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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedApr 04, 2026
DataAggregated Company Financials
Companies18
  • 7D1.9%
  • 3M8.2%
  • 1Y18.9%
  • YTD6.3%

In the last week, the Consumer Discretionary industry is up 1.9%, with El Puerto de Liverpool. de up 3.4%. This means that the industry has gained 19% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Apr 2026Mex$311.8bMex$532.2bMex$23.7b15.4x13.2x0.6x
Mon, 02 Mar 2026Mex$308.0bMex$523.9bMex$24.0b14.5x12.8x0.6x
Wed, 28 Jan 2026Mex$294.5bMex$518.0bMex$25.6b9.8x11.5x0.6x
Fri, 26 Dec 2025Mex$299.2bMex$522.6bMex$25.6b9.7x11.7x0.6x
Sun, 23 Nov 2025Mex$283.2bMex$525.8bMex$25.5b9.5x11.1x0.5x
Tue, 21 Oct 2025Mex$304.1bMex$571.0bMex$28.2b11.4x10.8x0.5x
Thu, 18 Sep 2025Mex$286.9bMex$562.1bMex$27.4b10.3x10.5x0.5x
Sat, 16 Aug 2025Mex$300.5bMex$572.9bMex$28.2b10.9x10.7x0.5x
Mon, 14 Jul 2025Mex$280.2bMex$508.7bMex$27.2b15.5x10.3x0.6x
Wed, 11 Jun 2025Mex$278.1bMex$511.3bMex$27.1b15.8x10.2x0.5x
Fri, 09 May 2025Mex$266.3bMex$513.0bMex$27.2b13.3x9.8x0.5x
Sun, 06 Apr 2025Mex$284.4bMex$576.3bMex$32.1b12.6x8.9x0.5x
Tue, 04 Mar 2025Mex$299.9bMex$577.7bMex$32.1b11.9x9.3x0.5x
Thu, 30 Jan 2025Mex$293.5bMex$557.4bMex$33.3b10.9x8.8x0.5x
Sat, 28 Dec 2024Mex$294.5bMex$556.3bMex$33.3b10.8x8.8x0.5x
Mon, 25 Nov 2024Mex$295.4bMex$557.2bMex$33.3b11.4x8.9x0.5x
Wed, 23 Oct 2024Mex$319.0bMex$540.6bMex$32.4b14.3x9.9x0.6x
Fri, 20 Sep 2024Mex$308.4bMex$537.5bMex$32.6b12.5x9.4x0.6x
Sun, 18 Aug 2024Mex$342.5bMex$533.8bMex$33.2b11.4x10.3x0.6x
Tue, 16 Jul 2024Mex$345.2bMex$474.4bMex$28.5b14.4x12.1x0.7x
Thu, 13 Jun 2024Mex$338.7bMex$472.8bMex$28.4b11.9x11.9x0.7x
Sat, 11 May 2024Mex$351.6bMex$461.2bMex$27.7b12.5x12.7x0.8x
Mon, 08 Apr 2024Mex$373.3bMex$502.7bMex$28.6b12.6x13.1x0.7x
Wed, 06 Mar 2024Mex$347.9bMex$514.0bMex$28.5b12.5x12.2x0.7x
Fri, 02 Feb 2024Mex$403.0bMex$580.9bMex$33.2b14.9x12.2x0.7x
Sun, 31 Dec 2023Mex$397.5bMex$580.3bMex$33.2b14.8x12x0.7x
Tue, 28 Nov 2023Mex$359.8bMex$581.4bMex$33.2b13.9x10.9x0.6x
Thu, 26 Oct 2023Mex$356.0bMex$581.0bMex$31.5b15.1x11.3x0.6x
Sat, 23 Sep 2023Mex$361.6bMex$587.2bMex$31.3b13x11.5x0.6x
Mon, 21 Aug 2023Mex$363.3bMex$585.8bMex$31.3b14.1x11.6x0.6x
Wed, 19 Jul 2023Mex$380.4bMex$569.1bMex$30.5b15.7x12.5x0.7x
Fri, 16 Jun 2023Mex$377.6bMex$568.4bMex$29.8b15.9x12.7x0.7x
Sun, 14 May 2023Mex$371.6bMex$573.8bMex$30.7b15.2x12.1x0.6x
Tue, 11 Apr 2023Mex$373.7bMex$559.1bMex$30.3b15x12.3x0.7x
Price to Earnings Ratio

12.3x


Total Market Cap: Mex$373.7bTotal Earnings: Mex$30.3bTotal Revenue: Mex$559.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11x202420252026
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 13.2x 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.
  • 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 Market3.84%
Consumer Discretionary1.87%
General Merchandise and Department Stores3.38%
Auto Components0.94%
Consumer Durables0.72%
Hospitality0.30%
Specialty Stores0%0
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.0x.
    • Analysts are expecting annual earnings growth of 20.4%, which is higher than its past year's earnings decline of 31.5% 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 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?

CompanyLast Price7D1YValuation
LIVEPOL C-1 El Puerto de Liverpool. deMex$110.523.4%
+Mex$4.8b		14.9%PE8.6x
GISSA A Grupo Industrial Saltillo. deMex$12.998.3%
+Mex$301.9m		-22.2%PS0.2x
ALSEA * Alsea. deMex$58.020.3%
+Mex$160.0m		31.7%PE19.3x
CADU A Corpovael. deMex$7.005.7%
+Mex$115.2m		100.0%PE5.1x
AGUILAS CPO OllamaniMex$74.701.0%
+Mex$86.0m		56.8%PE420.7x

Latest News

HOTEL *
Mex$4.30
Grupo Hotelero Santa Fe. de
7D
2.4%
1Y
10.3%

Resort Expansion And Leisure Travel Trends Will Support Stronger Long Term Outlook

Catalysts About Grupo Hotelero Santa Fe. de Grupo Hotelero Santa Fe. de operates a portfolio of city and resort hotels in Mexico, generating revenue from rooms, food and beverage, vacation clubs and third party hotel management fees. What are the underlying business or industry changes driving this perspective?
ALSEA *
Mex$58.02
Alsea. de
7D
0.3%
1Y
31.7%
NEMAK A
Mex$3.49
Nemak S. A. B. de C. V
7D
-1.7%
1Y
29.7%
LIVEPOL C-1
Mex$110.52
El Puerto de Liverpool. de
7D
3.4%
1Y
14.9%
NUTRISA A
Mex$4.20
Grupo Nutrisa. de
7D
-4.3%
1Y
n/a
ARA *
Mex$4.49
Consorcio ARA S. A. B. de C. V
7D
-1.3%
1Y
30.1%

ARA *: Future Returns Will Depend On Lower P/E And Margin Risks

Analysts have kept the fair value estimate for Consorcio ARA S. A.
CMR B
Mex$1.43
CMR. de
7D
-2.1%
1Y
8.3%
CADU A
Mex$7.00
Corpovael. de
7D
5.7%
1Y
100.0%
GISSA A
Mex$12.99
Grupo Industrial Saltillo. de
7D
8.3%
1Y
-22.2%
AGUILAS CPO
Mex$74.70
Ollamani
7D
1.0%
1Y
56.8%
VASCONI *
Mex$0.72
Grupo Vasconia
7D
-0.4%
1Y
79.3%
VINTE *
Mex$32.65
Vinte Viviendas Integrales. de
7D
0.9%
1Y
n/a
SPORT S
Mex$9.06
Grupo Sports World. de
7D
0.9%
1Y
39.4%
HCITY *
Mex$6.03
Promotora de Hoteles Norte 19. de
7D
-0.7%
1Y
49.3%