Arca Continental SAB de CV
BMV:AC
Arca Continental SAB de CV
Arca Continental SAB de CV, a formidable player in the beverage industry, traces its roots back to the fertile economic landscape of Monterrey, Mexico. Emerging as a key player in the Coca-Cola bottling network, Arca Continental has steadily expanded its footprint across Latin America and into the United States. Strongly positioned in the market, the company weaves together a robust portfolio of beverages that cater to a diverse array of consumer tastes, not only bottling Coca-Cola beverages but also managing an array of other food and snack brands under its purview. This strategic diversification beyond soft drinks allows Arca Continental to leverage its extensive distribution network and supply chain logistics to maximize reach and efficiency, fueling its growth and stability in various markets.
The company’s financial engine is powered by its adept ability to deliver products through a seamless integration of its distribution capabilities, capitalizing on its expansive reach to penetrate both urban centers and rural areas. It's more than just a beverage distributor—Arca Continental has crafted a responsive and adaptive business model that includes direct store delivery systems, ensuring that point-of-sale efficiency is finely tuned. This not only bolsters its hold in high-traffic outlets but also fortifies its relationships with retailers, creating a mutually beneficial cycle of supply and demand fulfillment. By maintaining this operational excellence and executing strategic acquisitions and partnerships, Arca Continental continues to invigorate its portfolio and extend market dominance, illustrating a narrative of growth built on a foundation of strategic foresight and operational expertise.
Arca Continental SAB de CV, a formidable player in the beverage industry, traces its roots back to the fertile economic landscape of Monterrey, Mexico. Emerging as a key player in the Coca-Cola bottling network, Arca Continental has steadily expanded its footprint across Latin America and into the United States. Strongly positioned in the market, the company weaves together a robust portfolio of beverages that cater to a diverse array of consumer tastes, not only bottling Coca-Cola beverages but also managing an array of other food and snack brands under its purview. This strategic diversification beyond soft drinks allows Arca Continental to leverage its extensive distribution network and supply chain logistics to maximize reach and efficiency, fueling its growth and stability in various markets.
The company’s financial engine is powered by its adept ability to deliver products through a seamless integration of its distribution capabilities, capitalizing on its expansive reach to penetrate both urban centers and rural areas. It's more than just a beverage distributor—Arca Continental has crafted a responsive and adaptive business model that includes direct store delivery systems, ensuring that point-of-sale efficiency is finely tuned. This not only bolsters its hold in high-traffic outlets but also fortifies its relationships with retailers, creating a mutually beneficial cycle of supply and demand fulfillment. By maintaining this operational excellence and executing strategic acquisitions and partnerships, Arca Continental continues to invigorate its portfolio and extend market dominance, illustrating a narrative of growth built on a foundation of strategic foresight and operational expertise.
Revenue Growth: Full-year consolidated revenues rose 4.6%, reaching MXN 247.9 billion, despite a 0.6% decline in Q4, supported by effective revenue management and portfolio mix.
Profitability: Consolidated EBITDA hit a record MXN 50.2 billion for the year, up 3%, with an EBITDA margin of 20.2%, despite Q4 EBITDA declining 4.5%.
Mexico Recovery: Mexico saw strong Q4 profitability, with December volume up 2.1% and Coca-Cola Zero growing over 18%. The company managed margin pressures through disciplined OpEx and digital tools.
Volume Trends: Full-year consolidated volumes declined 2.1%, with Q4 down 0.8%, reflecting challenging comps and macro headwinds. Peru delivered volume growth, while declines continued in Ecuador and Argentina showed recovery.
Digital & Efficiency: Accelerated deployment of digital platforms and AI tools across regions supported productivity, pricing, and execution.
Guidance 2026: Management expects mid-single-digit consolidated revenue growth in 2026, aided by pricing actions, efficiency, and major events like the FIFA World Cup.
US Business: US operations achieved their highest EBITDA margin since 2017, with continued digital investments and a seamless acquisition in Oklahoma.
Capital Allocation: Dividend payout stood at MXN 8.62 per share (75% payout ratio, 4.3% yield), and the company completed new bond issuances to improve its debt structure.
