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Dec 31, 2025
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Coca-Cola Femsa Q4 2025 Earnings Report
Coca-Cola Femsa Q4 2025 Earnings Report
Key Takeaways
Coca-Cola FEMSA delivered a strong fourth quarter with consolidated volume growth of 1.3% and a 13.3% increase in operating income. Despite currency headwinds and a slight volume decline in Mexico, the company achieved record December volumes in its four largest operations and expanded its operating margin by 160 basis points to 17.6%.
Consolidated revenue grew 2.9% to Ps. 77,750 million, driven by revenue management initiatives.
Operating income increased 13.3% to Ps. 13,702 million, aided by insurance recoveries in Brazil and Mexico.
South America division showed robust performance with a 32.8% increase in operating income.
The company successfully priced Ps. 10,000 million in bonds in the Mexican market in February 2026.
Revenue by Geographic Location
Forward Guidance
The company enters 2026 focused on addressing tax increases in Mexico while accelerating growth in South America through digital initiatives and FIFA World Cup engagement.
Positive Outlook
- Increased brand engagement expected from the FIFA World Cup.
- Continued rollout of leading-edge digital capabilities.
- Strong momentum in South America operations.
- Lean and agile operating model positioned for sustainable growth.
- Successful recent debt refinancing providing financial flexibility.
Challenges Ahead
- Anticipated impact of the increase in the IEPS tax in Mexico.
- Ongoing complex operating environment in certain markets.
- Potential for continued unfavorable currency translation effects.
- Higher fixed costs such as labor and depreciation.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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