Under new ownership (as of 2024), the company launched a three-to-four-year plan to convert approximately 150 underperforming stores into premium formats, chiefly the upscale Carulla banner, with 26 stores converted by end-2024 showing 12% sales growth. Éxito operates multiple retail banners and engages in online commerce through exito.com, carulla.com, and other e-commerce platforms.
Cyborg Score Rationale
The 2025 net profit surge to approximately COP 590 billion appears transformational, though sustainability into 2026 remains uncertain as some gains may reflect one-off cost reductions. Market leadership is stable, but execution of the store conversion strategy and margin maintenance are critical near-term tests.
Top Insights
Revenue reached $5.4B in 2025 with a 0.6% year-over-year increase, while net profit margin improved 976.0% in 2025 versus 2024, signaling early margin recovery from restructuring efforts.
Management is executing a COP 560 billion (approximately USD 163 million) three-to-four-year store conversion investment targeting premium Carulla format to drive profitability and customer value.
Delisting from NYSE in January 2025 shifts Éxito's capital structure focus toward Colombian domestic investors, potentially reducing capital costs and simplifying governance.
Named Competitors
Makro — Wholesale and retail chain in Colombia and South America
D1 — Discount format supermarket chain in Colombia
Cencosud — Large South American retail operator with hypermarket and supermarket presence in Colombia
Recent Developments
(January 2025) Completed exit from New York Stock Exchange with Form 25 filing
(December 2024) New ownership initiated three-to-four-year store conversion plan targeting premium formats
(End 2024) Converted 26 underperforming stores to Carulla format with 12% sales growth
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