Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q2 2022 Earnings Conference Call July 26, 2022 10:00 AM ET Company Participants | --- | --- | |----------------------------------|------------------------------------------------------------------------------------| | | | | | Jorge Collazo - Head-Investor Relations Constantino Spas - Chief Financial Officer | | Conference Call Participants | | | | Fernando Oliveira - Bank of America | | Marcella Recchia - Credit Suisse | | | Alan Alanis - Santander | | | Alvaro Gar ...

Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q1 2022 Earnings Conference Call April 29, 2022 9:00 AM ET Company Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head-Investor Relations Conference Call Participants Alan Alanis - Santander Ben Theurer - Barclays Isabella Simonato - Bank of America Lucas Ferreira - JP Morgan Sergio Matsumoto - Citi Alvaro Garcia - BTG Operator Good morning, and welcome to Coca-Cola FEMSA's First Quarter 2022 confe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of April 2022 Commission File Number 1-12260 COCA-COLA FEMSA, S.A.B. de C.V. (Translation of registrant's name into English) United Mexican States (Jurisdiction of incorporation or organization) Calle Mario Pani No. 100, Santa Fe Cuajimalpa, Cuajimalpa de Morelos, 05348, Ciudad de México, México (Address of ...

As filed with the Securities and Exchange Commission on April 8, 2022. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ANNUAL REPORT PURSUANT TO SECTION 13 OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 Commission file number 1-12260 Coca-Cola FEMSA, S.A.B. de C.V. (Exact name of registrant as specified in its charter) Not Applicable (Translation of registrant's name into English) United Mexican States (Jurisdiction of incorporation or or ...

Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q4 2021 Earnings Conference Call February 25, 2022 9:30 AM ET Company Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head-Investor Relations Conference Call Participants Alvaro Garcia - BTG Carlos Laboy - HSBC Lucas Ferreira - JPMorgan Antonio Hernandez - Barclays Marcella Recchia - Credit Suisse Ricardo Alves - Morgan Stanley Sergio Matsumoto - Citigroup Operator Good morning, everyone, and welc ...

Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q3 2021 Earnings Conference Call October 28, 2021 9:30 AM ET Operator Company Participants | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------|-------| | | | | | | | John Santa Maria – Chief Executive Officer Constantino Spas – Chief Financial Officer Jorge Collazo – Head-Investor Relations | | | Conference Call Participants | | | Felipe Ucros – Scotiabank | | | Isabella Simo ...

Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q1 2021 Earnings Conference Call July 27, 2021 9:30 AM ET Corporate Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head of Investor Relations Conference Call Participants Isabella Simonato - Bank of America Carlos Laboy - HSBC Marcela Recchia - Credit Suisse Alvaro Garcia - BTG Ulises Argote - JPMorgan Operator Good morning everyone and welcome to the Coca-Cola FEMSA First Quarter 2021 Conference C ...

As filed with the Securities and Exchange Commission on April 8, 2021. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ANNUAL REPORT PURSUANT TO SECTION 13 OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 Commission file number 1-12260 Coca-Cola FEMSA, S.A.B. de C.V. (Exact name of registrant as specified in its charter) Not Applicable (Translation of registrant's name into English) United Mexican States (Jurisdiction of incorporation or or ...

Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q4 2020 Results Conference Call February 25, 2021 9:30 AM ET Company Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head of Investor Relations Matias Molina - Head of Strategy Conference Call Participants Felipe Ucros - Scotiabank Lucas Ferreira - JPMorgan Antonio Hernandez - Barclays Álvaro García - BTG Marcella Recchia - Credit Suisse Miguel Tortolero - GBM Sean King - UBS Héctor Maya - Santander ...

Financial Data and Key Metrics Changes - Consolidated volumes declined 5.1%, an improvement from a 7.2% decline in the second quarter, driven by strong performance in Brazil and Guatemala [11][12] - Total revenues decreased by 4%, primarily due to unfavorable currency translation and price mix headwinds, but would have remained flat without these effects [18] - Operating income increased by 1.5%, supported by declining PET costs and favorable currency hedging, with a potential increase of 7% when excluding currency translation effects [19] - Controlling net income decreased by 38.8% year-over-year, influenced by extraordinary non-operating expenses [21] - Operating cash flow margin expanded by 90 basis points to 21.6% [20] Business Line Data and Key Metrics Changes - In Mexico, top line decreased by 6.7% due to volume declines and unfavorable price mix, although multi-serve returnable presentations grew in double digits [40][41] - Central America saw a volume decline of 2.9%, mainly due to stringent COVID-19 measures in Panama, but Guatemala's performance offset some losses [43] - South America experienced low single-digit volume growth, with Brazil showing a solid 6.5% growth, while Argentina began to stabilize [45][46] Market Data and Key Metrics Changes - The traditional trade channel in Mexico showed resilience, while modern trade improved from double-digit declines to lower single-digit declines in September [12][14] - The Brazilian operation's sparkling volume grew by 8%, driven by Coca-Cola brand growth [15] - The company gained market share across non-alcoholic ready-to-drink categories in most territories, except Argentina [16] Company Strategy and Development Direction - The company aims to emerge stronger post-pandemic by focusing on employee safety, community support, and prudent cash management [7] - Strategic priorities include building a diverse portfolio, enabling digital transformation, ensuring sustainability, and fostering a collaborative culture [26] - The company is expanding into alcoholic beverages with the launch of Topo Chico Hard Seltzer, indicating a strategic move into high-growth markets [31] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding recovery trends, with consolidated volumes showing growth for the first time since the pandemic began [6] - The company remains focused on long-term growth despite short-term volatility, emphasizing the importance of maintaining strong relationships with the Coca-Cola Company [22][23] - Management highlighted the need for agility and innovation in response to changing consumer behaviors and market conditions [24][27] Other Important Information - The company issued its first green bond, raising US$705 million to support sustainability initiatives [52] - As of September 30, 2020, the net debt to EBITDA ratio was 1.05 times, with a cash position exceeding MXN 58 billion [54] - The second installment of dividends will be paid on November 3, 2020, reflecting a 37% increase compared to the previous year [55] Q&A Session Summary Question: Dynamics in Mexico's recovery and channel performance - Management noted a sequential improvement in July and September, with traditional trade showing positive trends and modern trade recovering from declines [60][62] Question: Implications of Coca-Cola's restructuring - Management viewed the restructuring positively, expecting increased agility and innovation capabilities, although it may reduce local customization [70][72] Question: Concentrate price increase rationale - The concentrate increase is manageable and part of a long-term strategy, with expected savings offsetting the increase [81][89] Question: Market share performance and future outlook - Management reported market share gains across most categories, with a focus on affordability and returnable packaging strategies [90][93] Question: M&A strategy and competitive landscape - The company remains disciplined in its M&A strategy, focusing on opportunities that align with long-term growth objectives [102][106] Question: Future of alcoholic beverages in the Coca-Cola system - Management expressed excitement about entering the alcoholic beverage market, highlighting the potential for higher margins and growth [108]