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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedSep 16, 2025
DataAggregated Company Financials
Companies17
  • 7D0.7%
  • 3M4.4%
  • 1Y-4.5%
  • YTD3.3%

The Consumer Discretionary is pretty flat in the last 7 days, but Alsea. de has stood out, gaining 3.2%. Unfortunately though, the industry is down 4.5% over the past 12 months. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Sep 2025Mex$285.9bMex$562.4bMex$27.4b10.3x10.5x0.5x
Thu, 14 Aug 2025Mex$300.8bMex$572.3bMex$28.2b10.9x10.7x0.5x
Sat, 12 Jul 2025Mex$279.7bMex$508.6bMex$27.2b15.3x10.3x0.5x
Mon, 09 Jun 2025Mex$277.5bMex$511.8bMex$27.3b15.3x10.2x0.5x
Wed, 07 May 2025Mex$267.8bMex$513.7bMex$27.2b13.7x9.9x0.5x
Fri, 04 Apr 2025Mex$293.5bMex$573.1bMex$32.1b12.5x9.1x0.5x
Sun, 02 Mar 2025Mex$299.9bMex$560.7bMex$30.8b15.8x9.7x0.5x
Tue, 28 Jan 2025Mex$291.7bMex$558.3bMex$33.3b10.6x8.8x0.5x
Thu, 26 Dec 2024Mex$294.7bMex$555.3bMex$33.3b10.9x8.8x0.5x
Sat, 23 Nov 2024Mex$295.5bMex$557.2bMex$33.3b11.4x8.9x0.5x
Mon, 21 Oct 2024Mex$319.4bMex$540.1bMex$32.3b14.2x9.9x0.6x
Wed, 18 Sep 2024Mex$312.6bMex$536.6bMex$32.6b12.5x9.6x0.6x
Fri, 16 Aug 2024Mex$343.6bMex$534.0bMex$33.2b11.4x10.4x0.6x
Sun, 14 Jul 2024Mex$345.2bMex$473.5bMex$28.5b14.4x12.1x0.7x
Tue, 11 Jun 2024Mex$340.0bMex$470.1bMex$28.3b12.2x12x0.7x
Thu, 09 May 2024Mex$350.8bMex$461.9bMex$27.7b12.6x12.6x0.8x
Sat, 06 Apr 2024Mex$373.2bMex$502.7bMex$28.6b12.5x13x0.7x
Mon, 04 Mar 2024Mex$347.1bMex$514.3bMex$28.6b12.4x12.1x0.7x
Wed, 31 Jan 2024Mex$400.9bMex$581.3bMex$33.2b14.9x12.1x0.7x
Fri, 29 Dec 2023Mex$397.5bMex$580.3bMex$33.2b14.8x12x0.7x
Sun, 26 Nov 2023Mex$359.1bMex$581.0bMex$33.2b14x10.8x0.6x
Tue, 24 Oct 2023Mex$356.7bMex$580.1bMex$31.5b15.1x11.3x0.6x
Thu, 21 Sep 2023Mex$361.4bMex$586.7bMex$31.3b12.9x11.5x0.6x
Sat, 19 Aug 2023Mex$370.9bMex$585.8bMex$31.3b14.1x11.9x0.6x
Mon, 17 Jul 2023Mex$380.6bMex$567.7bMex$30.0b15.9x12.7x0.7x
Wed, 14 Jun 2023Mex$365.8bMex$569.0bMex$29.8b16.2x12.3x0.6x
Fri, 12 May 2023Mex$372.3bMex$573.9bMex$30.7b15.2x12.1x0.6x
Sun, 09 Apr 2023Mex$373.7bMex$559.1bMex$30.3b15x12.3x0.7x
Tue, 07 Mar 2023Mex$353.2bMex$522.3bMex$29.2b15.4x12.1x0.7x
Thu, 02 Feb 2023Mex$365.6bMex$507.6bMex$27.3b16.6x13.4x0.7x
Sat, 31 Dec 2022Mex$357.7bMex$508.6bMex$27.3b16x13.1x0.7x
Mon, 28 Nov 2022Mex$336.3bMex$508.4bMex$27.3b16.1x12.3x0.7x
Wed, 26 Oct 2022Mex$316.8bMex$499.0bMex$26.5b17x11.9x0.6x
Fri, 23 Sep 2022Mex$312.8bMex$484.8bMex$24.6b17.1x12.7x0.6x
Price to Earnings Ratio

