This article first appeared on GuruFocus.
Release Date: October 24, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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Consolidated net sales increased by 4.8% to 149.3 billion pesos for the first nine months of 2025.
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Gross profit rose by 6.2% to 36.4 billion pesos, outpacing revenue growth.
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The food segment saw a sales increase of 4.5% in the third quarter, driven by same-store sales growth and new store contributions.
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Drugstores delivered strong performance with double-digit sales growth in the third quarter.
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Robinsons Retail Holdings Inc (PHS:RRHI) was recognized as one of the world’s best companies of 2025 by Forbes magazine.
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Net income attributable to the parent decreased by 60% to 3.1 billion pesos due to the absence of a one-time gain from the previous year.
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Department store sales declined by 11.7% in the third quarter due to a shift in the school year and increased competition.
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EBITDA for the DIY segment declined due to higher operating expenses on rent and process improvements.
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Higher interest expenses and equity losses from wholesale operations negatively impacted net income.
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The department store segment faced stiff competition from online marketplaces, affecting sales.
Q: Can you give us an update on the remaining balance of the debt used for the acquisition of the DPI shares? Also, what is the interest expense related to this debt? A: The outstanding balance on the DPI-related acquisition loan is 10.8 billion pesos, unchanged from June 2025. The interest expense is 500 million pesos. (Respondent: Unidentified_1)
Q: What is the SSSG in the supermarket and CVS segments in the third quarter of 2025, respectively? How are basket size and transaction trends in both segments? A: For supermarkets, SSSG is about 3%, and for Uncle John’s, it’s 1%. Basket sizes for supermarkets were up about 7 to 8% versus last year, and for Uncle John’s, they were up by about 1%. (Respondent: Unidentified_1)
Q: What is the latest update on the approvals for the premium bikes acquisition? When are you expecting it to close? A: The acquisition is still under review by the Philippine Competition Commission, and we expect it to close this year. (Respondent: Unidentified_1)
Q: How have the different segments performed so far for the month of October? Are we seeing sales momentum pick up for discretionary items? A: As of mid-October, food SSSG is holding up well, and the drugstore business is stable. However, we are still facing challenges in the discretionary items segment. (Respondent: Unidentified_1)