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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies17
  • 7D-1.0%
  • 3M5.4%
  • 1Y7.5%
  • YTDn/a

Over the last 7 days, the Consumer Discretionary industry has dropped 2.0%, driven by a pullback from El Puerto de Liverpool. de of 3.1%. Meanwhile, Grupo Industrial Saltillo. de actually outperformed within the industry, gaining 8.5% in the last week. This takes the industry's 12 month performance to a gain of 9.0%. As for the next few years, earnings are expected to grow by 17% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026Mex$296.9bMex$523.0bMex$25.6b9.7x11.6x0.6x
Sun, 30 Nov 2025Mex$289.0bMex$524.7bMex$25.5b9.5x11.3x0.6x
Tue, 28 Oct 2025Mex$292.9bMex$577.3bMex$29.0b9.5x10.1x0.5x
Thu, 25 Sep 2025Mex$288.4bMex$562.8bMex$27.3b10.3x10.5x0.5x
Sat, 23 Aug 2025Mex$301.0bMex$572.0bMex$28.2b11.2x10.7x0.5x
Mon, 21 Jul 2025Mex$277.9bMex$509.3bMex$25.9b15.8x10.7x0.5x
Wed, 18 Jun 2025Mex$279.5bMex$510.9bMex$27.1b14.6x10.3x0.5x
Fri, 16 May 2025Mex$273.0bMex$513.6bMex$27.4b13.8x10x0.5x
Sun, 13 Apr 2025Mex$274.0bMex$575.2bMex$32.1b13x8.5x0.5x
Tue, 11 Mar 2025Mex$289.9bMex$575.8bMex$32.1b13.1x9x0.5x
Thu, 06 Feb 2025Mex$293.1bMex$557.8bMex$33.3b11.1x8.8x0.5x
Sat, 04 Jan 2025Mex$295.5bMex$558.1bMex$33.3b11.3x8.9x0.5x
Mon, 02 Dec 2024Mex$291.3bMex$556.5bMex$33.3b11.2x8.7x0.5x
Wed, 30 Oct 2024Mex$312.3bMex$553.1bMex$33.5b10.7x9.3x0.6x
Fri, 27 Sep 2024Mex$310.1bMex$539.5bMex$32.7b13x9.5x0.6x
Sun, 25 Aug 2024Mex$339.8bMex$536.4bMex$33.3b11.8x10.2x0.6x
Tue, 23 Jul 2024Mex$341.5bMex$474.3bMex$28.4b13.8x12x0.7x
Thu, 20 Jun 2024Mex$337.1bMex$470.9bMex$28.4b12.1x11.9x0.7x
Sat, 18 May 2024Mex$352.5bMex$459.8bMex$27.7b14.5x12.7x0.8x
Mon, 15 Apr 2024Mex$366.7bMex$503.9bMex$28.6b12.4x12.8x0.7x
Wed, 13 Mar 2024Mex$363.0bMex$513.0bMex$28.5b12.5x12.8x0.7x
Fri, 09 Feb 2024Mex$339.3bMex$510.1bMex$28.7b16x11.8x0.7x
Sun, 07 Jan 2024Mex$390.4bMex$579.7bMex$33.2b14.8x11.8x0.7x
Tue, 05 Dec 2023Mex$368.7bMex$583.0bMex$33.2b13.7x11.1x0.6x
Thu, 02 Nov 2023Mex$358.9bMex$584.5bMex$33.2b14.9x10.8x0.6x
Sat, 30 Sep 2023Mex$365.8bMex$589.0bMex$31.4b14x11.7x0.6x
Mon, 28 Aug 2023Mex$363.0bMex$584.4bMex$31.3b12.3x11.6x0.6x
Wed, 26 Jul 2023Mex$377.6bMex$582.8bMex$31.0b13.4x12.2x0.6x
Fri, 23 Jun 2023Mex$378.9bMex$570.4bMex$30.0b16x12.6x0.7x
Sun, 21 May 2023Mex$370.9bMex$574.8bMex$30.5b16.1x12.2x0.6x
Tue, 18 Apr 2023Mex$375.1bMex$559.0bMex$30.3b15x12.4x0.7x
Thu, 16 Mar 2023Mex$346.8bMex$527.1bMex$28.3b15.4x12.3x0.7x
Sat, 11 Feb 2023Mex$363.3bMex$507.7bMex$27.2b16x13.3x0.7x
Mon, 09 Jan 2023Mex$363.0bMex$508.2bMex$27.3b16.6x13.3x0.7x
Price to Earnings Ratio

