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Coca-Cola Femsa

118.95 USD
+3.28
2.84%
終値時点 更新済み 10月16日 16:00 EDT
1日
2.84%
5日間
8.24%
1か月
5.89%
3か月
16.57%
6か月
15.96%
年初来
25.42%
1年
39.11%
5年間
114.52%
10年間
49%
 

概要: Coca-Cola Femsa, a subsidiary of Femsa, is the largest franchise bottler of Coca-Cola in volume terms. The company purchases beverage concentrates and syrup from Coca-Cola, which it then processes and packages for distribution through modern trade, traditional trade, and the on-premises channel. Mexico and Brazil make up 80% of the total volume and sales, with the rest from other Central and South American countries, including Panama, Guatemala, Uruguay, and Argentina. Femsa and Coca-Cola hold 47% and 28% economic interests in Coca-Cola Femsa through nonpublicly traded A and D shares, respectively, while controlling 56% and 33% of the voting power.

従業員数: 90,000

ニュース

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センチメント 3か月間
ポジティブ 50%
ニュートラル 50%
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ポジティブ
Seeking Alpha
4 日前
Coca-Cola FEMSA Q3 Preview: Need To See How The Customer Reacts To Price Increases
Coca-Cola FEMSA demonstrates resilient revenue and margin growth despite significant tax headwinds in Mexico, with an 18% upside to the current share price estimated. KOF's Q2'26 operating income rose 9.1% to MX$10.65 billion (14% margin), offsetting Mexican softness with record volumes in Colombia, Guatemala, and Brazil. Management remains conservative on guidance due to Mexico's excise tax impact, but price increases are expected to be absorbed by culturally ingrained demand.
Coca-Cola FEMSA Q3 Preview: Need To See How The Customer Reacts To Price Increases
ポジティブ
Seeking Alpha
2 か月前
Coca-Cola Femsa: I'm Staying Bullish Following Upbeat Q2 Earnings
Coca-Cola Femsa delivered solid Q2 results, with revenues up 4.7% and net income surging 16.9%. KOF offset flat Mexican sales with record volumes in Colombia, Guatemala, and Brazil, benefiting from favorable LatAm macro trends. Premiumization and strong energy drink growth, especially Monster in Brazil, provide upside beyond traditional soda volumes.
Coca-Cola Femsa: I'm Staying Bullish Following Upbeat Q2 Earnings
ニュートラル
Seeking Alpha
2 か月前
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2026 Earnings Call Transcript
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2026 Earnings Call Transcript
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2026 Earnings Call Transcript
ポジティブ
Seeking Alpha
2 か月前
Coca-Cola FEMSA Q2: High-Single-Digit Growth At Just 15x Earnings
Coca-Cola FEMSA, S.A.B. de C.V. remains a Buy, supported by high-quality operations and reasonable LATAM valuation, even after solid Q2 results. Q2 showed strong South American growth and efficiency gains, offsetting mixed signals in Mexico and Argentina, with consolidated revenue and operating income outpacing volume. KOF continues to benefit from organic growth, M&A, and ecosystem initiatives like Juntos+, while demographic trends and category expansion provide further upside.
Coca-Cola FEMSA Q2: High-Single-Digit Growth At Just 15x Earnings
ニュートラル
MarketBeat
2 か月前
Coca Cola Femsa Q2 Earnings Call Highlights
Coca Cola Femsa NYSE: KOF reported second-quarter 2026 volume, revenue and profit growth, supported by record quarterly volumes in Brazil, Colombia and Guatemala, while Mexico continued to contend with an excise-tax increase and softer consumer demand.
Coca Cola Femsa Q2 Earnings Call Highlights
ニュートラル
Benzinga
2 か月前
How FEMSA Is Building Mexico's Everyday Economy--From Convenience Stores To Digital Banking:
For the past three years, Mexico's investment story has been dominated by one word: nearshoring.
How FEMSA Is Building Mexico's Everyday Economy--From Convenience Stores To Digital Banking:
ニュートラル
Seeking Alpha
4 か月前
Five International Dividend Growers Your Screen Is Distorting
Dividend growth streaks for international stocks can be distorted by exchange rates, payment cadence changes, and data errors, masking underlying business quality. A foreign company's dividend rises in US dollars only when its home currency's rise outpaces the currency's decline against the dollar. High dividend growth rates like those of Canadian National and Taiwan Semiconductor usually screen accurately, but smaller raises may show as cuts.
Five International Dividend Growers Your Screen Is Distorting
ニュートラル
Seeking Alpha
5 か月前
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q1 2026 Earnings Call Transcript
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q1 2026 Earnings Call Transcript
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q1 2026 Earnings Call Transcript
ニュートラル
Seeking Alpha
6 か月前
Virtus SGA International Growth Q4 2025 Portfolio Activity And Performance
Fast Retailing was a top contributor during the quarter, driven by strong execution across its global operations. Alibaba was a detractor during the quarter after the company reported mixed fiscal Q2 results. New positions were established in Sea Limited and Grab Holdings, while the portfolio's position in Atlassian was liquidated.
Virtus SGA International Growth Q4 2025 Portfolio Activity And Performance
ニュートラル
Seeking Alpha
7 か月前
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q4 2025 Earnings Call Transcript
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q4 2025 Earnings Call Transcript
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q4 2025 Earnings Call Transcript
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