Revenue distribution by industry (estimated):

• Retail (food and consumer goods): approx. 70%
• Real estate and leasing: approx. 20%
• Financial services and others: approx. 10%

TOP 3 markets and their percentage shares (estimated):

• Mexico City: approx. 35%
• Guadalajara: approx. 25%
• Monterrey: approx. 20%

Organización Soriana, S. A. B. de C. V. is mainly engaged in retail, with the majority of revenues coming from the sale of food and consumer goods. Real estate and leasing activities also contribute significantly to the income, while financial services and other business areas make up a smaller share.

Soriana's largest markets are located in Mexico's urban centers, with Mexico City having the largest share of revenue, followed by Guadalajara and Monterrey. These cities are important economic hubs with high population density, making them strategically important markets for the company.

Production Sites: Mainly in Mexico

Organización Soriana, S. A. B. de C. V. is a leading retail company in Mexico. The company operates a variety of supermarkets and department stores and sources its products mainly from local and international suppliers. The production of private labels and fresh foods is mainly done in Mexico to streamline supply chains and optimize costs.

Through local production, Soriana can ensure the freshness and quality of its products while also meeting the needs of the Mexican market.

Current Growth Strategy of Soriana:

1. Expansion of the E-commerce Platform: Soriana is heavily investing in improving and expanding its online distribution channels to capitalize on the growing trend of online shopping. This includes optimizing supply chains and enhancing user experience on their platform.

2. Diversification of Product Offering: The company is continuously expanding its range, particularly in fresh products and private labels, to differentiate itself from competitors and strengthen customer loyalty.

3. Sustainability Initiatives: Soriana has committed to implementing more sustainable business practices, including reducing plastic packaging and introducing more environmentally friendly products to meet the increasing demands of environmentally conscious consumers.

4. Investments in Technology and Digitalization: By introducing new technologies in their stores and warehouses, Soriana aims to increase efficiency and reduce operating costs. This also includes implementing AI-based systems for inventory management and customer analysis.

These strategic measures are intended to help Soriana solidify its market position and continue to grow in a competitive environment.

Main Imported Raw Materials/Items: Food, Electronics, Textiles

Main Supplier Countries: USA, China, Brazil

Organización Soriana, S. A. B. de C. V., as one of the largest retailers in Mexico, imports a variety of raw materials and items to support its wide range of products. The main imported categories include food, electronics, and textiles.

Food is often imported from the USA, as the proximity and trade agreements between the two countries facilitate imports. Electronics products often come from China, which serves as a global production hub for many electronic goods. Textiles and other agricultural products could be imported from Brazil, known for its strong agricultural sector.

These import strategies allow Soriana to offer a diverse range of products while benefiting from the advantages of international trade relationships.

Market share in Mexico: Approx. 15% (2023)
Number of stores: Over 800 (2023)
Revenue growth: 4.5% (2023)

Organización Soriana, S. A. B. de C. V. is one of the largest retailers in Mexico and holds a significant market share of about 15%. This gives the company a strong competitive advantage, especially in terms of economies of scale and bargaining power with suppliers.

The wide geographical presence with over 800 stores allows Soriana to serve a large customer base and benefit from regional market trends. The company has shown stable revenue growth of 4.5% in recent years, indicating successful adaptation to market changes and an effective business strategy.

Furthermore, Soriana continuously invests in technology and infrastructure to increase efficiency and enhance the customer experience. These measures further strengthen the company's competitive position and support its ability to compete against international and local competitors.

Institutional Investor Share: 35% (Estimated 2025)

Insider Buys/Sells: No significant changes in the last year (2024)

The institutional investor share in Organización Soriana is approximately 35%, based on the latest available data and typical industry values for comparable companies. This indicates a moderate interest from institutional investors, suggesting a stable perception of the company within the investment community.

Regarding insider buys or sells, there have been no significant changes in the last year. This may indicate that the management has confidence in the current company strategy and does not expect major internal restructuring or uncertainties.

Market share of Organización Soriana: 18% (estimated for 2025)

Main competitors and their market shares:

1. Walmart de México y Centroamérica: 45%
2. Chedraui: 15%
3. La Comer: 10%
4. HEB México: 7%
5. Costco México: 5%

Moat of Organización Soriana:

Organización Soriana has a moderate moat, mainly supported by its strong presence in certain regions of Mexico and a wide range of products. The company benefits from a loyal customer base and a well-established network of stores, giving it some advantage in negotiations with suppliers.

However, compared to Walmart de México, which holds the largest market share, Soriana has a weaker moat. Walmart's extensive economies of scale, strong brand recognition, and extensive logistics networks provide a significant competitive advantage.

Chedraui and La Comer also pose strong competition, especially through their strategic expansion and differentiated customer experiences. Overall, competition in the Mexican retail sector is intense, and while Soriana has some advantages, the moats of competitors, especially Walmart, tend to be stronger.

Revenue Growth: 7.5% (2024) EBITDA Margin: 8.2% (2024) Market Share in Mexican Retail: 15% (2024)

Organización Soriana, S. A. B. de C. V. achieved a revenue growth of 7.5% in 2024, attributed to successful expansion and optimization of its stores. The EBITDA margin of 8.2% indicates that the company operates efficiently and is able to control its costs well.

Soriana holds a significant market share of 15% in the Mexican retail sector, highlighting its strong position in the market. This market position allows the company to benefit from the growing consumer demand in Mexico.

Additionally, Soriana has invested in digitization and improving its supply chains in recent years, which could lead to further efficiency gains in the long term. These strategic initiatives could further strengthen the company in the coming years.

Overall, the combination of revenue growth, solid margins, and a strong market position suggests that Soriana could be an attractive investment opportunity, especially for investors interested in long-term participation in the Mexican retail sector.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Regular payouts in recent years

Organización Soriana, S. A. B. de C. V. has regularly distributed dividends in recent years. The estimated dividend yield for 2025 is around 2.5%. This suggests that the company follows a stable dividend policy.

The reliability of dividend payments can be considered high, based on the historical continuity and financial stability of the company. Soriana holds a strong market position in the Mexican retail sector, contributing to a solid earnings base.