Robinsons Retail Holdings Community

1. 1H 2025 EPS (Given): EPS = ₱1.65 Based on net income attributable to parent = ₱2.252 billion Weighted average shares = 1,367 million.

Key Takeaways Slow digital transformation and outdated retail formats risk declining sales and market share as consumer habits shift toward online and value-focused shopping. Persistent margin pressure comes from low-margin store formats, higher costs, rising competition, and insufficient adaptation to changing labor and regulatory environments.

Key Takeaways Rising private label penetration and digital initiatives are driving significant margin improvement and positioning the company for sustained, high-margin revenue growth. Expansion into underserved markets and strong performance from new subsidiaries unlock potential for outsized profit and top-line growth beyond analyst forecasts.

Key Takeaways Expansion into underserved regions and private label growth are expected to boost sales, margins, and overall profitability. Digital innovation and supply chain improvements are enhancing efficiency, operating margins, and long-term earnings potential.