FEMSA Q1 Earnings Conference Call

FEMSA to Announce First Quarter 2025 Results: A Deep Dive for U.S. Investors

Unpacking the upcoming conference call and what it means for the North American market.

April 15, 2025

Mark Your Calendars: FEMSA’s Q1 2025 Conference Call

Monterrey, Mexico – April 14, 2025 – Fomento Económico Mexicano, S.A.B.de C.V. (“FEMSA”) (NYSE: FMX; BMV: FEMSAUBD, FEMSAUB), a major player in the beverage and retail sectors, has announced the date for its First Quarter 2025 Conference Call. U.S. investors and analysts will want to tune in on Monday, April 28, 2025, at 10:00 AM Eastern Time (8:00 AM Mexico City Time) to gain insights into the company’s performance. This is a critical prospect to understand how FEMSA is navigating the current economic landscape and to assess its future prospects.

For those interested in participating directly, the dial-in details are as follows:

Toll Free US: [phone]
International: [phone]
Conference ID: FEMSA

The company specified that the quarterly results would be released before markets open on April 28.

“The quarterly results will be released on April 28 before markets open,” FEMSA representatives stated.

How to Stay Informed: Webcast and Replay Details

Recognizing the importance of accessibility, FEMSA will also be webcasting the conference call live. The streaming audio will be available through their investor relations website: http://ir.femsa.com.

For those unable to attend the live webcast, a replay will be available for later viewing at http://ir.femsa.com/results.cfm.

FEMSA: A Retail and beverage Behemoth

FEMSA’s impact extends far beyond Mexico. The company describes itself as one that “creates economic and social value through companies and institutions and strives to be the best employer and neighbor to the communities in which it operates.” Its diverse portfolio includes:

• Proximity Americas: Operating OXXO, a small-format store chain similar to 7-Eleven in the U.S., and other related retail formats.
• Proximity Europe: Including Valora, their European retail unit, which focuses on convenience and “foodvenience” formats – a growing trend of offering fresh, ready-to-eat meals. This addresses a market segment increasingly seeking swift and healthy meal options.
• Health Division: Including drugstores and related activities, similar to CVS or Walgreens in the U.S.
• Spin: Including Spin by OXXO and Spin Premia,digital financial services initiatives catering to the evolving needs of consumers,similar to the rise of mobile payment options like Apple Pay and Google Wallet in the U.S.
• coca-Cola FEMSA: The largest franchise bottler of Coca-Cola products in the world by volume, playing a crucial role in the global beverage market.

With over 392,000 employees across 18 countries, FEMSA’s global footprint is substantial. Its commitment to sustainability and ethical practices is reflected in its inclusion in various prestigious indices, including the Dow Jones Best-in-class World Index, FTSE4Good Emerging Index, and MSCI EM Latin America ESG leaders Index. These inclusions are vital for attracting socially responsible investors, a growing segment of the U.S. market.

FEMSA Business units	U.S. Equivalent (Example)	Key Focus
OXXO (Proximity Americas)	7-Eleven	Convenience stores
Valora (Proximity Europe)	Pret A manger, Panera Bread	“Foodvenience” and convenience
Health Division	CVS, Walgreens	Pharmacy and healthcare retail
Spin	Apple Pay, Google Wallet	Digital financial services
Coca-Cola FEMSA	Coca-Cola Bottling Companies	Beverage production and distribution

Implications for U.S. Investors

FEMSA’s conference call is especially relevant for U.S. investors for several reasons:

• NYSE Listing: As a company listed on the New York Stock Exchange (NYSE: FMX), FEMSA’s performance directly impacts the portfolios of many U.S. investors.
• Global Reach: Understanding FEMSA’s performance in various markets provides valuable insights into global consumer trends and economic conditions.
• Emerging Markets: FEMSA’s strong presence in Latin America offers exposure to the growth potential of emerging markets, which can be an attractive diversification strategy for U.S. investors.
• ESG Focus: The company’s commitment to ESG (environmental, Social, and Governance) factors aligns with the growing demand for lasting investments among U.S. investors.

The conference call offers a vital opportunity to assess FEMSA’s strategic direction and financial health. Investors should pay close attention to discussions regarding:

• OXXO Expansion: Plans for expanding the OXXO chain, including any potential entry into the U.S. market.
• Digital Initiatives: The growth and adoption of Spin’s digital financial services, a key area for future growth.
• Coca-Cola FEMSA Performance: The impact of changing consumer preferences and health regulations on Coca-Cola sales.
• Supply Chain Dynamics: How FEMSA is navigating global supply chain challenges and inflationary pressures.

