Header cover image

Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedFeb 11, 2025
DataAggregated Company Financials
Companies20
  • 7D3.7%
  • 3M1.1%
  • 1Y-15.5%
  • YTD4.0%

In the last week, the Consumer Discretionary industry is up 2.3%, with Alsea. de up 10%. During this same period, the Grupo Hotelero Santa Fe. de underperformed, falling 6.3%. In the past year, the industry is down 17%. Looking forward, earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Feb 2025Mex$298.1bMex$557.9bMex$33.3b11.6x8.9x0.5x
Thu, 09 Jan 2025Mex$295.3bMex$556.8bMex$33.3b10.8x8.9x0.5x
Sat, 07 Dec 2024Mex$291.4bMex$555.4bMex$33.3b11.2x8.7x0.5x
Mon, 04 Nov 2024Mex$303.9bMex$555.3bMex$33.5b10.3x9.1x0.5x
Wed, 02 Oct 2024Mex$315.4bMex$540.0bMex$32.7b13x9.7x0.6x
Fri, 30 Aug 2024Mex$331.9bMex$540.7bMex$32.7b12.2x10.2x0.6x
Sun, 28 Jul 2024Mex$333.8bMex$483.8bMex$30.7b15.2x10.9x0.7x
Tue, 25 Jun 2024Mex$315.4bMex$468.3bMex$28.3b12.6x11.1x0.7x
Thu, 23 May 2024Mex$352.3bMex$460.2bMex$27.8b14.8x12.7x0.8x
Sat, 20 Apr 2024Mex$367.7bMex$506.4bMex$28.6b12x12.9x0.7x
Mon, 18 Mar 2024Mex$369.3bMex$512.5bMex$28.5b12.5x13x0.7x
Wed, 14 Feb 2024Mex$345.6bMex$523.1bMex$28.3b15.6x12.2x0.7x
Fri, 12 Jan 2024Mex$385.8bMex$579.9bMex$33.2b14.4x11.6x0.7x
Sun, 10 Dec 2023Mex$367.7bMex$582.4bMex$33.2b14.1x11.1x0.6x
Tue, 07 Nov 2023Mex$358.8bMex$583.0bMex$33.2b14.9x10.8x0.6x
Thu, 05 Oct 2023Mex$365.3bMex$592.4bMex$31.4b14x11.6x0.6x
Sat, 02 Sep 2023Mex$375.3bMex$586.7bMex$31.3b13.3x12x0.6x
Mon, 31 Jul 2023Mex$375.6bMex$583.6bMex$31.5b14.3x11.9x0.6x
Wed, 28 Jun 2023Mex$377.8bMex$569.8bMex$30.0b15.9x12.6x0.7x
Fri, 26 May 2023Mex$367.9bMex$574.5bMex$30.0b16.8x12.3x0.6x
Sun, 23 Apr 2023Mex$375.0bMex$559.5bMex$31.5b14.6x11.9x0.7x
Tue, 21 Mar 2023Mex$140.7bMex$273.2bMex$7.2b17.3x19.4x0.5x
Thu, 16 Feb 2023Mex$357.0bMex$507.6bMex$27.2b15.7x13.1x0.7x
Sat, 14 Jan 2023Mex$364.9bMex$507.8bMex$27.3b16.6x13.4x0.7x
Mon, 12 Dec 2022Mex$349.5bMex$509.0bMex$27.3b16.3x12.8x0.7x
Wed, 09 Nov 2022Mex$331.0bMex$508.6bMex$27.3b15.7x12.1x0.7x
Fri, 07 Oct 2022Mex$311.7bMex$484.9bMex$24.6b16.9x12.7x0.6x
Sun, 04 Sep 2022Mex$313.4bMex$484.8bMex$24.6b16.8x12.8x0.6x
Tue, 02 Aug 2022Mex$323.9bMex$487.8bMex$21.8b17.7x14.9x0.7x
Thu, 30 Jun 2022Mex$287.5bMex$418.1bMex$20.7b18.8x13.9x0.7x
Sat, 28 May 2022Mex$321.8bMex$454.6bMex$22.4b15.2x14.4x0.7x
Mon, 25 Apr 2022Mex$326.2bMex$435.4bMex$18.1b17.8x18.1x0.7x
Wed, 23 Mar 2022Mex$332.2bMex$441.1bMex$18.0b18.9x18.5x0.8x
Fri, 18 Feb 2022Mex$309.8bMex$409.6bMex$13.8b16.5x22.5x0.8x
Price to Earnings Ratio

22.5x


Total Market Cap: Mex$309.8bTotal Earnings: Mex$13.8bTotal Revenue: Mex$409.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 12.4x202320242025
Current Industry PE
  • Investors are pessimistic on the Mexican Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 8.9x which is lower than its 3-year average PE of 12.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 34% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Discretionary sector?

MX Market2.68%
Consumer Discretionary3.72%
Specialty Stores7.41%
Hospitality6.22%
Auto Components2.71%
Consumer Durables2.30%
General Merchandise and Department Stores2.07%
Auto0%0
Leisure0%0
Luxury0%0
Consumer Services0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 30.3x.
    • Analysts are expecting annual earnings growth of 19.7%, which is lower than the prior year's growth of 97.1% per year.
  • Investors are most pessimistic about the General Merchandise and Department Stores industry, which is trading below its 3-year average of 9.5x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 31% over the next 5 years.
  • However this is lower than its past earnings growth rate of 96% per year.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 5.1% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ALSEA * Alsea. deMex$49.818.5%
+Mex$3.1b
-23.3%PE13.9x
LIVEPOL C-1 El Puerto de Liverpool. deMex$106.331.9%
+Mex$2.6b
-15.1%PE6.4x
GIGANTE * Grupo Gigante S. A. B. de C. VMex$29.007.4%
+Mex$2.0b
-6.7%PE17.4x
ARA * Consorcio ARA S. A. B. de C. VMex$3.5712.3%
+Mex$475.3m
-0.8%PE6.8x
POSADAS A Grupo Posadas. deMex$23.304.1%
+Mex$451.3m
-9.7%PS1.3x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

GISSA A

Mex$17.18

Grupo Industrial Saltillo. de

7D

2.9%

1Y

-30.6%

HOTEL *

Mex$3.70

Grupo Hotelero Santa Fe. de

7D

-7.5%

1Y

2.8%

ALSEA *

Mex$49.81

Alsea. de

7D

8.5%

1Y

-23.3%

CMR B

Mex$1.48

CMR. de

7D

-0.7%

1Y

-35.7%

NEMAK A

Mex$2.39

Nemak S. A. B. de C. V

7D

3.9%

1Y

-41.6%

POSADAS A

Mex$23.30

Grupo Posadas. de

7D

4.1%

1Y

-9.7%

VASCONI *

Mex$0.51

Grupo Vasconia

7D

-17.6%

1Y

-83.0%

ARA *

Mex$3.57

Consorcio ARA S. A. B. de C. V

7D

12.3%

1Y

-0.8%

CADU A

Mex$3.20

Corpovael. de

7D

6.7%

1Y

-27.3%