Overview
- Arca Continental said it will pass most of the higher IEPS to shelf prices with an estimated 8–10% increase next year, citing protection of margins and competitiveness.
- Mexico’s lower house set new IEPS rates at 3.08 pesos per liter for sugar‑sweetened drinks and 1.5 pesos for beverages with non‑sugar sweeteners, with final approval pending in the Senate.
- Arca’s Q3 2025 results showed resilience in revenue but softer demand: net sales up about 0.5% to roughly 62.9 billion pesos, net income up 3.5%, and cola volumes down 2.6% year over year.
- Coca‑Cola FEMSA paused construction of three distribution centers and forecast a low‑to‑mid single‑digit volume decline in Mexico in 2026; in Q3, revenue rose 3.3% as volume slipped 0.6%.
- Bottlers plan mitigation through lower‑calorie and smaller, more affordable packs, increased returnables, and reformulation, with the industry targeting a 30% calorie reduction across portfolios.