Coca-Cola Femsa: I'm Staying Bullish Following Upbeat Q2 Earnings

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.

Seeking Alpha • Jul 29, 2026

Coca Cola Femsa Q2 Earnings Call Highlights

Coca Cola Femsa NYSE: KOF reported second-quarter 2026 volume, revenue and profit growth, supported by record quarterly volumes in Brazil, Colombia and Guatemala, while Mexico continued to contend with an excise-tax increase and softer consumer demand.

MarketBeat • Jul 27, 2026

Coca-Cola FEMSA Q2: High-Single-Digit Growth At Just 15x Earnings

Coca-Cola FEMSA, S.A.B. de C.V. remains a Buy, supported by high-quality operations and reasonable LATAM valuation, even after solid Q2 results. Q2 showed strong South American growth and efficiency gains, offsetting mixed signals in Mexico and Argentina, with consolidated revenue and operating income outpacing volume. KOF continues to benefit from organic growth, M&A, and ecosystem initiatives like Juntos+, while demographic trends and category expansion provide further upside.

Seeking Alpha • Jul 27, 2026

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2026 Earnings Call Transcript

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 27, 2026

How FEMSA Is Building Mexico's Everyday Economy--From Convenience Stores To Digital Banking:

For the past three years, Mexico's investment story has been dominated by one word: nearshoring.

Benzinga • Jul 24, 2026

Five International Dividend Growers Your Screen Is Distorting

Dividend growth streaks for international stocks can be distorted by exchange rates, payment cadence changes, and data errors, masking underlying business quality. A foreign company's dividend rises in US dollars only when its home currency's rise outpaces the currency's decline against the dollar. High dividend growth rates like those of Canadian National and Taiwan Semiconductor usually screen accurately, but smaller raises may show as cuts.

Seeking Alpha • Jun 16, 2026

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q1 2026 Earnings Call Transcript

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 29, 2026

Virtus SGA International Growth Q4 2025 Portfolio Activity And Performance

Fast Retailing was a top contributor during the quarter, driven by strong execution across its global operations. Alibaba was a detractor during the quarter after the company reported mixed fiscal Q2 results. New positions were established in Sea Limited and Grab Holdings, while the portfolio's position in Atlassian was liquidated.

Seeking Alpha • Mar 26, 2026

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q4 2025 Earnings Call Transcript

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 24, 2026

Stock Picks From Seeking Alpha's November 2025 New Analysts

In November, Seeking Alpha welcomed 24 new analysts. This article introduces them and showcases some of their top picks. Analysts highlighted include The Academic Investor, recommending Galaxy Digital; Richard Doxtator, presenting on Moonlake Immunotherapeutics; and ML Research, writing about Sezzle—all rated Strong Buys. Analysts' diverse interests range from technology (AI, in particular) to digital assets to EM equities, with investment strategies focusing on value and growth investing.

Seeking Alpha • Dec 8, 2025