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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies17
  • 7D-0.9%
  • 3M8.9%
  • 1Y6.1%
  • YTD0.9%

In the last week, Consumer Discretionary has been flat. The past year has been better, since the industry has gained 6.1% in that time. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026Mex$297.0bMex$518.6bMex$25.6b9.8x11.6x0.6x
Tue, 06 Jan 2026Mex$296.6bMex$522.5bMex$25.6b9.4x11.6x0.6x
Thu, 04 Dec 2025Mex$285.3bMex$524.6bMex$25.5b9.5x11.2x0.5x
Sat, 01 Nov 2025Mex$294.8bMex$579.5bMex$28.1b9.5x10.5x0.5x
Mon, 29 Sep 2025Mex$290.5bMex$562.4bMex$27.4b10.4x10.6x0.5x
Wed, 27 Aug 2025Mex$299.4bMex$572.5bMex$28.2b11.2x10.6x0.5x
Fri, 25 Jul 2025Mex$282.3bMex$512.9bMex$27.8b15.2x10.2x0.6x
Sun, 22 Jun 2025Mex$279.2bMex$511.8bMex$27.1b14.1x10.3x0.5x
Tue, 20 May 2025Mex$273.3bMex$513.0bMex$27.4b14.3x10x0.5x
Thu, 17 Apr 2025Mex$274.1bMex$571.9bMex$32.1b12.9x8.5x0.5x
Sat, 15 Mar 2025Mex$289.2bMex$573.1bMex$32.1b14.1x9x0.5x
Mon, 10 Feb 2025Mex$298.1bMex$557.5bMex$33.3b11.5x8.9x0.5x
Wed, 08 Jan 2025Mex$294.4bMex$556.2bMex$33.3b11.3x8.8x0.5x
Fri, 06 Dec 2024Mex$290.9bMex$555.6bMex$33.3b11x8.7x0.5x
Sun, 03 Nov 2024Mex$303.9bMex$555.3bMex$33.5b10.3x9.1x0.5x
Tue, 01 Oct 2024Mex$315.0bMex$539.9bMex$32.7b13x9.6x0.6x
Thu, 29 Aug 2024Mex$330.9bMex$539.6bMex$32.7b12.4x10.1x0.6x
Sat, 27 Jul 2024Mex$334.1bMex$483.9bMex$30.8b14.4x10.8x0.7x
Mon, 24 Jun 2024Mex$315.4bMex$469.0bMex$28.3b12.3x11.1x0.7x
Wed, 22 May 2024Mex$352.9bMex$460.0bMex$27.8b14.8x12.7x0.8x
Fri, 19 Apr 2024Mex$367.7bMex$506.4bMex$28.6b12x12.9x0.7x
Sun, 17 Mar 2024Mex$369.3bMex$512.5bMex$28.5b12.5x13x0.7x
Tue, 13 Feb 2024Mex$346.7bMex$509.6bMex$28.7b16.2x12.1x0.7x
Thu, 11 Jan 2024Mex$388.1bMex$580.3bMex$33.2b14.5x11.7x0.7x
Sat, 09 Dec 2023Mex$369.6bMex$582.4bMex$33.2b14.1x11.1x0.6x
Mon, 06 Nov 2023Mex$358.8bMex$582.5bMex$33.2b14.9x10.8x0.6x
Wed, 04 Oct 2023Mex$365.3bMex$590.6bMex$31.4b14x11.6x0.6x
Fri, 01 Sep 2023Mex$375.8bMex$586.4bMex$31.3b13.3x12x0.6x
Sun, 30 Jul 2023Mex$375.6bMex$585.2bMex$31.4b14.3x11.9x0.6x
Tue, 27 Jun 2023Mex$377.7bMex$570.2bMex$30.0b15.9x12.6x0.7x
Thu, 25 May 2023Mex$367.9bMex$574.5bMex$30.0b16.8x12.3x0.6x
Sat, 22 Apr 2023Mex$375.0bMex$559.5bMex$31.5b14.6x11.9x0.7x
Mon, 20 Mar 2023Mex$116.8bMex$241.0bMex$5.2b17.7x22.4x0.5x
Wed, 15 Feb 2023Mex$362.4bMex$507.6bMex$27.2b15.7x13.3x0.7x
Price to Earnings Ratio

