Mexico · Delayed Price · Currency is MXN Arca Continental Earnings Call Transcripts
Fiscal Year 2026
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Sequential improvements in volume and value share drove stable revenue and EBITDA, with strong growth in Mexico and the U.S. offsetting FX headwinds in South America. The outlook remains cautiously positive, with cost pressures expected but mitigated by hedging and operational discipline.
Fiscal Year 2025
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2025 saw resilient performance amid macro volatility, with revenue and EBITDA growth driven by disciplined execution, digital transformation, and strong segment results. 2026 guidance calls for mid-single digit revenue growth, margin protection, and continued investment in digital and operational capabilities.
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Q3 saw modest revenue and EBITDA growth despite volume declines, with strong U.S. margin performance and resilience in Mexico and South America amid challenging conditions. New excise taxes in Mexico and input cost inflation are expected to pressure 2026 results, but mitigation strategies are in place.
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Solid revenue and EBITDA growth were achieved despite volume declines, with margin protection and strong U.S. and South America performance. Full-year guidance is reaffirmed, supported by pricing, cost controls, and strategic investments.
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Revenue and EBITDA grew double digits year-over-year despite a 3.1% volume decline, with strong pricing and cost control offsetting macro headwinds. South America and the U.S. delivered robust profitability, while Mexico and Ecuador faced temporary challenges but are expected to recover.
Fiscal Year 2024
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Q4 and full year 2024 saw robust revenue and EBITDA growth, margin expansion, and market share gains across all regions, driven by digital transformation, pricing, and operational investments. Guidance calls for continued high single-digit revenue growth and sustained margins in 2025.
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Q3 saw double-digit revenue and EBITDA growth, margin expansion, and strong digital progress despite volume declines from tough comps and weather. Mexico and the U.S. delivered resilient profitability, while South America faced macro and weather headwinds. Guidance for full-year results remains intact.
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Q2 saw record-high EBITDA margin and strong revenue growth, led by Mexico and the US, while South America faced volume and revenue declines due to macroeconomic challenges. The company maintained robust profitability, expanded digital and supply chain initiatives, and reaffirmed its positive outlook for the year.