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Edge1 Nov 2024
Unleash the Beast: The Juicy Origins of Monster Beverage
Starting as a family-run juice business in the 1930s, Monster has transformed through bold, innovative branding and marketing into a global energy drink leader.
Coca-Cola FEMSA
Coca-Cola FEMSA (KOF) investor relations material
Coca-Cola FEMSA Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
2025 was a challenging year, but decisive actions led to recovery in competitive position and profitability, especially in Mexico, while South America saw favorable consumer dynamics and record volumes.
Fourth quarter 2025 saw volume growth of 1.3% and revenue growth of 2.9% (6.0% currency neutral), with operating income up 13.3% (16.7% currency neutral) and majority net income up 3.0%.
Full year 2025 volume declined 1.8%, but revenue rose 4.3% (6.5% currency neutral), operating income increased 7.0%, and majority net income edged up 0.5%.
Digital initiatives and capacity investments supported growth and operational efficiency across markets.
The company remains committed to a sustainable long-term growth model, focusing on affordability, digital transformation, and customer-centric culture.
Financial highlights
Q4 2025 revenues: Ps. 77,750 million (+2.9% YoY); gross profit: Ps. 36,321 million (+1.8% YoY); operating income: Ps. 13,702 million (+13.3% YoY); net income attributable to equity holders: Ps. 7,501 million (+3.0% YoY).
FY 2025 revenues: Ps. 291,746 million (+4.3% YoY); gross profit: Ps. 133,176 million (+3.4% YoY); operating income: Ps. 42,937 million (+7.0% YoY); net income attributable to equity holders: Ps. 23,845 million (+0.5% YoY).
Adjusted EBITDA for Q4: Ps. 18,169 million (+12.8% YoY); for FY: Ps. 59,110 million (+5.2% YoY).
Q4 gross margin: 46.7% (down 60 bps); operating margin: 17.6% (up 160 bps); Adjusted EBITDA margin: 23.4% (up 210 bps).
Q4 EPS: Ps. 0.45; FY EPS: Ps. 1.42.
Outlook and guidance
2026 guidance for Mexico is a low to mid-single-digit volume decline due to excise tax impact; Brazil expected to see low to mid-single-digit volume growth.
Consolidated volume for 2026 expected to be flattish to slightly positive, with ongoing focus on affordability and digital initiatives.
CapEx for 2026 projected at 7–7.5% of revenues, down from 8.2% in 2025.
Management expects to address the impact of the IEPS tax increase in Mexico and accelerate growth in South America, leveraging revenue management, brand engagement from the FIFA World Cup, and digital initiatives.
Mexico IEPS tax impact mitigation for 2026
Nature of 2025 insurance claims and recurrence
Purpose of Ps. 10B bond issuance proceeds
Mexico: Further pricing strategy post-IEPS
Brazil: What sustains strong market share gains
Juntos+ Advisor: Quantify sales force impact
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Next Coca-Cola FEMSA earnings date
Q1 202624 Apr, 2026
Coca-Cola FEMSA
Next Coca-Cola FEMSA earnings date
Q1 202624 Apr, 2026
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Frequently asked questions
Coca-Cola FEMSA S.A.B. de C.V. is the largest franchise bottler of Coca-Cola products in the world by volume. The company produces, markets, and distributes a variety of non-alcoholic beverages, including soft drinks, juices, and bottled water, under the Coca-Cola brand. Operating across several countries in Latin America and parts of Southeast Asia, Coca-Cola FEMSA serves retailers, wholesalers, and other commercial customers. In addition to its Coca-Cola portfolio, the company distributes beverages under other brand agreements within its territories. The company is headquartered in Mexico City, Mexico, and its shares are listed on the BMV.
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