COCA COLA FEMSA SAB DE CV
No SEC Form 4 filings for $KOF in the last 30 days.
Coca-Cola FEMSA (NYSE: KOF, BMV: KOFUBL) raised Mexican retail prices for sodas, bottled waters and flavored drinks by 1 to 5 pesos per unit (about US$0.06 to US$0.29) starting Aug. 4, 2026, after Mexico increased its 2026 sugary-drink excise tax (IEPS). The company said it passed through about 85% of the tax and inflation impact.
Evercore said Brazil beverage makers are more optimistic for Q2 2026 despite weather disruptions. Anheuser-Busch InBev cited improved industry direction, with weather offsetting World Cup-driven demand. Ambev said H2 2026 weather forecasts are not worse than 2025 and that weather explains the volume gap vs 2024. Coca-Cola Femsa expects election-related support in H2 2026 and monitors potential 2027 regulatory and tax changes.
Simply Wall St reports Coca-Cola FEMSA (NYSE:KOF) Q2 2026 results: sales of MX$76,318.44 million and net income of MX$6,211.48 million for the period ended June 30. It cites a valuation narrative with fair value of $123.03 versus a last close of $108.27, and notes pressures from softer demand in Mexico and Colombia and higher freight and labor costs.
Over the past 7 days, alphai's AI scored 3 news stories mentioning KOF (COCA COLA FEMSA SAB DE CV). Coverage has been balanced: 0 bullish, 3 neutral, and 0 bearish.
Recent KOF coverage spans earnings, market movers and regulation.
Near-term margin and volume risk for KOF in Mexico, partially offset by management’s stated 85% pass-through of tax and inflation.
Election-driven demand could support 2H 2026 volumes, while potential tax/regulatory changes create a longer-dated risk premium.
The piece is primarily an earnings-and-valuation narrative, not a new guidance or regulatory catalyst. It highlights upside drivers (Juntos+ expansion) and downside risks (Mexico/Colombia demand softness, higher freight and labor).
The call provides fresh operating datapoints and forward CapEx guidance that can drive near-term valuation and positioning around margin durability and demand trends.
Margin expansion plus a small revenue beat drove a sharp same-session rally, suggesting near-term upside bias if Mexico stabilizes.
alphai scores every news story that mentions KOF with an AI model for sentiment and relevance, and aggregates insider trades from COCA COLA FEMSA SAB DE CV's SEC EDGAR Form 4 filings. Figures refresh continuously.
Coca-Cola FEMSA (NYSE: KOF, BMV: KOFUBL) raised Mexican retail prices for sodas, bottled waters and flavored drinks by 1 to 5 pesos per unit (about US$0.06 to US$0.29) starting Aug. 4, 2026, after Mexico increased its 2026 sugary-drink excise tax (IEPS). The company said it passed through about 85% of the tax and inflation impact.
5 min readEvercore said Brazil beverage makers are more optimistic for Q2 2026 despite weather disruptions. Anheuser-Busch InBev cited improved industry direction, with weather offsetting World Cup-driven demand. Ambev said H2 2026 weather forecasts are not worse than 2025 and that weather explains the volume gap vs 2024. Coca-Cola Femsa expects election-related support in H2 2026 and monitors potential 2027 regulatory and tax changes.
3 min readSimply Wall St reports Coca-Cola FEMSA (NYSE:KOF) Q2 2026 results: sales of MX$76,318.44 million and net income of MX$6,211.48 million for the period ended June 30. It cites a valuation narrative with fair value of $123.03 versus a last close of $108.27, and notes pressures from softer demand in Mexico and Colombia and higher freight and labor costs.
6 min readCoca-Cola FEMSA (KOF) reported Q2 2026 results on an earnings call. Consolidated volume rose 3.5% to 1.1 billion unit cases, while total revenues increased 4.7% to MXN 76.3 billion. Gross profit grew 8.8% to MXN 35.9 billion, and operating income rose 9.1% to MXN 10.7 billion. Management cited strength in Brazil, Colombia and Guatemala, offset by Mexico and Argentina headwinds, and reiterated 2026 CapEx of 7% to 7.5% of revenues.
6 min readCoca-Cola FEMSA reported Q2 2026 revenue of MXN 76.3B, up from MXN 73.0B a year earlier, slightly above the MXN 76.03B forecast, with volumes up 3.5% to 1.1B unit cases. Gross profit, operating income and adjusted EBITDA rose faster than sales, indicating margin expansion. Shares rose 6.54% to $109.43.
7 min readMexico’s S&P/BMV IPC fell 1.54% to 66,266 points as global risk-off sentiment followed a 1.21% drop in the S&P 500. The peso weakened 0.75% to 17.52 per US dollar. Grupo Aeroportuario del Centro Norte (OMA) dropped 4.5%, Walmex fell 2.7%, and Cemex fell 3.0% amid heavy turnover.
5 min readMexico’s S&P/BMV IPC rose 0.42% to 66,634.23, reversing early losses despite a 1.01% drop in the S&P 500 tied to semiconductors. America Movil gained 1.3% and Grupo Carso rose 3.9%. The peso weakened 0.60% to 17.53 per USD. The IPC remains 7.0% below its 52-week high.
6 min readMexico’s S&P/BMV IPC ended Thursday nearly flat, down 0.06% to 68,265.11, after a rebound attempt faded. The peso weakened about 0.36% to ~17.37 per dollar as a firm US dollar—linked to the Fed’s harder stance, according to the article—limited gains. Grupo Carso rose over 5% but was offset by declines in other stocks.
6 min readCoca-Cola FEMSA (NYSE:KOF) said in an SEC filing that Jennifer K. Mann resigned as a Series D director and Sedef Salingan Sahin was appointed to fill the vacancy. The company reported Q1 2026 revenue of 70.9 billion Mexican pesos (+1.1% YoY), below the 71.2 billion peso estimate, with EPS of 0.26 peso. Management cited higher excise taxes and softer demand in Mexico.
4 min readMarketBeat.com compares Coca-Cola FEMSA (NYSE:KOF) and Amer Prem Water (OTCMKTS:HIPH) across risk, profitability, dividends, analyst views, earnings, ownership and valuation. KOF’s beta is 0.52 versus HIPH’s 0.68. The article says KOF has higher revenue and earnings and a consensus price target of $115.00 (6.76% upside). It concludes KOF leads 7 of 8 factors.
5 min read
