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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedNov 04, 2025
DataAggregated Company Financials
Companies18
  • 7D2.1%
  • 3M0.4%
  • 1Y-3.3%
  • YTD1.2%

In the last week, the Consumer Discretionary industry is up 2.1%, with El Puerto de Liverpool. de up 4.4%. However, the industry is down 3.3% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 04 Nov 2025Mex$294.8bMex$578.8bMex$27.9b9.5x10.6x0.5x
Thu, 02 Oct 2025Mex$289.5bMex$562.5bMex$27.3b10.4x10.6x0.5x
Sat, 30 Aug 2025Mex$300.9bMex$572.5bMex$28.2b11.2x10.7x0.5x
Mon, 28 Jul 2025Mex$284.0bMex$513.6bMex$28.5b13.2x10x0.6x
Wed, 25 Jun 2025Mex$281.2bMex$510.7bMex$27.1b14.6x10.4x0.6x
Fri, 23 May 2025Mex$273.2bMex$512.9bMex$27.2b14.6x10x0.5x
Sun, 20 Apr 2025Mex$273.8bMex$570.5bMex$32.1b12.9x8.5x0.5x
Tue, 18 Mar 2025Mex$287.8bMex$572.9bMex$32.2b11.1x8.9x0.5x
Thu, 13 Feb 2025Mex$299.6bMex$557.5bMex$33.3b11.6x9x0.5x
Sat, 11 Jan 2025Mex$293.2bMex$558.6bMex$33.3b10.7x8.8x0.5x
Mon, 09 Dec 2024Mex$292.1bMex$555.4bMex$33.3b11.2x8.8x0.5x
Wed, 06 Nov 2024Mex$305.2bMex$554.8bMex$33.3b10.9x9.2x0.6x
Fri, 04 Oct 2024Mex$314.4bMex$538.0bMex$32.6b12.8x9.6x0.6x
Sun, 01 Sep 2024Mex$328.9bMex$539.9bMex$32.7b12.4x10.1x0.6x
Tue, 30 Jul 2024Mex$333.8bMex$484.7bMex$30.2b13x11.1x0.7x
Thu, 27 Jun 2024Mex$315.8bMex$470.4bMex$28.4b12.3x11.1x0.7x
Sat, 25 May 2024Mex$351.1bMex$460.4bMex$27.8b14.7x12.6x0.8x
Mon, 22 Apr 2024Mex$366.8bMex$506.7bMex$28.1b12x13.1x0.7x
Wed, 20 Mar 2024Mex$350.1bMex$505.7bMex$28.6b12.5x12.2x0.7x
Fri, 16 Feb 2024Mex$344.8bMex$522.0bMex$28.3b15.6x12.2x0.7x
Sun, 14 Jan 2024Mex$385.2bMex$579.6bMex$33.2b14.4x11.6x0.7x
Tue, 12 Dec 2023Mex$368.9bMex$582.6bMex$33.2b14.1x11.1x0.6x
Thu, 09 Nov 2023Mex$357.9bMex$583.5bMex$33.2b14.6x10.8x0.6x
Sat, 07 Oct 2023Mex$365.5bMex$594.1bMex$31.4b14x11.6x0.6x
Mon, 04 Sep 2023Mex$375.0bMex$586.7bMex$31.3b13.3x12x0.6x
Wed, 02 Aug 2023Mex$374.8bMex$584.1bMex$31.3b14.3x12x0.6x
Fri, 30 Jun 2023Mex$380.0bMex$570.1bMex$30.0b15.8x12.7x0.7x
Sun, 28 May 2023Mex$368.2bMex$571.7bMex$29.8b16.8x12.3x0.6x
Tue, 25 Apr 2023Mex$375.5bMex$559.5bMex$31.5b14.6x11.9x0.7x
Thu, 23 Mar 2023Mex$141.5bMex$272.8bMex$7.2b17.3x19.6x0.5x
Sat, 18 Feb 2023Mex$355.4bMex$510.0bMex$28.1b15.7x12.6x0.7x
Mon, 16 Jan 2023Mex$364.9bMex$507.8bMex$27.3b16.6x13.4x0.7x
Wed, 14 Dec 2022Mex$356.5bMex$508.7bMex$27.3b16.3x13.1x0.7x
Fri, 11 Nov 2022Mex$331.1bMex$508.5bMex$27.3b15.7x12.1x0.7x
Price to Earnings Ratio

12.1x


Total Market Cap: Mex$331.1bTotal Earnings: Mex$27.3bTotal Revenue: Mex$508.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.2x202320242025
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 11.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 4.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Discretionary sector?