Potential Counterarguments and Considerations

While FEMSA presents numerous opportunities, investors should also consider potential challenges:

• Currency Fluctuations: As a Mexican company, FEMSA’s earnings can be affected by fluctuations in the Mexican Peso against the U.S.dollar.
• Political and Economic Instability: Political and economic instability in Latin America could impact FEMSA’s operations and financial performance.
• Competition: FEMSA faces intense competition in all its business segments,both from local and international players.
• Regulatory Risks: Changes in regulations, particularly related to health and environmental issues, could pose risks to FEMSA’s business.

Addressing these potential counterarguments is crucial for a balanced and informed investment decision. Investors should conduct thorough due diligence and consider their risk tolerance before investing in FEMSA.

Conclusion

FEMSA’s First Quarter 2025 Conference Call is a key event for U.S. investors looking to gain insights into the company’s performance and future prospects. By understanding FEMSA’s diverse business portfolio, its global reach, and its commitment to ESG principles, investors can make more informed decisions about their investments.

Disclaimer: This article is for informational purposes only and should not be considered as financial advice. Investors should consult with a qualified financial advisor before making any investment decisions.

How does FEMSA’s focus on ESG factors align with the growing demand for enduring investments, and what specific ESG initiatives should U.S. investors be especially interested in?

FEMSA’s Q1 2025 Earnings: An Archyde News Interview

Archyde News: Welcome,investors,too a special Archyde News interview. Today, we have Ms.Evelyn Reed, a Senior Portfolio Manager specializing in emerging markets, to discuss FEMSA and its upcoming Q1 2025 earnings call. Ms. Reed, welcome.

Evelyn Reed: Thank you for having me. It’s a pleasure to be here.

Understanding FEMSA’s Importance for U.S. investors

Archyde News: FEMSA, as we know, is listed on the NYSE, and its Q1 results are due before the markets open on April 28th. Why should U.S. investors pay close attention to this company?

Evelyn Reed: FEMSA offers a unique blend of opportunities. First, being listed on the NYSE, its performance directly impacts U.S. investors. Second, its diverse portfolio across retail, beverages, and health divisions provides exposure to evolving consumer trends, particularly in Latin America. its ESG focus aligns with the growing demand for sustainable investments.

Delving into Key Business Units and Growth Areas

Archyde News: FEMSA has a broad portfolio.Can you elaborate on the key business units that U.S. investors should watch during the upcoming earnings call?

Evelyn Reed: Certainly. We’ll be particularly interested in several key areas. Firstly, the Proximity Americas unit, which operates OXXO, and any expansion plans, including potential U.S. entry. Secondly, the Health Division’s results mirror what we’re seeing in U.S.healthcare. Thirdly, the performance of Coca-Cola FEMSA, especially considering its volume growth, which stood at 2.2% year-on-year in Q4 2024, indicates potential for further growth in 2025. spin’s digital financial services will be crucial to see, especially as compared with Apple Pay and Google Wallet in North America.

Navigating Potential Risks and Future Prospects

Archyde News: What potential headwinds should U.S. investors consider regarding FEMSA? And how might the company mitigate them?

Evelyn Reed: Investors have to consider currency fluctuations and broader economic and political instability in Latin America. Competition and evolving regulations also present challenges. However,FEMSA’s diversification across different business segments and its focus on ESG factors,combined with its robust financial position,may create a robust business model for many years.

Coca-Cola FEMSA and Beverage Market Insights

Archyde News: Considering the growth in Coca-Cola FEMSA in Q4 2024, what should investors watch out for regarding its bottling operations?

Evelyn Reed: Investors should pay attention to the impact that changing consumer preferences and shifting health regulations will have on sales. Additionally, understanding how the management anticipates addressing supply chain dynamics will be key.Furthermore, the rising inflationary pressures will be an notable topic to consider.

Final Thoughts and Investor Outlook

Archyde News: Ms. Reed, thank you for the insightful discussion. What advice would you impart for U.S. investors interested in FEMSA?

Evelyn Reed: Listen closely to the details provided in the upcoming conference calls on April 28th or review the webcast replay.Pay attention to strategic discussions on OXXO expansion, digital services growth, and its impact on Coca-Cola sales.Also, investors should carry out their due diligence given the considerations that we have discussed. And always consult a financial advisor.

Archyde News: A thought-provoking question for our readers: Considering the company’s growing push in digital services and its presence in the beverage market, do you believe FEMSA is poised to become a significant player in the future of Latin American and North American markets? Share your thoughts in the comments below.