Arca Continental SAB de CV published the transcript of its Fourth Quarter 2025 earnings call (also covering full-year 2025 results). The call was attended by CEO Arturo Gutierrez, CFO Emilio Marcos, Chief Planning and Strategic Capabilities Officer Jesus Garcia, and Chief Operating Officer Jean Claude Tissot. Management said 2025 was a “complex and challenging year” marked by extreme weather, operational disruptions, and macro volatility, but highlighted resilient profitability and continued investment in digital capabilities. Consolidated fourth-quarter volume fell 0.8% and full-year volume declined 2.1%, while full-year revenue rose 4.6% to Ps. 247.9 billion and EBITDA increased 3% to a record Ps. 50.2 billion. “Full year consolidated EBITDA increased 3% to a record level, surpassing Ps. 50 billion for the first time,” the CEO said. In Mexico beverages, volumes declined against tough comparisons, but the company pointed to sequential recovery and revenue management actions, with the CEO noting, “December was particularly very strong…where we grew volume 2.1%.” The company discussed mitigating the impact of Mexico’s tax-related price increases through affordability initiatives such as returnables and entry-level packs, and through digital tools including its TUALI B2B platform, Suggested Order tools, and AI-driven inventory planning. In South America, results were mixed: Peru posted strong momentum and record quarterly volume since the company took over in 2015, while Ecuador volumes declined amid a moderate consumer environment, and Argentina showed full-year growth with continued focus on returnables and digital sales. In the U.S., the company reported strong operating performance and highlighted integration of an adjacent Oklahoma territory, with the CEO adding, “We are pleased with the seamless integration of our recently acquired adjacent franchise territory in Oklahoma.” The CFO emphasized cost discipline and balance sheet strength, citing net debt/EBITDA of 0.7x and noting, “disciplined cost and expense management enable us to maintain our EBITDA margin within the 20% range.” Management also guided to mid-single-digit consolidated revenue growth in 2026 and capex of around 7% of sales, while highlighting potential upside from major occasions including the FIFA World Cup. “We also see incremental upside from major brand-building occasions, including the FIFA World Cup,” the CEO said. The full transcript can be accessed through the link below.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Arca Continental SAB de CV published the original content used to generate this news brief on February 23, 2026, and is solely responsible for the information contained therein.