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Upturn AI SWOT - About
KOF 
Coca-Cola Femsa SAB de CV ADR (KOF)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 21.16% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.98B USD | Price to earnings Ratio 16.92 | 1Y Target Price 110.28 |
Price to earnings Ratio 16.92 | 1Y Target Price 110.28 | ||
Volume (30-day avg) 190219 | Beta 0.8 | 52 Weeks Range 72.68 - 99.51 | Updated Date 04/2/2025 |
52 Weeks Range 72.68 - 99.51 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.48% | Basic EPS (TTM) 5.54 |
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 8.48% | Operating Margin (TTM) 15.64% |
Management Effectiveness
Return on Assets (TTM) 8.73% | Return on Equity (TTM) 17.27% |
Valuation
Trailing PE 16.92 | Forward PE 117.65 | Enterprise Value 22147281802 | Price to Sales(TTM) 0.07 |
Enterprise Value 22147281802 | Price to Sales(TTM) 0.07 | ||
Enterprise Value to Revenue 1.61 | Enterprise Value to EBITDA 10.3 | Shares Outstanding 210083008 | Shares Floating 525209375 |
Shares Outstanding 210083008 | Shares Floating 525209375 | ||
Percent Insiders - | Percent Institutions 42.02 |
Analyst Ratings
Rating 4.31 | Target Price 102.34 | Buy 7 | Strong Buy 5 |
Buy 7 | Strong Buy 5 | ||
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 (KOF) was founded in 1991 as a result of the merger of several Mexican Coca-Cola bottlers. It is the largest Coca-Cola bottler in the world, serving territories in Latin America and the Philippines. Its roots, however, trace back to the early 20th century with the establishment of various bottling operations.
Core Business Areas
- Beverage Production and Distribution: Production, marketing, sale, and distribution of Coca-Cola trademark beverages, including sparkling beverages, juices, water, and plant-based drinks.
- Retail: Direct sales and retail operations in select regions.
Leadership and Structure
Coca-Cola Femsa has a board of directors and an executive leadership team. The CEO is responsible for the overall strategic direction of the company. The company operates with a regional structure, with different executives responsible for each geographic area.
Top Products and Market Share
Key Offerings
- Coca-Cola Trademark Beverages: Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, Sprite, Fanta. These are the company's core offerings and hold significant market share in their respective categories within its operating territories. Competitors: PepsiCo (PEP), Dr Pepper Snapple Group (DPS).
- Still Beverages: Juices, bottled water (Ciel), teas, and plant-based beverages. These contribute to revenue diversification and cater to health-conscious consumers. Competitors: Nestle (NSRGY), Danone (DANOY).
Market Dynamics
Industry Overview
The beverage industry is highly competitive, with established players and emerging brands vying for market share. Trends include a shift towards healthier beverages, sustainable packaging, and direct-to-consumer models.
Positioning
Coca-Cola Femsa is the largest Coca-Cola bottler worldwide, giving it significant scale and distribution advantages. Its competitive advantage lies in its strong distribution network, brand recognition, and long-standing relationship with The Coca-Cola Company.
Total Addressable Market (TAM)
The global beverage market is estimated to be over $1 trillion. KOF is positioned to address a substantial portion of this TAM, especially within its Latin American and Asian territories, through its extensive bottling and distribution network.
Upturn SWOT Analysis
Strengths
- Strong distribution network
- Leading market share in Latin America
- Strong relationship with The Coca-Cola Company
- Diversified product portfolio
Weaknesses
- Geographic concentration in Latin America
- Exposure to currency fluctuations
- Dependence on The Coca-Cola Company
- Vulnerability to regulatory changes
Opportunities
- Expansion into new territories
- Growth in healthier beverage segments
- Strategic acquisitions
- Digital transformation initiatives
Threats
- Intense competition
- Changing consumer preferences
- Economic downturns in key markets
- Increased regulation of sugary drinks
Competitors and Market Share
Key Competitors
- PEP
- MNST
- FIZZ
Competitive Landscape
Coca-Cola Femsa benefits from its exclusive bottling agreement with The Coca-Cola Company. However, it faces strong competition from other beverage companies such as PepsiCo, which have broader product portfolios.
Major Acquisitions
Monster Beverage Flavorman Assets
- Year: 2024
- Acquisition Price (USD millions): 390
- Strategic Rationale: The purchase will give Coca-Cola Femsa production responsibilities for some of Monster's brands.
Growth Trajectory and Initiatives
Historical Growth: Coca-Cola Femsa's growth has been driven by volume increases, price adjustments, and acquisitions. Past performance has varied based on economic conditions in its operating regions.
Future Projections: Analysts project continued growth for Coca-Cola Femsa, driven by expansion in existing markets and potential entry into new ones. Growth in healthier beverage categories is also expected to contribute.
Recent Initiatives: Recent initiatives include investments in digital transformation, sustainable packaging, and expansion of its beverage portfolio to include more healthier options.
Summary
Coca-Cola Femsa is a large and established beverage company with a strong presence in Latin America. Its relationship with The Coca-Cola Company provides a significant advantage. However, the company faces risks related to economic volatility in its operating regions and changing consumer preferences. KOF needs to focus on diversifying its product portfolio and investing in sustainable practices to ensure long-term growth. Despite these challenges, KOF will continue to be a major player in the beverage market.
Similar Companies
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:
- Coca-Cola Femsa Investor Relations
- MarketWatch
- Yahoo Finance
- Company Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 104000 | Website https://www.coca-colafemsa.com |
Full time employees 104000 | 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; other non-carbonated beverages comprising juice drinks, coffee, teas, milk, value-added dairy products, sports and energy drinks, and plant-based drinks; and alcoholic beverages, such as hard seltzer under the Topo Chico brand name. It also distributes and sells Heineken, Estrella Galicia, Therezópolis, and Campari beer products, as well as Perfetti confectionary and chewing gum in its Brazilian territories; and Monster products. The company sells its products to distributors, retail outlets, wholesale supermarkets, discount and convenience stores, retailers, points-of-sale outlets, restaurants, 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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