Analysis Article • Jul 31
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedAug 06, 2026
DataAggregated Company Financials
Companies18
- 7D-1.0%
- 3M-6.2%
- 1Y5.5%
- YTD-2.7%
In the last week, the Consumer Discretionary industry is flat overall, with Grupo Gigante S. A. B. de C. V standing out by going down 4.0%. The past year has been better, since the industry has gained 5.5% in that time. Earnings are forecast to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Thu, 06 Aug 2026 | Mex$286.0b | Mex$538.7b | Mex$22.9b | 10.8x | 12.5x | 0.5x |
| Sat, 04 Jul 2026 | Mex$289.7b | Mex$532.6b | Mex$23.5b | 13.9x | 12.3x | 0.5x |
| Mon, 01 Jun 2026 | Mex$301.4b | Mex$531.8b | Mex$23.5b | 15.3x | 12.8x | 0.6x |
| Wed, 29 Apr 2026 | Mex$298.0b | Mex$533.5b | Mex$24.5b | 15.6x | 12.2x | 0.6x |
| Fri, 27 Mar 2026 | Mex$286.6b | Mex$524.8b | Mex$23.2b | 14.8x | 12.4x | 0.5x |
| Sun, 22 Feb 2026 | Mex$305.0b | Mex$518.0b | Mex$25.7b | 13.2x | 11.9x | 0.6x |
| Tue, 20 Jan 2026 | Mex$295.5b | Mex$520.5b | Mex$25.6b | 9.8x | 11.5x | 0.6x |
| Thu, 18 Dec 2025 | Mex$293.4b | Mex$523.0b | Mex$25.6b | 9.7x | 11.5x | 0.6x |
| Sat, 15 Nov 2025 | Mex$278.2b | Mex$519.6b | Mex$25.8b | 9.2x | 10.8x | 0.5x |
| Mon, 13 Oct 2025 | Mex$304.6b | Mex$571.7b | Mex$28.2b | 11.4x | 10.8x | 0.5x |
| Wed, 10 Sep 2025 | Mex$284.1b | Mex$564.0b | Mex$27.3b | 10.2x | 10.4x | 0.5x |
| Fri, 08 Aug 2025 | Mex$299.7b | Mex$572.3b | Mex$28.2b | 10.9x | 10.6x | 0.5x |
| Sun, 06 Jul 2025 | Mex$279.1b | Mex$508.6b | Mex$27.2b | 15.8x | 10.3x | 0.5x |
| Tue, 03 Jun 2025 | Mex$276.8b | Mex$512.5b | Mex$27.2b | 14.8x | 10.2x | 0.5x |
| Thu, 01 May 2025 | Mex$263.4b | Mex$510.9b | Mex$27.2b | 12.7x | 9.7x | 0.5x |
| Sat, 29 Mar 2025 | Mex$290.0b | Mex$575.9b | Mex$32.1b | 12.3x | 9x | 0.5x |
| Mon, 24 Feb 2025 | Mex$303.6b | Mex$558.2b | Mex$33.0b | 14.4x | 9.2x | 0.5x |
| Wed, 22 Jan 2025 | Mex$288.9b | Mex$558.1b | Mex$33.3b | 10.3x | 8.7x | 0.5x |
| Fri, 20 Dec 2024 | Mex$292.4b | Mex$556.3b | Mex$33.3b | 10.9x | 8.8x | 0.5x |
| Sun, 17 Nov 2024 | Mex$296.6b | Mex$556.6b | Mex$33.3b | 11.3x | 8.9x | 0.5x |
| Tue, 15 Oct 2024 | Mex$316.3b | Mex$537.5b | Mex$32.6b | 13.6x | 9.7x | 0.6x |
| Thu, 12 Sep 2024 | Mex$311.6b | Mex$540.5b | Mex$32.7b | 12.7x | 9.5x | 0.6x |
| Sat, 10 Aug 2024 | Mex$342.0b | Mex$535.0b | Mex$33.2b | 10.9x | 10.3x | 0.6x |
| Mon, 08 Jul 2024 | Mex$316.4b | Mex$468.8b | Mex$28.3b | 12.7x | 11.2x | 0.7x |
| Wed, 05 Jun 2024 | Mex$339.4b | Mex$467.5b | Mex$27.8b | 14.2x | 12.2x | 0.7x |
| Fri, 03 May 2024 | Mex$348.4b | Mex$462.4b | Mex$27.8b | 12.5x | 12.5x | 0.8x |
| Sun, 31 Mar 2024 | Mex$375.8b | Mex$503.3b | Mex$28.6b | 12.6x | 13.1x | 0.7x |
| Tue, 27 Feb 2024 | Mex$345.8b | Mex$510.1b | Mex$27.9b | 14.5x | 12.4x | 0.7x |
| Thu, 25 Jan 2024 | Mex$393.3b | Mex$581.7b | Mex$33.2b | 14.6x | 11.9x | 0.7x |
| Sat, 23 Dec 2023 | Mex$396.3b | Mex$580.3b | Mex$33.2b | 14.5x | 12x | 0.7x |
| Mon, 20 Nov 2023 | Mex$358.6b | Mex$581.6b | Mex$33.2b | 14.3x | 10.8x | 0.6x |
| Wed, 18 Oct 2023 | Mex$359.2b | Mex$592.8b | Mex$31.4b | 14x | 11.4x | 0.6x |
| Fri, 15 Sep 2023 | Mex$376.1b | Mex$586.9b | Mex$31.3b | 13.7x | 12x | 0.6x |
| Sun, 13 Aug 2023 | Mex$372.1b | Mex$585.6b | Mex$31.3b | 14.2x | 11.9x | 0.6x |
Price to Earnings Ratio
11.9x
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 12.5x 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 2.7% 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 | -1.30% | |
| Consumer Discretionary | -0.95% | |
| General Merchandise and Department Stores | -0.34% | |
| Auto Components | -0.58% | |
| Hospitality | -0.87% | |
| Consumer Durables | -1.43% | |
| Specialty Stores | -3.97% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 29.9x.
- 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 78% over the next 5 years.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 9.0% 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 | |
|---|---|---|---|---|---|
| NEMAK A Nemak S. A. B. de C. V | Mex$2.93 | 2.1% +Mex$171.5m | -17.7% | PS0.09x | |
| HCITY * Promotora de Hoteles Norte 19. de | Mex$5.90 | 4.8% +Mex$102.9m | 23.4% | PS0.5x | |
| AGUILAS CPO Ollamani | Mex$76.64 | 0.4% +Mex$37.0m | 65.4% | PS1.1x | |
| CADU A Corpovael. de | Mex$7.43 | 1.1% +Mex$23.4m | 120.5% | PE5.1x | |
| SPORT S Grupo Sports World. de | Mex$7.78 | 0.4% +Mex$7.1m | 19.7% | PE14.1x |
