LATAM region. 11
12 Strategy and 1Q 13 guidance 12
13 Organic Growth Maximize business potential (SSS, organic growth). Regional Expansion Continue growing our brands in new markets. New Segments Continue the search for new concepts complementing our portfolio mix within the Retail segment, capitalizing on the competitive advantages of our Alsea Business Model. New Markets Growth into new markets, leveraging our Business Model. 13
14 DIVERSIFICATION CONSUMER-RETAIL COUNTRIES Without operation With operation QSR Business oportunity Diversification 14
15 Total Corporate Units MEXICO LATAM NET GROWTH 2013E , , , , , CAGR 2014E 2015E 2016E Annual growth by brand 2013E 2014E 2015E 2016E * Growth of units compaund by region. ** Organic growth does not include sub-franchises or associates. 15
16 (1) According to Company estimates 16
17 Financial Situation 1Q 13 17
18 Same Store Sales Better consumption behavior 1Q- 13 SSS 2.2 % ANTAD SSS 1Q % 12.2% 10.5% 7.8% Q- 13 Top Line Initiatives More participation in the Casual Dining Segment Marketing and commercial strategies Continue with units remodeling New units formats Rewards and Loyalty Programs Italianni s acquisition BK master franachise and acquisition 18
19 Net Consolidated Sales** Consolidated EBITDA** 30% 24% 27% 24% SALES BY BRAND 7% NA 19% 19% 9% 7% 3% 2% $8,996 $10,669 $13, Annual growth $13, * 1% 2% 14% 13% 13% EBITDA BY BRAND 19% 38% 11.2% $1, % 11.9% $1,260 $1, Margin 12.1% $1, * * LTM as of March, ** Million pesos. 19
20 Debt structure 1Q 13 Capital structure 1Q 13 Bank Debt $2,416 Year % Maturity % $ % $ % $ % $888 19% 81% Long Term 19% Short Term $1,567 $849 $3,106 $933 1Q 13 1Q 12 $2,416 $4,039 Net Debt Cash 1Q 12 1Q 13 Net debt / EBITDA 2.9x 0.9x EBITDA / Interest paid 6.2x 7.5x Weighted average cost of debt (2) 5.46% Leverage (3) Stockholders equity 24.6% 4,805 mdp (1) According to bank loan covenants (2) Considers Mexican pesos credit loans and a TIIE (March 2013) of 4.35% (3) Leverage = Net debt / (Net debt + Stockholders Equity) 20
21 2 100 Average Investment (000 s USD) 3 Annual Revenues / Investment Ebitda Margin - Store Level ROI - Store Level (1) 30% 50% 25% 20% 15% 10% 5% 40% 30% 20% 10% 0% 0% Figures for the last twelve months as of March 2013 Considers an exchange rate of $12.76 pesos (1) ROI = Ebitda at store level divided by investment. 21
22 AVERAGE DAILY LIQUIDITY STOCK INFORMATION June 14, 2013 Price Shares Outstanding 687.8m EV (million MXN) 26,383 EV/EBITDA 2, PEERS AVG. 11.8x IPC 10.5x x 15.3 x 12.5 x 7.9 x 8.0 x 8.1 x 10.5 x 9.3 x 9.7 x 9.4 x 24.6 x Alsea Price per Share Alsea * June 2012 Aug 2012 Oct 2012 Dec 2012 Feb 2013 April 2013 June 2013 Aug 2013 Oct 2013 Dec 2013 Jan 2013 Feb 2013 April 2013 June 2013 YEAR in a row IPC INDEX KEY STATISTICS June 14, 2013 EV/EBITDA x P/E 53.2 x ROIC 8.9% ROE 10.9% (1) Stock Market Information (2) Information 4Q-2012 (3) Alsea EV/EBITDA with 1Q13 data 22
23 1. Leader QSR, Coffee Shop & Casual Dining operator in Latin America 2. High potential growth industry in Mexico and South America 3. Strategic regional partner for global leader brands 4. Competitive advantage and operating leverage through our Share Services Business Model (SCA) 5. Diversified portfolio of leader brands with presence in four countries 6. Proven track record based on profitable growth 7. Experienced executive team and highly trained personnel 8. Solid financial position ready to capture growth opportunities 9. Solid, transparent and institutional Corporate Governance 10. Analyst consensus (15 coverages) is that the average objetive price for the stock at the end of 2013 will be $
24 Brand 1Q 13 Facts 24
25 MORE THAN estimated growth PIZZAS SOLD IN 2012 from 2012 to 2014 in the pizza segment MARKET SHARE MAIN BRANDS Domino s pizza Pizza Hut others papa John s 50% 31% 17% 1% 63% Of pizza consumption is home delivery Our deliveries cover 2,052,400 km every week Is like going to the moon 8 times each week! 25
