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Edge20 Feb 2026
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Fomento Económico Mexicano
Fomento Económico Mexicano (FEMSAUBD) investor relations material
Fomento Económico Mexicano Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Q4 2025 saw a recovery in same-store sales and traffic trends, especially at OXXO Mexico, with initiatives focused on affordability and competitiveness yielding positive results.
Strategic priorities include regaining growth and relevance in OXXO Mexico, scaling successful models in Colombia and Brazil, and leveraging digital and physical integration through Spin.
Organizational restructuring aims to streamline operations, consolidate leadership, and drive efficiency, with expected annualized savings of MXN 1 billion by 2027.
Spin by OXXO active users grew 22.0% year-over-year to 10.5 million; Spin Premia loyalty users up 13.8% to 28.1 million.
CEO highlighted ongoing restructuring, integration of corporate teams, and digital strategy realignment.
Financial highlights
Q4 2025 total revenues increased 5.7% year-over-year, with operating income up 8.5% and net consolidated income rising 33.6%.
Gross margin for Proximity Americas expanded by 40 bps to 48.1%, and operating margin reached 12%.
Health Division Q4 revenues grew 4.6%, but operating margin was pressured by a MXN 487 million provision for uncollectible accounts in Colombia.
Proximity Europe revenues up 2.5%, income from operations up 10.8% year-over-year.
CapEx for 2025 totaled MXN 45.3 billion, below 2024 levels, reflecting prudent investment pacing.
Outlook and guidance
2026 targets include accelerating store expansion in Bara (one-third growth), OXXO Brazil (100 net new stores, 15% growth), and Colombia (20% growth).
Spin's negative EBIT is expected to improve by 20% in 2026, with full restructuring benefits realized by 2027.
Extraordinary capital returns of $1.3 billion planned for March 2026–March 2027, with flexibility for further buybacks or dividends.
Management expects continued momentum in 2026 despite a soft but stabilizing consumer environment and new taxes in Mexico.
Efficiency and top-line benefits from restructuring expected to ramp up in 2026 and be fully realized by 2027.
Health division income decline drivers
Expected impact of corporate restructuring
Spin Premia tender rate future growth
Spin's new strategy: P&L impact?
OXXO Mexico: new categories driving traffic?
Bara & OXXO Brazil: readiness for hyperscaling?
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Next Fomento Económico Mexicano earnings date
Q1 202627 Apr, 2026
Fomento Económico Mexicano
Next Fomento Económico Mexicano earnings date
Q1 202627 Apr, 2026
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Frequently asked questions
Fomento Económico Mexicano S.A.B. de C.V. is a multinational company engaged in the retail, beverage, and logistics sectors. It operates convenience stores, bottling plants for Coca-Cola products, and logistics solutions across Latin America and the United States. The company is headquartered in Monterrey, Mexico, and its shares are listed on the BMV.
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