Narrative Update • Jun 15
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedJun 22, 2026
DataAggregated Company Financials
Companies18
- 7D-1.1%
- 3M-3.7%
- 1Y6.8%
- YTD-1.1%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.1%, driven by Grupo Gigante S. A. B. de C. V declining 7.1%. In the past year, the industry has gained 6.8%. 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, 22 Jun 2026 | Mex$292.2b | Mex$531.7b | Mex$23.5b | 14.7x | 12.4x | 0.5x |
| Wed, 20 May 2026 | Mex$300.7b | Mex$532.3b | Mex$23.7b | 14.9x | 12.7x | 0.6x |
| Fri, 17 Apr 2026 | Mex$307.3b | Mex$528.6b | Mex$23.8b | 15.5x | 12.9x | 0.6x |
| Sun, 15 Mar 2026 | Mex$301.9b | Mex$532.4b | Mex$24.0b | 15x | 12.6x | 0.6x |
| Tue, 10 Feb 2026 | Mex$298.7b | Mex$518.3b | Mex$25.6b | 9.2x | 11.7x | 0.6x |
| Thu, 08 Jan 2026 | Mex$296.5b | Mex$522.8b | Mex$25.6b | 9.5x | 11.6x | 0.6x |
| Sat, 06 Dec 2025 | Mex$286.3b | Mex$524.0b | Mex$25.6b | 9.5x | 11.2x | 0.5x |
| Mon, 03 Nov 2025 | Mex$294.8b | Mex$579.5b | Mex$27.9b | 9.5x | 10.6x | 0.5x |
| Wed, 01 Oct 2025 | Mex$290.3b | Mex$562.1b | Mex$27.4b | 10.4x | 10.6x | 0.5x |
| Fri, 29 Aug 2025 | Mex$301.3b | Mex$572.3b | Mex$28.2b | 11.2x | 10.7x | 0.5x |
| Sun, 27 Jul 2025 | Mex$284.0b | Mex$513.6b | Mex$28.5b | 13.2x | 10x | 0.6x |
| Tue, 24 Jun 2025 | Mex$280.4b | Mex$511.7b | Mex$27.1b | 14.7x | 10.3x | 0.5x |
| Thu, 22 May 2025 | Mex$272.3b | Mex$513.3b | Mex$27.4b | 14.9x | 9.9x | 0.5x |
| Sat, 19 Apr 2025 | Mex$273.8b | Mex$570.5b | Mex$32.1b | 12.9x | 8.5x | 0.5x |
| Mon, 17 Mar 2025 | Mex$287.8b | Mex$573.2b | Mex$32.1b | 11.1x | 9x | 0.5x |
| Wed, 12 Feb 2025 | Mex$299.8b | Mex$557.5b | Mex$33.3b | 11.6x | 9x | 0.5x |
| Fri, 10 Jan 2025 | Mex$292.6b | Mex$557.3b | Mex$33.3b | 10.8x | 8.8x | 0.5x |
| Sun, 08 Dec 2024 | Mex$292.1b | Mex$555.4b | Mex$33.3b | 11.2x | 8.8x | 0.5x |
| Tue, 05 Nov 2024 | Mex$303.9b | Mex$554.4b | Mex$33.5b | 11.1x | 9.1x | 0.5x |
| Thu, 03 Oct 2024 | Mex$315.4b | Mex$540.0b | Mex$32.7b | 13x | 9.7x | 0.6x |
| Sat, 31 Aug 2024 | Mex$331.0b | Mex$539.9b | Mex$32.7b | 12.4x | 10.1x | 0.6x |
| Mon, 29 Jul 2024 | Mex$333.8b | Mex$483.8b | Mex$30.8b | 12.7x | 10.8x | 0.7x |
| Wed, 26 Jun 2024 | Mex$316.1b | Mex$469.1b | Mex$28.3b | 12.4x | 11.2x | 0.7x |
| Fri, 24 May 2024 | Mex$352.0b | Mex$460.6b | Mex$27.8b | 14.9x | 12.7x | 0.8x |
| Sun, 21 Apr 2024 | Mex$366.9b | Mex$506.7b | Mex$28.1b | 12x | 13.1x | 0.7x |
| Tue, 19 Mar 2024 | Mex$369.3b | Mex$513.2b | Mex$28.5b | 12.5x | 13x | 0.7x |
| Thu, 15 Feb 2024 | Mex$344.5b | Mex$522.4b | Mex$28.3b | 15.6x | 12.2x | 0.7x |
| Sat, 13 Jan 2024 | Mex$385.3b | Mex$579.6b | Mex$33.2b | 14.4x | 11.6x | 0.7x |
| Mon, 11 Dec 2023 | Mex$367.7b | Mex$582.4b | Mex$33.2b | 14.1x | 11.1x | 0.6x |
| Wed, 08 Nov 2023 | Mex$358.8b | Mex$582.7b | Mex$33.2b | 14.9x | 10.8x | 0.6x |
| Fri, 06 Oct 2023 | Mex$366.1b | Mex$594.5b | Mex$31.4b | 14x | 11.7x | 0.6x |
| Sun, 03 Sep 2023 | Mex$375.0b | Mex$586.7b | Mex$31.3b | 13.3x | 12x | 0.6x |
| Tue, 01 Aug 2023 | Mex$375.6b | Mex$583.3b | Mex$31.3b | 14.3x | 12x | 0.6x |
| Thu, 29 Jun 2023 | Mex$381.2b | Mex$569.8b | Mex$30.0b | 15.6x | 12.7x | 0.7x |
Price to Earnings Ratio
12.7x
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 0.60x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 7.9% per year over the last three years,
- Revenues have also declined 2.3% 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 | -0.52% | |
| Consumer Discretionary | -1.12% | |
| Consumer Durables | 2.58% | |
| General Merchandise and Department Stores | 0.80% | |
| Auto Components | -0.23% | |
| Hospitality | -2.70% | |
| Specialty Stores | -7.12% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.3x.
- Analysts are expecting annual earnings growth of 21.0%, which is higher than its past year's earnings decline of 1.7% 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 8.1% 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$47.04 | 1.2% +Mex$454.9m | -7.8% | PE16.6x | |
| LIVEPOL C-1 El Puerto de Liverpool. de | Mex$101.36 | 0.3% +Mex$416.1m | 7.9% | PE8.1x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$37.00 | 3.2% +Mex$319.6m | 26.6% | PE7x | |
| GIGANTE * Grupo Gigante S. A. B. de C. V | Mex$30.00 | 0.7% +Mex$198.8m | 4.9% | PE14.7x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.88 | 3.4% +Mex$194.3m | 52.5% | PE6.4x |