26 Generated 28% of the ALSEA SALES Coffee consumption Per capital worldwide (Kg/year) Mexico consumes nearly 1.40 kg of coffee per person per year. One aim is to bolster the culture until consumption is similar to that in the United States. 26
27 MASTER 20 YEARS F R A N C H I S E Acquisition of 98 units THE SISTEM IN MEXICO HAS A TOTAL OF UNITS OPERATORS Inclusion of 206 sub-franchises FAST FOOD MARKET SEGMENTATION Pizza Convenience stores Chicken Burguers 8% 26% 34% 32% 27
28 WITH ITALIANI S AQUISITION THE CASUAL DINING SEGMENT WENT UNITS CAGR= 38.8% *CAGR = Compound Annual Growth Rate ( ). 28
29 EXPANSION STRATEGY FOR CASUAL DINING IN SOUTH AMERICA Exclusivity for: MARKET WITH OVER PEOPLE 29
30 The Cheesecake Factory in LatAm In February 2013, we signed the master franchise agreements for Mexico and Chile with a commitment of 12 openings in the next 8 years. Additionally, there is the option of signing exclusive contracts with Argentina, Brazil, Colombia, and Peru. Exclusivity for: 30
31 Investor Information Diego Gaxiola Cuevas CFO Tel: +52 (55) Enrique González Casillas Investor Relations Tel: +52 (55) Headquarters ALSEA S.A.B. DE C.V. Av. Paseo de la Reforma #222 3th. Floor Tower 1 Corporativo Col. Juárez, Del. Cuauhtémoc Zip Code 06600, México D.F Phone: +52 (55) Download the 2012 Annual Report App (Alsea 2012) in Itunes Store. View the online version in The slides of this presentation, contains forward-looking statements regarding the Company s results and prospects. Actual results could differ materially from these statements. The forward-looking statements in this press release should be read in conjunction with the factors described in the risks summary in the Company s Annual Report, which, among others, could cause actual results to differ materially from those contained in forward-looking statements made in this press release and in oral statements made by authorized officers of the Company. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates. The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. 31
32 32
3, Brands 79% Corporate 21% Franchises. units 72, ,257. Our presence. employees. millions clients served. Mexico. Spain.
2Q17 Our presence 14 Brands 79% Corporate 21% Franchises 3,291 units 72,000 employees +423 millions clients served 2,257 Mexico 519 Spain 222 Argentina 139 Colombia 150 Chile 4 Brazil 2Q17 Alsea 2 Alsea
More informationup u d p a d tae 2Q 2 18 Q
update 2Q18 our presence 3,521 units 14 brands 76,711 employees 79% corporate 21% franchises 457 million clients served Mexico 2,387 Spain 561 Argentina 249 Chile 161 Colombia 158 Brazil 4 Uruguay 1 2
More informationForward-Looking Statements
March 2017 Forward-Looking Statements Certain information contained in this presentation, particularly information regarding future economic performance, finances, and expectations and objectives of management
More informationNovember 2012 Investor Presentation
November 2012 Investor Presentation FORWARD-LOOKING STATEMENTS This presentation and our accompanying comments include forward-looking statements. These statements relate to future events or our future
More informationVIPS Acquisition Perfect Fit, Alsea Continues on the Right Path. September 2013
VIPS Acquisition Perfect Fit, Alsea Continues on the Right Path September 2013 Disclaimer This presentation contains certain forward-looking statements that reflect the current views and/or expectations
More informationARCOS DORADOS Morgan Stanley Conference November 13, 2012 Woods Staton Chief Executive Officer
Agenda ARCOS DORADOS Morgan Stanley Conference November 13, 2012 Woods Staton Chief Executive Officer Disclaimer This presentation contains forward-looking statements that represent our beliefs, projections
More informationInvestor Presentation. Domino s Pizza
