Live Report · Updated January 26, 2026

FEMSA vs Kraft Heinz

FEMSA vs Kraft Heinz: This page compares the business models, financial performance, and market context of the two companies. It presents neutral, accessible information to help readers understand how each organisation approaches growth, risk, and value creation within its sector. Educational content, not financial advice.

FEMSA vs Kraft Heinz: This page compares the business models, financial performance, and market context of the two companies. It presents neutral, accessible information to help readers understand how...

Comparison Snapshot

Key Financial Metrics

FMX

Metric

KHC

$34.57B

Market Cap

$27.91B

2.23%

Potential Profit

10.86%

Buy

Analyst Rating

Hold

Why It's Moving

FEMSA Accelerates $260M Share Buyback, Signaling Confidence in Future Growth

Initial delivery of 540,035 ADSs set for December 3, 2025, kickstarting the buyback with immediate impact on share count.
Final settlement hinges on VWAP pricing minus a discount, aiming to repurchase shares efficiently while trading near 52-week highs.
Stock surged 5.7% post-announcement, mirroring positive reactions to prior buybacks and highlighting investor enthusiasm for capital returns.

Sentiment:

🐃Bullish

Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.

Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.

Sentiment:

🌋Volatile

FEMSA Accelerates $260M Share Buyback, Signaling Confidence in Future Growth

Initial delivery of 540,035 ADSs set for December 3, 2025, kickstarting the buyback with immediate impact on share count.
Final settlement hinges on VWAP pricing minus a discount, aiming to repurchase shares efficiently while trading near 52-week highs.
Stock surged 5.7% post-announcement, mirroring positive reactions to prior buybacks and highlighting investor enthusiasm for capital returns.

Sentiment:

🐃Bullish

Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.

Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.

Sentiment:

🌋Volatile

Investment Analysis

FEMSA

FMX

Pros

FEMSA holds a strong market position as a leading beverage and retail conglomerate in Central and South America.
The company has a solid dividend yield of 2.17%, supporting income-focused investors.
Analyst sentiment is positive with 74% rating FEMSA as a buy, reflecting confidence in its growth prospects.

Considerations

Its price-earnings ratio of 34 indicates relatively high valuation compared to peers.
FEMSA operates in markets sensitive to economic fluctuations and regulatory risks in Latin America.
The stock has experienced limited recent price appreciation, trading below its 52-week high.

Kraft Heinz

KHC

Pros

Kraft Heinz offers a high dividend yield of approximately 6.6%, attractive for income investors.
The company demonstrated better-than-expected earnings per share in Q3 2025, indicating operational resilience.
Strong free cash flow yield around 13% supports financial flexibility for debt repayment and reinvestment.

Considerations

Kraft Heinz faces ongoing revenue declines and margin pressures, with a reported 3.7% revenue drop over the last year.
The stock has hit a 52-week low and shows a roughly 24% decline in share price over the past year.
Analyst outlook is cautious, with many lowering price targets and highlighting organic sales declines and margin erosion.

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