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    Enrique MorilloMorgan Stanley

    Enrique Morillo's questions to Coca-Cola Femsa SAB de CV (KOF) leadership

    Enrique Morillo's questions to Coca-Cola Femsa SAB de CV (KOF) leadership • Q1 2025

    Question

    Enrique Morillo questioned the market share trends in Mexico amid volume declines and asked about the company's category priorities for share recovery as new production capacity comes online.

    Answer

    CEO Ian Marcel Craig García stated that after a dip in February, market share in Mexico recovered in the modern trade channel and is trending positively in the traditional channel following swift tactical adjustments. Executive Jorge Alejandro Pereda added that new capacity is primarily focused on growing the core sparkling beverage business, which will support both brand Coca-Cola and flavors, where the company had previously faced constraints.

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