Investor Presentation Domino s Pizza July 2005 Forward-Looking Statements This presentation and our accompanying comments may contain forward-looking statements. These statements relate to future events
More informationINVESTOR PRESENTATION JANUARY 2018
INVESTOR PRESENTATION JANUARY 2018 0 FORWARD-LOOKING STATEMENTS Forward-Looking Statements This presentation contains forward-looking statements that are subject to risks and uncertainties. All statements
More informationSafe harbor statement
Safe harbor statement During this presentation management may discuss certain forwardlooking statements concerning FEMSA s future performance that should be considered as good faith estimates made by the
More informationINVESTOR RELATIONS Asia & Middle East 2018 Non-Deal Roadshow
INVESTOR RELATIONS Asia & Middle East 2018 Non-Deal Roadshow C O R P O R A T E P R E S E N T A T I O N September 2018 SAFE HARBOR DISCLOSURE This presentation may contain certain forward-looking statements
More informationDOMINO S INVESTOR PRESENTATION AUGUST 2018
DOMINO S INVESTOR PRESENTATION AUGUST 2018 LEGAL STUFF This presentation and our accompanying comments include forward-looking statements. These statements may relate to future events or our future financial
More informationINVESTOR PRESENTATION JUNE 2018
INVESTOR PRESENTATION JUNE 2018 0 FORWARD-LOOKING STATEMENTS Forward-Looking Statements This presentation contains forward-looking statements that are subject to risks and uncertainties. All statements
More informationGRUPO BIMBO REPORTS THIRD QUARTER 2018 RESULTS MEXICO CITY, OCTOBER 24, 2018
GRUPO BIMBO REPORTS THIRD QUARTER 2018 RESULTS MEXICO CITY, OCTOBER 24, 2018 We delivered strong third quarter results. We continue to transform our Company to be highly competitive, productive and sustainable
More informationInvestor Presentation. May 2016
Investor Presentation May 2016 Safe Harbor Statement During this presentation management may discuss certain forward-looking statements concerning FEMSA s future performance that should be considered as
More informationInvestor Relations. June, 2016
Investor Relations June, 2016 Cautionary Statement FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements These forward-looking statements relate to Coca-Cola FEMSA, S.A.B. de
More informationCORPORATE PRESENTATION
CORPORATE PRESENTATION 2017 InRetail Overview Multi-format retailer with exclusive focus in Peru Leading positions in its 3 segments #1 supermarket chain #1 pharmacy chain #1 shopping center operator Controlled
More informationCFA Institute Research Challenge Hosted by CFA Society of Argentina and Uruguay Universidad del CEMA
CFA Institute Research Challenge Hosted by CFA Society of Argentina and Uruguay Universidad del CEMA Dorados Holdings Inc. Arcos CFA Research Dorados Challenge - UCEMA Holdings, Inc. NYSE: ARCO Recommendation
More informationSafe harbor statement
Safe harbor statement During this presentation management may discuss certain forwardlooking statements concerning FEMSA s future performance that should be considered as good faith estimates made by the
More informationTransformar números June 2013
June 2013 MASISA OVERVIEW FINANCIAL PERFORMANCE THE OFFERING Masisa Overview Company focused on the wood boards industry for furniture and interior design in Latin America. #1 in installed capacity in
More informationEAST BALT BAKERIES July 2017 ACQUISITION
EAST BALT BAKERIES July 2017 ACQUISITION E AST BA LT AT A G L A N C E Leading foodservice-focused company that supplies baked goods to Quick Service Restaurants ( QSR ) across the world Operates 21 bakeries
More informationMacro Research Economic outlook
Macro Research Economic outlook Macroeconomic Research Itaú Unibanco April 2017 Roadmap Global Economy The global outlook remains favorable Global growth positive momentum continues, with a synchronized
More information» Grupo LALA, S.A.B. de C.V.
