Coke Femsa Prepares To Fight Tougher Pepsi Competitor In Mexico
July 20 2011 - 3:44PM
Dow Jones News
Soft-drink bottler Coca-Cola Femsa SAB (KOF, KOF.MX) is gearing
up for fiercer competition in Mexico, its biggest market and the
country that consumes the most Coke per capita.
PepsiCo Inc. (PEP) said this week it plans to form a nationwide
beverage company here via a joint venture with bottler Grupo
Embotelladoras Unidas SAB (GEUPEC.MX) and Venezuelan food and drink
producer Empresas Polar.
In a conference call Wednesday, Coke Femsa Chief Financial
Officer Hector Trevino described the Pepsi tie-up as "clever" and
"interesting," adding that Polar is a tough competitor. "We compete
with them in Venezuela--we fight them in the streets," he said.
Coke Femsa is Latin America's biggest bottler of Coca-Cola Co.
(KO) brand products, with 30 plants in nine countries.
Trevino didn't respond to a question regarding possible recent
Coca-Cola brand market-share gains in Mexico and Brazil.
Atlanta-based Coca-Cola Co. reported 10% volume growth in Mexico
during the second quarter, but didn't break out that figure in
terms of unit cases. PepsiCo, Purchase, N.Y., has yet to report
second-quarter earnings.
Comparing the two soft-drink rivals' market share in Mexico is
difficult, as PepsiCo folds its booming snack business sales into
financial results.
Trevino said that the Coke system is pouring marketing dollars
into the Powerade brand in Mexico in an effort to chip away at
sales of Gatorade, a major source of profit for PepsiCo in the
country. Powerade has captured a 30% market share, he added. Coke
Femsa contributes to the Powerade budget on a 50/50 basis with
Coca-Cola Co.
Trevino said that during the June 2010 World Cup, marketing for
the Powerade brand represented more than 50% of sales compared with
around 4% for Coca-Cola brand beverages.
Mexican bottlers in the Coke system have been consolidating,
with Coke Femsa announcing in late June that it will acquire
regional Mexican bottler Tampico and with Mexican bottlers Arca and
Continental having merged this year to form Arca Continental SAB
(AC.MX), the second-biggest Coca-Cola bottler in the region.
-By Amy Guthrie, Dow Jones Newswires; (5255) 5980-5177;
amy.guthrie@dowjones.com