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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
10/13/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $110.35
1 Year Target Price $110.35
| 3 | Strong Buy |
| 4 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.17% | Avg. Invested days 56 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 34.90B USD | Price to earnings Ratio 40.24 | 1Y Target Price 110.35 |
Price to earnings Ratio 40.24 | 1Y Target Price 110.35 | ||
Volume (30-day avg) 13 | Beta 0.38 | 52 Weeks Range 77.26 - 106.59 | Updated Date 10/13/2025 |
52 Weeks Range 77.26 - 106.59 | Updated Date 10/13/2025 | ||
Dividends yield (FY) 5.81% | Basic EPS (TTM) 2.33 |
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 40.24 | Forward PE 30.58 | Enterprise Value 38892827571 | Price to Sales(TTM) 0.04 |
Enterprise Value 38892827571 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.88 | Enterprise Value to EBITDA 9.5 | Shares Outstanding 345537203 | Shares Floating 3469469527 |
Shares Outstanding 345537203 | Shares Floating 3469469527 | ||
Percent Insiders - | Percent Institutions 36.07 |
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, with the establishment of Cerveceru00eda Cuauhtu00e9moc. Over time, FEMSA expanded into other beverage and retail sectors through strategic acquisitions and diversification.
Core Business Areas
- Coca-Cola FEMSA: The world's largest Coca-Cola bottler by volume, serving territories in Latin America and the Philippines.
- FEMSA Comercio (Retail Division): Operates OXXO convenience stores, pharmacies (including pharmacies acquired from Grupo Socofar), and gas stations in Mexico and Latin America.
- Heineken: FEMSA owns a significant minority stake in Heineken, a global brewing company.
Leadership and Structure
FEMSA's leadership consists of a Board of Directors and a management team. Key executives include the Chairman and CEO. The organizational structure is divided into business units corresponding to its core business areas.
Top Products and Market Share
Key Offerings
- Coca-Cola FEMSA Beverages: Includes Coca-Cola, flavored sparkling beverages, water, juice, tea, and energy drinks. Market share varies by region, but Coca-Cola maintains a leading position in many Latin American markets. Competitors include PepsiCo, Grupo Bimbo, and local beverage companies. Coca-Cola market share in Mexico is estimated to be around 70%.
- OXXO Convenience Stores: OXXO is the largest convenience store chain in Latin America, offering a wide range of products and services including snacks, beverages, groceries, financial services, and bill payments. OXXO dominates the convenience store market in Mexico. OXXO has over 21,000 stores in Mexico. Competitors include 7-Eleven, Circle K, and local mom-and-pop stores.
- Heineken Beer: Heineken is a global beer brand. FEMSA owns a 20% economic stake and 12.3% voting stake. Competitors include AB InBev, Molson Coors, and Carlsberg.
Market Dynamics
Industry Overview
The beverage industry is characterized by intense competition, evolving consumer preferences, and increasing health awareness. The retail sector is experiencing growth in convenience stores and e-commerce. The beer industry is consolidating, with a few major players dominating the global market.
Positioning
FEMSA is a leading player in the beverage and retail industries in Latin America. Its competitive advantages include its strong brand portfolio, extensive distribution network, and operational efficiency.
Total Addressable Market (TAM)
The TAM for FEMSA encompasses the total beverage market in Latin America, the convenience store market in Mexico and Latin America, and the global beer market through its stake in Heineken. The overall market size is estimated in the hundreds of billions of dollars. FEMSA is well-positioned within this TAM due to its leading brands and extensive distribution network.
Upturn SWOT Analysis
Strengths
- Leading market position in beverages and retail in Latin America
- Strong brand portfolio (Coca-Cola, OXXO)
- Extensive distribution network
- Operational efficiency
- Strategic partnership with Heineken
Weaknesses
- Dependence on Coca-Cola system
- Exposure to economic volatility in Latin America
- Regulatory risks in the beverage and retail sectors
- Currency fluctuations
Opportunities
- Expansion into new markets and product categories
- Growth in e-commerce and digital channels
- Increasing demand for healthier beverage options
- Strategic acquisitions and partnerships
Threats
- Intense competition in the beverage and retail industries
- Changing consumer preferences and health trends
- Economic downturns in Latin America
- Regulatory changes and increased taxation on beverages
Competitors and Market Share
Key Competitors
- PEP
- MNST
- KO
Competitive Landscape
FEMSA's competitive advantages include its leading market positions, strong brand portfolio, and extensive distribution network. Disadvantages include its dependence on Coca-Cola and exposure to economic volatility in Latin America.
Major Acquisitions
Almacenes Extra S.A.
- Year: 2023
- Acquisition Price (USD millions): 915
- Strategic Rationale: Strengthen OXXO's presence in the Chilean market through the acquisition of a leading convenience store chain.
Growth Trajectory and Initiatives
Historical Growth: FEMSA has experienced consistent growth over the past decades, driven by organic expansion, acquisitions, and strategic partnerships.
Future Projections: Analysts project continued growth for FEMSA, driven by its leading market positions, expansion into new markets, and focus on innovation.
Recent Initiatives: Recent initiatives include expanding OXXO's footprint, investing in digital channels, and developing healthier beverage options.
Summary
FEMSA is a strong company with leading positions in the beverage and retail sectors in Latin America. Its diversified business model, including its stake in Heineken, provides stability. The company should monitor changing consumer preferences and economic conditions in the region. Strategic acquisitions and innovation will be crucial for sustaining growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual due diligence and 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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