- Femsa’s total revenue for Q3 2025 was MXN214.64 billion, reflecting a 9.1% increase compared to the previous year and aligning with estimates.
- The Proximity Americas Division reported revenue of MXN84.74 billion, showing a 9.2% increase but slightly below the estimated MXN87.14 billion.
- Revenue for the Proximity Europe Division rose by 10% to MXN14.84 billion, slightly surpassing the MXN14.81 billion estimate.
- The Health Division reported revenue of MXN21.48 billion, a 2.9% increase, but fell short of the MXN22.5 billion estimate.
- Fuel Division revenue was MXN17.93 billion, up 5% and above the estimated MXN17.4 billion.
- Femsa’s net income dropped by 37% year-over-year to MXN5.84 billion.
- Basic earnings per share was MXN0.080.
- Gross profit totaled MXN85.71 billion, below the estimate of MXN88.24 billion.
- Proximity Americas gross profit increased by 11% to MXN38.12 billion, trailing the estimate of MXN38.73 billion.
- The Proximity Europe Division’s gross profit grew by 10% to MXN6.20 billion, just under the MXN6.28 billion estimate.
- Health Division gross profit rose 2.8% to MXN6.46 billion, slightly below the estimated MXN6.74 billion.
- Fuel Division gross profit was MXN2.11 billion, in line with the previous year and close to the MXN2.13 billion estimate.
- Operating income increased by 4.3% to MXN18.13 billion, but did not meet the MXN18.54 billion estimate.
- The gross margin was 39.9%, falling short of the 40.8% estimate.
- Proximity division same-store sales were up 1.7%.
- Health Division same-store sales increased by 0.8%.
- Fuel Division same-store sales surged by 8.3%.
- The investment community shows confidence in Femsa with 13 buy ratings, 2 holds, and no sell ratings.
Fomento Economico Mexica-Ubd on Smartkarma
Analysts on Smartkarma are closely watching Fomento Economico Mexica-Ubd (FEMSA) as detailed in the recent research report by Actinver. Titled “Fomento Economico Mexica-Ubd – Actinver Research – FEMSA 1Q25: Proximity starts soft (Quick View),” the report highlights that FEMSA’s sales of P$195.8bn were 11.1% higher year-over-year, surpassing expectations. Particularly, the outperformance was attributed to KOF. Despite a 1.8% year-on-year decline in Proximity Americas’ same-store sales, management anticipates a turnaround by the third quarter of 2025, attributing the current softness to calendar headwinds and consumer trends.
The analysis, led by Actinver, leans bullish on FEMSA’s performance, reflecting the company’s resilience amidst challenges in the consumer environment. Investors can delve deeper into the insights provided by Actinver on Smartkarma to gain a comprehensive understanding of FEMSA’s prospects and strategic outlook moving forward.
A look at Fomento Economico Mexica-Ubd Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Fomento Economico Mexicano-Ubd is projected to have a stable long-term outlook across various factors. The company scores a 3 out of 5 in Value, Dividend, Growth, Resilience, and Momentum. This indicates a moderate and balanced performance in these key areas.
Fomento Economico Mexicano-Ubd, also known as FEMSA, operates as a major player in the Latin American non-alcoholic beverage market within the Coca-Cola system. In addition to beverage distribution, the company runs convenience stores in Mexico and Colombia, and has investments in Heineken. The consistent scores in different areas suggest a well-rounded and potentially resilient future for the company.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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