La Comer SAB de CV · BMV:LACOMER/UBC
La Comer SAB de CV — Q1 2026 Earnings Presentation
26 slides from La Comer SAB de CV's earnings presentation, Jun 1, 2026
Slide 1: Grupo La Comer
GRUPO
Slide 2: Disclaimer
Disclaimer “The following material is submitted by way of general information regarding La Comer, S.A.B. de C.V., “La Comer”, as it stands to date. Said information is presented in a summarized fashion and is not intended to be comprehensive. Nor does it constitute a recommendation for potential inv
Slide 3: Summary
Summary 39 17 23 13 1 More than 60 years of experience in the Mexican Food Retail market. Stores: 93, with 423,614 sq.mts. of sale area, in 4 different formats. Geographic Distribution: 50% of the stores located in Mexico City metropolitan area. Real Estate: 50 units (which represent 64% of sales ar
Slide 4: Corporate Structure
Corporate Structure Listed on the Mexican Stock Exchange La Comer is a product of the spin-off 45% float of Controladora Comercial Mexicana (CCM), where of the 197 stores it operated, 143 stores were sold to Soriana. Major Free Shareholders Float 54% * 46%* *May. 2025 Real Estate subsidiaries La Com
Slide 5: La Comer Group – Spin-off Rationale
La Comer Group– Spin-off Rationale In 2015, Controladora Comercial Mexicana began a spin-off process resulting in the sale of 143 stores with specific characteristics that did not represent all the conditions of the new company. In 2016, Grupo La Comer began operations with 54 stores: Differentiatio
Slide 6: Strengthening Consumption in Mexico
Strengthening Consumption in Mexico Men Women As Mexico becomes an "older" country, disposable income increases and the taste for "culture and sophistication" increases 6
Slide 7: Socioeconomic Levels in Mexico
Socioeconomic Levels in Mexico Population Income The ABC level *From 15% to represents 25% of 21% of the income is population; used for food but 44% of and basic income needs. - Look for quality and service *From 30% to 50% of income is used for food and basic needs - High price sensitivity Calculat
Slide 8: Current consumer trends
Current consumer trends Current consumer trends, both in Mexico and in the world include: Health care Sustainable consumption Attention in service Use of natural and healthy Innovative ingredients environments International Gourmet products products “Sybaritic” Sophisticated products flavors More di
Slide 9: Target Market of La Comer
Target Market of La Comer Medium and high income classes Why ? 1. 3. It is not a well We compete attended better against market other players 4. These are segments Customers 2. that better resist values our crises attributes more 5. Potentially more profitable 9
Slide 10: Strategy
Strategy Differentiation: Superior in perishable quality Pleasant shopping experience Superior shopping environment Trained employees Premium and gourmet products Collection of imported products Specialized departments like cava and prepared food Fair and competitive prices 10
Slide 11: Mission
Mission Food retail company that best serves medium and high socioeconomic level in the country, offering the best shopping experience in the market based on : quality, customer support and service. 11
Slide 12: Brands & Formats
Brands & Formats La Comer Group is the umbrella that supports all formats to deliver a consistent brand image. 12
Slide 13: Gourmet format: wide range of gourmet products
Wide range of gourmet products as wines, cheeses, meat, imported groceries, and organic products. Exclusive product agreements with international brands. Sophisticated atmosphere and high quality service. Prepared foods for consumption in and out of the store. Specialized departments of prepared foo
Slide 14: La Comer
eV I ey LA COMER
Slide 15: Neighborhood market with selected special products
Neighborhood market with a selected variety of special products (kosher, organic). Excellent quality of perishables, emphasizing freshness. Designed especially for a convenient and quick purchase. 22 stores as of today Sales area of about 1,500 to 4,000 square meters. Located in power centers throug
Slide 16: Fresko
Tide i i a iii Boca oS ee =>
Slide 17: La Comer format: general merchandise and household goods
In addition to perishable and grocery products, this format offers general merchandise and household appliances as tableware and linens, among others. La Comer offers greater range and variety of products . Specialized departments such as Xpressa Café, prepared food and fine pastry Located in large
Slide 18: Express
EXPRESS
Slide 19: Small supermarkets for quick purchases
Small supermarkets to buy perishables and groceries quickly and easily. Located in middle and upper class neighborhoods With a selection of products to serve customers of the area Small stores with between 300 and 700 m2 of sales area
Slide 20: Home delivery service - Omni channel
Home delivery service - Omni channel Since the start of La Comer, an area was created to focus in e-business and home delivery Strategy of differentiation based on better service and unrivaled quality in perishables. 2016: Improvement in operations and service 2017: New, user friendly platform. Inte
Slide 21: Food retail SSS (Same Store Sales) growth
10.0 15.0 20.0 25.0 0.0 5.0 (5.0) 1Q2017 2Q2017 3Q2017 4Q2017 1Q2018 2Q2018 3Q2018 4Q2018 1Q2019 2Q2019 3Q2019 Antad 4Q2019 1Q2020 2Q2020 3Q2020 4Q2020 1Q2021 2Q2021 3Q2021 4Q2021 1Q2022 2Q2022 3Q2022 4Q2022 1Q2023 La Comer 2Q2023 3Q2023 4Q2023 Food retail SSS (Same Store Sales) growth 1Q2024 2Q2024
Slide 22: Financial Annual Data
Financial Annual Data 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Net sales 14,757 16,635 19,119 21,591 27,021 28,906 33,436 38,465 43,277 47,625 Cost of sales 11,148 12,423 14,078 15,698 19,636 20,857 24,049 27,424 30,607 33,441 Gross profit 3,610 4,213 5,041 5,893 7,384 8,050 9,387 11,041 12
Slide 23: Financial Data Income Statement
Financial Data Income Statement 4Q 2025 2025 % 2024 % Var % Net sales 12,503 100.0 11,422 100.0 9.5 Cost of sales 8,694 69.5 8,001 70.0 8.7 Gross profit 3,809 30.5 3,421 30.0 11.3 Operating expenses 3,096 24.8 2,852 25.0 8.5 Operating profit 713 5.7 569 5.0 25.3 EBITDA 1 1,110 8.9 937 8.2 18.4 Net f
Slide 24: Financial Data Balance Sheet
Financial Data Balance .Sheet As of March 2026 Assets Total liabilities and stockholders' equity Cash and Temporary investments 2,813 Trade payables 7,289 Clients (net account receivables) 1,423 Taxes payable 186 Recoverable taxes 4 Short-term lease liabilities 100 Inventories 6,182 Other accrued li
Slide 25: Store Openings
Store Openings La Comer is carrying out an expansion plan to open new stores, giving priority to the Fresko and City Market formats to increase its scale of operation. Beginning La Comer Year January 1st 2016 2026 # stores More than 100 stores Participation by format 25
Slide 26: Grupo La Comer
GRUPO
La Comer, S.A.B. de C.V. — Q1 2026 Earnings Presentation on 6ix