The earnings call presented a challenging outlook with several positive initiatives and achievements, such as revenue growth and successful expansion projects. However, these were overshadowed by significant volume declines in key markets, margin contractions, and unfavorable macroeconomic conditions, particularly in Mexico.

Company Guidance -

Q3 2025

During the Coca-Cola FEMSA Second Quarter 2025 Conference Call, the company provided detailed guidance on its financial performance amid challenging macroeconomic conditions. Despite a 5.5% decline in consolidated volume to 1.035 million unit cases, revenue increased by 5% to MXN 72.9 billion due to revenue management initiatives and favorable currency translation effects. The gross profit rose 3.4% to MXN 33 billion, with a margin contraction of 70 basis points to 45.3%, influenced by lower operating leverage and higher fixed costs. Operating income remained flat at MXN 9.7 billion, with an OI margin contraction of 60 basis points to 13.4%. Adjusted EBITDA decreased by 3.8% to MXN 13.4 billion, while the EBITDA margin contracted by 160 basis points to 18.4%. The majority net income decreased by 5.3% to MXN 5.3 billion, primarily due to higher interest expenses and a lower foreign exchange gain. The company remains focused on long-term strategies, including capacity expansions and supply chain initiatives, to navigate current challenges and capitalize on future opportunities.

Revenue Growth Despite Volume Decline

Total revenues for the quarter grew 5%, reaching MXN 72.9 billion, despite a 5.5% decline in consolidated volume.

Positive Developments in Argentina

Volumes in Argentina increased 11.9%, with macro indicators improving and monthly inflation now below 2%.

Expansion and Capacity Initiatives

Completed key projects such as the expansion of the Toluca warehouse and a new PET line with monthly capacity of over 5 million unit cases.

Coca-Cola Zero Growth

Coca-Cola Zero maintained impressive growth, increasing volumes by 56% year-on-year in Brazil and grew around 27% in Mexico.

Guatemala Volume Increase

Volumes in Guatemala increased 1.6%, supported by a 10,000 increase in the customer base and a 10% increase in installed coolers.

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)	1.41 / -	1.857	―	―	―
Jul 23, 2025	2025 (Q2)	1.58 / 1.34	1.751	-23.33% (-0.41)	―
Apr 25, 2025	2025 (Q1)	1.33 / 1.64	1.592	3.13% (+0.05)	―
Feb 21, 2025	2024 (Q4)	1.66 / 1.84	1.362	35.10% (+0.48)	―
Oct 25, 2024	2024 (Q3)	1.30 / 1.86	1.359	36.67% (+0.50)	―
Jul 19, 2024	2024 (Q2)	1.36 / 1.75	1.244	40.72% (+0.51)	―
Apr 24, 2024	2024 (Q1)	1.09 / 1.59	0.99	60.86% (+0.60)	―
Feb 22, 2024	2023 (Q4)	1.35 / 1.36	1.804	-24.50% (-0.44)	―
Oct 25, 2023	2023 (Q3)	1.19 / 1.36	1.105	23.01% (+0.25)	―
Jul 25, 2023	2023 (Q2)	1.15 / 1.24	1.168	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 1.41.

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