Wal-Mart de Mexico SAB de CV · BMV:WALMEX
Wal-Mart de Mexico SAB de CV — Walmart de México y Centroamérica — Investor Day (2023)
13 slides from Wal-Mart de Mexico SAB de CV's investor day presentation, 2023
Slide 1: Walmart México y Centroamérica
Walmart >|< México y Centroamérica
Slide 2: Value Creation
Value Creation Chief Financial Officer Walmart México y Centroamérica
Slide 3: Our business is evolving to provide full solutions for our customers
Our business is evolving to provide full solutions for our customers Walmart >)< México y Centroamérica
Slide 4: We leveraged our core business to deliver strong results
We leveraged our core business to deliver strong results 11.3% Total revenue growth $29.6 B MXN 11.0% Dividends paid EPS growth git sss $87.4 B MXN th regions EBITDA f Historic price 20.2% gap in Bodega ROIC2 9 years growing ahead of ANTAD! 19% GMV growth 5.1% eCommerce share of total sales 1) ANTAD
Slide 5: Our mutually reinforcing assets allowed us to accomplish relevant milestones
Our mutually reinforcing assets allowed us to accomplish relevant milestones in each vertical +20% remittances Processed vs 2021 Launch of experience centers +5.6M active users 5.4 M Cashi users ~500K credits in 2022 +16% revenue growth in 2022 +4,500 igns 1 Walmart >.< México y Centroamérica
Slide 6: We have the capabilities and reach to accelerate growth
ave the capabilities and reach to accelerate growth Stores 10 min away of 88% population Bodega: most valuable } retail brand in Mexico : Walmart >)< DCs: Distribution Centers México y Centroamérica
Slide 7: Capital allocation aligned to our strategy
al allocation aligned to our strategy Omnichannel Capex 2023 - Mexico and Central America (Expected) BESS do sscssssssesssnes 45% Remodels ew Stores 29% Walmart >)< México y Centroamérica
Slide 8: We will reinforce productivity to generate funds and invest behind strategic priorities
We will reinforce productivity to generate funds and invest behind trategic priorities Walmart >| México y Centroamérica
Slide 9: Ambition: Accelerate growth and value creation
mbition: Accelerate growth and value creation ROIC! | Operating Cash Flow « § (%) ma (MXN B) peda +550 bps 6.8% Variation CAGR i 64.5 20.2 | 4 2015 2016 2017 2018 2019 2020 2021 2022 2014 2015 2016 2017 2018 2019 2020 2021 2022 Walmart SH PRS 1) Source: Bloomberg. ROIC = Return on Invested Capital P
Slide 10: Accelerate growth and value creation
lerate growth and value creation Walmart >)< México y Centroamérica
Slide 11: The whole is bigger than the sum of the parts
The whole is bigger than the sum of the parts ay Cobra bait ENviO$)««Dinero @ Earl ‘Chain ots Walmart «gre Connect , al, eCommerce >; Salud cashi en HALOIEEEEG Walmart >)< México y Centroamérica
Slide 12: Key takeaways
takeaways y reinforcing The whole is bigger than Best-in-class : the sum of the parts returns HALOMERFECT: Walmart >/< México y Centroamérica
Slide 13: Walmart México y Centroamérica
Walmart >|< México y Centroamérica
Walmart de México y Centroamérica — Investor Day (2023) on 6ix