Narrative Update • Aug 25
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedSep 18, 2026
DataAggregated Company Financials
Companies17
- 7D0.5%
- 3M-2.1%
- 1Y1.7%
- YTD-3.0%
Over the last 7 days, the Consumer Discretionary industry has remained flat. In line with that, the industry has also been flat 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 18 Sep 2026 | Mex$266.2b | Mex$530.8b | Mex$23.8b | 11.5x | 11.2x | 0.5x |
| Sun, 16 Aug 2026 | Mex$283.3b | Mex$537.4b | Mex$22.9b | 10.7x | 12.4x | 0.5x |
| Tue, 14 Jul 2026 | Mex$283.9b | Mex$532.9b | Mex$23.5b | 13.5x | 12.1x | 0.5x |
| Thu, 11 Jun 2026 | Mex$295.3b | Mex$532.2b | Mex$23.5b | 15.1x | 12.6x | 0.6x |
| Sat, 09 May 2026 | Mex$308.7b | Mex$530.4b | Mex$23.6b | 15.7x | 13.1x | 0.6x |
| Mon, 06 Apr 2026 | Mex$311.7b | Mex$532.2b | Mex$23.7b | 15.4x | 13.2x | 0.6x |
| Wed, 04 Mar 2026 | Mex$308.1b | Mex$527.7b | Mex$22.9b | 14.5x | 13.4x | 0.6x |
| Fri, 30 Jan 2026 | Mex$296.7b | Mex$518.4b | Mex$25.6b | 9.5x | 11.6x | 0.6x |
| Sun, 28 Dec 2025 | Mex$298.9b | Mex$522.3b | Mex$25.6b | 9.7x | 11.7x | 0.6x |
| Tue, 25 Nov 2025 | Mex$283.2b | Mex$525.9b | Mex$25.5b | 9.5x | 11.1x | 0.5x |
| Thu, 23 Oct 2025 | Mex$303.5b | Mex$571.3b | Mex$28.1b | 11.4x | 10.8x | 0.5x |
| Sat, 20 Sep 2025 | Mex$285.9b | Mex$562.6b | Mex$27.3b | 10.4x | 10.5x | 0.5x |
| Mon, 18 Aug 2025 | Mex$300.5b | Mex$572.9b | Mex$28.2b | 10.9x | 10.7x | 0.5x |
| Wed, 16 Jul 2025 | Mex$279.6b | Mex$509.7b | Mex$27.2b | 15.3x | 10.3x | 0.5x |
| Fri, 13 Jun 2025 | Mex$278.4b | Mex$510.3b | Mex$27.2b | 16.1x | 10.3x | 0.5x |
| Sun, 11 May 2025 | Mex$268.3b | Mex$512.8b | Mex$27.2b | 14.2x | 9.8x | 0.5x |
| Tue, 08 Apr 2025 | Mex$277.4b | Mex$577.6b | Mex$32.1b | 13x | 8.6x | 0.5x |
| Thu, 06 Mar 2025 | Mex$297.8b | Mex$575.9b | Mex$32.2b | 11.6x | 9.3x | 0.5x |
| Sat, 01 Feb 2025 | Mex$293.3b | Mex$558.5b | Mex$33.3b | 10.9x | 8.8x | 0.5x |
| Mon, 30 Dec 2024 | Mex$275.0b | Mex$549.0b | Mex$32.7b | 9.6x | 8.4x | 0.5x |
| Wed, 27 Nov 2024 | Mex$293.1b | Mex$558.2b | Mex$33.3b | 11.3x | 8.8x | 0.5x |
| Fri, 25 Oct 2024 | Mex$313.1b | Mex$551.8b | Mex$33.0b | 14.6x | 9.5x | 0.6x |
| Sun, 22 Sep 2024 | Mex$306.9b | Mex$538.2b | Mex$32.6b | 12.3x | 9.4x | 0.6x |
| Tue, 20 Aug 2024 | Mex$342.5b | Mex$534.1b | Mex$33.2b | 11.6x | 10.3x | 0.6x |
| Thu, 18 Jul 2024 | Mex$341.9b | Mex$474.1b | Mex$28.5b | 14.3x | 12x | 0.7x |
| Sat, 15 Jun 2024 | Mex$338.0b | Mex$471.0b | Mex$28.4b | 11.9x | 11.9x | 0.7x |
| Mon, 13 May 2024 | Mex$350.6b | Mex$461.0b | Mex$27.7b | 14.9x | 12.6x | 0.8x |
| Wed, 10 Apr 2024 | Mex$372.8b | Mex$502.3b | Mex$28.6b | 12.4x | 13x | 0.7x |
| Fri, 08 Mar 2024 | Mex$359.5b | Mex$513.5b | Mex$28.5b | 12.7x | 12.6x | 0.7x |
| Sun, 04 Feb 2024 | Mex$401.7b | Mex$581.1b | Mex$33.2b | 14.9x | 12.1x | 0.7x |
| Tue, 02 Jan 2024 | Mex$397.4b | Mex$580.3b | Mex$33.2b | 14.8x | 12x | 0.7x |
| Thu, 30 Nov 2023 | Mex$364.8b | Mex$582.2b | Mex$33.2b | 13.4x | 11x | 0.6x |
| Sat, 28 Oct 2023 | Mex$362.3b | Mex$587.1b | Mex$32.7b | 15.7x | 11.1x | 0.6x |
| Mon, 25 Sep 2023 | Mex$363.0b | Mex$587.2b | Mex$31.3b | 13x | 11.6x | 0.6x |
Price to Earnings Ratio
11.6x
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 0.59x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 8.8% per year over the last three years,
- Revenues have also declined 3.3% 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 Market | 0.12% | |
| Consumer Discretionary | 0.50% | |
| Auto Components | 2.41% | |
| Specialty Stores | 1.61% | |
| Hospitality | 0.99% | |
| Consumer Durables | 0.45% | |
| General Merchandise and Department Stores | -0.15% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 78.1x.
- 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 89% over the next 5 years.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.9% 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$31.50 | 1.6% +Mex$497.1m | 5.7% | PE15.8x | |
| AGUILAS CPO Ollamani | Mex$75.40 | 5.5% +Mex$466.8m | 46.7% | PS1.1x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$35.60 | 1.8% +Mex$170.8m | 14.8% | PE6.9x | |
| ALSEA * Alsea. de | Mex$43.15 | 0.5% +Mex$158.8m | -23.5% | PE20.2x | |
| GISSA A Grupo Industrial Saltillo. de | Mex$12.50 | 4.2% +Mex$151.5m | -15.5% | PS0.2x |