Antonio Hernandez's questions to Coca-Cola Femsa SAB de CV (KOF) leadership • Q1 2025
Question
Antonio Hernandez inquired about regional performance within Mexico, specifically asking if the Southeast was under more pressure, and whether month-to-month trends were consistent across regions.
Answer
CEO Ian Marcel Craig García confirmed that the performance in Mexico is not uniform and agreed that the Southeast region is facing a tougher environment, partly due to the completion of major infrastructure projects. Executive Jorge Alejandro Pereda added that monthly performance is mixed across all geographies, cautioning against linear extrapolation and noting that upcoming comps will become easier in markets like Colombia and Guatemala.