13.3x


Total Market Cap: Mex$362.4bTotal Earnings: Mex$27.2bTotal Revenue: Mex$507.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the Mexican Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 2.0% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

MX Market4.12%
Consumer Discretionary-0.94%
Consumer Durables1.78%
Hospitality1.11%
Specialty Stores0%0
Auto Components-0.43%
General Merchandise and Department Stores-2.84%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 25.9x.
    • Analysts are expecting annual earnings growth of 30.1%, which is higher than its past year's earnings growth of 16.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 70% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.3% 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$54.722.5%
+Mex$1.1b		12.2%PE21.7x
VINTE * Vinte Viviendas Integrales. deMex$35.162.1%
+Mex$194.1m		8.2%PE9x
NEMAK A Nemak S. A. B. de C. VMex$3.441.2%
+Mex$114.9m		42.7%PS0.1x
HOTEL * Grupo Hotelero Santa Fe. deMex$4.023.6%
+Mex$100.3m		7.2%PE9.8x
AGUILAS CPO OllamaniMex$76.001.1%
+Mex$96.7m		108.2%PS1.3x

Latest News

HOTEL *
Mex$4.02
Grupo Hotelero Santa Fe. de
7D
3.6%
1Y
7.2%
GISSA A
Mex$12.54
Grupo Industrial Saltillo. de
7D
-4.3%
1Y
-25.6%
NEMAK A
Mex$3.44
Nemak S. A. B. de C. V
7D
1.2%
1Y
42.7%
ALSEA *
Mex$54.72
Alsea. de
7D
2.5%
1Y
12.2%

ALSEA *: Fair Value View Will Rely On Margins And Risk Profile

Analysts have nudged their price target for Alsea higher to €52.00, reflecting updated assumptions for slightly lower discount rates, modestly stronger revenue growth, a small uplift in profit margins, and a somewhat lower future P/E multiple. Valuation Changes Fair Value: The fair value estimate is unchanged at €52.00 per share.
ARA *
Mex$4.00
Consorcio ARA S. A. B. de C. V
7D
1.8%
1Y
17.3%
SPORT S
Mex$8.69
Grupo Sports World. de
7D
-0.1%
1Y
38.8%
HCITY *
Mex$6.12
Promotora de Hoteles Norte 19. de
7D
-3.2%
1Y
34.2%
LIVEPOL C-1
Mex$101.81
El Puerto de Liverpool. de
7D
-2.8%
1Y
-2.1%

A Piece Of The Puzzle Missing From El Puerto de Liverpool, S.A.B. de C.V.'s (BMV:LIVEPOLC-1) Share Price

Dec 25
A Piece Of The Puzzle Missing From El Puerto de Liverpool, S.A.B. de C.V.'s (BMV:LIVEPOLC-1) Share Price
AGUILAS CPO
Mex$76.00
Ollamani
7D
1.1%
1Y
108.2%
VASCONI *
Mex$0.57
Grupo Vasconia
7D
-19.4%
1Y
1.8%

Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?

Nov 16
Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?
CMR B
Mex$1.51
CMR. de
7D
4.9%
1Y
2.0%
VINTE *
Mex$35.16
Vinte Viviendas Integrales. de
7D
2.1%
1Y
8.2%

Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying Issues

Oct 30
Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying Issues
CIDMEGA *
Mex$24.16
Grupe. de
7D
-3.0%
1Y
n/a
NUTRISA A
Mex$4.21
Grupo Nutrisa. de
7D
-6.2%
1Y
n/a