Arca Continental Mexico Consumer Connect: CEO & COO Webinar. Confidence to Emerge Stronger After a Turbulent Year

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Arca Continental Mexico Consumer Connect: CEO & COO Webinar. Confidence to Emerge Stronger After a Turbulent Year

J P M O R G A N Latin America Equity Research

12 May 2026

Arca Continental Overweight

AC.MX, AC* MM

Mexico Consumer Connect: CEO & COO Webinar. Price (11 May 26):Ps219.22

Confidence to Emerge Stronger After a Turbulent Year

LatAm Food & Beverages and

We hosted a virtual meeting with Arturo Gutiérrez Hernández (CEO), Jean Claude Agribusiness

Tissot (COO) and the IR team of Arca Continental as part of our Mx Consumer Lucas Ferreira AC

Connect Forum. Management emphasized that, despite a challenging macro and (55-11) 4950-3629

consumer backdrop—particularly in Mexico following the new excise tax—Arca lucas.x.ferreira@jpmorgan.com

Banco J.P. Morgan S.A.

is using the period to emerge stronger by continuing to invest behind its proven

Froylan Mendez

commercial “playbook” while also accelerating end‑to‑end digital transformation.

(52-55) 5540-9482

A central theme was the importance of Revenue Growth Management froylan.mendez@jpmchase.com

(RGM) more than pricing while digitalization was also positioned as a durable J.P. Morgan Casa de Bolsa, S.A. de C.V., J.P.

competitive advantage. The company reiterated its guidance (which we view as Morgan Grupo Financiero

conservative post strong 1Q). See below our key takeaways from the webinar and Larissa Perez

a replay of the event will be available on our J.P. Morgan Markets page. (55-11) 4950-6400

larissa.perez@jpmchase.com

• Mexico resiliency: operational and commercial strategies.

Management highlighted disciplined execution and a robust revenue

growth management (RGM) strategy as drivers of Mexico’s strong Q1

performance. They have successfully passed on the excise tax impact and