C O N V E N I E N C E A U T O M O T I V E R E T A I L CORPORATE PROFILE and SUPPLEMENTAL INFORMATION July 2025 SAFE HARBOR STATEMENTS Forward Looking Statements Certain statements in this presentation constitute "forward-looking statements" within the meaning of the federal securities laws. Forward-looking statements are statements that relate to management's expectations or beliefs, future plans and strategies, future financial performance and similar expressions concerning matters that are not historical ...

Seven & i remains a buyout target in the eyes of some investors, who say new suitors may emerge unless the operator of 7-Eleven convenience stores turns around its business https://t.co/X4CTSkTnOh ...

Core Insights - FEMSA has completed the divestiture of a significant portion of its logistics operations under the Solistica brand to Grupo Traxión for 4,040 million Mexican pesos, marking a strategic realignment in its portfolio [1][8] - The transaction includes FEMSA's transportation management and contract logistics operations in Mexico, Colombia, and Brazil, excluding its less-than-truckload operations in Brazil [2][8] - This divestiture aligns with FEMSA's long-term goals of portfolio optimization and enhancing its focus on high-margin retail and beverage operations [3][4] FEMSA Forward Strategy - The divestiture is part of the FEMSA Forward strategy initiated in early 2023, aimed at driving long-term value across core business units while exploring alternatives for non-core assets [4] - FEMSA has streamlined its portfolio by reducing its stake in Heineken, merging Envoy Solutions with BradyIFS, and selling its refrigeration and food service equipment businesses [4] - The restructuring allows FEMSA to redeploy capital towards high-growth areas, particularly in its Retail division, including the expansion of its OXXO convenience store network [5] Digital and Fintech Growth - FEMSA is scaling its digital and fintech platforms, with its digital wallet, Spin by OXXO, and loyalty program, Spin Premia, achieving 13.8 million and 55.7 million active users, respectively [6] - Spin by OXXO has been fully authorized as a fintech in Mexico, positioning FEMSA to enhance customer engagement and cross-platform synergies [6] Challenges and Market Conditions - Despite strategic progress, FEMSA faces challenges such as soft consumer demand in Mexico, leading to declining store traffic and margin compression in its Proximity Americas segment [7] - Broader cost pressures from inflation and rising labor expenses are impacting profitability across key divisions, including Proximity Europe and Coca-Cola FEMSA [7] - Increasing competitive intensity and reliance on Coca-Cola trademark products pose risks to sustainable margin expansion and earnings visibility [7]

C O N V E N I E N C E A U T O M O T I V E R E T A I L CORPORATE PROFILE and SUPPLEMENTAL INFORMATION APRIL 2025 SAFE HARBOR STATEMENTS Forward Looking Statements Certain statements in this presentation constitute "forward-looking statements" within the meaning of the federal securities laws. Forward-looking statements are statements that relate to management's expectations or beliefs, future plans and strategies, future financial performance and similar expressions concerning matters that are not historical ...