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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedDec 19, 2025
DataAggregated Company Financials
Companies17
  • 7D0.09%
  • 3M4.0%
  • 1Y8.7%
  • YTD7.1%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Ollamani gained 8.5%. As for the the longer term, the industry is up 8.8% over the past 12 months. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Dec 2025Mex$294.6bMex$523.0bMex$25.6b9.7x11.5x0.6x
Sun, 16 Nov 2025Mex$279.2bMex$519.6bMex$25.8b9.2x10.8x0.5x
Tue, 14 Oct 2025Mex$305.8bMex$571.3bMex$28.2b11.4x10.9x0.5x
Thu, 11 Sep 2025Mex$284.1bMex$563.7bMex$27.3b10.3x10.4x0.5x
Sat, 09 Aug 2025Mex$300.6bMex$572.1bMex$28.2b10.9x10.7x0.5x
Mon, 07 Jul 2025Mex$279.1bMex$508.6bMex$27.2b15.8x10.3x0.5x
Wed, 04 Jun 2025Mex$277.3bMex$512.5bMex$27.2b14.8x10.2x0.5x
Fri, 02 May 2025Mex$265.7bMex$510.9bMex$27.2b12.7x9.8x0.5x
Sun, 30 Mar 2025Mex$289.9bMex$575.9bMex$32.1b12.3x9x0.5x
Tue, 25 Feb 2025Mex$303.6bMex$559.6bMex$32.7b14.6x9.3x0.5x
Thu, 23 Jan 2025Mex$288.9bMex$557.2bMex$33.3b10.4x8.7x0.5x
Sat, 21 Dec 2024Mex$293.2bMex$554.8bMex$33.3b11.1x8.8x0.5x
Mon, 18 Nov 2024Mex$296.6bMex$556.6bMex$33.3b11.3x8.9x0.5x
Wed, 16 Oct 2024Mex$319.4bMex$540.0bMex$32.7b13.6x9.8x0.6x
Fri, 13 Sep 2024Mex$311.6bMex$538.7bMex$32.7b12.7x9.5x0.6x
Sun, 11 Aug 2024Mex$342.1bMex$535.0bMex$33.2b10.9x10.3x0.6x
Tue, 09 Jul 2024Mex$316.4bMex$468.2bMex$28.3b12.9x11.2x0.7x
Thu, 06 Jun 2024Mex$342.0bMex$465.5bMex$27.8b14.2x12.3x0.7x
Sat, 04 May 2024Mex$348.4bMex$462.4bMex$27.8b12.2x12.5x0.8x
Mon, 01 Apr 2024Mex$375.8bMex$503.3bMex$28.6b12.6x13.1x0.7x
Wed, 28 Feb 2024Mex$345.8bMex$509.4bMex$28.3b14.5x12.2x0.7x
Fri, 26 Jan 2024Mex$394.4bMex$581.5bMex$33.2b14.8x11.9x0.7x
Sun, 24 Dec 2023Mex$396.3bMex$580.3bMex$33.2b14.5x12x0.7x
Tue, 21 Nov 2023Mex$358.6bMex$581.6bMex$33.2b14.3x10.8x0.6x
Thu, 19 Oct 2023Mex$359.3bMex$594.2bMex$31.4b14x11.5x0.6x
Sat, 16 Sep 2023Mex$376.1bMex$586.9bMex$31.3b13.7x12x0.6x
Mon, 14 Aug 2023Mex$373.8bMex$585.6bMex$31.3b14.2x12x0.6x
Wed, 12 Jul 2023Mex$380.3bMex$569.7bMex$30.0b15.5x12.7x0.7x
Fri, 09 Jun 2023Mex$367.4bMex$570.2bMex$29.8b16.4x12.3x0.6x
Sun, 07 May 2023Mex$370.6bMex$575.1bMex$30.7b15.3x12.1x0.6x
Tue, 04 Apr 2023Mex$375.8bMex$559.0bMex$30.3b15x12.4x0.7x
Thu, 02 Mar 2023Mex$351.9bMex$526.8bMex$26.1b15.4x13.5x0.7x
Sat, 28 Jan 2023Mex$365.3bMex$507.8bMex$27.3b16.6x13.4x0.7x
Mon, 26 Dec 2022Mex$356.7bMex$508.5bMex$27.3b16x13.1x0.7x
Price to Earnings Ratio

