Stock Fundamentals

Company Information

Company Name
Fomento Economico Mexicano
Sector
Consumer Defensive
Industry
Beverages - Brewers
Exchange
NYSE
ISIN: US3444191064
CIK: 0001061736
CUSIP: 344419106
Currency: USD
Full Time Employees: 370,426
Phone: 52 818 328 6000
Fiscal Year End: December
IPO Date: May 11, 1998
Description:

Fomento Económico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a franchise bottler of Coca-Cola trademark beverages worldwide. The company operates through Coca-Cola FEMSA, Proximity Americas Division, Proximity Europe Division, Health Division, Fuel Division, and Others segments. It produces, markets, and distributes Coca-Cola trademark beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Venezuela, Brazil, Argentina, and Uruguay. The company also operates small-box retail chain stores in Mexico, Colombia, Peru, Chile, Brazil, and the United States under the OXXO name; retail service stations for fuels, motor oils, lubricants, and car care products under the OXXO GAS name in Mexico; and drugstores in Chile, Colombia, Ecuador, and Mexico under the Cruz Verde, Fybeca, Sana Sana, YZA, La Moderna, and Farmacon names. In addition, the company provides transport logistics and maintenance services in Mexico, Brazil, and Colombia; processes electronic transactions for small and medium-sized businesses under the Spin name; and engages in the proximity discount grocery business under the Bara name. Further, it operates small-box retail and foodvenience chain stores in Switzerland, Germany, Austria, Luxembourg, and the Netherlands under the k kiosk, Brezelkönig, BackWerk, Ditsch, Press & Books, avec, Caffè Spettacolo, and ok." brands. Fomento Económico Mexicano, S.A.B. de C.V. was founded in 1890 and is headquartered in Monterrey, Mexico.

Address:

General Anaya No. 601 Pte., Monterrey, NL, Mexico, 64410

Directors & Officers

Name Title Year Born
Mr. Jose Antonio Vicente Fernandez Carbajal Executive Chairman of the Board 1954
Mr. Jose Antonio Fernandez Garza-Laguera Chief Executive Officer 1954
Mr. Martin Felipe Arias Yaniz Chief Administration & Finance Officer 1967
Mr. Gerardo Estrada Attolini Chief Administration & Control Officer 1957
Mr. Juan F. Fonseca Vice President of Investor Relations NA
Mr. Alejandro Gil Ortiz Secretary of the Board of Directors & General Counsel 1980
Ms. Sara Robles Romero Chief Human Resources Officer NA
Mr. Alfonso Garza Garza CEO of Negocios Estratégicos & Director 1962
Mr. Ian Marcel Craig García Chief Executive Officer of Coca-Cola 1972
Ms. Jessica Ponce de Leon Gaitan Chief Sustainability Officer 1974

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 27, 2026 Garza Alfonso Garza N/A Sale 52.31K $11.19 $585.36K
Mar 25, 2026 Garza Alfonso Garza N/A Sale 52.32K $11.07 $579.14K
Mar 23, 2026 Garza Alfonso Garza N/A Sale 52.32K $10.31 $539.38K
Mar 20, 2026 Garza Alfonso Garza N/A Sale 52.32K $10.26 $536.76K
Mar 18, 2026 Garza Alfonso Garza N/A Sale 52.32K $10.60 $554.55K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Arnhold & S. Bleichroeder Advisers, LLC 12.90M Mar 31, 2026 3.79% $2.43 3.16%
Royal Bank of Canada 6.22M Mar 31, 2026 1.83% $0.12 3.21%
Harding Loevner L.P. 5.56M Mar 31, 2026 1.63% $6.35 -6.33%
FMR Inc 3.56M Mar 31, 2026 1.04% $0.02 -0.01%
Nuveen, LLC 3.12M Mar 31, 2026 0.92% $0.09 -18.89%
Baillie Gifford & Co Limited. 3.04M Mar 31, 2026 0.89% $0.34 -13.12%
Schroder Investment Management Group 2.88M Mar 31, 2026 0.85% $0.26 -2.42%
Harris Associates L.P. 2.24M Mar 31, 2026 0.66% $0.33 -17.05%
Amvescap Plc. 1.66M Mar 31, 2026 0.49% $0.03 33.05%
Itau Unibanco Holding SA 1.39M Mar 31, 2026 0.41% $3.56 238.59%
Robeco Institutional Asset Management BV 1.05M Mar 31, 2026 0.31% $0.17 36.59%
Antipodes Partners Limited 996.56K Mar 31, 2026 0.29% $2.13 3.52%
JPMorgan Chase & Co 994.21K Mar 31, 2026 0.29% $0.01 -22.73%
Altrinsic Global Advisors LLC 825.17K Mar 31, 2026 0.24% $3.28 -9.19%
Driehaus Capital Management LLC 803.25K Mar 31, 2026 0.24% $0.66 19.38%
Victory Capital Management Inc. 793.77K Mar 31, 2026 0.23% $0.06 22.61%
CIBC Bancorp USA Inc. 698.61K Mar 31, 2026 0.21% $0.10 0.00%
Lazard Asset Management LLC 640.92K Mar 31, 2026 0.19% $0.12 -3.95%
Delaware Management Holdings Inc 639.80K Mar 31, 2026 0.19% $0.12 -4.00%
Amundi 613.75K Mar 31, 2026 0.18% $0.02 9.80%

