AmRest Holdings SE (ARHOF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon everyone and welcome to the AMREST Q3 2025 results call. My name is Brika and I will be coordinating your call today. During the presentation you can register to ask a question by pressing star followed by the number one on your telephone keypad. If you change your mind please press star followed by two. And for those of you who have joined online you can register a written question in the Q&A box I would now like to hand you over to your host, Lucas Wachalko, to begin. So, please go ahead, Lucas. Good afternoon, ladies and gentlemen. My name is Lukasz Wachalko. I am representing Wooden Company. And I have, again, the pleasure of moderating the call with management of Amres to present you the results of the third quarter of this year. The company is being represented by CFO, Mr. Eduardo Zamarripa, and IRN Strategy Director, Mr. Santiago Camarero Aguilera. Guys, the mic is yours. Thank you, Lucas. Good afternoon, and thank you for joining us in today's third quarter 2025 AMBRIS result presentation. It is my pleasure to share with you an update of AMBRIS situation at the end of the quarter. During the third quarter of the year, despite ongoing trade tensions and geopolitical uncertainty, Both global and European economies showed resilience, though Europe's lacked the global average. Across Western Europe, activity stayed mute. Growth was modest, held by public investment and easier financial conditions, but weighted down by weak exports and cautious consumers' spending. Inflation moved closer to the ECB 2% target, allowing monetary policy to stabilize after an earlier rate cut. However, disposable income growth remain limited due to past fiscal tightening and high living costs, keeping consumers confident fragile. In Eastern Europe, growth slowed sharply...