Coca-Cola FEMSA recorded a solid performance in the fourth quarter of 2025 (4Q25), obtaining revenues of 75.75 billion pesos (mdp) , which meant a growth of 2.9% compared to the same quarter of 2024, when they were 75.528 billion pesos

“The increase was driven primarily by our revenue management initiatives, partially offset by unfavorable mix and currency translation effects to Mexican pesos in most of our operating currencies. Excluding currency translation effects, total revenue increased 6%,” the bottler explained in its earnings report.

The company detailed that its  gross profit  was 36,321 million pesos in Q4 2025, an increase of 1.8% compared to the same period last year.

Regarding  operating profit , Coca-Cola FEMSA showed good performance during the period, reaching 13,702 million pesos, which represented an increase of 13.3 percent.

In Q4 2025, its operating cash flow was 18,169 million pesos, a 12.8% increase compared to the same period in 2024.

The bottler reported a 1.3% increase in volume to 1.093 billion unit cases , “driven mainly by growth in most of our operations which was partially offset by a slight drop in volume from Mexico.”

“Through decisive actions to address short-term challenges, particularly in Mexico, and strong execution in South America, we achieved sequential volume improvement throughout the year. We finished the fourth quarter positively, with consolidated volumes growing and achieving the highest volume December in the company’s history for our four largest operations,” emphasized Ian Craig, CEO of Coca-Cola FEMSA

Cumulative 2025 and performance in Latin America

Regarding the  consolidated results for the entire year 2025 , the company noted that its volume decreased by 1.8% to 4,150.4 million unit cases compared to 2024.

Revenue increased 4.3% to 291,746 million pesos, while gross profit increased 3.4% to 133,176 million pesos compared to 2024. Meanwhile, operating profit also grew in 2025, reaching 42,937 million pesos, a 7% increase compared to 2024. EBITDA was 59,110 million pesos, a 5.2% increase over 2024.

Regarding the results of its  Mexico and Central America division (Mexico, Guatemala, Costa Rica, Panama and Nicaragua) , Coca-Cola FEMSA specified that during Q4 2025 its revenues increased 1.6% year-on-year, while its gross profit registered an increase of 2.6% compared to the same period in 2024.

In its  South American division (Brazil, Argentina, Colombia and Uruguay) , the company pointed out that its revenues increased by 4.6%, and its gross profit grew by 0.6% in the cycle.

“Looking ahead to 2026, we are well-prepared to both address the impact of the increased  Special  Tax on  Production  and  Services (IEPS) in Mexico and accelerate growth in South America, leveraging our revenue management initiatives, increased brand presence due to the FIFA World Cup , and the continued rollout of our innovative digital capabilities. By combining these initiatives with an agile and efficient operating model, we are well-positioned to continue delivering long-term, sustainable growth,” emphasized Ian Craig.

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Walmart de México y Centroamérica (Walmex) reported  net sales of  280 billion 982 million pesos (mdp) in the fourth quarter of 2025 (4Q25), driven by an increase in the purchase ticket, which meant a growth of 3% compared to the same period of 2024.

Despite weak consumer spending in the country, the retailer indicated that it obtained a  gross profit  of 67,944 million pesos in the cycle , a 4.6% increase compared to the fourth quarter of 2024 (4Q24), when it was 64,982 million pesos.

In its results report sent to the  Mexican Stock Exchange (BMV) , Walmex indicated that its operating cash flow  or EBITDA was 29,595 million pesos in Q4 2025 , an increase of 8.1% over the same period in 2024.

In contrast, the firm’s net profit fell 3.9% to 14.6 billion pesos, while operating profit increased by 8.5% , reaching 23.317 billion pesos in the same period.

“As 2025 comes to a close, I want to thank our associates in Mexico and Central America. We remain focused on our three non-negotiables: everyday low prices, product availability, and accelerating e-commerce ,” said Cristian Barrientos, CEO and Managing Director of Walmart Mexico and Central America.

In Mexico, total revenues grew by 4.9%, reaching  237,314 million pesos in the period compared to 226,168 million pesos in the same cycle but in 2024; EBITDA was 25,489 million pesos, an increase of 10 percent.

In turn,  total revenues in Central America amounted to 45,535 million pesos , which meant an increase of 6.2% in Q4 2025, while EBITDA was 4,106 million pesos, an increase of 2.6 percent.

Walmart de México y Centroamérica stated that Bait , its telephone service, reached  26.4 million active users  in the period October-December 2025.

The retailer opened 102 new stores in Mexico and 13 in Central America in Q4 2025, bringing its total to 4,265 units.

Regarding the 2025 results, the company’s consolidated revenues registered an increase of 5.6%, while EBITDA showed an increase of 3.4% with 103,447 million pesos.

“We know what we need to do, we have clear priorities, and we will accelerate the speed at which we are moving. I am confident that this focus on fundamentals is strengthening our company and preparing us to accelerate our performance,” Barrientos emphasized.

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