Alsea de C.V.

Chipotle Mexican Grill will open its first restaurant on Thursday in San Pedro Garza García (Monterrey metropolitan area) as part of a development agreement with Alsea. Additional locations in Nuevo León are expected later in 2026, and expansion into Mexico City is planned for 2027. The restaurant offers Chipotle’s typical menu of burritos, bowls, salads, tacos and quesadillas made with ingredients from regional suppliers; the site will serve as a proof of concept to analyze local consumer preferences. » Más en de.investing.com

Alsea posted third-quarter revenue up 5.7% to 21 billion ARS and a net profit increase of 559% to 512 million USD. The EBITDA margin fell 50 basis points to 13.7%, yet the share price rose 4.85% after the results. The company revised its full-year guidance to high single-digit revenue growth and low single-digit EBITDA growth, plans around 200 store openings in 2026 and investments of 5,500–6,100 million MXN, and may divest non-core assets. » Más en de.investing.com

Alsea reports Q2 2025 revenue of 21.35 billion pesos (+14.2%) and EBITDA of 3.03 billion pesos with a margin of 14.2%. Like-for-like sales rose 4.9%; digital channels accounted for 38.6% of revenue and digital orders totaled 35.3 million. Starbucks and Domino’s showed growth, while Burger King recorded a SSS decline of 6.1%. The company emphasizes disciplined growth, portfolio optimization, ESG initiatives, capex of 2.5 billion pesos year-to-date and leverage of 3.0x total debt/EBITDA. » Más en de.investing.com