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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedSep 01, 2026
DataAggregated Company Financials
Companies18
  • 7D0.4%
  • 3M-5.8%
  • 1Y3.4%
  • YTD-3.8%

In the last week, the Consumer Discretionary industry is flat overall, with Ollamani standing out by going down 5.9%. As for the the longer term, the industry is up 3.4% over the past 12 months. Earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 01 Sep 2026Mex$282.7bMex$537.2bMex$22.9b11.3x12.3x0.5x
Thu, 30 Jul 2026Mex$285.3bMex$538.4bMex$24.3b13.2x11.8x0.5x
Sat, 27 Jun 2026Mex$290.1bMex$532.8bMex$23.5b14.8x12.4x0.5x
Mon, 25 May 2026Mex$299.3bMex$531.8bMex$23.7b14.9x12.6x0.6x
Wed, 22 Apr 2026Mex$303.1bMex$529.2bMex$23.7b15.6x12.8x0.6x
Fri, 20 Mar 2026Mex$283.6bMex$523.5bMex$23.2b14.5x12.2x0.5x
Sun, 15 Feb 2026Mex$302.9bMex$518.0bMex$25.6b9.6x11.8x0.6x
Tue, 13 Jan 2026Mex$297.6bMex$522.5bMex$25.6b9.5x11.6x0.6x
Thu, 11 Dec 2025Mex$293.7bMex$523.9bMex$25.6b9.5x11.5x0.6x
Sat, 08 Nov 2025Mex$278.9bMex$522.8bMex$25.0b9.5x11.1x0.5x
Mon, 06 Oct 2025Mex$287.7bMex$562.6bMex$27.3b10.6x10.5x0.5x
Wed, 03 Sep 2025Mex$301.6bMex$572.8bMex$28.2b11.2x10.7x0.5x
Fri, 01 Aug 2025Mex$284.1bMex$518.9bMex$24.7b12.8x11.5x0.5x
Sun, 29 Jun 2025Mex$281.9bMex$509.9bMex$27.2b15.8x10.4x0.6x
Tue, 27 May 2025Mex$275.6bMex$512.4bMex$27.2b15.1x10.1x0.5x
Thu, 24 Apr 2025Mex$279.3bMex$570.0bMex$32.0b12.8x8.7x0.5x
Sat, 22 Mar 2025Mex$289.2bMex$574.9bMex$32.1b11.7x9x0.5x
Mon, 17 Feb 2025Mex$304.6bMex$556.1bMex$33.3b11.8x9.1x0.5x
Wed, 15 Jan 2025Mex$288.9bMex$552.6bMex$32.9b9x8.8x0.5x
Fri, 13 Dec 2024Mex$294.1bMex$555.7bMex$33.3b11.3x8.8x0.5x
Sun, 10 Nov 2024Mex$304.2bMex$555.4bMex$33.3b11.4x9.1x0.5x
Tue, 08 Oct 2024Mex$316.0bMex$537.6bMex$32.6b13.3x9.7x0.6x
Thu, 05 Sep 2024Mex$322.0bMex$541.2bMex$32.7b12.6x9.9x0.6x
Sat, 03 Aug 2024Mex$332.4bMex$488.2bMex$30.6b12.7x10.9x0.7x
Mon, 01 Jul 2024Mex$317.7bMex$470.0bMex$28.3b12.3x11.2x0.7x
Wed, 29 May 2024Mex$349.7bMex$460.9bMex$27.8b14.7x12.6x0.8x
Fri, 26 Apr 2024Mex$367.8bMex$510.1bMex$30.2b11.8x12.2x0.7x
Sun, 24 Mar 2024Mex$373.2bMex$505.3bMex$28.6b12.6x13.1x0.7x
Tue, 20 Feb 2024Mex$345.3bMex$509.9bMex$27.8b15.6x12.4x0.7x
Thu, 18 Jan 2024Mex$384.9bMex$581.7bMex$33.2b14.4x11.6x0.7x
Sat, 16 Dec 2023Mex$377.7bMex$581.6bMex$33.2b14.5x11.4x0.6x
Mon, 13 Nov 2023Mex$357.4bMex$584.1bMex$33.2b14.6x10.8x0.6x
Wed, 11 Oct 2023Mex$361.4bMex$592.6bMex$31.4b14x11.5x0.6x
Fri, 08 Sep 2023Mex$377.2bMex$590.0bMex$31.4b13.7x12x0.6x
Price to Earnings Ratio

