The earnings call highlighted strong revenue and EBITDA growth driven by effective pricing strategies and U.S. and South American operations. However, challenges such as volume declines in Mexico and Ecuador affected overall performance. The company remains optimistic about recovering margins and sustaining profitability.

Company Guidance

During the Arca Continental Second Quarter 2025 Conference Call, the management provided guidance emphasizing several key metrics. The company achieved an 8% increase in consolidated revenue for the quarter and a 10.1% increase year-to-date. Consolidated EBITDA rose by 8.1% in the quarter and 9% year-to-date, with margins of 20.7% and 19.8%, respectively. In Mexico, unit case volume declined 4.8% both in the quarter and year-to-date, but average price per case rose 5.1%. EBITDA in Mexico declined by 3% for a margin of 24.6% in the quarter. In South America, total volume increased by 2.2% in the quarter, driving an 11.8% revenue growth and a 29.2% increase in EBITDA, with a margin of 17.3%. In the U.S., net revenues rose 3.9% in the quarter, and EBITDA increased 9.1%, representing a margin of 17.8%. The company maintained a disciplined cost management approach, with SG&A expenses increasing 7.6% and a 20 basis point improvement in the SG&A to sales ratio. The management reiterated their confidence in achieving full-year guidance, focusing on sustaining healthy profitability and leveraging strategic investments.

Revenue Growth Despite Volume Decline

Total consolidated revenue increased 8% in the quarter and 10.1% year-to-date, driven by effective pricing strategies and favorable FX effects, despite a decline in total consolidated volume by 2.7% in the quarter.

Strong EBITDA Performance

Consolidated EBITDA rose 8.1% in the quarter and 9% year-to-date, with strong contributions from U.S. operations and improving momentum across South America.

U.S. Operations Success

Coca-Cola Southwest Beverages delivered strong operating performance with net revenues rising 3.9% in the quarter, and EBITDA increasing 9.1%, marking the 29th consecutive quarter of EBITDA growth.

South America Market Recovery

Total volume in South America increased by 2.2% in the second quarter, with significant revenue and EBITDA growth in Argentina, Peru, and Ecuador.

Sustainability Achievements

Ranked among the top 10 best-rated companies in the beverage industry for sustainability, with significant improvements in plastics collection and recycling systems.

Arca Continental SAB de C V (EMBVF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EMBVF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.19 / -	0.162	―	―	―
Jul 17, 2025	2025 (Q2)	0.19 / 0.17	0.17	1.26% (<+0.01)	―
Apr 24, 2025	2025 (Q1)	0.14 / 0.13	0.118	10.41% (+0.01)	―
Feb 12, 2025	2024 (Q4)	0.16 / 0.17	0.141	17.42% (+0.02)	―
Oct 24, 2024	2024 (Q3)	0.17 / 0.16	0.141	14.39% (+0.02)	―
Jul 18, 2024	2024 (Q2)	0.16 / 0.17	0.146	16.48% (+0.02)	―
Apr 25, 2024	2024 (Q1)	0.12 / 0.12	0.116	1.84% (<+0.01)	―
Feb 08, 2024	2023 (Q4)	0.13 / 0.14	0.122	16.30% (+0.02)	―
Oct 26, 2023	2023 (Q3)	0.14 / 0.14	0.13	8.73% (+0.01)	―
Jul 21, 2023	2023 (Q2)	0.15 / 0.15	0.13	12.81% (+0.02)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EMBVF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 17, 2025	$10.06	$10.48	+4.17%
Apr 24, 2025	$10.74	$10.49	-2.33%
Feb 12, 2025	$9.51	$9.90	+4.10%
Oct 24, 2024	$8.50	$8.40	-1.18%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Arca Continental SAB de C V (EMBVF) report earnings?

Arca Continental SAB de C V (EMBVF) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Arca Continental SAB de C V (EMBVF) earnings time?

Arca Continental SAB de C V (EMBVF) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EMBVF EPS forecast?

EMBVF EPS forecast for the fiscal quarter 2025 (Q3) is 0.19.

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