MX Market1.06%
Consumer Discretionary2.15%
Auto Components5.32%
General Merchandise and Department Stores3.88%
Specialty Stores0.79%
Hospitality-0.085%
Consumer Durables-0.24%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 25.5x.
    • Analysts are expecting annual earnings growth of 32.3%, 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 77% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 8.9% 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
LIVEPOL C-1 El Puerto de Liverpool. deMex$90.191.8%
+Mex$2.2b		-14.1%PE6.3x
NEMAK A Nemak S. A. B. de C. VMex$4.0511.3%
+Mex$1.2b		94.7%PS0.1x
HCITY * Promotora de Hoteles Norte 19. deMex$6.5017.1%
+Mex$391.7m		39.8%PS0.6x
GIGANTE * Grupo Gigante S. A. B. de C. VMex$30.450.8%
+Mex$238.6m		8.8%PE17x
GISSA A Grupo Industrial Saltillo. deMex$14.183.1%
+Mex$131.3m		-17.8%PE31.6x

Latest News

SPORT S
Mex$9.00
Grupo Sports World. de
7D
6.0%
1Y
45.2%

Shareholders Will Be Pleased With The Quality of Grupo Sports World. de's (BMV:SPORTS) Earnings

Nov 04
Shareholders Will Be Pleased With The Quality of Grupo Sports World. de's (BMV:SPORTS) Earnings
HOTEL *
Mex$3.75
Grupo Hotelero Santa Fe. de
7D
0.3%
1Y
-3.4%

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)
VASCONI *
Mex$0.78
Grupo Vasconia
7D
56.3%
1Y
66.0%
GIGANTE *
Mex$30.45
Grupo Gigante S. A. B. de C. V
7D
0.8%
1Y
8.8%
LIVEPOL C-1
Mex$90.19
El Puerto de Liverpool. de
7D
1.8%
1Y
-14.1%

These 4 Measures Indicate That El Puerto de Liverpool. de (BMV:LIVEPOLC-1) Is Using Debt Extensively

Nov 01
These 4 Measures Indicate That El Puerto de Liverpool. de (BMV:LIVEPOLC-1) Is Using Debt Extensively
HCITY *
Mex$6.50
Promotora de Hoteles Norte 19. de
7D
17.1%
1Y
39.8%

Promotora de Hoteles Norte 19, S.A.B. de C.V. (BMV:HCITY) Stock Rockets 34% As Investors Are Less Pessimistic Than Expected

Oct 31
Promotora de Hoteles Norte 19, S.A.B. de C.V. (BMV:HCITY) Stock Rockets 34% As Investors Are Less Pessimistic Than Expected
CMR B
Mex$1.48
CMR. de
7D
-3.3%
1Y
21.3%
VINTE *
Mex$29.75
Vinte Viviendas Integrales. de
7D
-4.6%
1Y
-9.8%

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
ALSEA *
Mex$50.83
Alsea. de
7D
-2.0%
1Y
3.3%
AGUILAS CPO
Mex$62.50
Ollamani
7D
-0.7%
1Y
77.8%
NEMAK A
Mex$4.05
Nemak S. A. B. de C. V
7D
11.3%
1Y
94.7%
ARA *
Mex$3.41
Consorcio ARA S. A. B. de C. V
7D
-5.5%
1Y
5.6%
CADU A
Mex$3.80
Corpovael. de
7D
-4.0%
1Y
7.0%
GISSA A
Mex$14.18
Grupo Industrial Saltillo. de
7D
3.1%
1Y
-17.8%