12x


Total Market Cap: Mex$377.2bTotal Earnings: Mex$31.4bTotal Revenue: Mex$590.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.1x202420252026
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 12.3x which is higher than its 3-year average PE of 11.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 9.9% per year over the last three years,
  • Revenues have also declined 3.1% 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 Market-1.09%
Consumer Discretionary0.41%
General Merchandise and Department Stores0.72%
Auto Components0.60%
Consumer Durables0.36%
Hospitality0.056%
Specialty Stores0%0
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 58.9x.
    • Analysts are expecting annual earnings growth of 24.2%, which is higher than its past year's earnings decline of 68.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 90% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.8% 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
LIVEPOL C-1 El Puerto de Liverpool. deMex$101.670.7%
+Mex$976.4m		10.1%PE7.3x
ALSEA * Alsea. deMex$41.631.1%
+Mex$357.3m		-23.8%PE19.5x
SPORT S Grupo Sports World. deMex$8.509.7%
+Mex$177.3m		29.8%PE16.5x
HOTEL * Grupo Hotelero Santa Fe. deMex$5.301.9%
+Mex$71.6m		49.3%PE57.4x
NEMAK A Nemak S. A. B. de C. VMex$3.041.0%
+Mex$70.7m		-23.4%PS0.09x

Latest News

ALSEA *
Mex$41.63
Alsea. de
7D
1.1%
1Y
-23.8%
Narrative Update • Aug 25

ALSEA *: Softer Mexico And Brazil Demand Will Test Bullish Undervaluation Thesis

The analyst price target for Alsea has been revised from MX$54.03 to MX$46.00, reflecting analysts' more cautious assumptions on discount rates, revenue growth, profit margins and future P/E following recent downgrades and sector wide concerns about softer consumer demand in Mexico and Brazil. Analyst Commentary on Alsea Recent research on Alsea points to a more cautious stance from several bearish analysts.
NEMAK A
Mex$3.04
Nemak S. A. B. de C. V
7D
1.0%
1Y
-23.4%
CADU A
Mex$7.60
Corpovael. de
7D
1.3%
1Y
125.5%
AGUILAS CPO
Mex$71.53
Ollamani
7D
-5.9%
1Y
49.4%
VASCONI *
Mex$0.28
Grupo Vasconia
7D
14.0%
1Y
-30.6%
CMR B
Mex$1.35
CMR. de
7D
-0.7%
1Y
-16.1%
LIVEPOL C-1
Mex$101.67
El Puerto de Liverpool. de
7D
0.7%
1Y
10.1%
Analysis Article • Jul 31

El Puerto de Liverpool, S.A.B. de C.V. (BMV:LIVEPOLC-1) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Investors in El Puerto de Liverpool, S.A.B. de C.V. ( BMV:LIVEPOLC-1 ) had a good week, as its shares rose 4.0% to...
SPORT S
Mex$8.50
Grupo Sports World. de
7D
9.7%
1Y
29.8%
HOTEL *
Mex$5.30
Grupo Hotelero Santa Fe. de
7D
1.9%
1Y
49.3%
ARA *
Mex$4.91
Consorcio ARA S. A. B. de C. V
7D
0.4%
1Y
51.5%
Analysis Article • Jul 26

Earnings Beat: Consorcio ARA, S. A. B. de C. V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

The second-quarter results for Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) were released last week, making it a good...
VINTE *
Mex$34.80
Vinte Viviendas Integrales. de
7D
-0.6%
1Y
13.0%
Analysis Article • Jul 21

Vinte Viviendas Integrales, S.A.B. de C.V. Just Missed Earnings - But Analysts Have Updated Their Models

Last week saw the newest quarterly earnings release from Vinte Viviendas Integrales, S.A.B. de C.V. ( BMV:VINTE ), an...
NUTRISA A
Mex$3.01
Grupo Nutrisa. de
7D
-1.6%
1Y
n/a