Investor Relations Presentation» Grupo LALA, S.A.B. de C.V. May, 2016 INVESTMENT HIGHLIGHTS» Scale and Leadership in Branded Healthy Foods» Second Most Recognized Consumer Brand in Mexico» Two Megabrands»
More informationFEMSA Announces Fourth Quarter and Full Year 2016 Results
FEMSA Announces Fourth Quarter and Full Year 2016 Results Monterrey, Mexico, February 27, 2017 Fomento Económico Mexicano, S.A.B. de C.V. ( FEMSA ) (NYSE: FMX; BMV: FEMSAUBD) announced today its operational
More informationEarnings Results. Second Quarter 2015
Earnings Results Second Quarter 2015 Forward Looking Statements This presentation contains, or may be deemed to contain, forward-looking statements. By their nature, forward-looking statements involve
More informationInvestor Presentation 2016
Investor Presentation 2016 Control Group: 76% Float: 24% Market Cap: US$11.4 bn (1) 2016 Revenues (2) Countries Plants Routes Sales Centers POS Associates Brands Products US$13.5 Bn 5 YR CAGR: 4.7% 22
More information(In millions pesos as of June 30, 2000) Accumulated
Stock Indicators A L Price per Share $ 6.50 $ 5.46 EPS(L12M) $ 0.45 $ 0.45 Book Value Per Share $ 6.37 $ 6.37 P/E P/BV A L A L Posadas 14.40 12.1 1.02 0.86 Market 15.40 3.02 FV/ EBITDA 8.40 11.0 10.0 9.0
More informationP R E S E N T A T I O N. Third Quarter 2018
INVESTOR P R E S E N T A T I O N Third Quarter 2018 Grupo Bimbo Today Control Group: 75% Float: 25% Market cap (1) Sales (2) Adj. EBITDA (2) Countries Plants Routes Points of sale Associates Products US$10.2
More informationAn Exciting New Growth Platform
Legal Disclaimer This presentation may contain written and oral statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended.
More informationEarnings Presentation FIRST QUARTER 2016
Earnings Presentation FIRST QUARTER 2016 Agenda 1 Highlights of the period 2 Consolidated overview 3 Overview by Business Units 4 Overview by Country 5 Balance Sheet Financials 6 Q&A First Quarter Highlights
More informationInvestor Presentation First Quarter 2016
Investor Presentation First Quarter 2016 Control Group: 77% Float: 23% Market Cap: US$14.2 bn (1) LTM 1Q 16 Revenues (2) Countries Plants Routes Sales Centers POS Associates Brands Products US$13.6 Bn
More informationCreating a Global QSR Leader. August 26 th, 2014
Creating a Global QSR Leader August 26 th, 2014 0 This presentation includes forward-looking statements, which are often identified by the words may, might, believes, thinks, anticipates, expects, intends
More informationSelected financial information
FIRST QUARTER 2018 REPORT Sigma is a leading multinational refrigerated food company that produces, markets and distributes quality branded foods, including packaged meats, cheese, yogurt and other refrigerated
More informationConference Call First Quarter 2014 Financial Results. Presentation3
Conference Call First Quarter 204 Financial Results Presentation3 May 2, 204 Agenda 2 Presentation3 Agenda 2 3 4 5 6 Opening Remarks Global Alimentos Acquisition Q4 Highlights Operating and Financial Review
More informationInvestor Presentation First Quarter 2017
Investor Presentation First Quarter 2017 Control Group: 76% Float: 24% Market Cap: US$11.9 bn (1) LTM1Q 17 Revenues (2) Countries Plants Routes Sales Centers POS Associates Brands Products US$14.0 Bn 5
More informationFEMSA Announces Third Quarter 2018 Results
FEMSA Announces Third Quarter 2018 Results Monterrey, Mexico, October 26, 2018 Fomento Económico Mexicano, S.A.B. de C.V. ( FEMSA ) (NYSE: FMX; BMV: FEMSAUBD) announced today its operational and financial
More informationKey figures (US $ million)
THIRD QUARTER 218 REPORT Sigma is a leading multinational food company that produces, markets and distributes quality branded foods, including packaged meats, cheese, yogurt and other refrigerated and
More informationI N V E S T O R PRESENTATION. Second Quarter 2018
I N V E S T O R PRESENTATION Second Quarter 2018 Grupo Bimbo Today Control Group: 75% Float: 25% Market cap (1) Sales (2) Adj. EBITDA (2) Countries Plants Routes Points of sale Associates Products US$10
More informationScotiabank. Canada s most International Bank. UBS Warburg 2003 Global Financial Services Conference New York, April 30, 2003
www.scotiabank.com UBS Warburg 2003 Global Financial Services Conference New York, April 30, 2003 Rick Waugh, President 1 Scotiabank Canada s most International Bank Operations in over 40 countries Second
More informationMANAGEMENT S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS
