Narrative Update • Aug 25
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedSep 12, 2026
DataAggregated Company Financials
Companies18
- 7D0.6%
- 3M-2.9%
- 1Y1.2%
- YTD-3.6%
In the last week, the Consumer Discretionary industry is flat overall, with Consorcio ARA S. A. B. de C. V standing out by going down 4.1%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Sat, 12 Sep 2026 | Mex$283.5b | Mex$537.0b | Mex$22.9b | 11.5x | 12.4x | 0.5x |
| Mon, 10 Aug 2026 | Mex$286.1b | Mex$538.1b | Mex$22.9b | 10.8x | 12.5x | 0.5x |
| Wed, 08 Jul 2026 | Mex$288.2b | Mex$532.8b | Mex$23.5b | 13.6x | 12.3x | 0.5x |
| Fri, 05 Jun 2026 | Mex$299.7b | Mex$531.4b | Mex$23.5b | 15.3x | 12.8x | 0.6x |
| Sun, 03 May 2026 | Mex$305.5b | Mex$533.9b | Mex$24.5b | 15.7x | 12.5x | 0.6x |
| Tue, 31 Mar 2026 | Mex$289.8b | Mex$525.8b | Mex$23.2b | 14.8x | 12.5x | 0.6x |
| Thu, 26 Feb 2026 | Mex$304.5b | Mex$522.4b | Mex$23.6b | 14.3x | 12.9x | 0.6x |
| Sat, 24 Jan 2026 | Mex$294.0b | Mex$519.3b | Mex$25.6b | 9.8x | 11.5x | 0.6x |
| Mon, 22 Dec 2025 | Mex$296.5b | Mex$523.2b | Mex$25.6b | 9.7x | 11.6x | 0.6x |
| Wed, 19 Nov 2025 | Mex$280.8b | Mex$525.0b | Mex$25.5b | 9.2x | 11x | 0.5x |
| Fri, 17 Oct 2025 | Mex$304.6b | Mex$571.1b | Mex$28.2b | 11.4x | 10.8x | 0.5x |
| Sun, 14 Sep 2025 | Mex$285.7b | Mex$562.9b | Mex$27.3b | 10.3x | 10.4x | 0.5x |
| Tue, 12 Aug 2025 | Mex$301.1b | Mex$572.6b | Mex$28.2b | 10.9x | 10.7x | 0.5x |
| Thu, 10 Jul 2025 | Mex$280.8b | Mex$508.6b | Mex$27.2b | 15.5x | 10.3x | 0.6x |
| Sat, 07 Jun 2025 | Mex$277.3b | Mex$511.7b | Mex$27.2b | 15.3x | 10.2x | 0.5x |
| Mon, 05 May 2025 | Mex$265.0b | Mex$513.4b | Mex$27.1b | 13.8x | 9.8x | 0.5x |
| Wed, 02 Apr 2025 | Mex$290.3b | Mex$575.4b | Mex$32.1b | 12.5x | 9x | 0.5x |
| Fri, 28 Feb 2025 | Mex$300.5b | Mex$560.4b | Mex$30.6b | 15.6x | 9.8x | 0.5x |
| Sun, 26 Jan 2025 | Mex$291.7b | Mex$555.9b | Mex$33.3b | 10.8x | 8.8x | 0.5x |
| Tue, 24 Dec 2024 | Mex$295.7b | Mex$555.5b | Mex$33.3b | 11.1x | 8.9x | 0.5x |
| Thu, 21 Nov 2024 | Mex$296.0b | Mex$556.2b | Mex$33.3b | 11x | 8.9x | 0.5x |
| Sat, 19 Oct 2024 | Mex$319.2b | Mex$540.4b | Mex$32.2b | 14.2x | 9.9x | 0.6x |
| Mon, 16 Sep 2024 | Mex$312.7b | Mex$537.0b | Mex$32.6b | 12.4x | 9.6x | 0.6x |
| Wed, 14 Aug 2024 | Mex$342.3b | Mex$536.1b | Mex$33.2b | 11.4x | 10.3x | 0.6x |
| Fri, 12 Jul 2024 | Mex$335.8b | Mex$474.4b | Mex$28.5b | 14.2x | 11.8x | 0.7x |
| Sun, 09 Jun 2024 | Mex$340.5b | Mex$470.5b | Mex$28.4b | 12x | 12x | 0.7x |
| Tue, 07 May 2024 | Mex$350.1b | Mex$461.8b | Mex$27.8b | 12.4x | 12.6x | 0.8x |
| Thu, 04 Apr 2024 | Mex$376.9b | Mex$503.2b | Mex$28.6b | 12.6x | 13.2x | 0.7x |
| Sat, 02 Mar 2024 | Mex$346.0b | Mex$508.5b | Mex$27.5b | 12.4x | 12.6x | 0.7x |
| Mon, 29 Jan 2024 | Mex$400.1b | Mex$581.2b | Mex$33.2b | 14.9x | 12.1x | 0.7x |
| Wed, 27 Dec 2023 | Mex$396.3b | Mex$580.3b | Mex$33.2b | 14.5x | 12x | 0.7x |
| Fri, 24 Nov 2023 | Mex$359.0b | Mex$581.4b | Mex$33.2b | 14.2x | 10.8x | 0.6x |
| Sun, 22 Oct 2023 | Mex$356.7b | Mex$594.0b | Mex$31.4b | 14x | 11.4x | 0.6x |
| Tue, 19 Sep 2023 | Mex$361.7b | Mex$586.8b | Mex$31.3b | 13.2x | 11.5x | 0.6x |
Price to Earnings Ratio
11.5x
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 11.1x.
- 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 2.9% 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 | -1.21% | |
| Consumer Discretionary | 0.64% | |
| Specialty Stores | 3.28% | |
| General Merchandise and Department Stores | 0.87% | |
| Hospitality | -0.079% | |
| Consumer Durables | -0.25% | |
| Auto Components | -1.96% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 71.6x.
- Analysts are expecting annual earnings growth of 24.4%, which is higher than its past year's earnings decline of 68.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 90% over the next 5 years.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.7% 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 | |
|---|---|---|---|---|---|
| LIVEPOL C-1 El Puerto de Liverpool. de | Mex$101.00 | 0.9% +Mex$1.2b | 7.6% | PE7.3x | |
| GIGANTE * Grupo Gigante S. A. B. de C. V | Mex$31.50 | 3.3% +Mex$994.2m | 5.7% | PE15.8x | |
| CADU A Corpovael. de | Mex$7.49 | 4.0% +Mex$84.9m | 128.4% | PE5.2x | |
| ALSEA * Alsea. de | Mex$42.95 | 0.2% +Mex$71.5m | -24.7% | PE20.1x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$35.20 | 0.6% +Mex$55.1m | 14.3% | PE6.8x |