KOF Earnings Prediction
The chart below shows how KOF performed 10 days before and after its earnings report, based on data from the past quarters. Typically, KOF sees a -2.05% change in stock price 10 days leading up to the earnings, and a +3.86% change 10 days following the report. On the earnings day itself, the stock moves by +0.73%. This data can give you a slight idea of what to expect for the next quarter's release.
KOF Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.68B
-0.19%
-8.75%
Gross Margin
46.11%
0.46%
0.20%
Operating Margin
13.65%
4.12%
-1.30%
Net Margin
8.80%
0.34%
7.06%
EPS
0.15
0.00%
0.00%
No Data Available
KOF Earnings Analysis
Coca-Cola FEMSA, S.A.B DE C.V Corporation (KOF.N) Earnings Conference Call
Positive
Double-Digit Growth: Our revenues and operating income grew double-digits year-on-year.
Active User Milestone: We reached 1.2 million active users on Junts+, enhancing user experience with new features.
Digital Buyer Growth: 56% of our customer base were digital buyers, a 6 percentage point increase from the previous quarter.
Loyalty Program Enrollment Growth: Our loyalty program, Premier Junts+, enrolled over 920,000 clients, a 21% increase versus the prior quarter.
Quarterly Revenue Increase: Total revenues for the quarter grew 10.7% reaching MXN 69.6 billion, driven mainly by our revenue management initiatives.
Negative
Volume Growth Analysis: Despite double-digit volume growth in the previous year, consolidated volumes increased only 0.8% to reach 1.04 billion unit cases.
Consumer Volume Decline: In Mexico, volumes declined 1.5% compared to double-digit growth last year, indicating a challenging consumer environment driven by disposable income contraction.
Quarterly Revenue Increase: Total revenues for the quarter grew 10.7% to reach MXN 69.6 billion, but this was offset by unfavorable currency translation effects and higher operating expenses.
Operating Income Increase: Operating income increased 13.9% to reach MXN 9.6 billion, but this was partially offset by increased freight and labor costs, which continue to pressure margins.
Consumer Confidence Decline: In Colombia, we continue to see a decline in consumer confidence and household expenditures, leading to a 4% year-on-year contraction in volumes.
KOF FAQs
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KOF Earning Call Sentiment
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
KOF.N
-1.3%Positive
The earnings call highlights strong financial performance with revenue and profit growth, despite some regional challenges. Optimistic guidance for Brazil and Colombia, along with positive feedback on new initiatives, supports a positive outlook. The lack of a shareholder return plan is a minor negative, but the overall sentiment remains positive due to solid financial metrics and strategic advancements. The Q&A reveals management's confidence in overcoming short-term hurdles, contributing to a positive sentiment.