MANAGEMENT S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Unless otherwise noted, the section references to (i) us, our, we, the Company and YUM refer to YUM Brands, Inc. and
More informationFEMSA Announces Third Quarter 2016 Results
FEMSA Announces Third Quarter 2016 Results Monterrey, Mexico, October 28, 2016 Fomento Económico Mexicano, S.A.B. de C.V. ( FEMSA ) (NYSE: FMX; BMV: FEMSAUBD) announced today its operational and financial
More informationGRUPO BIMBO REPORTS FIRST QUARTER 2018 RESULTS
GRUPO BIMBO REPORTS FIRST QUARTER 2018 RESULTS MEXICO CITY, APRIL 26, 2018 Grupo Bimbo S.A.B. de C.V. ( Grupo Bimbo or the Company ) (BMV: BIMBO) today reported its results for the three months ended March
More informationCompany Overview. August 2006
Company Overview August 2006 Safe Harbor Statement During this presentation management may discuss certain forwardlooking statements concerning FEMSA s future performance that should be considered as good
More informationMASISA OVERVIEW & HIGHLIGHTS STRATEGY FINANCIAL PROFILE
October 2017 MASISA OVERVIEW & HIGHLIGHTS STRATEGY FINANCIAL PROFILE Overview Masisa is a leading integrated company focused on fiberboard and particleboard production and marketing for furniture and interior
More information27 July 2016 MEXICO. First half 2016
27 July 2016 MEXICO First half 2016 Disclaimer IMPORTANT INFORMATION Banco Santander, S.A. ( Santander ) Warns that this presentation contains forward-looking statements within the meaning of the U.S.
More informationQUIC RESEARCH REPORT. Consumers & Healthcare. Restaurant Brands International (TSX:QSR) Stock Pitch A Company as Rich as its Dark Roast Coffee
QUIC RESEARCH REPORT Consumers & Healthcare Restaurant Brands International (TSX:QSR) Stock Pitch A Company as Rich as its Dark Roast Coffee Daniel Morris Julie Vincent Jon Allion Simon Rezene Michael
More informationCORPORATE PRESENTATION. March 2017
CORPORATE PRESENTATION March 2017 InRetail Overview Multi-format retailer with exclusive focus in Peru Leading positions in its 3 segments #1 supermarket chain #1 pharmacy chain #1 shopping center operator
More informationCorporate Presentation Investor Relations September 2012
Corporate Presentation Investor Relations September 2012 Chilean Economy and Financial System Why invest in Chile? A low risk, open and diversified economy 3 Chile is the highest rated country in Latin
More informationGenomma Lab Internacional Reports First Quarter 2018 Results
HIGHLIGHTS EBITDA margin for Q1-2018 reached 22.6%, a 90 bps year-on-year increase SGM&A (1) expenses for Q1-2018 decreased by Ps.162.1 million year-on-year, a reflection of cost control initiatives U.S.
More information26 October 2016 MEXICO. January September 2016
26 October 2016 MEXICO January September 2016 Disclaimer IMPORTANT INFORMATION Banco Santander, S.A. ( Santander ) Warns that this presentation contains forward-looking statements within the meaning of
More informationJacky Lo Chief Finance Officer, Yum China
Jacky Lo Chief Finance Officer, Yum China Cautionary Language Regarding Forward-Looking Statements Forward-Looking Statements. Our presentation may contain forward-looking statements within the meaning
More informationRIPLEY CORP. July 2008
RIPLEY CORP Credit Suisse Latam Conference July 2008 Ripley Today current operations Department stores 50 stores in Chile and Peru selling space: 323,064 sqm Financial Retail Chilean credit card loans:
More informationCompany Overview 2008
Company Overview 2008 Safe Harbor Statement During this presentation management may discuss certain forwardlooking statements concerning FEMSA s future performance that should be considered as good faith
More informationCEMEX Cement. Quarterly Report July 27, CX: Proving the success of its Value-before-Volume strategy.
Quarterly Report CEMEX Market Outperformer 12M FWD Price Target US$10.8 Price 7.1 12M Price Range 3.8/8.6 Shares Outstanding (Mill)* 1,542 Market Cap USD (Mill) 10,976 Float 78.6% Net Debt USD (Mill)**
More informationCorporate Presentation Investor Relations Third Quarter 2017
Corporate Presentation Investor Relations Third Quarter 2017 Disclaimer Statements made in this presentation relate to CCU s future performance or financial results are forward-looking statements within
More informationInvestor Presentation JANUARY 2016
Investor Presentation JANUARY 2016 FORWARD-LOOKING STATEMENTS Forward-Looking Statements This presentation contains forward-looking statements that are subject to risks and uncertainties. All statements
More informationCEMEX Cement. Quarterly Report February 9, CEMEX remains on track to regain its investment grade.
