Arca Continental, the second-largest Coca-Cola bottler in Latin America, concluded 2025 with a significant 11.5% drop in its net profit, totaling 4.658 billion pesos in the last quarter of the year. This decline was attributed to extraordinary expenses that overshadowed efficiency improvements in selling and administrative expenses, along with rising financial costs, which collectively impacted the company's profitability and margins during the quarter, as analyzed by Grupo Financiero Ve por Más.

In this period, the company's operating cash flow also suffered a 4.5% decline, while net sales fell by 0.6%, breaking a trend of seven consecutive quarters of growth. This revenue decrease was a direct result of a contraction in sales volume, which fell by 0.8% from October to December 2025. Notably, the volume of sales in Mexico experienced a steeper decline of 2.2%, primarily affected by lower sales of soft drinks and water. In contrast, the US market saw a 2.2% increase in sales volume, bolstered by higher sales of water and non-carbonated beverages.

The implications of these results signal potential challenges ahead for Arca Continental, especially in the face of fluctuating consumer preferences and economic conditions. The contrasting performances in Mexico and the United States highlight a need for strategic adjustments to adapt to varying market demands. As the company navigates these dynamics, stakeholders will be closely monitoring how it addresses these challenges to stabilize its profit margins and sales volumes moving forward.