Revenue distribution by sectors:

• Gastronomy: approx. 70%
• Retail: approx. 20%
• Delivery services: approx. 10%

TOP 3 Markets:

1. Mexico: approx. 45%
2. Spain: approx. 25%
3. Chile: approx. 15%

Alsea, S.A.B. de C.V. is a leading company in the gastronomy sector, generating its revenues mainly through operating restaurants, cafes, and fast-food chains. The majority of the income comes from the gastronomy sector, with Mexico as the home market having the largest share of revenue.

Spain and Chile follow as important markets, strengthened by strategic expansions and acquisitions. These markets significantly contribute to the total revenue and reflect Alsea's international presence.

Production Sites: Mexico, Spain, Colombia, Argentina, Chile

Alsea, S.A.B. de C.V. is a leading company in the field of restaurant management in Latin America and Europe. The company operates a variety of brands, including Starbucks, Domino's Pizza, and Burger King. The production of the products mainly takes place in the countries where Alsea operates to minimize logistics costs and ensure the freshness of the products.

In Mexico, Alsea's home market, most of the production facilities are located. Additionally, Alsea has also established production capacities in Europe, especially in Spain, to better serve the local market. In South America, Colombia, Argentina, and Chile are important production sites that supply the regional markets.

Revenue Growth: Estimated 8-10% annually (2026, based on historical data and industry trends)

Expansion Strategy: Focus on international markets and digital transformation

Alsea, S.A.B. de C.V. is pursuing a multi-pronged growth strategy to strengthen and expand its market position. A key component of this strategy is geographical expansion, particularly in emerging markets in Latin America and Europe. The company plans to enhance its presence by opening new stores and acquiring existing brands.

Another important aspect is digitalization. Alsea is increasing its investments in digital platforms and technologies to enhance the customer experience and improve operational efficiencies. This includes the development of mobile ordering and delivery services, as well as the implementation of data analytics to optimize marketing strategies and customer retention.

Additionally, Alsea is focusing on strengthening its existing brand portfolios through product offering innovations and adapting to local preferences and trends. This is intended not only to expand the customer base but also to increase brand loyalty.

Main Commodities: Coffee, Meat, Dairy Products
Countries of Origin: Brazil, USA, New Zealand

Alsea, S.A.B. de C.V., as an operator of restaurants and cafes, imports a variety of commodities to ensure the quality and consistency of their products. Coffee is one of the most important commodities that the company imports, mainly from Brazil, one of the world's largest coffee producers.

Meat and dairy products are also crucial commodities for Alsea, sourced from the USA and New Zealand. These countries are known for their high standards in food production and provide a reliable supply of high-quality products.

By diversifying their sources of supply, Alsea can minimize potential risks in supply chain management while maintaining the quality of their products.

Market share in Mexico: 12% (2025, estimated)
EBITDA margin: 15% (2025)
Number of brands: Over 30 (2025)

Alsea, S.A.B. de C.V. is one of the leading operators of restaurants and cafes in Latin America and Europe. The company's competitive advantage lies in its wide variety of brands and geographical presence. With over 30 brands, including Starbucks, Domino's Pizza, and Burger King, Alsea has a strong market position in various segments.

The 15% EBITDA margin shows that the company operates efficiently and is able to generate solid profits. This margin is relatively high compared to many competitors in the restaurant sector, indicating effective cost control and economies of scale.

Alsea also benefits from its ability to identify trends early and quickly adapt to changing consumer preferences. This is supported by continuous investments in technology and innovation, allowing the company to enhance customer service and increase operational efficiency.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Alsea, S.A.B. de C.V. is estimated to be around 45%. This indicates that a significant number of shares are held by large investment firms and institutional investors, suggesting a certain level of confidence in the company's long-term performance.

In 2026, no significant insider buys or sells were reported. This may suggest that the management and other insiders do not currently expect significant changes in the company's valuation or that they are satisfied with the current corporate strategy.

Market share of Alsea, S.A.B. de C.V.: 12% (estimated for 2026)

Main competitors and their market shares:

1. Yum! Brands, Inc.: 18%
2. McDonald's Corporation: 16%
3. Restaurant Brands International Inc.: 14%
4. Alsea, S.A.B. de C.V.: 12%
5. Darden Restaurants, Inc.: 10%
6. Starbucks Corporation: 8%
7. Domino's Pizza, Inc.: 6%
8. Chipotle Mexican Grill, Inc.: 5%
9. Dunkin' Brands Group, Inc.: 4%
10. Subway: 3%

Moat of Alsea, S.A.B. de C.V.:

Alsea, S.A.B. de C.V. has a significant moat due to its strong presence in Latin America and its franchise partnerships with well-known brands such as Starbucks, Domino's, and Burger King. These partnerships allow Alsea to benefit from established brand values and existing customer bases.

However, compared to its competitors, Alsea has a less pronounced moat in terms of global brand recognition and market penetration. Companies like McDonald's and Yum! Brands have a larger moat due to their global presence and strong brand identity.

Alsea's advantage lies in its regional adaptability and ability to effectively serve local markets, while larger corporations often pursue standardized global strategies. This can provide a competitive advantage in certain markets.

Revenue Growth: 10% (2025) EBITDA Growth: 8% (2025) Net Debt Ratio: 2.5x (2025)

Alsea, S.A.B. de C.V. recorded a revenue growth of 10% in 2025, attributed to successful expansion and a strong brand presence in the markets. The 8% EBITDA growth indicates that the company was able to improve its operational efficiency, despite a challenging economic environment.

The net debt ratio of 2.5x suggests that the company has a moderate level of debt, which is considered acceptable in the industry. This provides Alsea with financial flexibility for further investments and expansions without jeopardizing financial stability.

Overall, Alsea demonstrates solid financial performance and growth strategy, making it a potentially attractive investment, especially for investors interested in long-term growth. However, it is important to also consider external factors such as economic conditions and industry-specific risks.

Dividend payment: No dividend (as of 2026)

Alsea, S.A.B. de C.V. has not paid any dividends in recent years. Instead, the company focuses on reinvesting its profits in expansion and growth.

The reliability of dividend payments is therefore not guaranteed, as there are no regular payouts. Investors should rather focus on the potential for capital gains and the company's growth.