The earnings call presented a mixed picture with some positive revenue growth and strategic market share gains, particularly in Argentina and Brazil. However, significant challenges in Mexico and a decline in consolidated volumes across key markets were notable. Increased operating expenses and interest costs further weighed down the overall financial performance.

Company Guidance -

Q3 2025

During Coca-Cola FEMSA's second quarter 2025 conference call, the company reported a 5.5% decline in consolidated volume to 1.035 million unit cases, although total revenues increased by 5% to MXN 72.9 billion, aided by revenue management initiatives and favorable currency translations. The gross profit rose 3.4% to MXN 33 billion, despite a 70 basis point contraction in margin to 45.3%, due to lower operating leverage and unfavorable mix effects. Operating income remained flat at MXN 9.7 billion, with the operating income margin contracting by 60 basis points to 13.4%. Adjusted EBITDA decreased by 3.8% to MXN 13.4 billion, with the EBITDA margin contracting by 160 basis points to 18.4%. Majority net income saw a decline of 5.3% to MXN 5.3 billion, primarily attributed to higher interest expenses and a lower foreign exchange gain. The company noted specific challenges in Mexico and Brazil due to macroeconomic conditions and adverse weather, respectively, and highlighted strategic initiatives to address these challenges, including capacity expansions and promotional activities.

Revenue Growth

Total revenues for the quarter grew by 5%, reaching MXN 72.9 billion, despite a decline in consolidated volume of 5.5%. On a neutral currency basis, total revenues increased by 2.4%.

Performance in Argentina

Argentina's volumes increased by 11.9%, with macro indicators improving and monthly inflation falling below 2%. The country saw a strong performance in the flavors portfolio with 6.2% growth.

Improved Market Share in Brazil

Brazil achieved record share in the nonalcoholic ready-to-drink segment, driven by gains in sparkling beverages, juices, sports drinks, and water categories. Coca-Cola Zero volumes increased by 56% year-on-year.

Capacity Expansion Initiatives

Key projects in Toluca, San Juan del Río, and the Southeast region were completed, adding significant capacity in terms of warehouse space and production lines.

Coca Cola Femsa SAB De CV (KOF) 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

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KOF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.38 / -	1.869	―	―	―
Jul 23, 2025	2025 (Q2)	1.59 / 1.35	1.762	-23.35% (-0.41)	―
Apr 25, 2025	2025 (Q1)	1.34 / 1.65	1.602	3.13% (+0.05)	―
Feb 21, 2025	2024 (Q4)	1.67 / 1.85	1.371	35.10% (+0.48)	―
Oct 25, 2024	2024 (Q3)	1.31 / 1.87	1.367	36.67% (+0.50)	―
Jul 19, 2024	2024 (Q2)	1.37 / 1.76	1.252	40.72% (+0.51)	―
Apr 24, 2024	2024 (Q1)	1.10 / 1.60	0.996	60.86% (+0.61)	―
Feb 22, 2024	2023 (Q4)	1.36 / 1.37	1.815	-24.50% (-0.44)	―
Oct 25, 2023	2023 (Q3)	1.20 / 1.37	1.112	23.01% (+0.26)	―
Jul 25, 2023	2023 (Q2)	1.16 / 1.25	1.175	6.59% (+0.08)	―

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

KOF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$88.61	$85.62	-3.37%
Apr 25, 2025	$97.44	$96.72	-0.74%
Feb 21, 2025	$83.38	$86.77	+4.07%
Oct 25, 2024	$82.66	$83.58	+1.11%

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 Coca Cola Femsa SAB De CV (KOF) report earnings?

Coca Cola Femsa SAB De CV (KOF) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Coca Cola Femsa SAB De CV (KOF) earnings time?

Coca Cola Femsa SAB De CV (KOF) earnings time is at Oct 22, 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 KOF EPS forecast?

KOF EPS forecast for the fiscal quarter 2025 (Q3) is 1.38.

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