Shares Statistics

Shares Outstanding: 340.68M
Shares Float: 337.49M
% Insiders: 0.00%
% Institutions: 4,730.40%
Short % Float: 0.10%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 First Eagle Global A 6.68M 1.96% ▲ 0.00% May 31, 2026
2 First Eagle Overseas A 2.39M 0.70% ▲ 0.00% May 31, 2026
3 Harding Loevner International Eq Instl 2.28M 0.67% ▼ 1.74% Mar 31, 2026
4 Oakmark International Investor 1.75M 0.51% ▼ 17.81% Mar 31, 2026
5 Harris International Equity 1.75M 0.51% ▼ 17.81% Mar 31, 2026
6 CREF Total Global Stock Account R3 1.51M 0.44% ▼ 9.57% Apr 30, 2026
7 RBC Emerging Markets Equity 1.37M 0.40% ▲ 0.00% Mar 31, 2026
8 RBC Emerging Markets Equity Fund F 1.28M 0.38% ▼ 6.50% May 31, 2026
9 Fidelity Advisor Focused Em Mkts I 1.26M 0.37% ▲ 0.00% Apr 30, 2026
10 FIAM Concentrated Emerging Markets Comp 1.23M 0.36% ▲ 0.00% Dec 31, 2025

Valuation Metrics

Enterprise Value: $51.66B
Trailing P/E: 28.24
Forward P/E: 98.04

Financial Highlights

Market Cap: $43.49B
EBITDA: $105.55B
P/E Ratio: $28.24
PEG Ratio: $5.17
Book Value: $35.73
Dividend/Share: $0.00
Dividend Yield: 4.62%
Earnings/Share: $4.52
Profit Margin: 3.34%
Operating Margin: 12.58%
ROA (TTM): 6.19%
ROE (TTM): 12.44%
Revenue (TTM): $852.92B
Revenue/Share (TTM): $2.50K
Earnings Growth (YOY): 167.80%
Revenue Growth (YOY): 6.10%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.35x 9.49x 0.59x 3.92x 20.15x
2024-12-31 1.67x 0.43x 0.55x 3.98x 39.15x
2023-12-31 1.91x 0.40x 0.53x 3.37x 2.11x
2022-12-31 1.28x 0.67x 0.67x 4.40x 1.91x
2021-12-31 1.69x 0.72x 0.64x 3.59x 2.69x
2020-12-31 1.70x 0.82x 0.65x 2.70x 3.57x
2019-12-31 1.26x 0.37x 0.49x 4.40x 1.82x
2018-12-31 1.75x 0.38x 0.42x 4.25x 2.21x
2017-12-31 1.73x 0.39x 0.43x 3.49x 2.49x
2016-12-31 1.37x 0.49x 0.48x 5.82x 2.84x
2015-12-31 1.33x 0.38x 0.41x 6.98x 2.06x
2014-12-31 1.60x 0.01x 0.39x 7.46x 0.05x
2013-12-31 1.51x 0.04x 0.38x 9.19x 0.24x
2012-12-31 1.56x 0.05x 0.29x 13.34x 0.29x
2011-12-31 1.53x 0.04x 0.30x 11.16x 0.23x
2010-12-31 1.69x 0.03x 0.32x 6.90x 0.16x
2009-12-31 1.08x 0.10x 0.45x 5.27x 0.35x
2008-12-31 0.88x 0.14x 0.48x 4.60x 0.53x
2007-12-31 1.00x 0.14x 0.46x 4.15x 0.41x
2006-12-31 1.00x 0.12x 0.49x 4.05x 0.38x
2005-12-31 1.15x 0.11x 0.47x 3.10x 0.36x
2004-12-31 0.89x 0.25x 0.57x 3.37x 0.60x
2003-12-31 1.21x 0.17x 0.56x 4.51x 0.47x
2002-12-31 1.99x 0.15x 0.45x 10.17x 0.34x
2001-12-31 1.86x 0.04x 0.41x 8.25x 0.08x
2000-12-31 1.58x 0.09x 0.44x 6.09x 0.22x
1999-12-31 1.30x 0.09x 0.37x 5.84x 0.21x
1998-12-31 1.24x 0.12x 0.41x 3.50x 0.36x
1997-12-31 1.35x 0.11x 0.46x 3.03x 0.21x
1996-12-31 0.93x 0.25x 0.46x 1.67x 0.54x
1995-12-31 N/A N/A N/A 1.69x 0.00x

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