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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies17
  • 7D0.9%
  • 3M7.8%
  • 1Y11.8%
  • YTD1.0%

The Consumer Discretionary industry has been flat over the last week, but CMR. de has lost 12%. As for the the longer term, the industry is up 12% over the past 12 months. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Jan 2026Mex$298.1bMex$522.8bMex$25.6b9.5x11.7x0.6x
Thu, 11 Dec 2025Mex$293.7bMex$523.9bMex$25.6b9.5x11.5x0.6x
Sat, 08 Nov 2025Mex$278.9bMex$522.8bMex$25.0b9.5x11.1x0.5x
Mon, 06 Oct 2025Mex$287.7bMex$562.6bMex$27.3b10.6x10.5x0.5x
Wed, 03 Sep 2025Mex$301.6bMex$572.8bMex$28.2b11.2x10.7x0.5x
Fri, 01 Aug 2025Mex$284.1bMex$518.9bMex$24.7b12.8x11.5x0.5x
Sun, 29 Jun 2025Mex$281.9bMex$509.9bMex$27.2b15.8x10.4x0.6x
Tue, 27 May 2025Mex$275.6bMex$512.4bMex$27.2b15.1x10.1x0.5x
Thu, 24 Apr 2025Mex$279.3bMex$570.0bMex$32.0b12.8x8.7x0.5x
Sat, 22 Mar 2025Mex$289.2bMex$574.9bMex$32.1b11.7x9x0.5x
Mon, 17 Feb 2025Mex$304.6bMex$556.1bMex$33.3b11.8x9.1x0.5x
Wed, 15 Jan 2025Mex$288.9bMex$552.6bMex$32.9b9x8.8x0.5x
Fri, 13 Dec 2024Mex$294.1bMex$555.7bMex$33.3b11.3x8.8x0.5x
Sun, 10 Nov 2024Mex$304.2bMex$555.4bMex$33.3b11.4x9.1x0.5x
Tue, 08 Oct 2024Mex$316.0bMex$537.6bMex$32.6b13.3x9.7x0.6x
Thu, 05 Sep 2024Mex$322.0bMex$541.2bMex$32.7b12.6x9.9x0.6x
Sat, 03 Aug 2024Mex$332.4bMex$488.2bMex$30.6b12.7x10.9x0.7x
Mon, 01 Jul 2024Mex$317.7bMex$470.0bMex$28.3b12.3x11.2x0.7x
Wed, 29 May 2024Mex$349.7bMex$460.9bMex$27.8b14.7x12.6x0.8x
Fri, 26 Apr 2024Mex$367.8bMex$510.1bMex$30.2b11.8x12.2x0.7x
Sun, 24 Mar 2024Mex$373.2bMex$505.3bMex$28.6b12.6x13.1x0.7x
Tue, 20 Feb 2024Mex$345.3bMex$509.9bMex$27.8b15.6x12.4x0.7x
Thu, 18 Jan 2024Mex$384.9bMex$581.7bMex$33.2b14.4x11.6x0.7x
Sat, 16 Dec 2023Mex$377.7bMex$581.6bMex$33.2b14.5x11.4x0.6x
Mon, 13 Nov 2023Mex$357.4bMex$584.1bMex$33.2b14.6x10.8x0.6x
Wed, 11 Oct 2023Mex$361.4bMex$592.6bMex$31.4b14x11.5x0.6x
Fri, 08 Sep 2023Mex$377.2bMex$590.0bMex$31.4b13.7x12x0.6x
Sun, 06 Aug 2023Mex$376.2bMex$586.1bMex$31.3b14.3x12x0.6x
Tue, 04 Jul 2023Mex$380.1bMex$569.7bMex$30.0b15.4x12.7x0.7x
Thu, 01 Jun 2023Mex$366.3bMex$572.1bMex$29.8b15.4x12.3x0.6x
Sat, 29 Apr 2023Mex$368.0bMex$571.1bMex$30.7b15.3x12x0.6x
Mon, 27 Mar 2023Mex$373.2bMex$559.2bMex$30.3b15x12.3x0.7x
Wed, 22 Feb 2023Mex$353.0bMex$513.8bMex$28.5b15x12.4x0.7x
Fri, 20 Jan 2023Mex$364.4bMex$507.9bMex$27.3b16.6x13.4x0.7x
Price to Earnings Ratio

13.4x


Total Market Cap: Mex$364.4bTotal Earnings: Mex$27.3bTotal Revenue: Mex$507.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.1x202420252026
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 Market1.06%
Consumer Discretionary0.90%
Consumer Durables3.27%
General Merchandise and Department Stores1.12%
Hospitality0.62%
Specialty Stores0.48%
Auto Components-0.77%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 22.6%, 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 70% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.1% 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$100.780.8%
+Mex$1.0b		1.7%PE7x
ALSEA * Alsea. deMex$54.021.5%
+Mex$640.9m		32.0%PE21.4x
VINTE * Vinte Viviendas Integrales. deMex$34.153.5%
+Mex$314.3m		5.1%PE8.7x
NEMAK A Nemak S. A. B. de C. VMex$3.570.8%
+Mex$86.2m		68.4%PS0.1x
HCITY * Promotora de Hoteles Norte 19. deMex$6.303.3%
+Mex$82.5m		42.5%PS0.6x

Latest News

ALSEA *
Mex$54.02
Alsea. de
7D
1.5%
1Y
32.0%

ALSEA *: Lower Discount Rate And Higher Margins Will Support Upside Potential

The analyst price target for Alsea.de has shifted from €62.00 to about €63.68, with analysts citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the new level. Valuation Changes Fair Value: updated from €62.00 to about €63.68, a slight upward move in the modelled estimate.
NEMAK A
Mex$3.57
Nemak S. A. B. de C. V
7D
0.8%
1Y
68.4%

NEMAK A: Higher Assumed Future P/E Will Support Stronger Share Repricing

Analysts have lifted their price target for Nemak S. A.
HOTEL *
Mex$3.90
Grupo Hotelero Santa Fe. de
7D
2.9%
1Y
4.0%
LIVEPOL C-1
Mex$100.78
El Puerto de Liverpool. de
7D
0.8%
1Y
1.7%

A Piece Of The Puzzle Missing From El Puerto de Liverpool, S.A.B. de C.V.'s (BMV:LIVEPOLC-1) Share Price

Dec 25
A Piece Of The Puzzle Missing From El Puerto de Liverpool, S.A.B. de C.V.'s (BMV:LIVEPOLC-1) Share Price
HCITY *
Mex$6.30
Promotora de Hoteles Norte 19. de
7D
3.3%
1Y
42.5%
AGUILAS CPO
Mex$75.05
Ollamani
7D
-0.1%
1Y
115.7%
GISSA A
Mex$13.01
Grupo Industrial Saltillo. de
7D
-3.3%
1Y
-24.6%
VASCONI *
Mex$0.75
Grupo Vasconia
7D
-5.8%
1Y
64.5%

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

Nov 16
Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?
CMR B
Mex$1.44
CMR. de
7D
-10.0%
1Y
5.1%
VINTE *
Mex$34.15
Vinte Viviendas Integrales. de
7D
3.5%
1Y
5.1%

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
ARA *
Mex$3.62
Consorcio ARA S. A. B. de C. V
7D
0.3%
1Y
20.7%
NUTRISA A
Mex$4.30
Grupo Nutrisa. de
7D
-4.0%
1Y
n/a