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Coca-Cola FEMSA

KOF · Consumer Staples

Last earnings Oct 26, 2026

Key results

Revenuequarter

4.7%

Revenue increased 4.7%; on a currency neutral basis, revenue grew 6.6%.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Operating incomequarter

9.1%

Operating income increased 9.1%; on a currency neutral basis, operating income increased 11.1%.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Majority net incomequarter

16.9%

Majority net income increased 16.9%, driven mainly by an increase in our operating income.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Revenue increased 3.1%; on a currency neutral basis, revenue grew 8.1%.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Operating income increased 3.6%; on a currency neutral basis, operating income grew 8.2%.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Majority net income increased 1.0%.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Majority net incomeytd

4.7%

same period of last year Total Revenues Gross Profit Operating Income Majority Net Income 2Q26 YTD 2026 2Q26 YTD 2026 2Q26 YTD 2026 2Q26 YTD 2026 As Reported Consolidated 4.7% 3.1% 8.8% 6.9% 9.1% 3.6% 16.9% 1.0% Mexico & Central America 0.3% (0.5%) 3.9% 2.4% (7.0%) (11.6%) South America 11.8% 8.4% 17.7% 14.2% 46.5% 31.2% Comparable (2) Consolidated 6.6% 8.1% 10.7% 11.9% 11.1% 8.2% Mexico & Central America 2.0% 1.7% 5.6% 4.7% (5.4%) (9.2%) South America 14.1% 18.1% 20.1% 24.4% 49.4% 41.4% Ian Craig, Coca-Cola FEMSA’s CEO, commented: “Before commenting on our quarterly results, I would like to express our deepest condolences to everyone affected by the earthquakes in Venezuela.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Majority net incomeQ2 2026

3.1%

same period of last year Total Revenues Gross Profit Operating Income Majority Net Income 2Q26 YTD 2026 2Q26 YTD 2026 2Q26 YTD 2026 2Q26 YTD 2026 As Reported Consolidated 4.7% 3.1% 8.8% 6.9% 9.1% 3.6% 16.9% 1.0% Mexico & Central America 0.3% (0.5%) 3.9% 2.4% (7.0%) (11.6%) South America 11.8% 8.4% 17.7% 14.2% 46.5% 31.2% Comparable (2) Consolidated 6.6% 8.1% 10.7% 11.9% 11.1% 8.2% Mexico & Central America 2.0% 1.7% 5.6% 4.7% (5.4%) (9.2%) South America 14.1% 18.1% 20.1% 24.4% 49.4% 41.4% Ian Craig, Coca-Cola FEMSA’s CEO, commented: “Before commenting on our quarterly results, I would like to express our deepest condolences to everyone affected by the earthquakes in Venezuela.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Total revenuequarter

4.7%

CONFERENCE CALL INFORMATION Coca-Cola FEMSA Reports 2Q26 Results July 27 th , 2026 Page 3 of 17 CONSOLIDATED SECOND QUARTER RESULTS CONSOLIDATED SECOND QUARTER RESULTS As Reported Comparable (1) Expressed in millions of Mexican pesos 2Q 2026 2Q 2025 Δ% Δ% Total revenues 76,318 72,917 4.7% 6.6% Gross profit 35,938 33,042 8.8% 10.7% Operating income 10,654 9,767 9.1% 11.1% Adj.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

AI analysis

Q2 2026 · reported Jul 27, 2026

Based on: Earnings release — transcript not held

Headline figures

MetricQ2 2026Prior qtrYear ago
Revenue4.7%3.3%—
Operating income9.1%6.8%—
Majority net income16.9%0.7%—
Total revenue4.7%3.3%—

6-K · Jul 27, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Coca-Cola FEMSA Reports 2Q26 Results July 27 th , 2026 Page 2 of 17 RECENT DEVELOPMENTS On July 16, 2026, Coca-Cola FEMSA paid the second installment of the ordinary dividend approved for Ps.

This increase was driven mainly by a higher interest expense, net, resulting from the issuance of a new debt during the first quarter of 2026 in Mexican pesos.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of July 2026 Commission File Number 1-12260 COCA-COLA

Based on: Earnings release — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Coca-Cola FEMSA Reports 2Q26 Results July 27 th , 2026 Page 2 of 17 RECENT DEVELOPMENTS On July 16, 2026, Coca-Cola FEMSA paid the second installment of the ordinary dividend approved for Ps.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

This increase was driven mainly by a higher interest expense, net, resulting from the issuance of a new debt during the first quarter of 2026 in Mexican pesos.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

dollar-denominated net debt position.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

2,749 million in the same period of the previous year resulting from higher interest expense, driven mainly by new debt issued during the second quarter of 2025 and the first quarter of 2026.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

EBITDA & CAPEX 2026 % of Rev.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

(2) Calculated based on the weighting of the outstanding debt mix for each year.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Strategy & priorities

While Mexico continued to navigate a challenging consumer environment and the effects of the excise tax increase, our affordability strategy, segmentation, and disciplined commercial execution enabled us to further strengthen our competitive position.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

As we look to the second half of the year, we remain focused on adapting to the evolving consumer environment, accelerating our digital transformation, and leveraging our revenue growth management capabilities.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

We are confident that these initiatives, together with our disciplined execution and diversified footprint, will enable us to navigate near-term challenges while continuing to generate sustainable long-term growth.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

For his part, Jorge Collazo, who has served as Investor Relations Director since 2022 and has been part of the Investor Relations team since 2016, is assuming a new role as Strategic Planning Director for Coca-Cola FEMSA Brazil.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

These recognitions reflect the consistent execution of our sustainability strategy and its integration across our operations, governance, and growth agenda, as well as our commitment to creating long-term value through disciplined management, transparency, and sustainable business practices.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Risks & headwinds

We are confident that these initiatives, together with our disciplined execution and diversified footprint, will enable us to navigate near-term challenges while continuing to generate sustainable long-term growth.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Actual results are subject to future events and uncertainties, many of which are outside Coca-Cola FEMSA’s control, which could materially impact the Company’s actual performance.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Majority net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Coca-Cola FEMSA — Earnings release (6-K report)6-KJul 27, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples
Documents

Filings

33 documents

Earnings releases

0 documents

No earnings releases for Coca-Cola FEMSA are held in this edition of the library.

Presentations

0 documents

No presentations for Coca-Cola FEMSA are held in this edition of the library.

Transcripts

0 documents

No transcripts for Coca-Cola FEMSA are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Coca-Cola FEMSA by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.