PriceSmart reported Q4 FY2025 revenue of $1.33 billion, an 8.6% increase from $1.23 billion a year earlier, and net merchandise sales of $1.30 billion, up 9.2%. Constant‑currency net merchandise sales rose 7.5% for clubs open over 13.5 months, reflecting favorable currency movements. Earnings per share were $1.02, down from the analyst estimate of $1.08, while net income reached $31.5 million, an 8.5% rise. Operating income was $52.8 million, up from $49.2 million, and adjusted EBITDA increased to $75.5 million from $70.7 million.
The quarter’s performance compared to Q3 FY2025 shows revenue growth of 4.2% and EPS growth of 8.5%, indicating a steady upward trajectory. Net income grew 6.3% from the prior quarter, and operating margin remained stable at 3.9% of revenue, supported by disciplined cost management and a focus on high‑margin product categories.
Segment analysis reveals that revenue from the United States grew 6.8%, Central America 9.4%, the Caribbean 10.2%, and Colombia 5.6%. Digital sales accounted for 6.1% of total net merchandise sales, up 19.8% year‑over‑year, underscoring the company’s expanding omnichannel presence.
Management highlighted that foreign‑currency fluctuations contributed $1.2 million to net merchandise sales, while supply‑chain constraints and raw‑material price increases were offset by pricing power and efficient inventory management. The company also noted continued investment in technology platforms to enhance customer experience and operational efficiency.
The club network expanded to 56 locations, up from 54 at the end of FY2024. Planned openings include a third and fourth club in Jamaica in summer and fall 2026, a sixth club in the Dominican Republic in spring 2026, and exploration of a new market in Chile. These expansions are part of a strategy to strengthen presence in key growth regions.
Management reaffirmed its full‑year FY2026 guidance of revenue growth of 7% and EPS of $1.15, while emphasizing continued focus on margin protection and digital channel expansion.
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