13.1x


Total Market Cap: Mex$356.7bTotal Earnings: Mex$27.3bTotal Revenue: Mex$508.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.1x202320242025
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-1.58%
Consumer Discretionary0.09%
Hospitality1.90%
Specialty Stores1.50%
General Merchandise and Department Stores-0.64%
Consumer Durables-1.51%
Auto Components-5.86%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 25.7x.
    • Analysts are expecting annual earnings growth of 32.9%, 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 71% 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
ALSEA * Alsea. deMex$52.402.8%
+Mex$1.2b		16.3%PE20.8x
POSADAS A Grupo Posadas. deMex$29.003.6%
+Mex$495.9m		16.5%PE17.2x
GIGANTE * Grupo Gigante S. A. B. de C. VMex$31.111.5%
+Mex$457.3m		11.1%PE17.4x
HOTEL * Grupo Hotelero Santa Fe. deMex$3.986.1%
+Mex$164.7m		7.6%PE9.7x
AGUILAS CPO OllamaniMex$80.001.1%
+Mex$102.7m		143.4%PS1.4x

Latest News

HCITY *
Mex$6.21
Promotora de Hoteles Norte 19. de
7D
-1.3%
1Y
38.3%
ALSEA *
Mex$52.40
Alsea. de
7D
2.8%
1Y
16.3%

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.
NEMAK A
Mex$3.57
Nemak S. A. B. de C. V
7D
-7.8%
1Y
52.6%

NEMAK A Stronger Margins And Revenue Will Support A Bullish Outlook

Analysts have modestly reduced their price target on Nemak S. A.
AGUILAS CPO
Mex$80.00
Ollamani
7D
1.1%
1Y
143.4%
GISSA A
Mex$12.90
Grupo Industrial Saltillo. de
7D
-0.4%
1Y
-24.1%
SPORT S
Mex$10.28
Grupo Sports World. de
7D
0.9%
1Y
60.9%
LIVEPOL C-1
Mex$100.44
El Puerto de Liverpool. de
7D
-0.4%
1Y
-0.2%

An Intrinsic Calculation For El Puerto de Liverpool, S.A.B. de C.V. (BMV:LIVEPOLC-1) Suggests It's 42% Undervalued

Nov 28
An Intrinsic Calculation For El Puerto de Liverpool, S.A.B. de C.V. (BMV:LIVEPOLC-1) Suggests It's 42% Undervalued
VASCONI *
Mex$0.88
Grupo Vasconia
7D
2.3%
1Y
91.3%

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

Nov 16
Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?
POSADAS A
Mex$29.00
Grupo Posadas. de
7D
3.6%
1Y
16.5%
HOTEL *
Mex$3.98
Grupo Hotelero Santa Fe. de
7D
6.1%
1Y
7.6%

Impressive Earnings May Not Tell The Whole Story For Grupo Hotelero Santa Fe. de (BMV:HOTEL)

Nov 03
Impressive Earnings May Not Tell The Whole Story For Grupo Hotelero Santa Fe. de (BMV:HOTEL)
GIGANTE *
Mex$31.11
Grupo Gigante S. A. B. de C. V
7D
1.5%
1Y
11.1%
VINTE *
Mex$29.90
Vinte Viviendas Integrales. de
7D
-0.4%
1Y
-10.2%

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
CIDMEGA *
Mex$24.90
Grupe. de
7D
-0.4%
1Y
-24.2%
ARA *
Mex$3.44
Consorcio ARA S. A. B. de C. V
7D
-4.2%
1Y
7.5%
NUTRISA A
Mex$4.50
Grupo Nutrisa. de
7D
-1.1%
1Y
n/a