Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
FMX 
Fomento Economico Mexicano (FMX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: FMX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
13 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $114
1 Year Target Price $114
| 3 | Strong Buy |
| 4 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 18.96% | Avg. Invested days 62 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 35.39B USD | Price to earnings Ratio 26.35 | 1Y Target Price 114 |
Price to earnings Ratio 26.35 | 1Y Target Price 114 | ||
Volume (30-day avg) 13 | Beta 0.3 | 52 Weeks Range 78.82 - 114.75 | Updated Date 06/30/2025 |
52 Weeks Range 78.82 - 114.75 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.40% | Basic EPS (TTM) 3.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.7% | Operating Margin (TTM) 6.46% |
Management Effectiveness
Return on Assets (TTM) 4.89% | Return on Equity (TTM) 11.04% |
Valuation
Trailing PE 26.35 | Forward PE 35.34 | Enterprise Value 40251810178 | Price to Sales(TTM) 0.04 |
Enterprise Value 40251810178 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.95 | Enterprise Value to EBITDA 8.59 | Shares Outstanding 346947008 | Shares Floating 3578226280 |
Shares Outstanding 346947008 | Shares Floating 3578226280 | ||
Percent Insiders - | Percent Institutions 35.87 |
Analyst Ratings
Rating 4 | Target Price 114 | Buy 4 | Strong Buy 3 |
Buy 4 | Strong Buy 3 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Fomento Economico Mexicano
Company Overview
History and Background
Fomento Econu00f3mico Mexicano, S.A.B. de C.V. (FEMSA) was founded in 1890 in Monterrey, Mexico. Initially a brewery, it has evolved into a multinational beverage and retail company.
Core Business Areas
- Coca-Cola FEMSA: The largest Coca-Cola bottler in the world by volume, producing and distributing Coca-Cola beverages across Latin America and the Philippines.
- FEMSA Comercio (Retail Division): Operates OXXO convenience stores, pharmacies, and fuel service stations primarily in Mexico, Colombia, Chile, Peru, and Brazil.
- FEMSA Strategic Businesses: Includes logistics, point-of-sale coolers, and plastics solutions for the beverage and food industries.
Leadership and Structure
FEMSA is led by a board of directors. Key executives include the CEO and CFO. The organizational structure is divided by business units, each with its own leadership team.
Top Products and Market Share
Key Offerings
- Coca-Cola FEMSA Beverages: Coca-Cola, Sprite, Fanta, and other Coca-Cola trademarks. Coca-Cola FEMSA is the world's largest Coca-Cola bottler. Market share varies by region, but it often holds a dominant position in Latin America. Competitors include PepsiCo, Grupo Modelo (Anheuser-Busch InBev).
- OXXO Convenience Stores: A chain of convenience stores throughout Latin America. OXXO is the largest convenience store chain in Mexico with a significant market share. Competitors include 7-Eleven, Circle K and local convenience stores
Market Dynamics
Industry Overview
The beverage industry is characterized by strong brands, high distribution costs, and evolving consumer preferences. The convenience store market is competitive, driven by location, product assortment, and customer service.
Positioning
FEMSA is a leading player in both the beverage and retail sectors in Latin America. Its competitive advantages include a strong distribution network, recognized brands, and a large store footprint.
Total Addressable Market (TAM)
The TAM for beverage is estimated to be in the hundreds of billions USD globally. OXXO is position to cater to $100 Billion USD market for the convenience store sector.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Extensive distribution network
- Leading market positions
- Diversified business segments
- Experienced management team
Weaknesses
- Dependence on the Coca-Cola Company
- Exposure to emerging market risks
- Currency fluctuations
- Regulatory challenges
- High debt levels
Opportunities
- Expanding into new markets
- Acquiring complementary businesses
- Developing new products and services
- Leveraging technology to improve operations
- Increase OXXO footprint
Threats
- Intense competition
- Changing consumer preferences
- Economic downturns
- Political instability
- Commodity price volatility
Competitors and Market Share
Key Competitors
- PEP
- MNST
- KO
Competitive Landscape
FEMSA benefits from its strong brands and distribution network, but faces competition from global beverage giants like PepsiCo and local players.
Major Acquisitions
Almacenes Tamarindo
- Year: 2020
- Acquisition Price (USD millions): 200
- Strategic Rationale: Expanded OXXO's presence in Southern Mexico.
Growth Trajectory and Initiatives
Historical Growth: FEMSA has demonstrated consistent revenue growth, driven by expansion in its core markets and strategic acquisitions.
Future Projections: Analyst estimates suggest continued growth for FEMSA, driven by increasing demand for beverages and retail services in Latin America.
Recent Initiatives: Recent initiatives include expanding the OXXO store network, investing in digital platforms, and pursuing sustainability goals.
Summary
FEMSA is a strong player in the Latin American beverage and retail sectors, driven by Coca-Cola FEMSA and OXXO. Its extensive distribution network and established brands give it a competitive edge. However, FEMSA faces challenges including currency fluctuations, political instability in some markets, and intense competition from other major players. Strategic acquisitions and expansion into new markets will be key to continued growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fomento Economico Mexicano
Exchange NYSE | Headquaters Monterrey, NL, Mexico | ||
IPO Launch date 1998-05-11 | Executive Chairman of the Board & CEO Mr. Jose Antonio Vicente Fernandez Carbajal | ||
Sector Consumer Defensive | Industry Beverages - Brewers | Full time employees 394010 | Website https://www.femsa.com |
Full time employees 394010 | Website https://www.femsa.com | ||
Fomento Económico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a franchise bottler of Coca-Cola trademark beverages worldwide. It operates through Coca-Cola FEMSA, Proximity Americas Division, Proximity Europe Division, Health Division, Fuel Division, and Others segments. The company produces, markets, and distributes Coca-Cola trademark beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Venezuela, Brazil, Argentina, and Uruguay. It also operates small-box retail chain stores in Mexico, Colombia, Peru, Chile, Brazil, and the United States under the OXXO name; retail service stations for fuels, motor oils, lubricants, and car care products under the OXXO GAS name in Mexico; and drugstores in Chile, Colombia, Ecuador, and Mexico under the Cruz Verde, Fybeca, Sana Sana, YZA, La Moderna, and Farmacon names. In addition, the company provides transport logistics and maintenance services in Mexico, Brazil, and Colombia; processes electronic transactions for small and medium-sized businesses under the Spin name; and engages in the proximity discount grocery business under the Bara name. Further, it operates small-box retail and foodvenience chain stores in Switzerland, Germany, Austria, Luxembourg, and the Netherlands under the k kiosk, Brezelkönig, BackWerk, Ditsch, Press & Books, avec, Caffè Spettacolo, and ok." brands. Fomento Económico Mexicano, S.A.B. de C.V. was founded in 1890 and is headquartered in Monterrey, Mexico.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.