Coca‑Cola FEMSA reported fourth‑quarter 2025 results on February 24, 2026, with revenue of $4.247 billion, below the consensus estimate of $4.550 billion, and earnings per share of $1.95, which matched the consensus estimate of $1.95 and therefore met expectations rather than missing them.
The quarter’s revenue growth slowed markedly from the 14.3% increase seen in Q4 2024 to a 2.9% rise in Q4 2025, while the company’s earnings per share in local currency rose from Ps. 0.43 in Q4 2024 to Ps. 0.45 in Q4 2025, indicating a modest improvement in profitability despite the weaker top‑line growth.
Management attributed the revenue shortfall to softer demand in key markets, while disciplined cost control and a favorable product mix helped preserve margins and keep EPS in line with analyst expectations. The company’s ability to maintain earnings per share in the face of a slower revenue trajectory underscores effective cost management and pricing power.
Looking ahead, management reiterated confidence in its revenue‑growth initiatives, the rollout of digital tools, and the marketing impact of the FIFA World Cup, all of which are expected to support continued margin stability and growth momentum. No specific guidance figures were disclosed, but the emphasis on these initiatives signals a focus on sustaining profitability while pursuing expansion.
Investors reacted positively to the results, reflecting confidence in the company’s margin management and its strategic focus on growth initiatives.
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