Narrative Update • Jun 15
Have your own idea? Try our Stock Screener
Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedJun 19, 2026
DataAggregated Company Financials
Companies18
- 7D-1.9%
- 3M-6.5%
- 1Y6.6%
- YTD-1.8%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by Grupo Gigante S. A. B. de C. V declining 7.1%. Over the past 12 months, the industry was up 7.1%. Looking forward, 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, 19 Jun 2026 | Mex$290.8b | Mex$531.9b | Mex$23.5b | 14.7x | 12.4x | 0.5x |
| Sun, 17 May 2026 | Mex$301.4b | Mex$531.9b | Mex$23.8b | 15.9x | 12.7x | 0.6x |
| Tue, 14 Apr 2026 | Mex$308.2b | Mex$528.9b | Mex$23.7b | 15.5x | 13x | 0.6x |
| Thu, 12 Mar 2026 | Mex$304.4b | Mex$530.9b | Mex$23.8b | 14.3x | 12.8x | 0.6x |
| Sat, 07 Feb 2026 | Mex$297.0b | Mex$518.6b | Mex$25.6b | 9.8x | 11.6x | 0.6x |
| Mon, 05 Jan 2026 | Mex$296.5b | Mex$522.4b | Mex$25.6b | 9.7x | 11.6x | 0.6x |
| Wed, 03 Dec 2025 | Mex$285.7b | Mex$524.6b | Mex$25.5b | 9.5x | 11.2x | 0.5x |
| Fri, 31 Oct 2025 | Mex$293.7b | Mex$579.3b | Mex$28.1b | 9.5x | 10.4x | 0.5x |
| Sun, 28 Sep 2025 | Mex$290.5b | Mex$562.4b | Mex$27.4b | 10.4x | 10.6x | 0.5x |
| Tue, 26 Aug 2025 | Mex$300.2b | Mex$572.6b | Mex$28.2b | 11.2x | 10.7x | 0.5x |
| Thu, 24 Jul 2025 | Mex$277.2b | Mex$510.3b | Mex$27.5b | 15.9x | 10.1x | 0.5x |
| Sat, 21 Jun 2025 | Mex$279.2b | Mex$511.8b | Mex$27.1b | 14.1x | 10.3x | 0.5x |
| Mon, 19 May 2025 | Mex$274.0b | Mex$513.9b | Mex$27.4b | 14.3x | 10x | 0.5x |
| Wed, 16 Apr 2025 | Mex$273.9b | Mex$572.9b | Mex$32.1b | 12.7x | 8.5x | 0.5x |
| Fri, 14 Mar 2025 | Mex$288.8b | Mex$574.2b | Mex$32.1b | 14.1x | 9x | 0.5x |
| Sun, 09 Feb 2025 | Mex$298.1b | Mex$557.5b | Mex$33.3b | 11.5x | 8.9x | 0.5x |
| Tue, 07 Jan 2025 | Mex$294.9b | Mex$556.6b | Mex$33.3b | 11.2x | 8.9x | 0.5x |
| Thu, 05 Dec 2024 | Mex$291.4b | Mex$556.0b | Mex$33.3b | 10.9x | 8.7x | 0.5x |
| Sat, 02 Nov 2024 | Mex$303.5b | Mex$554.2b | Mex$33.5b | 10.3x | 9.1x | 0.5x |
| Mon, 30 Sep 2024 | Mex$315.0b | Mex$539.9b | Mex$32.7b | 13x | 9.6x | 0.6x |
| Wed, 28 Aug 2024 | Mex$338.0b | Mex$540.1b | Mex$33.4b | 11.8x | 10.1x | 0.6x |
| Fri, 26 Jul 2024 | Mex$337.1b | Mex$483.9b | Mex$30.8b | 14.6x | 10.9x | 0.7x |
| Sun, 23 Jun 2024 | Mex$315.4b | Mex$469.0b | Mex$28.3b | 12.3x | 11.1x | 0.7x |
| Tue, 21 May 2024 | Mex$352.5b | Mex$459.4b | Mex$27.7b | 14.8x | 12.7x | 0.8x |
| Thu, 18 Apr 2024 | Mex$367.9b | Mex$505.8b | Mex$28.6b | 12x | 12.9x | 0.7x |
| Sat, 16 Mar 2024 | Mex$367.0b | Mex$512.5b | Mex$28.5b | 12.3x | 12.9x | 0.7x |
| Mon, 12 Feb 2024 | Mex$350.8b | Mex$509.7b | Mex$28.7b | 16.1x | 12.2x | 0.7x |
| Wed, 10 Jan 2024 | Mex$390.5b | Mex$580.2b | Mex$33.2b | 14.8x | 11.8x | 0.7x |
| Fri, 08 Dec 2023 | Mex$369.1b | Mex$583.1b | Mex$33.2b | 13.7x | 11.1x | 0.6x |
| Sun, 05 Nov 2023 | Mex$358.8b | Mex$582.5b | Mex$33.2b | 14.9x | 10.8x | 0.6x |
| Tue, 03 Oct 2023 | Mex$365.3b | Mex$590.6b | Mex$31.4b | 14x | 11.6x | 0.6x |
| Thu, 31 Aug 2023 | Mex$371.8b | Mex$584.4b | Mex$31.3b | 12.9x | 11.9x | 0.6x |
| Sat, 29 Jul 2023 | Mex$376.6b | Mex$585.2b | Mex$31.6b | 12.7x | 11.9x | 0.6x |
| Mon, 26 Jun 2023 | Mex$377.6b | Mex$570.5b | Mex$30.0b | 15.7x | 12.6x | 0.7x |
Price to Earnings Ratio
12.6x
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 | 0.16% | |
| Consumer Discretionary | -1.86% | |
| Consumer Durables | 2.36% | |
| Auto Components | -0.23% | |
| General Merchandise and Department Stores | -0.51% | |
| Hospitality | -3.10% | |
| 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 20.7%, 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 8.0% 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 | |
|---|---|---|---|---|---|
| VINTE * Vinte Viviendas Integrales. de | Mex$37.00 | 3.2% +Mex$319.6m | 26.6% | PE7x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.88 | 3.4% +Mex$194.3m | 52.5% | PE6.4x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$3.39 | 0.3% +Mex$28.6m | 7.3% | PS0.1x | |
| CADU A Corpovael. de | Mex$7.89 | 1.2% +Mex$27.3m | 146.6% | PE5.5x | |
| HCITY * Promotora de Hoteles Norte 19. de | Mex$6.10 | 0.2% +Mex$3.8m | 31.5% | PS0.5x |
