Company Overview - Fomento Económico Mexicano, S.A.B. de C.V. (NYSE: FMX) is the largest bottler by sales volume of Coca-Cola and operates in 18 countries [1] - The company has diversified interests in logistics, beverages, healthcare, and fuel [1] Market Presence - FMX has a significant international presence, indicating its strong market position and operational capabilities across various sectors [1] Investment Insights - The company is recognized as a major player in the beverage industry, particularly in its role as a bottler for Coca-Cola, which may present potential investment opportunities [1]

Company Overview - Coca-Cola FEMSA is the largest Coca-Cola system bottler in the world by volume [1] - The company operates in 10 countries across Latin America [1] - It has more than 2 million sales outlets and offers leading brands in all its operating geographies [1]

Core Viewpoint - The private sector is experiencing job losses, which is beneficial for earnings season and dividend growth stocks due to easing wage pressures and lower inflation, leading to better profit margins and dividend hikes [2]. Dividend Growth Stocks Dividend Growth Stock 1: T-Mobile US (TMUS) - T-Mobile US initiated a new dividend program in 2023 and raised its dividend by 35% to 88 cents per share after merging with Sprint [6][8]. - The company is expanding its margins and free cash flow, which supports its dividend growth strategy [7][9]. Dividend Growth Stock 2: Amphenol (APH) - Amphenol has seen significant growth, particularly in AI-related applications, with total orders increasing by nearly 60% year-over-year in Q1 2025 [12]. - The company raised its dividend by 50% last year, marking one of its largest increases [12]. Dividend Growth Stock 3: California Resources (CRC) - California Resources has shifted towards green-energy initiatives and has increased its quarterly distribution by 128% since its initiation [15]. - The company has been profitable since emerging from bankruptcy in 2021 and has seen its shares triple since relisting [16]. Dividend Growth Stock 4: RLJ Lodging Trust (RLJ) - RLJ Lodging Trust reduced its dividend significantly during the pandemic but has since increased it by 1,400% from its low point [19]. - Analysts project a 40% AFFO payout ratio for RLJ, indicating potential for further dividend growth [20]. Dividend Growth Stock 5: Coca-Cola Consolidated (COKE) - Coca-Cola Consolidated has shown consistent top-line growth and recently announced a $16-per-share special dividend, along with a quintupled regular payout to $2.50 per share [24]. - The company currently pays out only 15% of its earnings as dividends, suggesting room for future increases [24].

Core Viewpoint - FEMSA has successfully completed the divestiture of its logistics operations under Solistica to Grupo Traxión for a total consideration of 4,040 million Mexican pesos, enhancing its strategic focus on core business areas [1][2]. Company Overview - FEMSA operates in various sectors including retail through its OXXO store chain and health division, as well as in the beverage industry as the largest franchise bottler of Coca-Cola products globally. The company employs over 392,000 people across 18 countries and is recognized in multiple global sustainability indices [3]. TRAXIÓN Overview - TRAXIÓN is the leading transportation and logistics company in Mexico, offering a comprehensive service portfolio across three main business segments: Cargo Mobility, Logistics and Technology, and Personnel Mobility. The company has a fleet of 11,043 power units and over 22,000 employees, positioning itself as a consolidator in a fragmented industry [4].

Core Insights - Coca-Cola Consolidated has announced a $90 million investment in a new 400,000-square-foot distribution and warehouse facility in Columbus, Ohio, which includes additional buildings for equipment repair and fleet maintenance [1][2] - The new facility is designed to enhance service capabilities for customers and the local community through innovative sustainability processes and technology [1][2] Investment and Economic Impact - The Columbus warehouse will manage over 16 million cases of products annually, averaging about 75,000 cases per day [2] - The investment has led to the creation of 35 new jobs, increasing total employment at the facility to 360 [3] Facility Features - The new campus includes a sales center, on-site wellness clinic, and an experiential learning center for employee training and skill development [4] - The facility incorporates advanced sustainability measures such as LED lighting, EV charging infrastructure, and recycling partnerships [5] Community Engagement - Coca-Cola Consolidated employs over 2,210 individuals across 15 facilities in Ohio, serving more than 21,000 businesses [6] - The company actively supports local non-profits, including Ronald McDonald House and Nationwide Children's Hospital [6] Company Overview - Coca-Cola Consolidated is the largest Coca-Cola bottler in the U.S., distributing over 300 brands and flavors across 14 states and the District of Columbia [7] - The company has a long-standing commitment to its consumers and communities, emphasizing excellence and profitable growth [8]