The company Femsa estimates a six percent increase in its revenue and a ten percent increase in its consolidated Ebitda for the upcoming period. Marco Antonio Montañez from Vector Casa de Bolsa predicts a decrease in the consolidated cash flow margin due to a decline in the beverage business and pressure on labor costs in convenience stores.
Regarding net profit, an increase is expected, primarily driven by exchange rate gains due to the depreciation of the peso against the dollar. Additionally, an increase in same-store sales in the Proximity Americas division is anticipated, thanks to a rebound in traffic and purchase tickets.
The opening of 100 stores is projected during the quarter, and the Proximity Europe Division is expected to maintain a positive trend despite the economic complexity in Germany. On the other hand, a recovery in revenues from the health division is forecasted due to favorable exchange rate effects.
Regarding various analysts' projections, Femsa is expected to register an 11.6 percent increase in sales and a 9.9 percent annual growth in its operating cash flow. Although the results from its core businesses, Beverages and Proximity, will be more moderate this quarter, the company is expected to present a positive report.
Analysts' consensus shows that sales of 203 billion 565 million pesos are anticipated in the fourth quarter, representing an 8.22 percent increase compared to the same period last year. Regarding operating cash flow, it is estimated at 28 thousand 5 million pesos, a year-on-year increase of 9.69 percent.
The Proximity Americas division is estimated to show mid-single-digit growth in same-store sales, while Proximity Europe and the Health business will have different performances. Finally, an increase in revenue in the Fuel division is expected, consistent with what has been observed in previous quarters.