Quarterly Report CEMEX Market Outperformer 2017 Price Target US$11.0 Price 8.9 12M Price Range 4.1/9.5 Shares Outstanding (Mill)* 1,545 Market Cap USD (Mill) 13,797 Float 78.6% Net Debt USD (Mill)** 12,516
More informationYum! China. Mark Chu. Yum! China President & COO
Yum! China Mark Chu Yum! China President & COO 2010: Good Performance Across Virtually Every Front Same store sales growth on track to be 5%+ Margins up 1 point, to reach 22% Development on track Business
More informationCorporate Presentation Investor Relations Fourth Quarter 2017
Corporate Presentation Investor Relations Fourth Quarter 2017 Disclaimer Statements made in this presentation relate to CCU s future performance or financial results are forward-looking statements within
More informationCorporate Presentation. Investor Relations Second Quarter 2018
Corporate Presentation Investor Relations Second Quarter 2018 Disclaimer Statements made in this presentation relate to CCU s future performance or financial results are forward-looking statements within
More informationH RESULTS PRESENTATION
H1 2018 RESULTS PRESENTATION 03.09.2018 H1 2018 RESULTS PRESENTATION DISCLAIMER This presentation (the "Presentation") has been prepared and is issued by, and is the sole responsibility of Telepizza Group,
More information9M 2018 RESULTS PRESENTATION
9M 2018 RESULTS PRESENTATION 12.11.2018 9M 2018 RESULTS PRESENTATION DISCLAIMER This presentation (the "Presentation") has been prepared and is issued by, and is the sole responsibility of Telepizza Group,
More information2015 FY RESULTS. / IR Team / Tel: ext
2015 FY RESULTS / IR Team / Tel: +34 91 398 54 00 ext. 33890 investor.relations@diagroup.com 1 Disclaimer This document does not constitute or form part of any purchase, sales or Exchange offer, nor is
More informationAmRest Holdings SE Q3 Presentation for Investors November 9th 2012
AmRest Holdings SE 2012 Q3 Presentation for Investors November 9th 2012 Teleconference Details AmRest Q3 2012 results are included in the Q3 2012 Financial Report which is available to download from Investor
More informationFINANCIAL REPORT FOURTH QUARTER 2018 MARCH 2019
FINANCIAL REPORT FOURTH QUARTER 2018 MARCH 2019 1 Index 1. Executive Summary....... 3 2. Summary of Consolidated Results 4 th Quarter 2018..... 4 3. Summary of Consolidated Results 2018. 5 4. Highlights
More informationTHIRD QUARTER 2017 REPORT
THIRD QUARTER 2017 REPORT Sigma is a leading global company in the refrigerated food industry, focused on the production, marketing and distribution of packaged meats, cheese, yogurt and other refrigerated
More informationGenomma Lab FOURTH QUARTER AND FULL YEAR 2015 RESULTS
Mexico City, Mexico, April 27, 2016 Genomma Lab Internacional, S.A.B. de C.V. (BMV: LAB.B) ( Genomma Lab or the Company ), today announced its results for the first quarter ended March 31, 2016. All figures
More informationMexican Q1 economic data: a reality shock, or there is still a brighter outlook?
