Q3 2025 Arca Continental SAB de CV Earnings Call Transcript
Key Points
- Consolidated EBITDA grew 1.2% in the quarter, reaching a margin of 20.4%, marking the strongest point since the acquisition of the US operation in 2017.
- Coca-Cola Zero continued to outperform with double-digit growth, supported by the introduction of a new 450 mL format.
- The US beverage business delivered its 30th consecutive quarter of EBITDA growth, with a notable 9.7% increase in EBITDA.
- The company is actively enhancing its digital capabilities, particularly in e-commerce, which is driving strong results.
- Arca Continental SAB de CV (EMBVF) is recognized for operational excellence, receiving the prestigious Candler Cup as the best Coca-Cola bottler in the world.
- Total consolidated volume declined by 1.8% in the quarter, impacted by unfavorable weather conditions and economic challenges.
- In South America, total revenue declined by 13.6%, with softer performances in Ecuador and Argentina.
- The Mexican market faced a 2.9% decline in unit case volume, excluding jug water, due to heavy rains and below-average temperatures.
- The company anticipates market volatility to continue throughout the rest of the year, posing challenges to growth.
- In Argentina, volume declined by 5.6% in the quarter, reflecting the near-term effects of the country's economic adjustment.
Good day everyone and welcome to the AA Continental Third quarter 2025 conference call.
At this time, all participants are in a listen-only mode.
Later, you will have the opportunity to ask questions during the question-and-answer session.
You may register to ask questions at any time by pressing the store and one on your telephone keypad.
You may withdraw yourself from the queue by pressing 2.
In the interest of time we ask you please limit yourself to one question.
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 Ideal Advisors. Please go ahead.
Thanks, Nikki.
Good morning, everyone.
Thanks for joining the senior management team of Arca Continental to review their results for the 3rd quarter in the first nine months of 2025.
Their earnings release went out this morning and it's
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