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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedMay 31, 2026
DataAggregated Company Financials
Companies18
  • 7D0.9%
  • 3M-4.6%
  • 1Y10.5%
  • YTD2.2%

In the last week, Consumer Discretionary has been flat. As for the the longer term, the industry is up 10% over the past 12 months. Earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 31 May 2026Mex$301.4bMex$531.8bMex$23.5b15.3x12.8x0.6x
Tue, 28 Apr 2026Mex$299.0bMex$533.5bMex$24.5b15.6x12.2x0.6x
Thu, 26 Mar 2026Mex$286.4bMex$523.7bMex$23.2b14.7x12.3x0.5x
Sat, 21 Feb 2026Mex$304.4bMex$518.3bMex$25.8b9.1x11.8x0.6x
Mon, 19 Jan 2026Mex$295.5bMex$520.8bMex$25.6b9.8x11.6x0.6x
Wed, 17 Dec 2025Mex$295.1bMex$522.7bMex$25.6b9.4x11.5x0.6x
Fri, 14 Nov 2025Mex$278.6bMex$519.6bMex$25.8b9.5x10.8x0.5x
Sun, 12 Oct 2025Mex$304.6bMex$571.7bMex$28.2b11.4x10.8x0.5x
Tue, 09 Sep 2025Mex$283.6bMex$564.1bMex$27.3b10.2x10.4x0.5x
Thu, 07 Aug 2025Mex$299.1bMex$572.2bMex$28.2b10.9x10.6x0.5x
Sat, 05 Jul 2025Mex$279.0bMex$508.6bMex$27.2b15.8x10.3x0.5x
Mon, 02 Jun 2025Mex$275.7bMex$513.4bMex$27.2b15.3x10.1x0.5x
Wed, 30 Apr 2025Mex$275.3bMex$566.7bMex$30.1b10.6x9.1x0.5x
Fri, 28 Mar 2025Mex$289.5bMex$575.3bMex$32.1b12.5x9x0.5x
Sun, 23 Feb 2025Mex$303.6bMex$558.2bMex$33.0b14.4x9.2x0.5x
Tue, 21 Jan 2025Mex$289.2bMex$557.2bMex$33.3b10.3x8.7x0.5x
Thu, 19 Dec 2024Mex$292.7bMex$556.6bMex$33.3b11x8.8x0.5x
Sat, 16 Nov 2024Mex$296.3bMex$556.6bMex$33.3b11.3x8.9x0.5x
Mon, 14 Oct 2024Mex$316.3bMex$537.5bMex$32.6b13.6x9.7x0.6x
Wed, 11 Sep 2024Mex$312.3bMex$542.2bMex$32.7b12.7x9.6x0.6x
Fri, 09 Aug 2024Mex$341.4bMex$535.8bMex$33.2b10.9x10.3x0.6x
Sun, 07 Jul 2024Mex$316.4bMex$468.8bMex$28.3b12.7x11.2x0.7x
Tue, 04 Jun 2024Mex$347.5bMex$466.5bMex$27.8b14.5x12.5x0.7x
Thu, 02 May 2024Mex$348.4bMex$462.8bMex$28.0b12.6x12.4x0.8x
Sat, 30 Mar 2024Mex$375.8bMex$503.3bMex$28.6b12.6x13.1x0.7x
Mon, 26 Feb 2024Mex$345.7bMex$510.3bMex$27.9b14.5x12.4x0.7x
Wed, 24 Jan 2024Mex$391.9bMex$582.2bMex$33.2b14.6x11.8x0.7x
Fri, 22 Dec 2023Mex$385.9bMex$580.5bMex$33.2b14.5x11.6x0.7x
Sun, 19 Nov 2023Mex$358.1bMex$581.6bMex$33.2b14.3x10.8x0.6x
Tue, 17 Oct 2023Mex$358.5bMex$592.3bMex$31.4b14x11.4x0.6x
Thu, 14 Sep 2023Mex$376.6bMex$587.1bMex$31.3b13.7x12x0.6x
Sat, 12 Aug 2023Mex$372.1bMex$585.6bMex$31.3b14.2x11.9x0.6x
Mon, 10 Jul 2023Mex$380.0bMex$570.3bMex$30.0b15.4x12.7x0.7x
Wed, 07 Jun 2023Mex$367.4bMex$570.2bMex$29.8b16.4x12.3x0.6x
Price to Earnings Ratio

