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Upturn AI SWOT - About
FMX 
Fomento Economico Mexicano (FMX)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 36.67% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 174.50B USD | Price to earnings Ratio 91.03 | 1Y Target Price 112.67 |
Price to earnings Ratio 91.03 | 1Y Target Price 112.67 | ||
Volume (30-day avg) 558950 | Beta 0.39 | 52 Weeks Range 80.19 - 125.07 | Updated Date 04/2/2025 |
52 Weeks Range 80.19 - 125.07 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.96% | Basic EPS (TTM) 1.1 |
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 3.61% | Operating Margin (TTM) 8.37% |
Management Effectiveness
Return on Assets (TTM) 4.87% | Return on Equity (TTM) 10.93% |
Valuation
Trailing PE 91.03 | Forward PE 21.83 | Enterprise Value 177319799432 | Price to Sales(TTM) 0.22 |
Enterprise Value 177319799432 | Price to Sales(TTM) 0.22 | ||
Enterprise Value to Revenue 4.63 | Enterprise Value to EBITDA 36.64 | Shares Outstanding 1735020032 | Shares Floating 3578226270 |
Shares Outstanding 1735020032 | Shares Floating 3578226270 | ||
Percent Insiders - | Percent Institutions 35.77 |
Analyst Ratings
Rating 3.92 | Target Price 122.25 | Buy 5 | Strong Buy 3 |
Buy 5 | Strong Buy 3 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
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 the years, it has evolved into a diversified company with significant holdings in beverage, retail, and strategic investments.
Core Business Areas
- Coca-Cola FEMSA: Coca-Cola FEMSA is the largest Coca-Cola bottler in the world by volume, serving territories in Latin America and the Philippines.
- FEMSA Comercio (Proximity Division): FEMSA Comercio operates OXXO, a chain of convenience stores, and pharmacies in Latin America.
- Digital@FEMSA: Digital@FEMSA focuses on digital transformation and new technologies, aiming to enhance consumer experience and operational efficiency across FEMSA's business units.
- Strategic Businesses: Strategic businesses including logistics (Solistica), plastics solutions (ALPLA), and point-of-sale refrigeration equipment (Imbera).
Leadership and Structure
FEMSA's leadership includes a board of directors and a management team headed by the CEO. The company operates with a decentralized structure, with each business unit having its own management team.
Top Products and Market Share
Key Offerings
- Coca-Cola FEMSA Beverages: Coca-Cola FEMSA produces, markets, and distributes Coca-Cola trademark beverages. The volume of Coca-Cola FEMSA in 2023 was 3.7 billion unit cases. Key competitors include Arca Continental, Andina, and Embonor.
- OXXO Convenience Stores: OXXO is a convenience store chain with over 22,000 stores across Latin America as of December 2023, offering food, beverages, and financial services. Competitors include 7-Eleven (Seven & I Holdings), Circle K (Alimentation Couche-Tard), and local convenience store chains.
Market Dynamics
Industry Overview
The beverage industry is characterized by intense competition and changing consumer preferences. The retail sector faces challenges from e-commerce and evolving consumer habits. Logistic industry and plastic manufacturing continues to grow with increase in global trade.
Positioning
FEMSA holds a leading position in the beverage industry in Latin America through Coca-Cola FEMSA. OXXO has a strong footprint in the convenience store market. Solistica and Imbera also dominate their respective industries.
Total Addressable Market (TAM)
The TAM for Coca-Cola bottlers globally is estimated in the hundreds of billions of dollars, while convenience stores and retail in Latin America also represent a multi-billion dollar market. FEMSA is well-positioned within these markets through its established brands and distribution networks.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Diversified business portfolio
- Financial stability
Weaknesses
- Dependence on Coca-Cola brand
- Exposure to economic fluctuations in Latin America
- Operational complexity due to diverse business units
Opportunities
- Expansion into new markets
- Development of innovative products
- Digital transformation initiatives
- Strategic acquisitions
Threats
- Intense competition
- Changing consumer preferences
- Regulatory challenges
- Economic instability in Latin America
Competitors and Market Share
Key Competitors
- PEP
- KO
- MNST
Competitive Landscape
FEMSA's advantages include its strong distribution network and diversified business portfolio. Disadvantages include dependence on the Coca-Cola brand and exposure to economic fluctuations in Latin America.
Major Acquisitions
Valora
- Year: 2022
- Acquisition Price (USD millions): 1200
- Strategic Rationale: Expanded FEMSA's European footprint in convenience stores and food service.
Growth Trajectory and Initiatives
Historical Growth: FEMSA has shown steady growth over the past years, driven by expansion in its core business areas and strategic acquisitions. Financials are needed from current financial databases and APIs
Future Projections: Analyst estimates project continued growth for FEMSA, driven by expansion in Latin America and digital transformation initiatives. Financials are needed from current financial databases and APIs
Recent Initiatives: FEMSA has focused on digital transformation, sustainable business practices, and expansion of its OXXO chain.
Summary
FEMSA has a robust presence in Latin America through Coca-Cola FEMSA and OXXO, which are driving much of its business. Its strengths lie in a broad distribution network and diversified operations but is exposed to Latin American economic conditions. Expansion into new markets and digital transformation are major growth opportunities. Competition and regulatory risks remain potential threats to sustained success.
Similar Companies
CCEP
Coca-Cola European Partners PLC
CCEP
Coca-Cola European Partners PLC
KO
The Coca-Cola Company
KO
The Coca-Cola Company
MNST
Monster Beverage Corp
MNST
Monster Beverage Corp
PEP
PepsiCo Inc
PEP
PepsiCo Inc
Sources and Disclaimers
Data Sources:
- FEMSA Annual Reports
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. The information is for illustrative purposes only and may not be entirely accurate due to data limitations.
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 391244 | Website https://www.femsa.com |
Full time employees 391244 | Website https://www.femsa.com | ||
Fomento Económico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a bottler of Coca-Cola trademark beverages. 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, and Brazil 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, SanaSana, YZA, La Moderna, and Farmacon names. In addition, the company is involved in the production and distribution of collers, commercial refrigeration equipment, plastic boxes, food processing, and preservation and weighing equipment; and provision of logistic transportation, distribution and maintenance, point-of-sale refrigeration, and plastics solutions, as well as distribution platform for cleaning products and consumables. Further, it operates small-box retail and food convenience chain stores in Switzerland, Germany, Austria, Luxembourg, and the Netherlands under the k kiosk, Brezelkönig, BackWerk, Ditsch, Press & Books, avec, Caffè Spettacolo, and ok.") names, as well as pretzels under the Ditsch name. The company was founded in 1890 and is based in Monterrey, Mexico.
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