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Upturn AI SWOT - About
KOF 
Coca-Cola Femsa SAB de CV ADR (KOF)
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Upturn Advisory Summary
06/30/2025: KOF (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 $111.64
1 Year Target Price $111.64
| 6 | Strong Buy |
| 6 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.47% | Avg. Invested days 40 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.27B USD | Price to earnings Ratio 15.73 | 1Y Target Price 111.64 |
Price to earnings Ratio 15.73 | 1Y Target Price 111.64 | ||
Volume (30-day avg) 13 | Beta 0.62 | 52 Weeks Range 72.01 - 101.74 | Updated Date 06/30/2025 |
52 Weeks Range 72.01 - 101.74 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.50% | Basic EPS (TTM) 6 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.34% | Operating Margin (TTM) 13.03% |
Management Effectiveness
Return on Assets (TTM) 8.04% | Return on Equity (TTM) 17.36% |
Valuation
Trailing PE 15.73 | Forward PE 113.64 | Enterprise Value 22766152582 | Price to Sales(TTM) 0.07 |
Enterprise Value 22766152582 | Price to Sales(TTM) 0.07 | ||
Enterprise Value to Revenue 1.5 | Enterprise Value to EBITDA 10.37 | Shares Outstanding 210083008 | Shares Floating 525208068 |
Shares Outstanding 210083008 | Shares Floating 525208068 | ||
Percent Insiders - | Percent Institutions 43.14 |
Analyst Ratings
Rating 4 | Target Price 111.64 | Buy 6 | Strong Buy 6 |
Buy 6 | Strong Buy 6 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Coca-Cola Femsa SAB de CV ADR
Company Overview
History and Background
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) was founded in 1991 as a result of the merger between Grupo Industrial Emprex and Coca-Cola FEMSA. It is the largest Coca-Cola bottler in the world by sales volume, serving territories primarily in Latin America. The company has expanded significantly through acquisitions and organic growth.
Core Business Areas
- Beverage Production and Distribution: Production, marketing, sales, and distribution of Coca-Cola trademark beverages (including sparkling beverages, water, juice, and other non-alcoholic beverages).
- Retail Operations: KOF operates its own retail chain of convenience stores in some territories.
Leadership and Structure
The company is led by a board of directors and an executive team. Key figures include the CEO and CFO. The organizational structure includes regional divisions for effective market management.
Top Products and Market Share
Key Offerings
- Coca-Cola (Sparkling Beverages): Coca-Cola is the flagship product, with substantial market share in its territories. Competitors include PepsiCo and other local soft drink brands. Market share varies by region.
- Water (Ciel, Brisa): Bottled water brands cater to health-conscious consumers. Competitors include Nestle and Danone. Market share varies by region.
- Juices and Other Non-Alcoholic Beverages (Del Valle, Jugos del Valle-Santa Clara): Diversification into juices and other beverages expands the company's product portfolio. Competitors include local juice brands and PepsiCo.
Market Dynamics
Industry Overview
The beverage industry is competitive and constantly evolving, driven by changing consumer preferences, health concerns, and regulatory pressures. The industry is impacted by commodity prices and supply chain logistics.
Positioning
Coca-Cola FEMSA holds a dominant position as the largest Coca-Cola bottler. Its competitive advantages include its scale, distribution network, and strong relationships with retailers.
Total Addressable Market (TAM)
The global non-alcoholic beverage market is estimated at hundreds of billions of dollars. Coca-Cola FEMSA is well-positioned to capture a significant portion of this TAM through its bottling operations and brand partnerships.
Upturn SWOT Analysis
Strengths
- Extensive Distribution Network
- Strong Brand Recognition
- Large Scale Operations
- Efficient Supply Chain
- Experienced Management Team
Weaknesses
- Dependence on Coca-Cola Brand
- Exposure to Currency Fluctuations
- High Debt Levels
- Susceptibility to Commodity Price Volatility
- Operational inefficiencies in certain markets
Opportunities
- Expansion into New Markets
- Diversification into New Beverage Categories
- Strategic Acquisitions
- Increased Demand for Healthier Beverages
- Growth in Emerging Markets
Threats
- Increased Competition
- Changing Consumer Preferences
- Regulatory Pressures (e.g., sugar taxes)
- Economic Downturns
- Political Instability in some regions
Competitors and Market Share
Key Competitors
- PEP
- MNST
- DPS
Competitive Landscape
Coca-Cola FEMSA benefits from its association with the Coca-Cola brand. However, it faces competition from other beverage companies like PepsiCo, which have a broader product portfolio.
Major Acquisitions
Montefiore S.A.
- Year: 2016
- Acquisition Price (USD millions): 357
- Strategic Rationale: Expanded presence in Uruguay and improved operational efficiencies.
Growth Trajectory and Initiatives
Historical Growth: Coca-Cola FEMSA has experienced consistent growth through organic expansion and strategic acquisitions.
Future Projections: Analyst projections for future growth vary depending on economic conditions and industry trends.
Recent Initiatives: Recent initiatives include investments in digital transformation, sustainability efforts, and expansion into new beverage categories.
Summary
Coca-Cola FEMSA is a strong player in the beverage industry due to its extensive distribution network and the strength of the Coca-Cola brand. Currency fluctuations and competition are ongoing challenges. Investments in innovation and sustainability are crucial for long-term success. Expanding into adjacent markets could provide additional growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Coca-Cola FEMSA Annual Reports
- Industry Analysis Reports
- Financial News Articles
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change.
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 Coca-Cola Femsa SAB de CV ADR
Exchange NYSE | Headquaters Mexico City, DF, Mexico | ||
IPO Launch date 1993-09-13 | CEO & MD Mr. Ian Marcel Craig García | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 118683 | Website https://www.coca-colafemsa.com |
Full time employees 118683 | Website https://www.coca-colafemsa.com | ||
Coca-Cola FEMSA, S.A.B. de C.V., a franchise bottler, produces, markets, sells, and distributes Coca-Cola trademark beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Brazil, Argentina, and Uruguay. The company offers sparkling beverages, including colas and flavored sparkling beverages; waters; and other non-carbonated beverages, such as tea, sports drinks, energy drinks, fruit-based beverages, juice, coffee, milk, value-added dairy, and plant-based drinks. It also distributes and sells beer products under the Heineken, Estrella Galicia, and Therezópolis brands, as well as Campari alcoholic beverages, Perfetti confectionary and chewing gum, and Monster products. The company sells its products to distributors, retail outlets, wholesale supermarkets, discount and convenience stores, retailers, points-of-sale outlets, restaurants and bars, stadiums, auditoriums, theaters, and home deliveries. Coca-Cola FEMSA, S.A.B. de C.V. was founded in 1979 and is headquartered in Mexico City, Mexico.
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