Earnings Call Summary | ARCA CONTINENTAL SAB DE CV(EMBVF.US) Q1 2024 Earnings Conference
Earnings Call Summary | ARCA CONTINENTAL SAB DE CV(EMBVF.US) Q1 2024 Earnings Conference
The beverage business in Mexico increased volume by 3.1%, its best Q1 performance since 2017, resulting in a net sales increase of 7.7% reaching MXN23.3 billion.The following is a summary of the Arca Continental, S.A.B. De C.V. (EMBVF) Q1 2024 Earnings Call Transcript:
以下是Arca Continental、S.A.B. De C.V.（EMBVF）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Arca Continental saw a marginal consolidated revenue growth of 0.1% in Q1 2024, with EBITDA growing by 1.2%.
Despite a 26.1% downturn in Argentinean volumes, consolidated volumes still grew 0.1% to 565 million unit cases.
The beverage business in Mexico increased volume by 3.1%, its best Q1 performance since 2017, resulting in a net sales increase of 7.7% reaching MXN23.3 billion.
However, total revenue in South America decreased by 9.9% to MXN9.6 billion, with EBITDA seeing an 18.6% decrease down to MXN1.8 billion.
Meanwhile, Coca-Cola Southwest saw a revenue increase of 6.9% to $990.6 million and a volume growth of 2.3%.
Arca Continental在2024年第一季度實現了0.1％的邊際合併收入增長，息稅折舊攤銷前利潤增長了1.2％。
儘管阿根廷的銷量下降了26.1％，但合併銷量仍增長了0.1％，達到5.65億箱。
墨西哥的飲料業務銷量增長了3.1％，這是自2017年以來第一季度的最佳表現，淨銷售額增長了7.7％，達到233億墨西哥披索。
但是，南美的總收入下降了9.9％，至96億墨西哥披索，息稅折舊攤銷前利潤下降了18.6％，至18億墨西哥披索。
同時，可口可樂西南航空的收入增長了6.9％，達到9.906億美元，銷量增長了2.3％。
Business Progress:
業務進展：
Arca Continental's 'digital nest' technology and innovation hub came online, supporting the development of the digital ecosystem.
The company experienced growth across their beverage businesses in Mexico, the U.S., Peru, and Ecuador while facing struggles in Argentina.
Arca plans next to extend beer distribution in Peru to an additional 40% of its territories.
Commitment to sustainability has led to the issuance of sustainability-linked bonds in the Mexican debt market.
The U.S. market exhibited robust growth, especially in still beverages, and a 3% growth in the Coca-Cola brand.
They aim to expand PetStar's recycling facilities and reach over 40 PET collection centers in Mexico by 2027.
Amid economic challenges, Arca Continental has focused on maintaining affordability and efficiency with their pricing strategy, especially in Argentina.
In Mexico, Arca reported double-digit growth in vending operations, driven by expansion into micro markets.
Arca Continental plans to increase investment in digital capabilities and cooler coverage in Ecuador.
They anticipate expansion following successful test evaluations of their portfolio expansion, and are steadily focusing on affordability expansion and operating expense control amid economic headwinds.
Arca Continental的 “數字巢穴” 技術和創新中心上線，爲數字生態系統的發展提供了支持。
該公司在墨西哥、美國、秘魯和厄瓜多爾的飲料業務實現增長，同時在阿根廷面臨困境。
Arca計劃下一步將秘魯的啤酒分銷範圍擴大到其另外40％的領土。
對可持續發展的承諾促成了墨西哥債務市場上與可持續發展掛鉤的債券的發行。
美國市場表現出強勁的增長，尤其是在非碳酸飲料方面，可口可樂品牌增長了3％。
他們的目標是擴建PetStar的回收設施，到2027年覆蓋墨西哥的40多個PET收集中心。
在經濟挑戰中，Arca Continental一直專注於通過其定價策略保持可負擔性和效率，尤其是在阿根廷。
在墨西哥，Arca報告稱，在向微型市場擴張的推動下，自動售貨業務實現了兩位數的增長。
Arca Continental計劃增加對厄瓜多爾數字能力和冷卻覆蓋範圍的投資。
在成功進行投資組合擴張的測試評估後，他們預計將實現擴張，並在經濟不利的情況下穩步將重點放在可負擔性擴張和運營費用控制上。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。
