NYSE$KOF

Coca-Cola Femsa SAB de CV · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Coca-Cola FEMSA Q2 revenue rises 5% on pricing but volume falls 5.5% amid soft Mexico and Brazil weather

Coca-Cola FEMSA reported Q2 2025 total revenues of Ps. 72.9 billion, up 5.0% (+2.4% currency-neutral), while volume declined 5.5% to 1.04 billion unit cases. Operating income was essentially flat at Ps. 9.8 billion and majority net income fell 5.3% to Ps. 5.3 billion as higher financing costs weighed on results. CEO Ian Craig cited challenging macro conditions in Mexico and adverse weather, while South America revenue grew 13.2% and the company issued $500M of 2035 senior notes.

  • Volume declined 5.5% to 1,035.3M unit cases; revenue rose 5.0% to Ps. 72,917M (+2.4% comparable).
  • Operating income was flat at Ps. 9,767M; comparable operating income fell 2.6%.
  • Majority net income decreased 5.3% to Ps. 5,312M; EPS was Ps. 0.32.
  • Mexico & Central America revenue rose 0.5% but operating income fell 6.3%; South America revenue grew 13.2%.
  • Adjusted EBITDA was Ps. 13,388M (-3.8% reported); company issued $500M senior notes due 2035 in May.

Headline financials

Total Revenue

Mex$72.9B

Previous: Mex$4.03B+1708.0%
EPS (adj)

Mex$0.32

Previous: Mex$1.55-79.4%
Volume (million unit cases)

1.0B

No prior period
Adjusted EBITDA

Mex$13.4B

No prior period
Gross margin

45.3%

No prior period
Net Income

Mex$5.31B

No prior period
Operating Income

Mex$9.77B

Previous: Mex$9.64K+101338352.0%
Gross Profit

Mex$33B

Previous: Mex$32.1K+102953723.1%

Revenue & EPS history

Coca-Cola Femsa · Revenue · Quarterly

Mex$72.9B

Q2 2025+1,708%vs Q2 2024
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Revenue by segment

Coca-Cola Femsa · Mex$72.9B total across 2 segments · Q2 2025

  • Mexico & Central America
    Mex$45.3B
  • South America
    Mex$27.6B

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.0%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+1.0%

Avg return

30 days after

49%

18 / 37 earnings

Positive

+7.7%

Q2 2024

Best reaction

-5.4%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+0.1%+6.5%
Q3 2025+3.1%+1.7%+4.8%
Q2 2025-3.4%-6.0%-1.6%
Q4 2024-0.1%+0.5%-0.4%
Q2 2024+7.7%-0.3%+4.1%
Q1 2024+4.4%+6.5%+0.6%
Q4 2023-1.8%-0.8%-4.1%
Q3 2023+2.1%+1.1%+13.1%
Q1 2023-2.3%-0.6%+1.1%
Q4 2022+1.7%+1.6%+9.4%
Q2 2022+6.2%+10.5%+15.1%
Q1 2022+0.5%-0.5%+9.5%
Q4 2021+3.3%-0.8%+0.4%
Q2 2021+4.0%+7.5%+9.2%
Q1 2021-2.7%-5.7%-2.5%
Q4 2020-4.5%+0.1%+4.6%
Q3 2020-2.6%-9.2%+9.7%
Q2 2020-1.1%+1.5%+3.8%
Q1 2020+0.9%-4.1%+6.9%
Q4 2019-5.4%-7.9%-36.6%
Q2 2019-0.7%+1.4%-5.6%
Q1 2019+2.0%+2.2%+0.7%
Q4 2018+0.7%-1.2%+6.9%
Q3 2018+0.9%-3.2%+3.7%
Q2 2018-2.1%-1.7%-3.6%
Q1 2018+0.0%+1.3%-9.8%
Q4 2017-5.0%-7.5%-11.1%
Q3 2017+0.4%-2.3%-0.5%
Q1 2017-1.2%-0.7%+9.6%
Q4 2016+0.5%-0.2%+11.1%
Q3 2016-5.3%-6.3%-21.0%
Q2 2016-0.6%-3.3%-2.7%
Q1 2016+1.0%
Q4 2015-1.0%
Q3 2015+2.9%
Q2 2015-3.0%
Q4 2014+1.0%

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