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 Fool • Oct 26, 2026

What Coca Cola Femsa (KOF) Said on Its Q3 Earnings Call

Coca Cola Femsa NYSE: KOF reported record third-quarter volume, with consolidated unit case volume rising 5.3% year over year to 1.1 billion. Revenue increased 10.9% to MXN 79.7 billion, while majority net income rose 5.5% to MXN 6.2 billion.

MarketBeat • Oct 26, 2026

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 Alpha • Oct 26, 2026

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 Fool • Oct 26, 2026

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 Alpha • Oct 12, 2026

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 Alpha • Jul 29, 2026

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.

MarketBeat • Jul 27, 2026

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 Alpha • Jul 27, 2026

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 Alpha • Jul 27, 2026

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.

Benzinga • Jul 24, 2026