Narrative Update • May 14
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedMay 25, 2026
DataAggregated Company Financials
Companies18
- 7D-1.2%
- 3M-3.7%
- 1Y9.1%
- YTD1.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by a pullback from El Puerto de Liverpool. de of 5.0%. Over the past 12 months, the industry was up 9.1%. 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 |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | Mex$299.3b | Mex$531.8b | Mex$23.7b | 14.9x | 12.6x | 0.6x |
| Wed, 22 Apr 2026 | Mex$303.1b | Mex$529.2b | Mex$23.7b | 15.6x | 12.8x | 0.6x |
| Fri, 20 Mar 2026 | Mex$283.6b | Mex$523.5b | Mex$23.2b | 14.5x | 12.2x | 0.5x |
| Sun, 15 Feb 2026 | Mex$302.9b | Mex$518.0b | Mex$25.6b | 9.6x | 11.8x | 0.6x |
| Tue, 13 Jan 2026 | Mex$297.6b | Mex$522.5b | Mex$25.6b | 9.5x | 11.6x | 0.6x |
| Thu, 11 Dec 2025 | Mex$293.7b | Mex$523.9b | Mex$25.6b | 9.5x | 11.5x | 0.6x |
| Sat, 08 Nov 2025 | Mex$278.9b | Mex$522.8b | Mex$25.0b | 9.5x | 11.1x | 0.5x |
| Mon, 06 Oct 2025 | Mex$287.7b | Mex$562.6b | Mex$27.3b | 10.6x | 10.5x | 0.5x |
| Wed, 03 Sep 2025 | Mex$301.6b | Mex$572.8b | Mex$28.2b | 11.2x | 10.7x | 0.5x |
| Fri, 01 Aug 2025 | Mex$284.1b | Mex$518.9b | Mex$24.7b | 12.8x | 11.5x | 0.5x |
| Sun, 29 Jun 2025 | Mex$281.9b | Mex$509.9b | Mex$27.2b | 15.8x | 10.4x | 0.6x |
| Tue, 27 May 2025 | Mex$275.6b | Mex$512.4b | Mex$27.2b | 15.1x | 10.1x | 0.5x |
| Thu, 24 Apr 2025 | Mex$279.3b | Mex$570.0b | Mex$32.0b | 12.8x | 8.7x | 0.5x |
| Sat, 22 Mar 2025 | Mex$289.2b | Mex$574.9b | Mex$32.1b | 11.7x | 9x | 0.5x |
| Mon, 17 Feb 2025 | Mex$304.6b | Mex$556.1b | Mex$33.3b | 11.8x | 9.1x | 0.5x |
| Wed, 15 Jan 2025 | Mex$288.9b | Mex$552.6b | Mex$32.9b | 9x | 8.8x | 0.5x |
| Fri, 13 Dec 2024 | Mex$294.1b | Mex$555.7b | Mex$33.3b | 11.3x | 8.8x | 0.5x |
| Sun, 10 Nov 2024 | Mex$304.2b | Mex$555.4b | Mex$33.3b | 11.4x | 9.1x | 0.5x |
| Tue, 08 Oct 2024 | Mex$316.0b | Mex$537.6b | Mex$32.6b | 13.3x | 9.7x | 0.6x |
| Thu, 05 Sep 2024 | Mex$322.0b | Mex$541.2b | Mex$32.7b | 12.6x | 9.9x | 0.6x |
| Sat, 03 Aug 2024 | Mex$332.4b | Mex$488.2b | Mex$30.6b | 12.7x | 10.9x | 0.7x |
| Mon, 01 Jul 2024 | Mex$317.7b | Mex$470.0b | Mex$28.3b | 12.3x | 11.2x | 0.7x |
| Wed, 29 May 2024 | Mex$349.7b | Mex$460.9b | Mex$27.8b | 14.7x | 12.6x | 0.8x |
| Fri, 26 Apr 2024 | Mex$367.8b | Mex$510.1b | Mex$30.2b | 11.8x | 12.2x | 0.7x |
| Sun, 24 Mar 2024 | Mex$373.2b | Mex$505.3b | Mex$28.6b | 12.6x | 13.1x | 0.7x |
| Tue, 20 Feb 2024 | Mex$345.3b | Mex$509.9b | Mex$27.8b | 15.6x | 12.4x | 0.7x |
| Thu, 18 Jan 2024 | Mex$384.9b | Mex$581.7b | Mex$33.2b | 14.4x | 11.6x | 0.7x |
| Sat, 16 Dec 2023 | Mex$377.7b | Mex$581.6b | Mex$33.2b | 14.5x | 11.4x | 0.6x |
| Mon, 13 Nov 2023 | Mex$357.4b | Mex$584.1b | Mex$33.2b | 14.6x | 10.8x | 0.6x |
| Wed, 11 Oct 2023 | Mex$361.4b | Mex$592.6b | Mex$31.4b | 14x | 11.5x | 0.6x |
| Fri, 08 Sep 2023 | Mex$377.2b | Mex$590.0b | Mex$31.4b | 13.7x | 12x | 0.6x |
| Sun, 06 Aug 2023 | Mex$376.2b | Mex$586.1b | Mex$31.3b | 14.3x | 12x | 0.6x |
| Tue, 04 Jul 2023 | Mex$380.1b | Mex$569.7b | Mex$30.0b | 15.4x | 12.7x | 0.7x |
| Thu, 01 Jun 2023 | Mex$366.3b | Mex$572.1b | Mex$29.8b | 15.4x | 12.3x | 0.6x |
Price to Earnings Ratio
12.3x
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 12.6x 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 0.60x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 7.4% per year over the last three years,
- Revenues have also declined 2.4% 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 | 0.20% | |
| Consumer Discretionary | -1.20% | |
| Consumer Durables | 1.70% | |
| Specialty Stores | 0% | 0 |
| Hospitality | -0.34% | |
| Auto Components | -1.49% | |
| General Merchandise and Department Stores | -2.38% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.1x.
- Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings decline of 48.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 75% over the next 5 years.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.9% 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 | |
|---|---|---|---|---|---|
| ALSEA * Alsea. de | Mex$51.77 | 1.7% +Mex$678.3m | 8.0% | PE18.2x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$33.84 | 2.6% +Mex$236.9m | 5.8% | PE6.4x | |
| GISSA A Grupo Industrial Saltillo. de | Mex$12.70 | 1.4% +Mex$54.9m | -21.8% | PS0.2x | |
| CADU A Corpovael. de | Mex$7.81 | 1.7% +Mex$39.4m | 137.4% | PE5.5x | |
| HCITY * Promotora de Hoteles Norte 19. de | Mex$6.18 | 1.1% +Mex$26.7m | 55.3% | PS0.6x |