13.3x


Total Market Cap: Mex$363.0bTotal Earnings: Mex$27.3bTotal Revenue: Mex$508.2bTotal 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 2.1% 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 Market-1.28%
Consumer Discretionary-0.96%
Auto Components4.03%
Consumer Durables2.06%
Specialty Stores0%0
General Merchandise and Department Stores-0.71%
Hospitality-2.70%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 22.6%, 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 10% 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
GISSA A Grupo Industrial Saltillo. deMex$14.009.4%
+Mex$366.5m		-16.2%PE32.1x
ARA * Consorcio ARA S. A. B. de C. VMex$3.746.9%
+Mex$291.9m		25.1%PE6.2x
NEMAK A Nemak S. A. B. de C. VMex$3.612.0%
+Mex$201.5m		59.7%PS0.1x
CMR B CMR. deMex$1.6011.9%
+Mex$92.5m		12.7%PE49.4x
CADU A Corpovael. deMex$5.000.2%
+Mex$3.0m		42.9%PE4.4x

Latest News

NEMAK A
Mex$3.61
Nemak S. A. B. de C. V
7D
2.0%
1Y
59.7%

NEMAK A: Modest Margin Improvement Will Support A More Bullish Outlook

Narrative Update Analysts have modestly raised their price target on Nemak S. A.
LIVEPOL C-1
Mex$100.26
El Puerto de Liverpool. de
7D
-0.7%
1Y
0.02%

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
HCITY *
Mex$6.18
Promotora de Hoteles Norte 19. de
7D
-0.5%
1Y
40.5%
ALSEA *
Mex$53.87
Alsea. de
7D
-4.4%
1Y
16.7%

ALSEA * Margins And Risk Reward Profile Are Expected To Improve

Analysts have raised their price target on Alsea to approximately €52.00 from about €47.80, citing slightly faster projected revenue growth, improved profit margins, and a lower expected future P/E multiple that enhances the stock's risk reward profile. Valuation Changes Fair Value: raised modestly from €47.80 to €52.00, reflecting a slightly more optimistic outlook on intrinsic value.
AGUILAS CPO
Mex$73.81
Ollamani
7D
-8.4%
1Y
108.7%
GISSA A
Mex$14.00
Grupo Industrial Saltillo. de
7D
9.4%
1Y
-16.2%
CADU A
Mex$5.00
Corpovael. de
7D
0.2%
1Y
42.9%

Corpovael, S.A.B. de C.V. (BMV:CADUA) Held Back By Insufficient Growth Even After Shares Climb 26%

Dec 02
Corpovael, S.A.B. de C.V. (BMV:CADUA) Held Back By Insufficient Growth Even After Shares Climb 26%
VASCONI *
Mex$0.80
Grupo Vasconia
7D
-6.9%
1Y
70.4%

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

Nov 16
Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?
CMR B
Mex$1.60
CMR. de
7D
11.9%
1Y
12.7%
VINTE *
Mex$31.75
Vinte Viviendas Integrales. de
7D
0.03%
1Y
2.4%

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
ARA *
Mex$3.74
Consorcio ARA S. A. B. de C. V
7D
6.9%
1Y
25.1%
NUTRISA A
Mex$4.35
Grupo Nutrisa. de
7D
-3.1%
1Y
n/a