Mexican Q1 economic data: a reality shock, or there is still a brighter outlook? Rafael Amiel, Director Latin America Economics IHS Global Insight Julio 2013 Mexico becomes fashionable again Mexico Makes
More informationJUNE
JUNE 2005 www.endesachile.cl INDEX BUSINESS RESULTS COUNTRY ANALYSIS BUSINESS OUTLOOK CONCLUSIONS BUSINESS Highlights One of the largest private power producers in Latin America, with plants in Argentina,
More informationCorporate Presentation 3Q 2016
Corporate Presentation 3Q 2016 1 DISCLAIMER the forward-looking statements contained herein are based on Management s current forecasts and outlook. For better illustration and decision-making, figures
More informationHector Grisi. Country Head Mexico. Helping people and businesses prosper
Hector Grisi Country Head Mexico Helping people and businesses prosper Banco Santander, S.A. ("Santander") cautions that this presentation contains statements that constitute forward-looking statements
More informationJubilant Foodworks. CMP: INR1,051 TP: INR1,054 Neutral
BSE SENSEX S&P CNX 16,420 4,966 Bloomberg JUBI IN Equity Shares (m) 63.5 52-Week Range (INR) 1,144/536 1,6,12 Rel. Perf. (%) -6/37/53 M.Cap. (INR b) 66.7 M.Cap. (USD b) 1.3 11 May 2012 4QFY12 Results Update
More informationFOURTH QUARTER 2017 REPORT
FOURTH QUARTER 2017 REPORT Sigma is a leading global company in the refrigerated food industry, focused on the production, marketing and distribution of packaged meats, cheese, yogurt and other refrigerated
More informationAmRest Holdings SE H1 Presentation for Investors August 31st 2012
AmRest Holdings SE 2012 H1 Presentation for Investors August 31st 2012 Teleconference Details AmRest H1 2012 results are included in the H1 2012 Financial Report which is available to download from Investor
More informationUBS Global Financial Services Conference May 14, Joseph Saunders, Chief Executive Officer. Byron Pollitt, Chief Financial Officer
UBS Global Financial Services Conference May 14, 2008 Joseph Saunders, Chief Executive Officer Byron Pollitt, Chief Financial Officer Safe Harbor Reminder The following materials and management s discussion
More informationQ Results presentation
Q1 2016 Results presentation 12 May 2016 1 Disclaimer This presentation (the "Presentation") has been prepared and is issued by, and is the sole responsibility of Telepizza Group, S.A. ( Telepizza" or
More informationMonetary Policy: A Key Driver for Long Term Macroeconomic Stability
Monetary Policy: A Key Driver for Long Term Macroeconomic Stability Julio Velarde Governor Central Bank of Peru March 2016 Agenda 1. Peru s growth is based on strong fundamentals 2. Recent economic developments
More informationNovember 20 th, Company: Sonic Corp. (NASDAQ SONC) Action: Long Price Target: $34.00 Students: Peiheng Xu, Devon Pennington, Elise Radolf
November 20 th, 2015 Company: Sonic Corp. (NASDAQ SONC) Action: Long Price Target: $34.00 Students: Peiheng Xu, Devon Pennington, Elise Radolf Long: SONC Company Overview Domestic Drive-in Leader Market
More informationStarbucks EPS Jumps 28% to a Q3 Record $0.55 Per Share
1 Starbucks EPS Jumps 28% to a Q3 Record $0.55 Per Share Strong comps of 9% in Americas and 8% globally drive record Q3 revenues and operating margin Company provides robust outlook for FY14 SEATTLE; July
More informationAccelerating towards excellence. Investor relations June 2017
Accelerating towards excellence Investor relations June 2017 Cautionary Statement FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements These forward-looking statements relate
More information3Q18 EARNINGS RELEASE. Earnings Release 3Q18 1 / 16
EARNINGS RELEASE 3Q18 1 / 16 Monterrey, Mexico, October 25 th, 2018. Grupo Famsa, S.A.B. de C.V. (BMV: GFAMSA), a leading Mexican commercial conglomerate in the retail, consumer and savings sector, announced
More informationSouthern Copper Corporation November, 2016
Southern Copper Corporation November, 2016 0 I. Introduction 1 Management Presenter Presenters Raul Jacob Title Vice President, Finance & CFO 2 Safe Harbor Statement This presentation contains certain
More informationAll numbers used in this presentation, regarding future performance are based on analysts independent forecast of AmRest results.
