Robinsons Retail delivered a record performance in 2025 amid an evolving retail environment. Net sales reached an all-time high of over Php210 billion, a 5.7% increase compared to 2024, driven by the strong performance of our core food and drugstore businesses alongside improving contributions from our discretionary banners. Core net earnings grew faster than our net sales at 6.3%, supported by a favorable product mix, sustained vendor support, and disciplined cost management across the organization.

Our results reflect the commitment and resilience of our teams across stores, distribution centers, and support functions, whose discipline and customer focus continue to drive consistent execution across the business.

A Business built for Filipinos

Consumers continue to place greater value on convenience and experience. In response, we accelerated the rollout of stores across our food and drugstore segments. This allowed us to scale efficiently while bringing our stores closer to the communities we serve.

As customer preferences have evolved, so do we. We have enhanced the shopping journey by modernizing our stores and expanding our range of imported, exclusive, and private label products. These efforts aim to transform everyday shopping into a more engaging and differentiated retail experience.

Our multi-format business has been a key source of our competitive advantage, allowing Robinsons Retail to remain agile to changing market dynamics, while capturing opportunities across staples and discretionary categories.

As of end-2025, we operated 2,763 company-owned stores and 2,154 franchised TGP branches. This broad store network includes 799 Food stores, 1,173 drugstores, 51 department stores, 234 do-it-yourself (DIY) stores, and 506 Specialty stores.

Adding a Two-Wheeled Driver of Growth

On December 1, 2025, Robinsons Retail completed the acquisition of Premiumbikes Corporation, a motorcycle retailer operating 216 branches nationwide. This acquisition forms part of our strategy to diversify revenue streams and expand into retail categories with strong structural growth potential.
We see significant opportunities in this sector, supported by continued expansion of the ride-hailing and food delivery ecosystems in the country. Moreover, motorcycle ownership in the Philippines remains relatively low compared to other emerging Asian markets like Indonesia, Thailand, and Vietnam – providing significant runway for growth in the years to come.

Advancing Sustainability Transparency

The Securities and Exchange Commission’s revised Sustainability Reporting Guidelines, issued in December 2025, signal a major step toward globally aligned sustainability disclosure standards in the Philippines. As a covered company, we have proactively positioned ourselves ahead of this transition.
We started to introduce initial climate-related disclosures, including hazard and vulnerability assessments in our 2023 Annual and Sustainability Report. We have also taken an early lead in strengthening our disclosure credibility through voluntary limited external assurance of our Scope 1 and 2 greenhouse gas emissions and select sustainability metrics since the 2022 reporting cycle by an independent auditor. Conducted in parallel with our Internal Audit team, this initiative is now in its fourth consecutive year of implementation and has reinforced the reliability of our data while driving improvements in data governance, internal controls, and sustainability reporting processes.
Building on this foundation, we will continue to expand the scope and depth of our sustainability‑ and climate‑related disclosures in support of informed decision‑making and long‑term value creation.

Meanwhile, GoTyme’s customer base reached 5.3 million this year, surpassing the 5-million mark just two years after its launch. We hold a 19.0% stake in GoTyme, one of the six digital banks licensed by the Bangko Sentral ng Pilipinas. With over 400 GoTyme bank kiosks inside our stores, customers can quickly open an account and perform cash-in/cash-out for free. Furthermore, users can create or link their Go Rewards membership in GoTyme, allowing them to earn 3x Go Rewards points if they use GoTyme as their payment method in Robinsons Retail stores.

We also continued to capitalize on synergies with the Bank of the Philippine Islands (BPI), where we hold a 6.5% stake. The partnership with BPI has provided our suppliers with greater access to financing, supporting their growth while strengthening our supply chain. Additionally, we successfully launched the Robinsons Cashback credit card in the second half of the year, further enhancing the value proposition we provide to our retail customers.

We started to introduce initial climate-related disclosures, including hazard and vulnerability assessments in our 2023 Annual and Sustainability Report. We have also taken an early lead in strengthening our disclosure credibility through voluntary limited external assurance of our Scope 1 and 2 greenhouse gas emissions and select sustainability metrics since the 2022 reporting cycle by an independent auditor. Conducted in parallel with our Internal Audit team, this initiative is now in its fourth consecutive year of implementation and has reinforced the reliability of our data while driving improvements in data governance, internal controls, and sustainability reporting processes.
Building on this foundation, we will continue to expand the scope and depth of our sustainability‑ and climate‑related disclosures in support of informed decision‑making and long‑term value creation.

Focused on Execution for 2026

While the broader economic landscape may present uncertainties over the near-term, Robinsons Retail will remain focused on executing factors within our control – serving customers better, expanding our store network, and operating the business with discipline and agility.

In 2026, we intend to sustain the momentum in store expansion, particularly in fast-growing regions outside Metro Manila. At the same time, we are strengthening our supply chain capabilities to ensure consistent product availability and diversifying our supplier network to mitigate potential supply chain disruptions. We will also continue to invest in our digital infrastructure to unlock greater operational efficiencies.

Through these initiatives on our people, store network, supply chain capabilities, and technology platforms, we are building a stronger Robinsons Retail—one that is positioned for sustainable growth and equipped to adapt to shifting customer preferences.

With a clear strategy, a diversified portfolio, and a strong execution culture, we are confident in our ability to continue serving Filipino consumers while creating sustainable value for all stakeholders.