Grupo Bimbo, S.A.B. de C.V. (OTCQX:BMBOY) Q3 2025 Earnings Call October 28, 2025 6:00 PM EDT Company Participants Rafael Pamias Romero - Chief Executive Officer Diego Cuevas - Chief Financial Officer Mark Bendix Conference Call Participants Alejandro Fuchs - Itaú Corretora de Valores S.A.
Grupo Bimbo remains undervalued, despite macro pressures, with strong cash flow, improving margins, and a global footprint, supporting resilience and growth. North American challenges are being addressed through a dual strategy of value and premium offerings, with early signs of margin recovery and operational improvements. Solid performance in Mexico and Latin America, plus successful bolt-on acquisitions in Europe-Asia-Africa, highlight Bimbo's ability to adapt and innovate globally.
Grupo Bimbo's Q4 results were disappointing, with a particularly weak performance in the U.S. Market share losses appear to be accelerating in the U.S. and revenue growth in Mexico is trailing inflation despite positive long-term consumption tailwinds. Management's guidance for double-digit revenue and EBITDA growth in 2025 seems optimistic relative to market share trends and years of flat EBITDA margin results.
| Food Products Industry | Consumer Staples Sector | Mr. Rafael Pamias Romero CEO | OTC PINK Exchange | US40052V1044 ISIN |
| MX Country | 152,229 Employees | 13 May 2025 Last Dividend | - Last Split | - IPO Date |
Grupo Bimbo, S.A.B. de C.V., established in 1945, stands as a predominant entity in the bakery industry, making its mark through the production, distribution, and sale of a diverse selection of bakery goods. Its operational footprint spans across various regions, including Mexico, the United States, Europe, Asia, and Africa, showcasing its global presence. Headquartered in Mexico City, Mexico, Grupo Bimbo leverages its extensive network of bakeries and production facilities to deliver high-quality bakery products across the globe.
Staple for households across the world, offering varieties from whole wheat to multigrain, catering to diverse consumer preferences.
Versatile products for every meal, ranging from classic dinner rolls to specialty buns for hamburgers and hotdogs.
A delightful assortment of sweet and savory pastries, including croissants, Danishes, and more, perfect for snacks or quick on-the-go breakfast options.
An array of cakes to suit every occasion, whether it's a birthday celebration or a simple dessert craving, featuring various flavors and sizes.
A staple snack offering endless variety in terms of flavors, textures, and shapes, catering to both traditional and innovative tastes.
Prefabricated toast for convenience and efficiency, available in multiple variations to complement a quick breakfast or snack.
Offering a taste of tradition with its selection of English muffins, ideal for breakfast sandwiches or served simply with butter and jam.
Covering everything from classic plain to gourmet options, these bagels are perfect for a hearty breakfast or a satisfying snack.
A staple in many cultures, these products offer versatility for creating an array of dishes, from wraps to traditional Mexican cuisine.
Rounding off the product list, salty snacks provide the perfect complement to Grupo Bimbo's bakery offerings, catering to diverse palates and snack preferences.