All numbers used in this presentation, regarding future performance are based on analysts independent forecast of AmRest results. 1 Executive Summary Definitive agreement to acquire Spanish Restaurant
More informationEndesa Chile IR Presentation 1Q 2016
Endesa Chile IR Presentation 1Q 2016 Organization structure Endesa Chile (before Spin-off) ITALY Committed Shareholders 61% 60% CHILE 6% 4% 14% Enersis S.A. Chilean Pension Funds ADRs (Citibank N.A.) 16%
More informationCORPORATE PRESENTATION
CORPORATE PRESENTATION 2018 InRetail Overview Peruvian multi-format retailer, with presence in the Andean region through the pharma business Leading positions in Peru in its 3 segments #1 food retail chain
More informationInvestor Presentation
14 MAR 2016 Investor Presentation 4Q and FY 2015 Results Hussein Hachem, CEO Bashar Obeid, CFO Management Update 4Q 2015 Results FY 2015 Results Long-term Performance Outlook & Guidance Page 1 Disclaimer
More informationJack in the Box Inc. Reports Third Quarter FY 2015 Earnings; Updates Guidance for FY 2015; Declares Quarterly Cash Dividend
Investor Contact: Carol DiRaimo, (858) 571-2407 FOR IMMEDIATE RELEASE Media Contact: Brian Luscomb, (858) 571-2291 Reports Third Quarter FY Earnings; Updates Guidance for FY ; Declares Quarterly Cash Dividend
More informationInvestor Presentation Fourth Quarter 2017
Investor Presentation Fourth Quarter 2017 A Global Consumer Food Company, Leader in the Baking Industry and a Relevant Participant in Snacks 2 2 2 Control Group: 75% Float: 25% Market Cap: US$11.5 bn (1)
More informationCorporate Presentation Investor Relations Fourth Quarter 2016
Corporate Presentation Investor Relations Fourth Quarter 2016 Disclaimer Statements made in this presentation relate to CCU s future performance or financial results are forward-looking statements within
More informationGrupo Posadas, S.A.B. de C.V. & Subsidiaries Mexico City, February 21, 2011
Operational and Financial Results: Fourth Quarter 2010 Grupo Posadas, S.A.B. de C.V. & Subsidiaries Mexico City, February 21, 2011 With respect to the same quarter of last year. 2 Systemwide same hotels
More informationSelected financial information
SECOND QUARTER 2018 REPORT Sigma is a leading multinational refrigerated food company that produces, markets and distributes quality branded foods, including packaged meats, cheese, yogurt and other refrigerated
More informationMercado Libre. Third Quarter 2017 Results. Investor Relations
Mercado Libre Third Quarter 2017 Results Investor Relations This presentation may make forward-looking statements relating to such matters as continued growth prospects for the company, industry trends
More informationCorporate Presentation Investor Relations Second Quarter 2017
Corporate Presentation Investor Relations Second Quarter 2017 Disclaimer Statements made in this presentation relate to CCU s future performance or financial results are forward-looking statements within
More informationRipley Corp. May st Quarter 2016 Results
Ripley Corp May 2016 1st Quarter 2016 Results 1Q16 HIGHLIGHTS Ripley Colombia: Closing of operations progressing according to plan Increase in Inmobiliaria Mall Viña del Mar share: Real estate assets at
More informationRent-A-Center today is
INVESTOR PRESENTATION FIRST QUARTER 2014 Safe Harbor This presentation contains forward-looking statements that involve risks and uncertainties. Such forward-looking statements generally can be identified
More informationCorporate Presentation. September 2018
Corporate Presentation September 2018 Forward-Looking Statements This presentation may contain forward-looking statements, that should be considered as good faith estimates. Such statements are subject
More information2Q16 Highlights: 12M FWD EV/EBITDA 12M PRICE PERFORMANCE VS. IPC P/E
GISSA Market Outperformer 12M FWD Price Target P$45.0 Price 31.4 12M Price Range 29.5/ 33.09 Shares Outstanding 356 Market Cap (Mill) 11,169 Float 19.5% Net Debt (Mill) 46 EV (Mill) 11,164 Dividend Yield
More informationJack in the Box Inc. Reports Second Quarter FY 2014 Earnings; Updates Guidance for FY 2014
Investor Contact: Carol DiRaimo, (858) 571-2407 FOR IMMEDIATE RELEASE Media Contact: Brian Luscomb, (858) 571-2291 Reports Second Quarter FY Earnings; Updates Guidance for FY SAN DIEGO, May 14, (NASDAQ:
More informationAdjusted EBITDA ,5% ,9% Adjusted EBITDA Margin (%) 7,7% 9,3% -160 bps 7,4% 6,2% 119 bps
Earnings Release Fourth Quarter 2016 Financial Highlights Full Year 2016 Consolidated revenues reached CLP 10,333,001 million, down 6.0% versus 2015 (+7.9% in constant exchange rate), explained by currency
More informationBBVA Bancomer. Focused on continuing growth
BBVA Bancomer Focused on continuing growth 1 Disclaimer This document is only provided for information purposes and does not constitute, nor must it be interpreted as, an offer to sell or exchange or acquire,
More informationI N V E S T O R P R E S E N T A T I O N. First Quarter 2018
I N V E S T O R P R E S E N T A T I O N First Quarter 2018 Resilient Industry with High Growth Potential Artisanal 31% Grupo Bimbo 4.2% Industry Fundamentals Resilience to economic downturns Non-discretionary
More information