12.7x


Total Market Cap: Mex$312.8bTotal Earnings: Mex$24.6bTotal Revenue: Mex$484.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.3x202320242025
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 11.3x.
  • 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 grown 3.6% per year over the last three years.
  • Revenues for these companies have grown 5.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

MX Market2.02%
Consumer Discretionary0.67%
Hospitality2.35%
Auto Components1.61%
Consumer Durables0.63%
Specialty Stores0%0
General Merchandise and Department Stores-0.11%
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 28.6%, which is lower than the prior year's growth of 130.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 65% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 10.0% 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
ALSEA * Alsea. deMex$57.413.2%
+Mex$1.4b		9.2%PE27.7x
AGUILAS CPO OllamaniMex$51.156.8%
+Mex$386.8m		36.1%PE68.5x
NEMAK A Nemak S. A. B. de C. VMex$4.222.4%
+Mex$285.8m		102.9%PS0.1x
ARA * Consorcio ARA S. A. B. de C. VMex$3.241.6%
+Mex$60.8m		4.5%PE5.6x
HOTEL * Grupo Hotelero Santa Fe. deMex$3.502.3%
+Mex$57.3m		-2.0%PE9.4x

Latest News

CIDMEGA *
Mex$28.00
Grupe. de
7D
-3.4%
1Y
n/a
CMR B
Mex$1.51
CMR. de
7D
-7.4%
1Y
26.9%

There's Reason For Concern Over CMR, S.A.B. de C.V.'s (BMV:CMRB) Price

Sep 12
There's Reason For Concern Over CMR, S.A.B. de C.V.'s (BMV:CMRB) Price
ALSEA *
Mex$57.41
Alsea. de
7D
3.2%
1Y
9.2%

Digital Orders And Remodelings Will Unlock Urban Opportunity

With both future P/E and revenue growth forecasts nearly unchanged, Alsea. de's consensus analyst price target was only slightly raised from MX$61.00 to MX$62.00, reflecting stable valuation expectations.
LIVEPOL C-1
Mex$93.51
El Puerto de Liverpool. de
7D
-0.1%
1Y
-17.2%
AGUILAS CPO
Mex$51.15
Ollamani
7D
6.8%
1Y
36.1%
VASCONI *
Mex$0.38
Grupo Vasconia
7D
-0.3%
1Y
-60.1%
HOTEL *
Mex$3.50
Grupo Hotelero Santa Fe. de
7D
2.3%
1Y
-2.0%
NEMAK A
Mex$4.22
Nemak S. A. B. de C. V
7D
2.4%
1Y
102.9%
SPORT S
Mex$6.78
Grupo Sports World. de
7D
-1.9%
1Y
27.9%
ARA *
Mex$3.24
Consorcio ARA S. A. B. de C. V
7D
1.6%
1Y
4.5%
GISSA A
Mex$14.81
Grupo Industrial Saltillo. de
7D
-0.5%
1Y
-26.0%

Grupo Industrial Saltillo. de (BMV:GISSAA) Strong Profits May Be Masking Some Underlying Issues

Jul 25
Grupo Industrial Saltillo. de (BMV:GISSAA) Strong Profits May Be Masking Some Underlying Issues
CADU A
Mex$3.28
Corpovael. de
7D
-0.6%
1Y
-7.3%
HCITY *
Mex$4.92
Promotora de Hoteles Norte 19. de
7D
0.4%
1Y
8.8%
VINTE *
Mex$30.80
Vinte Viviendas Integrales. de
7D
0.4%
1Y
-4.2%