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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies18
  • 7D-0.6%
  • 3M-6.9%
  • 1Y5.3%
  • YTD-3.9%

In the last week, the Consumer Discretionary industry is flat overall, with Alsea. de standing out by going down 5.6%. The past year has been better, since the industry has gained 5.4% in that time. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026Mex$281.3bMex$532.8bMex$23.4b13.4x12x0.5x
Thu, 18 Jun 2026Mex$291.7bMex$531.7bMex$23.5b14.7x12.4x0.5x
Sat, 16 May 2026Mex$301.1bMex$531.9bMex$23.8b15.9x12.7x0.6x
Mon, 13 Apr 2026Mex$309.4bMex$528.9bMex$23.7b15.5x13x0.6x
Wed, 11 Mar 2026Mex$304.1bMex$530.5bMex$23.8b14.4x12.8x0.6x
Fri, 06 Feb 2026Mex$298.5bMex$519.7bMex$25.6b9.8x11.7x0.6x
Sun, 04 Jan 2026Mex$296.5bMex$522.4bMex$25.6b9.7x11.6x0.6x
Tue, 02 Dec 2025Mex$289.0bMex$524.8bMex$25.5b9.5x11.3x0.6x
Thu, 30 Oct 2025Mex$293.5bMex$577.8bMex$29.0b9.5x10.1x0.5x
Sat, 27 Sep 2025Mex$289.9bMex$562.4bMex$27.4b10.4x10.6x0.5x
Mon, 25 Aug 2025Mex$301.0bMex$572.0bMex$28.2b11.2x10.7x0.5x
Wed, 23 Jul 2025Mex$277.5bMex$508.7bMex$25.9b15.9x10.7x0.5x
Fri, 20 Jun 2025Mex$279.6bMex$511.0bMex$27.1b14.1x10.3x0.5x
Sun, 18 May 2025Mex$274.0bMex$513.9bMex$27.4b14.3x10x0.5x
Tue, 15 Apr 2025Mex$274.2bMex$572.9bMex$32.1b13.1x8.5x0.5x
Thu, 13 Mar 2025Mex$288.9bMex$574.7bMex$32.1b13.7x9x0.5x
Sat, 08 Feb 2025Mex$296.7bMex$557.5bMex$33.3b11.5x8.9x0.5x
Mon, 06 Jan 2025Mex$294.9bMex$558.1bMex$33.3b11.3x8.8x0.5x
Wed, 04 Dec 2024Mex$289.7bMex$556.3bMex$33.3b11x8.7x0.5x
Fri, 01 Nov 2024Mex$304.7bMex$552.7bMex$33.5b10x9.1x0.6x
Sun, 29 Sep 2024Mex$315.0bMex$539.9bMex$32.7b13x9.6x0.6x
Tue, 27 Aug 2024Mex$339.8bMex$538.2bMex$33.4b11.8x10.2x0.6x
Thu, 25 Jul 2024Mex$339.4bMex$478.8bMex$29.3b14.6x11.6x0.7x
Sat, 22 Jun 2024Mex$312.6bMex$469.1bMex$28.3b12.3x11x0.7x
Mon, 20 May 2024Mex$352.5bMex$459.8bMex$27.7b14.7x12.7x0.8x
Wed, 17 Apr 2024Mex$366.6bMex$506.3bMex$28.6b12.4x12.8x0.7x
Fri, 15 Mar 2024Mex$365.0bMex$512.4bMex$28.5b12.2x12.8x0.7x
Sun, 11 Feb 2024Mex$350.8bMex$509.7bMex$28.7b16.1x12.2x0.7x
Tue, 09 Jan 2024Mex$390.5bMex$579.4bMex$33.2b14.8x11.8x0.7x
Thu, 07 Dec 2023Mex$369.1bMex$582.0bMex$33.2b13.7x11.1x0.6x
Sat, 04 Nov 2023Mex$356.6bMex$582.5bMex$33.2b14.9x10.7x0.6x
Mon, 02 Oct 2023Mex$365.3bMex$589.0bMex$31.4b14x11.7x0.6x
Wed, 30 Aug 2023Mex$368.2bMex$584.7bMex$31.3b12.6x11.8x0.6x
Fri, 28 Jul 2023Mex$375.8bMex$584.0bMex$31.0b12.7x12.1x0.6x
Price to Earnings Ratio

