El Puerto de Liverpool, S.A.B. de C.V. (LIVEPOLC1) Earnings Call Transcripts

El Puerto de Liverpool, S.A.B. de C.V.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, El Puerto de Liverpool reported consolidated revenue of $45.4 billion, remaining broadly flat year-over-year. The company's earnings were impacted by a cautious consumer environment, temporary disruptions in logistics, and security incidents, leading to a net profit decrease of 17% to MXN 1.9 billion. Management signaled that while retail conditions remain challenging, they expect gradual recovery in operational momentum and have maintained their guidance for the full year, indicating optimism for improved underlying trends in the coming months.

Reported metrics

Guidance from management

Management maintained their guidance for the full year, indicating optimism for improved underlying trends as operational challenges are addressed. They expect gradual recovery in retail conditions and performance in the coming months.

What management said

Yes. I think there are some signals in the economic backdrop that are encouraging, like overall employment and wage increases, but also credit usage. And as one of the relevant players in that space, credit usage also translates to us in higher credit usage, which provides support to overall consumption.

We're not providing that type of details. We have some internal estimations, but we're not in a position to share them internally. What I would say is that we expect -- we're optimistic about the upcoming quarters, and we do not expect these internal issues to hinder our ability to serve customers in the upcoming months.

What analysts pressed on

Analysts expressed concerns regarding the impact of supply chain issues on inventory levels and potential risks associated with consumer credit health. There were questions about the sustainability of growth in financial services amidst a cautious consumer environment.

Main topics on the call

• Retail Performance Challenges — Retail revenue declined by 1.9% year-over-year, with same-store sales down 2.5% for Liverpool and 3.1% for Suburbia. Management noted, "the main headwind remains a cautious consumer environment," which has affected overa...
• Strong Growth in Financial Services — Financial Services revenue grew by 11.6% year-over-year, driven by a 10% expansion in the gross credit portfolio. Management highlighted that "sales finance to our own credit cards represented 51% of total sales," indica...
• Logistics and Supply Chain Disruptions — The company faced temporary operational challenges due to the ramp-up of a new logistics facility, impacting the availability of imported merchandise. Management stated, "the most significant disruptions are already behi...
• Real Estate Segment Resilience — Real estate revenue increased by 4.4% year-over-year, supported by higher occupancy levels. Management noted that "portfolio occupancy reached 94.6%," reflecting strong tenant demand despite a challenging retail environm...

Read the full El Puerto de Liverpool, S.A.B. de C.V. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 24 El Puerto de Liverpool, S.A.B. de C.V. earnings call transcripts on record, spanning February 26, 2020 to July 28, 2026. Based on this history, El Puerto de Liverpool, S.A.B. de C.V. reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LIVEPOLC1

Exchange

BMV

Country

MX

Sector

Consumer Discretionary

Industry

Broadline Retail

Calls on record

24

First call

February 26, 2020

Most recent

July 28, 2026

Reporting cadence

quarterly