Jeronimo Martins SGPS S.A. ADR (JRONY)
Jerónimo Martins, SGPS, S.A. (JRONY) Q2 2026 Earnings Call Transcript
Jerónimo Martins, SGPS, S.A. (JRONY) Q2 2026 Earnings Call Transcript
Jeronimo Martins: Recent Correction Is A Buying Opportunity
Jeronimo Martins is undervalued after a 13% YTD drop despite robust revenue and EBITDA growth. Recent margin compression, mainly from Poland and Portugal, appears cyclical rather than being a permanent negative shift. Ara, the company's Colombian unit, is growing rapidly and could potentially command a much higher valuation if spun off.
Should Value Investors Buy Jeronimo Martins SGPS (JRONY) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Jeronimo Martins: Strong Results And The Hidden Slovakia Opportunity
Jerónimo Martins (JRONY) remains a strong, defensive growth pick, outperforming the S&P and delivering robust Q3 results across its core markets. JRONY's Biedronka brand continues to gain market share in Poland, with expansion into Slovakia positioned as a key medium-term growth driver. Margins, cash flow, and store expansion remain healthy, with the company trading at attractive valuation multiples for international grocery exposure.
Jerónimo Martins, SGPS, S.A. (JRONY) Q2 2025 Earnings Call Transcript
Jerónimo Martins, SGPS, S.A. (OTCPK:JRONY) Q2 2025 Earnings Conference Call August 1, 2025 4:30 AM ET Company Participants Ana Luisa Abreu Coelho Virginia - Chief Financial Officer Conference Call Participants António Seladas - A|S Independent Research Frederick James Wild - Jefferies LLC, Research Division José Manuel Rito - Banco BPI, S.A.
Jeronimo Martins: A Margin Of Safety In The Aisles
Jerónimo Martins' pricing discipline, scale, and emerging-market expansion support long-term growth, despite recent margin compression and near-term profit pressure. Valuation is attractive versus peers, with a fair value 15–20% above current levels, supported by strong revenue growth and prudent capital allocation. Key catalysts include Polish volume recovery, margin normalization, Slovakia expansion, and Ara's profitability in Colombia, with potential for special dividends.
Jerónimo Martins, SGPS, S.A. (JRONY) Q1 2025 Earnings Call Transcript
Jerónimo Martins, SGPS, S.A. (OTCPK:JRONY) Q1 2025 Earnings Conference Call May 8, 2025 4:00 AM ET Company Participants Ana Luisa Virginia – Chief Financial Officer Conference Call Participants João Pinto – JB Capital William Woods – Bernstein Frederick Wild – Jefferies Michal Potyra – UBS Izabel Dobreva – Morgan Stanley Rob Joyce – BNP Paribas António Seladas – AS Independent Research Ana Luisa Virginia Good morning, ladies and gentlemen, and thank you for joining this call dedicated to our First Quarter Results.
Looking for a Growth Stock? 3 Reasons Why Jeronimo Martins SGPS (JRONY) is a Solid Choice
Jeronimo Martins SGPS (JRONY) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Are Investors Undervaluing Jeronimo Martins SGPS (JRONY) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Jerónimo Martins, SGPS, S.A. (JRONY) Q4 2024 Earnings Call Transcript
Jerónimo Martins, SGPS, S.A. (OTCPK:JRONY) Q4 2024 Results Conference Call March 20, 2025 5:00 AM ET Company Participants Ana Luisa Virginia - Chief Financial Officer Pedro Soares dos Santos - Chairman and Chief Executive Officer Conference Call Participants Frederick Wild - Jefferies Michal Potyra - UBS Rob Joyce - BNP Paribas William Woods - Bernstein Izabel Dobreva - Morgan Stanley Matthew Clements - Barclays Ana Luisa Virginia Good morning, ladies and gentlemen, and thank you for joining this call.
Should Value Investors Buy Jeronimo Martins SGPS (JRONY) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
3 Reasons Why Growth Investors Shouldn't Overlook Jeronimo Martins SGPS (JRONY)
Jeronimo Martins SGPS (JRONY) could produce exceptional returns because of its solid growth attributes.
