Narrative Update • May 14
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedMay 26, 2026
DataAggregated Company Financials
Companies18
- 7D-0.9%
- 3M-3.8%
- 1Y9.3%
- YTD1.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by El Puerto de Liverpool. de declining 2.4%. This takes the industry's 12 month performance to a gain of 9.3%. 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 |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | Mex$299.2b | Mex$531.6b | Mex$23.7b | 14.9x | 12.6x | 0.6x |
| Thu, 23 Apr 2026 | Mex$303.7b | Mex$532.3b | Mex$24.4b | 15.1x | 12.5x | 0.6x |
| Sat, 21 Mar 2026 | Mex$285.1b | Mex$524.8b | Mex$23.2b | 14.5x | 12.3x | 0.5x |
| Mon, 16 Feb 2026 | Mex$302.9b | Mex$518.0b | Mex$25.6b | 9.6x | 11.8x | 0.6x |
| Wed, 14 Jan 2026 | Mex$297.6b | Mex$522.0b | Mex$25.6b | 9.5x | 11.6x | 0.6x |
| Fri, 12 Dec 2025 | Mex$293.3b | Mex$523.2b | Mex$25.6b | 9.5x | 11.5x | 0.6x |
| Sun, 09 Nov 2025 | Mex$278.6b | Mex$522.8b | Mex$25.0b | 9.5x | 11.1x | 0.5x |
| Tue, 07 Oct 2025 | Mex$287.1b | Mex$562.3b | Mex$27.4b | 10.7x | 10.5x | 0.5x |
| Thu, 04 Sep 2025 | Mex$301.9b | Mex$572.8b | Mex$28.2b | 11.2x | 10.7x | 0.5x |
| Sat, 02 Aug 2025 | Mex$283.0b | Mex$519.1b | Mex$25.0b | 12.8x | 11.3x | 0.5x |
| Mon, 30 Jun 2025 | Mex$281.9b | Mex$509.9b | Mex$27.2b | 15.8x | 10.4x | 0.6x |
| Wed, 28 May 2025 | Mex$275.4b | Mex$512.6b | Mex$27.2b | 15.1x | 10.1x | 0.5x |
| Fri, 25 Apr 2025 | Mex$280.2b | Mex$571.9b | Mex$32.2b | 12.8x | 8.7x | 0.5x |
| Sun, 23 Mar 2025 | Mex$289.1b | Mex$574.9b | Mex$32.1b | 11.7x | 9x | 0.5x |
| Tue, 18 Feb 2025 | Mex$304.6b | Mex$556.0b | Mex$33.3b | 11.8x | 9.1x | 0.5x |
| Thu, 16 Jan 2025 | Mex$288.9b | Mex$557.0b | Mex$33.3b | 10.1x | 8.7x | 0.5x |
| Sat, 14 Dec 2024 | Mex$294.1b | Mex$555.2b | Mex$33.3b | 11.1x | 8.8x | 0.5x |
| Mon, 11 Nov 2024 | Mex$304.2b | Mex$555.4b | Mex$33.3b | 11.4x | 9.1x | 0.5x |
| Wed, 09 Oct 2024 | Mex$316.3b | Mex$537.8b | Mex$32.6b | 13.3x | 9.7x | 0.6x |
| Fri, 06 Sep 2024 | Mex$320.5b | Mex$541.3b | Mex$32.7b | 12.7x | 9.8x | 0.6x |
| Sun, 04 Aug 2024 | Mex$331.2b | Mex$488.2b | Mex$30.6b | 12.7x | 10.8x | 0.7x |
| Tue, 02 Jul 2024 | Mex$317.7b | Mex$470.5b | Mex$28.4b | 12.4x | 11.2x | 0.7x |
| Thu, 30 May 2024 | Mex$347.8b | Mex$461.9b | Mex$27.8b | 14.5x | 12.5x | 0.8x |
| Sat, 27 Apr 2024 | Mex$367.9b | Mex$509.6b | Mex$30.2b | 11.7x | 12.2x | 0.7x |
| Mon, 25 Mar 2024 | Mex$373.2b | Mex$505.3b | Mex$28.6b | 12.6x | 13.1x | 0.7x |
| Wed, 21 Feb 2024 | Mex$347.8b | Mex$510.1b | Mex$27.8b | 15.6x | 12.5x | 0.7x |
| Fri, 19 Jan 2024 | Mex$383.4b | Mex$581.4b | Mex$33.2b | 14.2x | 11.6x | 0.7x |
| Sun, 17 Dec 2023 | Mex$377.7b | Mex$581.6b | Mex$33.2b | 14.5x | 11.4x | 0.6x |
| Tue, 14 Nov 2023 | Mex$357.4b | Mex$583.7b | Mex$33.2b | 14.5x | 10.8x | 0.6x |
| Thu, 12 Oct 2023 | Mex$362.6b | Mex$591.8b | Mex$31.4b | 14x | 11.6x | 0.6x |
| Sat, 09 Sep 2023 | Mex$377.2b | Mex$590.2b | Mex$31.4b | 13.7x | 12x | 0.6x |
| Mon, 07 Aug 2023 | Mex$376.2b | Mex$586.1b | Mex$31.3b | 14.3x | 12x | 0.6x |
| Wed, 05 Jul 2023 | Mex$381.1b | Mex$569.7b | Mex$30.0b | 15.4x | 12.7x | 0.7x |
| Fri, 02 Jun 2023 | Mex$367.4b | Mex$571.2b | Mex$29.8b | 16.3x | 12.3x | 0.6x |
Price to Earnings Ratio
12.3x
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 12.6x 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 7.4% per year over the last three years,
- Revenues have also declined 2.4% 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 | -0.63% | |
| Consumer Discretionary | -0.89% | |
| Consumer Durables | 1.33% | |
| Hospitality | 0.56% | |
| Specialty Stores | 0% | 0 |
| Auto Components | -0.23% | |
| General Merchandise and Department Stores | -2.40% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.1x.
- Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings decline of 48.2% 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 7.9% 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$51.36 | 0.9% +Mex$383.1m | 5.9% | PE18.1x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$33.84 | 2.6% +Mex$236.9m | 5.8% | PE6.4x | |
| AGUILAS CPO Ollamani | Mex$77.98 | 1.2% +Mex$113.4m | 62.6% | PE51.1x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$4.90 | 3.2% +Mex$107.4m | 25.6% | PE19.8x | |
| CADU A Corpovael. de | Mex$7.99 | 4.0% +Mex$94.0m | 142.9% | PE5.6x |
