Zamp SA (BSP:ZAMP3) Q4 2024 Earnings: Revenue Surge and Strategic Moves

Ladies and Gentlemen, buckle up! We're diving into the earnings call highlights of Zamp SA (BSP:ZAMP3) for Q4 2024, and let me tell you, this is one heck of a ride! The company just reported a 21% revenue growth, reaching a whopping BRL1.3 billion. That's right, folks! Zamp SA is on fire, and you don't want to miss out on this action!

Let's break it down:

- Burger King and Popeyes are the stars of the show, with same-store sales growth of 13.1% and 12.8% respectively. These brands are driving the company's success, and it's clear that customers can't get enough of their delicious offerings.
- Subway and Starbucks acquisitions added over 1,600 new operations to Zamp SA's system. This strategic move is a game-changer, expanding their footprint and diversifying their portfolio.
- Digital sales are through the roof, representing over 50% of total sales and growing by 30% compared to 2023. This is the future, folks! Zamp SA is leveraging technology to maximize their reach and customer engagement.

Now, let's talk about the elephant in the room: the 34% decline in EBITDA. This is a tough pill to swallow, but it's important to understand the context. The decline is primarily due to a one-off effect and increased COGS, particularly protein costs. But don't worry, Zamp SA has a plan!

The company is recalibrating its menu to accommodate volatile protein costs and leveraging data from its loyalty program to optimize discounts and promotions. They're also focusing on improving margins for their brands and completing the integration of Subway and Starbucks. This is a no-brainer, folks! Zamp SA is taking the necessary steps to address these challenges and come out stronger than ever.

So, what's the bottom line? Zamp SA is a company on the move, with a strong commercial performance and strategic initiatives that are driving growth. The revenue surge is a testament to their success, and the steps they're taking to address the EBITDA decline show that they're serious about their future. This is a stock you want to own, folks! Don't miss out on this opportunity to be part of Zamp SA's success story. BOO-YAH!