Coca-Cola FEMSA demonstrates resilient gross margins at 47.1% in 2026Q2, up from 45.3% a year earlier, supported by pricing power and cost control, despite revenue growth moderating to 4.7% YoY. The company's cash conversion remains strong with OCF/NI at 1.97,...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth slowed to 4.7% YoY in 2026Q2, but gross margin expanded to 47.1% from 45.3%, while operating margin held at 13.2%, reflecting pricing power and cost control amid tax headwinds.
KOF possesses an 'irreplicable distribution moat' with a high entry barrier that is difficult to disrupt. This extensive logistics network is a significant competitive advantage.
The company has robust financials, a healthy balance sheet with manageable debt levels (sub-1x net debt/EBITDA), and digital initiatives like Juntos+ that are expected to drive shareholder value and margin expansion. Analysts project revenue to grow by approximately 4.8-7.55% annually in the coming years.
While recent growth rates have been more modest, KOF has demonstrated a 14.5% annual earnings growth over the past five years. Analysts forecast earnings to grow by 5.7% annually, with some expecting significant EPS growth in the coming year.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $1.70+3.0% vs $1.65 | $4.4B+0.8% vs $4.3B |
Q2 2026 Apr 29, 2026 | $1.18-16.3% vs $1.41 | $3.9B+0.1% vs $3.9B |
Q1 2026 Feb 24, 2026 | $1.95-2.0% vs $1.99 | $4.3B+0.5% vs $4.3B |
Q4 2025 Oct 24, 2025 | $1.51+2.0% vs $1.48 | $3.9B-0.3% vs $3.9B |
BIP Wealth LLC purchased a new stake in Coca Cola Femsa S.A.B. de C.V. (NYSE: KOF) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 75,420 shares of the company's stock, valued at approximately $6,129,000. A number of other hedge
It can be described as the "Coca-Cola of Latin America," but Coca-Cola Femsa is undoubtedly an intriguing dividend stock.
Coca-Cola Femsa delivered solid Q2 results, with revenues up 4.7% and net income surging 16.9%. KOF offset flat Mexican sales with record volumes in Colombia, Guatemala, and Brazil, benefiting from favorable LatAm macro trends. Premiumization and strong energy drink growth, especially Monster in Brazil, provide upside beyond traditional soda volumes.
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2026 Earnings Call Transcript
Benchmark KOF against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Coca-Cola FEMSA, S.A.B. de C.V. (KOF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $105.55 | $22.17B | 13.42 | 4.27% | 8.17% | 15.66% | 36.85% | |
| $100.79 | $44.67B | 21.75 | 2.27% | 8.36% | 40.86% | — | |
| $187.11 | $14.7B | 27.48 | 4.76% | 7.15% | — | — | |
| $10.33 | $1.91B | 16.57 | -4.75% | 3.53% | 6.35% | — | |
| $2.90 | $45.23B | 15.16 | -1.35% | 18.41% | 17.99% | — | |
| $86.10 | $370.44B | 28.32 | 1.87% | 28.56% | 40.44% | — |
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Coca-Cola FEMSA, S.A.B. de C.V. (KOF) stock FAQ — growth, dividends, profitability & financials explained
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) reported $223.38B in revenue for fiscal year 2025. This represents a 2094% increase from $10.18B in 1996.
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) grew revenue by 4.3% over the past year. Growth has been modest.
Yes, Coca-Cola FEMSA, S.A.B. de C.V. (KOF) is profitable, generating $16.86B in net income for fiscal year 2025 (8.2% net margin).
Yes, Coca-Cola FEMSA, S.A.B. de C.V. (KOF) pays a dividend with a yield of 36.85%. This makes it attractive for income-focused investors.
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) has a return on equity (ROE) of 15.7%. This is reasonable for most industries.
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) generated $21.81B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
