speaker
Maydine Casiban
Chief Financial Officer

I don't know.

speaker
Angelo Torres
Corporate Planning and Investor Relations Officer

Good afternoon. Thank you for joining us to review Robinson's Retails and Audit and Results for full year 2025. I'm Angelo Torres, the company's Corporate Planning and Investor Relations Officer. The speakers for this call are Mr. Stan Lipo, our President and CEO, Ms. Christine Tuerres, our Managing Director of the Big Formats for the food segment, Ms. Mariel Crisostomo, our Group GM for the drugstore segment, Ms. Carmina Quizon, our Group General Manager for Robinson's Department Store, Toys R Us, Sola Academy, and Spasho. Mr. Ted Sugono, our Group General Manager for DIY and Pets. Ms. Selena Chua, our General Manager for Daiso and Super 50. And Ms. Maydine Casiban, our CFO. Our Chairman, Ms. Robina Gokong-Wepe, and Advisor for Corporate Planning, Gina Depanil, and the rest of the RRA executives are also in the quality pay. Flash is the agenda for this afternoon's call. We will provide an overview of our financial performance and share key updates across the organization. As a reminder for the Q&A session, please use the Q&A function on your Zoom dashboards to type in your questions. Please limit initially to a maximum of three questions, including your follow-up questions. And then you may queue back into the Q&A box for additional questions. You may also use the raise hand function if you would like to ask your questions live. So with that, I turn you over to our CEO, Mr. Stanton, to discuss our financial. Good afternoon, everyone. Here are the highlights of RHI's fourth quarter results. Net sales increased by 7.7% to $61.1 billion. The end of the same for the sales group at 3.6%. Gross profit and EBIT group double digit to $15.8 billion. and $3.8 billion respectively. Core net earnings rose to $2.5 billion, up by 9.9%. Net income to parent increased by 5.20% to $2.6 billion. Earnings per share improved by 38.4% to $2.39 per share due to the lower number of outstanding shares from the GFI detailed by BAC last May 30. Here are the highlights of RHI's four-year 2025 results. Net sales up by 5.7% to $210.4 billion. Again, the same-store sales growth registered at 3.8%. Cross-profit and in-grid rose to $51.7 billion and $10.5 billion respectively. Cornet earnings grew by 6% to $6.7 billion. And net income to parent decreased by 44.3%. The 5.7 billion due to the absence of a one-time gain from the DPI hard market order in 2025. Now, a deeper look at our P&L. Fourth quarter and four-year net sales were driven by strong same-store sales growth, new scores, and one-time consolidation of premium by starting December 2025 under the specialty setting. Even increased double digits, to 3.8 billion in fourth quarter and by 7.4% to 10.5 billion for full year for better category mix and vendor support. Net income for parent grew 5.3% in the fourth quarter to 2.6 billion while full year declined to 5.7 billion due to the absence of the greater gains of the DPI ARPA. And core earnings rose 9.9% to 2.5 billion in the fourth quarter and 6% to 6.7 billion for the full year. On revenue trends, all segments achieved positive net sales growth in the fourth quarter and full year 2025 led by drugstores and the specialty stores. Food and drugstore continued to be a large segment, accounting for 79% of net sales and 82% of the big stock in 2025. The discretionary formats, department stores, DIY, and specialty stores contributed the remaining 21% of net sales and 18% of TV cap. In 2025, we opened 94 new stores, mostly under the food and drugstore banners, and added 216 acquired stores from premium bikes, gaining our total from 2,763. Our store count is comprised of 799 food-saving stores, 1,173 drugstores, 51 department stores, 234 DIY stores, and 506 specialty stores. And in addition, we have 2,154 franchise stores of BGP. Passing over to Pind for the food-saving tips.

speaker
Christine Tuerres
Managing Director of the Big Formats for the Food segment

Good afternoon. Food segmented net sales grew 6.2% to 35.6 billion in fourth quarter, supported by 2.9% same-store sales growth and a contribution of new stores. Food year sales increased 4.6% to 125.8 billion. EBITDA rose 7.6% in fourth quarter to 3.5 billion. bringing full-year EBITDA to $11.2 billion, up 6% outpacing revenue growth. This was driven by stronger vendor support and higher penetration of private label and important products. Now I turn you over to Marielle for job scores.

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