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Upturn AI SWOT - About
FMX 
Fomento Economico Mexicano (FMX)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/12/2025: FMX (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $110.14
1 Year Target Price $110.14
| 3 | Strong Buy |
| 4 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 13.47% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 34.90B USD | Price to earnings Ratio 40.31 | 1Y Target Price 110.14 |
Price to earnings Ratio 40.31 | 1Y Target Price 110.14 | ||
Volume (30-day avg) 13 | Beta 0.34 | 52 Weeks Range 77.26 - 106.59 | Updated Date 09/13/2025 |
52 Weeks Range 77.26 - 106.59 | Updated Date 09/13/2025 | ||
Dividends yield (FY) 4.76% | Basic EPS (TTM) 2.29 |
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 2.43% | Operating Margin (TTM) 8.31% |
Management Effectiveness
Return on Assets (TTM) 4.89% | Return on Equity (TTM) 9.1% |
Valuation
Trailing PE 40.31 | Forward PE 28.82 | Enterprise Value 37608311404 | Price to Sales(TTM) 0.04 |
Enterprise Value 37608311404 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.86 | Enterprise Value to EBITDA 9.24 | Shares Outstanding 346947008 | Shares Floating 3469469527 |
Shares Outstanding 346947008 | Shares Floating 3469469527 | ||
Percent Insiders - | Percent Institutions 36.59 |
Upturn AI SWOT
Fomento Economico Mexicano
Company Overview
History and Background
Fomento Economico Mexicano, S.A.B. de C.V. (FEMSA) was founded in 1890 in Monterrey, Mexico, as a brewery. Over time, it diversified into beverages, retail, and bottling. A significant milestone was the acquisition of Coca-Cola FEMSA in 1993, expanding its presence in the beverage industry.
Core Business Areas
- Coca-Cola FEMSA: The largest Coca-Cola bottler in the world by volume, serving Latin America and the Philippines. It manufactures, distributes, and markets Coca-Cola beverages.
- FEMSA Comercio (Retail Division): Operates various retail chains, including OXXO convenience stores, pharmacies, and gas stations primarily in Mexico and Latin America.
- FEMSA Strategic Businesses: Includes logistics, point-of-sale refrigeration equipment, and plastics solutions to service FEMSA's and other companies' operations.
Leadership and Structure
FEMSA is led by a board of directors and a management team. Key individuals include the Chairman of the Board and the Chief Executive Officer. The organizational structure is segmented by business units, each with its own management team.
Top Products and Market Share
Key Offerings
- Coca-Cola: Coca-Cola FEMSA bottles and distributes Coca-Cola products. They maintain a substantial market share in Latin America, varying by country, often exceeding 40% in key markets. Competitors include PepsiCo, local bottlers, and other beverage companies. Revenue generated by coca-cola is 50% of the total revenue of the company.
- OXXO: OXXO is a leading convenience store chain in Mexico and Latin America. The chain has a high market penetration in Mexico, where OXXO stores serve the consumer for immediate consumption and smaller purchases. Competitors include 7-Eleven (Seven & I Holdings), Circle K (Alimentation Couche-Tard), and local convenience stores. OXXO has 21,740 stores by the end of 2022 with a revenue of 34% of the total revenue of the company.
Market Dynamics
Industry Overview
The beverage industry is competitive and subject to changing consumer preferences and health regulations. The retail sector is evolving with increased demand for convenience and e-commerce integration. The logistics industry is competitive with many players and is evolving due to increased need of shipping and supply chain solutions.
Positioning
FEMSA is a major player in the beverage and retail sectors in Latin America. Its competitive advantages include its extensive distribution network, strong brand recognition, and economies of scale.
Total Addressable Market (TAM)
The TAM for FEMSA includes the beverage market in Latin America (estimated at hundreds of billions USD), the convenience store market in Mexico (tens of billions USD), and the market for specialized products and services it supplies to its customers.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Extensive distribution network
- Leading market positions in key segments
- Strong financial performance
- Experienced management team
Weaknesses
- Geographic concentration in Latin America
- Exposure to currency fluctuations
- Dependence on key brands (Coca-Cola)
- Regulatory risks
Opportunities
- Expansion into new markets
- Acquisition of complementary businesses
- Development of new products and services
- Increased penetration of e-commerce
- Diversification
Threats
- Increased competition
- Changes in consumer preferences
- Economic downturns in Latin America
- Regulatory changes (e.g., sugar taxes)
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- PEP
- MNST
- KDP
Competitive Landscape
FEMSA competes on distribution, brand strength, and product innovation. They need to maintain their market share against global companies like Pepsi and local competitors in Latin America.
Major Acquisitions
Valora
- Year: 2022
- Acquisition Price (USD millions): 1200
- Strategic Rationale: Expanded its presence in the European convenience and food service market.
Growth Trajectory and Initiatives
Historical Growth: Overview of revenue, earnings, and market share growth over the past 5-10 years.
Future Projections: Analyst consensus estimates for future revenue and earnings growth, EPS, and target price.
Recent Initiatives: Focus on digital transformation, e-commerce expansion, and sustainability initiatives.
Summary
FEMSA is a strong player in the Latin American beverage and retail market, underpinned by its large Coca-Cola bottler franchise and OXXO convenience stores. Its distribution network is a significant competitive advantage, but it is exposed to risks, including currency fluctuations and regulatory issues. Focusing on diversification, and innovation will be critical for long-term growth. FEMSA needs to focus on strengthening its position outside Latin America.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC, FEMSA Investor Relations)
- Industry reports (e.g., from IBISWorld, MarketLine)
- Financial news sources (e.g., Reuters, Bloomberg)
- Analyst reports from investment banks.
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Financial data is based on available information but may not be fully up-to-date. Investment decisions should be made in consultation with a qualified financial advisor.
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 390156 | Website https://www.femsa.com |
Full time employees 390156 | 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.
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