Falabella SA Q2 2025 Earnings Call Highlights: Strong Online Growth and Improved EBITDA Margins Across Segments

Falabella SA reported Q2 2025 earnings with strong online growth and improved EBITDA margins across all segments: Sodimac (5.5%), Falabella Retail (7.8%), Tottus (7.8%), Mallplaza (80%), and Banco Falabella (25.9%). The company's retail business saw significant growth in online sales, with a 43% increase compared to the same period last year.

Amcor plc, a global leader in consumer packaging and dispensing solutions, has reported its fiscal 2025 fourth quarter (Q4) results, showcasing robust earnings growth and a promising outlook for the upcoming fiscal year (FY26). The company's Q4 net sales reached $5,082 million, up 43% excluding currency impact, driven by the all-stock acquisition of Berry Global Group, Inc. (Berry Global) [1].

The acquisition, which closed on April 30, 2025, has significantly enhanced Amcor's capabilities in consumer packaging and dispensing solutions for nutrition and health. The integration efforts have been proceeding smoothly, with Amcor's teams on track to deliver $260 million of synergy benefits (pre-tax) in the 2026 fiscal year, representing a 12% accretion [1].

Amcor's core portfolio review has identified a $20 billion core portfolio of consumer packaging and dispensing solutions for nutrition and health, with optimization actions designed to drive faster growth and enhance focus on attractive categories [1]. The company is exploring alternatives to maximize value for businesses less aligned with the core portfolio, including restructuring, partnership, and cash sale models.

Key financial highlights for Q4 2025 include:

- Adjusted EBITDA of $789 million, up 43% excluding currency impact.
- Adjusted EBIT of $611 million, up 34% excluding currency impact.
- Adjusted EPS of 20.0 US cents, up 1.1 US cents compared to Q4 2024.
- Free Cash Flow of $943 million, up 11% compared to Q4 2024 [1].

For the full fiscal year 2025, Amcor reported net sales of $15,009 million, up 11% excluding currency impact, with GAAP Net Income of $511 million and GAAP diluted EPS of 32.0 US cents [1]. The company's annual dividend for fiscal 2025 has been increased to 51 US cents per share [1].

Looking ahead, Amcor expects adjusted EPS of 80-83 US cents for FY26, representing a 12-17% constant currency growth, and Free Cash Flow of $1.8-1.9 billion [1]. The company's CEO, Peter Konieczny, stated that the acquisition of Berry Global has transformed Amcor's ability to create significant value for customers and shareholders, and the company is well positioned to deliver strong earnings and free cash flow growth in FY26 [1].

References:
[1] https://www.marketscreener.com/news/amcor-reports-fiscal-2025-q4-results-expects-strong-earnings-growth-in-fiscal-2026-ce7c51d8d08bf226