Coca Cola Femsa Q2 Earnings Call Highlights

1 month ago 22

MarketBeat

Mon, July 27, 2026 astatine 12:02 PM CDT 7 min read

Key Points

Interested successful Coca Cola Femsa S.A.B. de C.V.? Here are 5 stocks we similar better.
Coca-Cola FEMSA delivered coagulated Q2 growth: Volume roseate 3.5% to 1.1 cardinal portion cases, gross accrued 4.7% to MXN 76.3 billion, and adjusted EBITDA grew 12.1% to MXN 15 billion. Lower sweetener and PET costs helped grow gross borderline by 180 ground points.
Mexico remained a unit constituent but gained marketplace share. Volume accrued 1% contempt excise-tax effects and anemic user demand; absorption present expects full-year Mexican measurement to beryllium astir level and is evaluating the interaction of an August terms adjustment.
South America was the main maturation engine: Regional measurement roseate 6.9%, with particularly beardown performances successful Colombia and Brazil, driving a 46.5% summation successful part operating income. The institution maintained its 2026 capital-expenditure people of 7%–7.5% of gross and is reviewing options for shareholder returns.

Coca-Cola EuroPacific Partners is simply a tasty play connected Coke

Coca Cola Femsa (NYSE:KOF) reported second-quarter 2026 volume, gross and nett growth, supported by grounds quarterly volumes successful Brazil, Colombia and Guatemala, portion Mexico continued to contend with an excise-tax summation and softer user demand.

Chief Executive Officer Ian Craig said consolidated measurement roseate 3.5% to 1.1 cardinal portion cases. Revenue accrued 4.7% to MXN 76.3 billion, oregon 6.6% connected a currency-neutral basis, arsenic measurement maturation and revenue-management actions much than offset unfavorable merchandise premix and currency translation effects.

→ MarketBeat Week successful Review – 07/20- 07/24

5 NYSE-Listed Emerging Market Stocks For Income Investors

Gross nett accrued 8.8% to MXN 35.9 billion, with gross borderline expanding 180 ground points to 47.1%. Craig attributed the betterment chiefly to little sweetener and PET costs, aided by the company's hedging strategy and the appreciation of astir operating currencies against U.S. dollar-denominated input costs. Higher aluminum costs partially offset those benefits.

Operating income accrued 9.1% to MXN 10.7 billion, portion adjusted EBITDA grew 12.1% to MXN 15 billion. The company's operating results included MXN 265 cardinal successful recovered security claims successful Brazil. Excluding that item, operating income would person accrued 6.4% and adjusted EBITDA would person risen 10.1%, according to management. Majority nett income accrued 16.9% to MXN 6.2 billion, reflecting higher operating income and a little effectual taxation rate.