Mexico · Delayed Price · Currency is MXN Arca Continental Earnings Call Transcripts
Fiscal Year 2026
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Sequential improvements in volume and profitability were achieved across key markets, with strong FX-neutral growth and disciplined execution offsetting cost and FX headwinds. Digital transformation, hedging, and targeted investments supported resilience and market share gains.
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, driven by pricing, cost control, and strong U.S. and South America performance. Guidance for high single-digit top-line growth is maintained, with sequential improvement expected as macro headwinds ease.
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 adverse weather and tough comps. Guidance for full-year results remains intact, with continued investment in digital, sustainability, and multi-category distribution.
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Q2 2024 saw record EBITDA and margin expansion, with strong growth in Mexico offsetting South American declines and stable US performance. The company remains focused on digital transformation, supply chain investments, and pricing strategies to sustain profitability and growth.