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Refreshed 2026-08-20 14:52 UTC

Company intelligence

LATAM Beverage Co.

Always-on research

Century-old Latin American beverage producer and distributor: 25 plants and 46 distribution centers serving traditional trade nationwide. FY2024 sales of ~$1.3B came with a reported decline in active customers driven by soft consumption and public-order disruption.

Non-alcoholic beverages — manufacturing & DSD distributionLatin American markets (226 municipalities)Owned production with direct-store-delivery to traditional trade~14,000 direct & indirect employees

Plants

25

DCs

46

Portfolio

~1,900 active SKUs across 35+ brands

Financial & supply chain metrics

Net sales (FY2024)

~$1.3B

local currency equiv

Revenue growth

1.8%

-3.6 pts

Gross margin

43.5%

-80 bps

EBITDA margin (est.)

12.1%

-70 bps

Active customers

-4.2%

vs. FY2023

Inventory turns

8.6x

+0.3x

Cash conversion cycle

41 days

-3 days

Cost to serve / case

$0.29

+4.9%

Supply chain SWOT

Assessed from a supply chain and cost-to-serve perspective.

Strengths

Weaknesses

Opportunities

Threats

Research feed

Last refreshed: 2026-08-20 14:52 UTC

  1. 2026-08-18NewsVerified

    FY sales reported at ~$1.3B with fewer active customers

    Management attributed the customer decline to weak consumption and public-order conditions in several regions; low/no-calorie formats concentrated growth.

  2. 2026-08-14Competitive moveCorroborated

    Regional bottler group consolidating Andean soft-drink assets

    A Central American bottling group closed financing for a multi-hundred-million-dollar acquisition of competing carbonated-beverage operations, raising route-to-market pressure.

  3. 2026-08-11Market signalVerified

    Fuel and toll inflation lifting DSD cost per case

    Domestic diesel and toll indexation continue to raise route cost; carriers pushing surcharge renegotiation.

  4. 2026-08-05Analyst noteDirectional

    Andean F&B majors concentrate over 30% of sector revenue

    Sector rankings place the account among the top three food & beverage players in the region alongside Nutresa and Bavaria.

  5. 2026-07-29Supply chain trendCorroborated

    Traditional-trade order digitization accelerating

    B2B ordering apps now cover a growing share of small-store volume, shortening demand-signal latency for DC replenishment.

Peer benchmark

Industry comparison

Latin American bottling peers

LATAM Beverage Co. vs. Grupo Nutresa, Bavaria (AB InBev), Coca-Cola FEMSA · Anonymized client data · public filings & press (FY2024)

Revenue growth

1.8% vs peer avg 5.4% (-3.6)

Grupo Nutresa -1.7%
Bavaria (AB InBev) 6.4%
Coca-Cola FEMSA 11.4%
-1.7%higher is better11.4%

Gross margin

43.5% vs peer avg 47.1% (-3.6)

Grupo Nutresa 41.2%
Bavaria (AB InBev) 55%
Coca-Cola FEMSA 45.2%
41.2%higher is better55%

EBITDA margin

12.1% vs peer avg 20.4% (-8.3)

Grupo Nutresa 12.8%
Bavaria (AB InBev) 28.5%
Coca-Cola FEMSA 19.8%
12.1%higher is better28.5%

Cash conversion cycle

41 days vs peer avg 25.7 days (+15.3)

Grupo Nutresa 62 days
Bavaria (AB InBev) -6 days
Coca-Cola FEMSA 21 days
-6 dayslower is better62 days

Customer success

Account health & value

Aggregate health score

76/100

Committed value

$4.77M

Value realized to date

$1.86M

Active engagements

4

Cost-to-Serve Intelligence

Adoption

green

86

driver: Outcomes

Customer & Product Segmentation

Design

green

79

driver: Engagement

Demand Planning

Early Delivery

amber

64

driver: Adoption

Distribution Network Design

Discovery

green

74

driver: Engagement

Needs attention

  • Demand Planning

    amber

    Health declining — adoption is the primary driver.

    Milestone at risk: Pilot in 6 DCs (2026-09-25)

    Planner adoption low in the coastal region (2 of 7 planners active)

Proactive play

Bring the audited value story to the next executive touchpoint and tie every open blocker to the outcome it delays.