Q1 2026 Arca Continental SAB de CV Earnings Call Transcript
Key Points
- Total consolidated volume increased by 2.9%, driven by strong performance in the United States, Peru, and Ecuador.
- Coca-Cola Zero showed significant growth, with a 28.5% increase, supported by expanded coverage and targeted pricing.
- The US operations delivered record profitability with net revenues rising by 8.3% and EBITDA growing by 9.9%.
- Peru achieved its strongest first-quarter performance since 2015, with volume growth of 8.2%.
- The company maintained a strong balance sheet with a net debt-to-EBITDA ratio of 0.6x, providing resilience in a volatile environment.
- Revenues in South America declined by 7.2%, primarily due to unfavorable FX translation.
- EBITDA in South America decreased by 11.4% with a margin of 19%, affected by currency headwinds.
- Argentina experienced a volume decline of 8.5%, cycling strong growth from the previous year.
- Net income decreased by 8.5% to MXN3.8 billion, reflecting a 70 basis point contraction.
- The company faces ongoing challenges from geopolitical tensions, input cost volatility, and persistent inflation.
Good day, everyone, and welcome to the Arca Continental first quarter 2026 conference call. (Operator Instructions) Please note, this call is being recorded. I will be standing by should you need any assistance.
It is now my pleasure to turn the conference over to Melanie Carpenter of IPL Advisors. Please go ahead.
Thank you, operator. Good morning, everyone. Thank you for joining the senior management team of Arca Continental to review the results for the first quarter of 2026. Their earnings release went out this morning, and it's available on the company website at arcacontal.com in the Investor Relations section.
It's now my pleasure to introduce our speakers. Joining us from Monterrey is the CEO, Mr. Arturo Gutierrez; the CFO, Mr. Emilio Marcos, the Chief Planning and Strategic Capabilities Officer, Mr. Jesus Garcia and the Chief Operating Officer, Mr. Jean-Claude Tissot.
They're going to be making some forward-looking statements, and we just ask that you refer to the
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