Added to YB: 2026-01-05
Pitch date: 2026-01-03
KOF [bullish]
Coca-Cola FEMSA, S.A.B. de C.V.
+25.61%
current return
Author Info
No bio for this author
Company Info
Coca-Cola FEMSA, S.A.B. de C.V., a franchise bottler, produces, markets, sells, and distributes Coca-Cola trademarked beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Brazil, Argentina, and Uruguay.
Market Cap
$437.6B
Pitch Price
$92.09
Price Target
N/A
Dividend
3.72%
EV/EBITDA
9.22
P/E
18.27
EV/Sales
1.68
Sector
Beverages
Category
turnaround
The two clearest ways to play the reopening of the Venezuelan consumer - #2
KOF (new position): Leading Mexican Coke bottler holds exclusive Venezuela license—a formerly valuable franchise crushed by economic collapse. Reopening thesis: regains access to 35M consumers, est ~20% upside to overall profitability once normalized. Multi-year supply chain rebuild needed.
Read full article (1 min)