Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

FEMSA May Just Be Getting Started

Mexico's FEMSA (NYSE:FMX) has already accomplished quite a lot. Not only is Coca-Cola FEMSA (NYSE:KOF) the second-largest Coca-Cola bottler in the world and the sole supplier of brands like Coke and Fanta to the world's second-largest soft drinks market (Mexico), but FEMSA also operates OXXO, one of the most profitable and well-run retail operations in Mexico. The stock certainly has reflected this success, with shares up nearly 50% over the past year and nearly 200% over the past five years, but shareholders may have even greater things to look forward to in the coming years.

Taking The Coke Business Across The Sea?

While Coca-Cola FEMSA is vulnerable to competitive inroads from PepsiCo (NYSE:PEP) and...

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