12.3x


Total Market Cap: Mex$367.4bTotal Earnings: Mex$29.8bTotal Revenue: Mex$570.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11x202420252026
Current Industry PE
  • Investors are optimistic on the Mexican Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 12.8x which is higher than its 3-year average PE of 11.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 7.7% per year over the last three years,
  • Revenues have also declined 2.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

MX Market0.21%
Consumer Discretionary0.85%
Auto Components2.16%
Consumer Durables1.78%
Hospitality1.54%
General Merchandise and Department Stores0.32%
Specialty Stores0%0
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.2x.
    • Analysts are expecting annual earnings growth of 20.7%, which is higher than its past year's earnings decline of 1.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 75% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.9% 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$53.072.5%
+Mex$1.0b		9.6%PE18.7x
LIVEPOL C-1 El Puerto de Liverpool. deMex$102.230.3%
+Mex$442.9m		8.0%PE8.2x
NEMAK A Nemak S. A. B. de C. VMex$3.463.3%
+Mex$300.3m		9.8%PS0.1x
AGUILAS CPO OllamaniMex$79.262.9%
+Mex$267.4m		64.6%PS1.5x
VINTE * Vinte Viviendas Integrales. deMex$34.542.1%
+Mex$192.9m		11.5%PE6.5x

Latest News

ARA *
Mex$4.76
Consorcio ARA S. A. B. de C. V
7D
2.1%
1Y
47.4%
Narrative Update • May 28

ARA *: Future Returns Will Be Pressured By Rich Earnings Multiple

Analysts now see fair value for Consorcio ARA S. A.
LIVEPOL C-1
Mex$102.23
El Puerto de Liverpool. de
7D
0.3%
1Y
8.0%
GISSA A
Mex$12.62
Grupo Industrial Saltillo. de
7D
-0.6%
1Y
-25.3%
ALSEA *
Mex$53.07
Alsea. de
7D
2.5%
1Y
9.6%
Narrative Update • May 14

ALSEA *: Higher Future P/E And Dividend Outlook Will Support Upside

Analysts have lifted their MX$ price target for Alsea, S.A.B. de C.V. from MX$64.14 to MX$69.32, citing updated assumptions that include slightly lower revenue growth expectations, a modestly higher projected profit margin, and a higher future P/E multiple. What's in the News Alsea, S.A.B. de C.V. announced an annual dividend of MXN 1.0000 per share, payable on May 7, 2026, with an ex-dividend date and record date of May 6, 2026 (company announcement).
HCITY *
Mex$6.15
Promotora de Hoteles Norte 19. de
7D
-0.5%
1Y
46.8%
AGUILAS CPO
Mex$79.26
Ollamani
7D
2.9%
1Y
64.6%
HOTEL *
Mex$4.87
Grupo Hotelero Santa Fe. de
7D
4.7%
1Y
24.9%
Analysis Article • May 05

Shareholders Will Be Pleased With The Quality of Grupo Hotelero Santa Fe. de's (BMV:HOTEL) Earnings

When companies post strong earnings, the stock generally performs well, just like Grupo Hotelero Santa Fe, S.A.B. de...
VINTE *
Mex$34.54
Vinte Viviendas Integrales. de
7D
2.1%
1Y
11.5%
NEMAK A
Mex$3.46
Nemak S. A. B. de C. V
7D
3.3%
1Y
9.8%
VASCONI *
Mex$0.68
Grupo Vasconia
7D
-19.6%
1Y
74.4%
NUTRISA A
Mex$3.96
Grupo Nutrisa. de
7D
2.9%
1Y
n/a