Narrative Update • Aug 11
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedAug 15, 2026
DataAggregated Company Financials
Companies18
- 7D-0.7%
- 3M-5.5%
- 1Y5.5%
- YTD-3.1%
The Consumer Discretionary is pretty flat in the last 7 days, but Grupo Gigante S. A. B. de C. V has stood out, gaining 5.2%. As for the the longer term, the industry is up 6.4% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.
Sector Valuation and Performance
Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Aug 2026 | Mex$283.2b | Mex$537.4b | Mex$22.9b | 10.7x | 12.4x | 0.5x |
| Mon, 13 Jul 2026 | Mex$284.5b | Mex$532.6b | Mex$23.5b | 13.5x | 12.1x | 0.5x |
| Wed, 10 Jun 2026 | Mex$296.0b | Mex$532.4b | Mex$23.5b | 15x | 12.6x | 0.6x |
| Fri, 08 May 2026 | Mex$306.9b | Mex$531.3b | Mex$23.8b | 15.7x | 12.9x | 0.6x |
| Sun, 05 Apr 2026 | Mex$311.8b | Mex$532.2b | Mex$23.7b | 15.4x | 13.2x | 0.6x |
| Tue, 03 Mar 2026 | Mex$308.0b | Mex$523.9b | Mex$24.0b | 14.5x | 12.8x | 0.6x |
| Thu, 29 Jan 2026 | Mex$294.8b | Mex$518.2b | Mex$25.6b | 9.8x | 11.5x | 0.6x |
| Sat, 27 Dec 2025 | Mex$299.2b | Mex$522.3b | Mex$25.6b | 9.7x | 11.7x | 0.6x |
| Mon, 24 Nov 2025 | Mex$283.2b | Mex$525.8b | Mex$25.5b | 9.5x | 11.1x | 0.5x |
| Wed, 22 Oct 2025 | Mex$303.0b | Mex$571.3b | Mex$28.1b | 11.4x | 10.8x | 0.5x |
| Fri, 19 Sep 2025 | Mex$287.5b | Mex$562.5b | Mex$27.3b | 10.3x | 10.5x | 0.5x |
| Sun, 17 Aug 2025 | Mex$300.5b | Mex$572.9b | Mex$28.2b | 10.9x | 10.7x | 0.5x |
| Tue, 15 Jul 2025 | Mex$280.0b | Mex$509.2b | Mex$27.2b | 15.5x | 10.3x | 0.5x |
| Thu, 12 Jun 2025 | Mex$278.4b | Mex$510.4b | Mex$27.2b | 16.1x | 10.3x | 0.5x |
| Sat, 10 May 2025 | Mex$268.2b | Mex$512.8b | Mex$27.2b | 14.2x | 9.8x | 0.5x |
| Mon, 07 Apr 2025 | Mex$284.4b | Mex$576.3b | Mex$32.1b | 12.6x | 8.9x | 0.5x |
| Wed, 05 Mar 2025 | Mex$299.9b | Mex$577.9b | Mex$32.1b | 11.7x | 9.3x | 0.5x |
| Fri, 31 Jan 2025 | Mex$292.6b | Mex$557.9b | Mex$33.3b | 11x | 8.8x | 0.5x |
| Sun, 29 Dec 2024 | Mex$275.0b | Mex$549.0b | Mex$32.7b | 9.6x | 8.4x | 0.5x |
| Tue, 26 Nov 2024 | Mex$295.4b | Mex$556.2b | Mex$33.3b | 11.3x | 8.9x | 0.5x |
| Thu, 24 Oct 2024 | Mex$318.1b | Mex$545.5b | Mex$32.3b | 14.6x | 9.8x | 0.6x |
| Sat, 21 Sep 2024 | Mex$308.9b | Mex$538.2b | Mex$32.6b | 12.3x | 9.5x | 0.6x |
| Mon, 19 Aug 2024 | Mex$342.5b | Mex$533.8b | Mex$33.2b | 11.4x | 10.3x | 0.6x |
| Wed, 17 Jul 2024 | Mex$343.6b | Mex$473.7b | Mex$28.5b | 14.4x | 12.1x | 0.7x |
| Fri, 14 Jun 2024 | Mex$338.0b | Mex$471.1b | Mex$28.4b | 12x | 11.9x | 0.7x |
| Sun, 12 May 2024 | Mex$352.6b | Mex$461.0b | Mex$27.7b | 14.9x | 12.7x | 0.8x |
| Tue, 09 Apr 2024 | Mex$373.3b | Mex$501.9b | Mex$28.6b | 12.4x | 13x | 0.7x |
| Thu, 07 Mar 2024 | Mex$348.3b | Mex$513.5b | Mex$28.5b | 12.5x | 12.2x | 0.7x |
| Sat, 03 Feb 2024 | Mex$401.7b | Mex$581.1b | Mex$33.2b | 14.9x | 12.1x | 0.7x |
| Mon, 01 Jan 2024 | Mex$397.4b | Mex$580.3b | Mex$33.2b | 14.8x | 12x | 0.7x |
| Wed, 29 Nov 2023 | Mex$359.5b | Mex$581.1b | Mex$33.2b | 14.4x | 10.8x | 0.6x |
| Fri, 27 Oct 2023 | Mex$358.6b | Mex$587.3b | Mex$32.7b | 15.1x | 11x | 0.6x |
| Sun, 24 Sep 2023 | Mex$363.0b | Mex$587.2b | Mex$31.3b | 13x | 11.6x | 0.6x |
| Tue, 22 Aug 2023 | Mex$363.3b | Mex$585.6b | Mex$31.3b | 14.1x | 11.6x | 0.6x |
Price to Earnings Ratio
11.6x
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 12.4x 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 0.59x.
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 2.8% 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 | -2.92% | |
| Consumer Discretionary | -0.68% | |
| Specialty Stores | 5.17% | |
| Consumer Durables | 1.94% | |
| Hospitality | -1.35% | |
| Auto Components | -1.48% | |
| General Merchandise and Department Stores | -1.74% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 39.9x.
- Analysts are expecting annual earnings growth of 24.6%, which is higher than its past year's earnings decline of 67.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 76% over the next 5 years.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GIGANTE * Grupo Gigante S. A. B. de C. V | Mex$30.50 | 5.2% +Mex$1.5b | n/a | PE15.3x | |
| VASCONI * Grupo Vasconia | Mex$0.45 | 248.8% +Mex$517.3m | 20.6% | PE0.8x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.92 | 1.2% +Mex$72.8m | 56.7% | PE6.5x | |
| HCITY * Promotora de Hoteles Norte 19. de | Mex$6.00 | 1.0% +Mex$22.9m | 23.7% | PS0.5x | |
| AGUILAS CPO Ollamani | Mex$77.00 | 0.1% +Mex$11.9m | 62.7% | PS1.1x |