CORRECT: Coca-Cola Sees Mexican Bottler M&A Boosting System Efficiency
November 01 2011 - 3:42PM
Dow Jones News
The Coca-Cola Co. (KO) is encouraged by the recent consolidation
in Mexico's soft drink industry, expecting that the mergers and
acquisitions will likely give the brand a sharper competitive edge
in a country that contributes heavily to its bottom line.
"For us, anything that improves efficiency is good," Rafael
Fernandez, vice president of public affairs and communication for
Coca-Cola de Mexico, said in an interview at the company's Mexico
City headquarters.
Mexico is a key growth market for Coca-Cola, with the company
having reported an 8% increase year-on-year in volume sales here
during the July-September quarter. Per capita, Mexicans are among
the world's most avid consumers of Coca-Cola products.
Merger fever spread in the country's soft drink industry earlier
this year with the fusion of Mexican Coke bottlers Arca and
Continental to form the second-biggest Coca-Cola bottler in Latin
America, Arca Continental SAB (AC.MX).
Shortly after, Coca-Cola Femsa SAB (KOF), Latin America's
largest bottler of Coca-Cola products, agreed to acquire the
beverage operations of privately held Mexican conglomerate Grupo
Tampico, and then to buy regional Mexican Coke bottler Grupo
Cimsa.
There are nine additional independent bottlers in the Mexican
Coke system.
Executives with Arca Continental and Coke Femsa reiterated
separately last week their willingness and their financial
capabilities to undertake additional mergers and acquisitions.
PepsiCo Inc. (PEP) is also consolidating in Mexico, having
announced in July plans to form a nationwide beverage company here
via a joint venture with local bottler Grupo Embotelladoras Unidas
SAB (GEUPEC.MX) and Venezuelan food and drink producer Empresas
Polar.
Pepsi is particularly strong in the sports drink category, with
its Gatorade brand, as well as in bottled water. Mexico is
currently among the world's top consumers of bottled water, sold
both in single-serve presentations and large jug containers that
are a household essential for many.
Fernandez said Coca-Cola continues its efforts to branch out
from carbonated beverages in Mexico, with the Nestea brand posting
double-digit sales gains while sales of Jugos del Valle nectars and
juices have doubled since Coke and Coke Femsa agreed to acquire
that company together in 2006 for $470 million.
Jugos del Valle is now a $1 billion-plus brand, with sales in 20
countries, Fernandez said.
Coke Femsa and Coke teamed up again this year to purchase a
dairy and juice firm in Panama.
The Coca-Cola Company is open to any acquisition that
contributes value, Fernandez said, adding that "with any luck we
will soon have another Mexican brand within the company's
portfolio."
In the meantime, the beverage company is aggressively trying to
meet internal environmental targets via recycling and water
conservation measures.
The company collaborated with Coke Femsa in 2005 to build
Mexico's first plastic-recycling plant. Today, the Coca-Cola system
processes nearly 40% of the 55,000 tons of PET plastic recycled in
Mexico each year.
Coke system participants joined up in Mexico again in October to
acquire PetStar, a recycling business that processes approximately
30,000 tons of PET annually. Arca Continental chief executive
Francisco Garza said last week that the plan is to double PetStar's
production capacity by mid-2013.
Coca-Cola has also undertaken a pilot program that involves
pick-up of plastic recyclables by home delivery personnel, who then
compact the bottles inside the same delivery trucks.
The Coke system also aims to return all the water it uses both
in products and production processes by 2020. In Mexico this effort
is taking shape via cleaning reusable bottles with compressed air
rather than water, recycling water to the point that it can sustain
plant and animal life, and planting trees that act as natural water
purifiers.
Fernandez said Coca-Cola has planted close to 30 million trees
in Mexico since 2008 in an effort to counteract deforestation. The
company estimates that the areas it has targeted for reforestation
supply water to more than half of the Mexican population.
Worldwide, Fernandez said Coca-Cola's India business has already
succeeded in returning all the water it uses to the community,
while the Coke network in Brazil has also made significant progress
on the water goal.
-By Amy Guthrie, Dow Jones Newswires; (5255) 5980-5177;
amy.guthrie@dowjones.com