12.1x


Total Market Cap: Mex$375.8bTotal Earnings: Mex$31.0bTotal Revenue: Mex$584.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11x202420252026
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 11.0x.
  • 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 8.9% 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 Market0.015%
Consumer Discretionary-0.59%
Consumer Durables0.48%
General Merchandise and Department Stores0.07%
Specialty Stores0%0
Hospitality-1.53%
Auto Components-4.04%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.4x.
    • Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings decline of 1.7% 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 11% 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
ARA * Consorcio ARA S. A. B. de C. VMex$4.881.7%
+Mex$97.1m		44.0%PE6.4x
LIVEPOL C-1 El Puerto de Liverpool. deMex$100.290.07%
+Mex$94.0m		6.8%PE8x
HOTEL * Grupo Hotelero Santa Fe. deMex$4.540.9%
+Mex$28.6m		23.4%PE18.3x
CMR B CMR. deMex$1.421.4%
+Mex$10.8m		-13.9%PS0.2x
VASCONI * Grupo VasconiaMex$0.295.8%
+Mex$1.5m		-20.8%PE0.04x

Latest News

ARA *
Mex$4.88
Consorcio ARA S. A. B. de C. V
7D
1.7%
1Y
44.0%
Narrative Update • Jul 17

ARA *: Future Returns Will Balance Higher P/E Assumptions And Upcoming Dividend

Analysts have lifted their price target for Consorcio ARA S. A.
ALSEA *
Mex$41.40
Alsea. de
7D
-3.3%
1Y
-13.4%
Narrative Update • Jul 14

ALSEA *: Upcoming Dividend And Earnings Outlook Will Support Bullish Case

Analysts have trimmed their 12 month price target for Alsea to MX$54.03 from MX$60.00, citing updated assumptions that include a lower discount rate, modestly adjusted revenue growth and profit margin expectations, and a reduced future P/E multiple. What's in the News Alsea, S.A.B. de C.V. declared an annual dividend of MX$1.0000 per share, according to a company announcement.
NEMAK A
Mex$3.00
Nemak S. A. B. de C. V
7D
-5.7%
1Y
-4.5%
LIVEPOL C-1
Mex$100.29
El Puerto de Liverpool. de
7D
0.07%
1Y
6.8%
Narrative Update • Jun 26

LIVEPOL C-1: Fair Stance Will Weigh April 2026 Extraordinary Meeting Outcomes

Analysts have lifted their fair value estimate for El Puerto de Liverpool from MX$95.00 to MX$100.00, citing updated assumptions around discount rates, revenue growth, margins, and future P/E multiples, despite a recent downgrade to Underperform in Street research. What's in the News for El Puerto de Liverpool El Puerto de Liverpool, S.A.B. de C.V. has scheduled a Special or Extraordinary Shareholders Meeting for April 14, 2026, according to company event disclosures.
HOTEL *
Mex$4.54
Grupo Hotelero Santa Fe. de
7D
0.9%
1Y
23.4%
Narrative Update • Jun 26

HOTEL *: Higher Profitability Assumptions Will Support More Optimistic Future Pricing

Analysts have raised their fair value estimate for Grupo Hotelero Santa Fe de from MX$4.0 to MX$5.5, citing adjustments to discount rate assumptions, revenue growth expectations, profit margin outlook and future P/E levels. What's in the News for Grupo Hotelero Santa Fe No recent news stories, periodical coverage, or key developments for Grupo Hotelero Santa Fe de are available from the provided sources at this time.
CADU A
Mex$7.18
Corpovael. de
7D
-0.6%
1Y
114.3%
HCITY *
Mex$5.49
Promotora de Hoteles Norte 19. de
7D
-5.8%
1Y
15.6%
AGUILAS CPO
Mex$77.50
Ollamani
7D
-0.6%
1Y
63.8%
SPORT S
Mex$7.90
Grupo Sports World. de
7D
-0.8%
1Y
19.9%
Analysis Article • May 06

There May Be Some Bright Spots In Grupo Sports World. de's (BMV:SPORTS) Earnings

Shareholders appeared unconcerned with Grupo Sports World, S.A.B. de C.V.'s ( BMV:SPORTS ) lackluster earnings report...
VASCONI *
Mex$0.29
Grupo Vasconia
7D
5.8%
1Y
-20.8%
NUTRISA A
Mex$3.50
Grupo Nutrisa. de
7D
-2.5%
1Y
n/a
CMR B
Mex$1.42
CMR. de
7D
1.4%
1Y
-13.9%