Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q3 2026 Earnings Call Transcript
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q3 2026 Earnings Call Transcript
Seeking Alpha10/26/2026Neutral
KOF
Coca-Cola Femsa SAB de CV ADRNYSECONSUMER DEFENSIVEBEVERAGES - NON-ALCOHOLIC
Key Statistics
Market Cap
$24.11B
P/E Ratio
139.94
EPS
$0.82
Beta
0.54
52W High
$122.14
52W Low
$81.84
50-Day MA
$112.59
200-Day MA
$107.29
Dividend Yield
3.77%
Profit Margin
7.96%
Forward P/E
138.89
PEG Ratio
20.39
About Coca-Cola Femsa SAB de CV ADR
Coca-Cola FEMSA, SAB de CV, a franchise bottler, produces, markets, sells and distributes Coca-Cola brand beverages. The company is headquartered in Mexico City, Mexico.
Fundamentals
| Revenue (TTM) | $304.95B |
| Gross Profit (TTM) | $142.70B |
| EBITDA | $54.30B |
| Operating Margin | 14.70% |
| Return on Equity | 16.60% |
| Return on Assets | 7.90% |
| Revenue/Share (TTM) | $1451.72 |
| Book Value | $38.44 |
| Price-to-Book | 3.01 |
| Price-to-Sales (TTM) | 19.77 |
| EV/Revenue | 1.655 |
| EV/EBITDA | 11.41 |
| Quarterly Earnings Growth (YoY) | 5.50% |
| Quarterly Revenue Growth (YoY) | 10.90% |
| Shares Outstanding | $210.08M |
| Float | $52.43M |
| % Insiders | 0.00% |
| % Institutions | 35.83% |
Historical Volatility
HV 10-Day
18.58%
HV 20-Day
23.44%
HV 30-Day
22.50%
HV 60-Day
21.51%
HV Rank
36.5%
Volatility is currently contracting
Analyst Ratings
Consensus ($123.26 target)
2
Strong Buy6
Buy6
Hold1
Strong SellLatest News
Coca-Cola FEMSA: 3 Key Takeaways for Long-Term Investors
Consolidated volume rose 5.3% to a record 1.1 billion unit cases. Total revenue increased 10.9% to 79.7 billion Mexican pesos.
The Motley Fool10/26/2026Neutral
How AGI Could Stir Up the Beverage Industry
More capable AI could change the drinks business by taking on whole jobs that planners, account managers, and product developers handle today. The clearest opportunities belong to companies whose existing relationships, data, and platforms would make a generally capable AI more productive.
The Motley Fool10/26/2026Neutral
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.
Seeking Alpha10/12/2026Positive
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.
Seeking Alpha7/29/2026Positive
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
Seeking Alpha7/27/2026Neutral
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.
Seeking Alpha7/27/2026Positive
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.
MarketBeat7/27/2026Neutral
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Data last updated: 11/7/2026