Coca-Cola FEMSA (NYSE:KOF) reported a sharp rise in fourth-quarter profitability, as the bottling giant leaned on price increases and digital distribution initiatives to overcome volume sluggishness in key North American markets.
The company posted fourth-quarter net income of $409.8 million ($1.95 per share), a 35% increase compared to the same period last year.
Revenue for the quarter reached $4.25 billion, supported by 2.2% growth in total unit case volume across its Latin American territories.
For the full year 2025, Coca-Cola FEMSA generated $15.22 billion in revenue and $1.24 billion in profit, effectively navigating a year marked by currency volatility and high financing costs.
Performance was notably split by geography.
In South America, the company saw volume and margin expansion, aided by insurance recoveries in Brazil and operational efficiencies in Argentina.
Conversely, Mexico faced a "softer macro environment," where volume growth remained muted as inflation continued to weigh on consumer purchasing power.