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Grupo Herdez (HERDEZ) investor relations material
Grupo Herdez Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Completed the split of Grupo Nutrisa and divested part of the stake in McCormick de Mexico, reconfiguring the portfolio for focused growth.
Adopted new segmentation reporting into domestic and export sectors, with retail business deconsolidated from September 2025.
Achieved strong net sales and profitability despite a challenging consumer environment, with increased market share in key categories and optimism for future performance.
Financial highlights
Consolidated net sales for Q3 2025 were $9.3 billion, down 0.7% year-over-year; excluding Grupo Nutrisa, net sales grew 0.9%.
Gross margin improved to 41.0% in Q3, up 0.5 percentage points year-over-year, driven by favorable product mix and lower input costs.
Operating income for Q3 was $1.3 billion, up 2.6% year-over-year, with a margin of 14.1%.
Net income for Q3 reached $924 million, a 20.6% increase year-over-year; net margin expanded to 10.0%.
EBITDA for Q3 was $1.5 billion, down 4.2% year-over-year; EBITDA margin was 16.5%.
Outlook and guidance
Management expects a gradual recovery in consumption, with the third quarter marking the bottom.
Confident in meeting full-year guidance for net sales, operating income, and EBITDA, excluding Grupo Nutrisa.
Anticipates CapEx to reach ARS 1.5–2.0 billion by year-end.
Ongoing rollout of a new program requiring significant working capital in upcoming quarters.
Management remains optimistic about future performance, citing resilience in core categories and ongoing strategic initiatives.
Core business growth strategy post-Nutrisa split?
What is the strategy to reverse Export segment decline?
What is the new program and its expected benefits?
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Next Grupo Herdez earnings date
Q4 202526 Feb, 2026
Next Grupo Herdez earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Grupo Herdez S.A.B. de C.V. is a Mexico-based company engaged in the production, distribution, and marketing of packaged food and beverage products. Its portfolio includes categories such as salsas, canned vegetables, frozen foods, teas, and organic products, offered under various proprietary and licensed brands. The company operates through both retail and foodservice channels, serving domestic and international markets. The company is headquartered in Mexico City, Mexico, and its shares are listed on the BMV.
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