Overview
- FY2025 net income fell to 11,133 million pesos, down 8.1% versus 2024 excluding foreign-exchange effects and 11.3% including them.
- Q4 2025 EBITDA reached a company record of 15,994 million pesos, up 14.3%, as margins expanded on productivity gains, tight cost control and lower restructuring outlays.
- Full-year net sales hit a record 426,952 million pesos, up 1.6%, while Q4 consolidated sales slipped 1.5% on currency headwinds and a North America contraction of 11.3% year over year.
- North America remained the largest market at 44.6% of sales and declined 2.9% for the year, though Bimbo reported share gains in buns, packaged bread and savory snacks despite soft consumption.
- Management plans to deepen its 2024 turnaround in 2026, prioritize volume growth with price moves aligned to inflation, leverage five 2025 acquisitions that extended its reach to 93 countries and capture expected World Cup–related demand for bread and snacks.