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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedJun 07, 2025
DataAggregated Company Financials
Companies17
- 7D1.8%
- 3M2.4%
- 1Y-16.2%
- YTD1.5%
Over the last 7 days, the Consumer Discretionary industry has risen 1.8%, driven by gains from El Puerto de Liverpool. de of 2.9%. In the past year, the industry is down 16%. Earnings are forecast to grow by 20% 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 |
|---|---|---|---|---|---|---|
| Sun, 08 Jun 2025 | Mex$277.3b | Mex$511.7b | Mex$27.2b | 15.3x | 10.2x | 0.5x |
| Tue, 06 May 2025 | Mex$266.6b | Mex$513.7b | Mex$27.2b | 13.7x | 9.8x | 0.5x |
| Thu, 03 Apr 2025 | Mex$290.9b | Mex$576.2b | Mex$32.1b | 12.4x | 9.1x | 0.5x |
| Sat, 01 Mar 2025 | Mex$299.7b | Mex$560.7b | Mex$30.6b | 15.8x | 9.8x | 0.5x |
| Mon, 27 Jan 2025 | Mex$291.7b | Mex$555.9b | Mex$33.3b | 10.8x | 8.8x | 0.5x |
| Wed, 25 Dec 2024 | Mex$294.7b | Mex$555.4b | Mex$33.3b | 10.9x | 8.8x | 0.5x |
| Fri, 22 Nov 2024 | Mex$295.1b | Mex$556.8b | Mex$33.3b | 11.5x | 8.9x | 0.5x |
| Sun, 20 Oct 2024 | Mex$319.4b | Mex$540.1b | Mex$32.3b | 14.2x | 9.9x | 0.6x |
| Tue, 17 Sep 2024 | Mex$312.6b | Mex$537.3b | Mex$32.6b | 12.4x | 9.6x | 0.6x |
| Thu, 15 Aug 2024 | Mex$342.7b | Mex$535.1b | Mex$33.2b | 11.4x | 10.3x | 0.6x |
| Sat, 13 Jul 2024 | Mex$343.6b | Mex$473.5b | Mex$28.5b | 14.4x | 12.1x | 0.7x |
| Mon, 10 Jun 2024 | Mex$340.5b | Mex$470.5b | Mex$28.4b | 12x | 12x | 0.7x |
| Wed, 08 May 2024 | Mex$351.2b | Mex$461.9b | Mex$27.8b | 12.4x | 12.7x | 0.8x |
| Fri, 05 Apr 2024 | Mex$375.6b | Mex$503.6b | Mex$28.6b | 12.5x | 13.1x | 0.7x |
| Sun, 03 Mar 2024 | Mex$347.1b | Mex$514.3b | Mex$28.6b | 12.4x | 12.1x | 0.7x |
| Tue, 30 Jan 2024 | Mex$400.1b | Mex$581.6b | Mex$33.2b | 14.9x | 12.1x | 0.7x |
| Thu, 28 Dec 2023 | Mex$397.5b | Mex$579.9b | Mex$33.2b | 14.8x | 12x | 0.7x |
| Sat, 25 Nov 2023 | Mex$359.4b | Mex$581.0b | Mex$33.2b | 14x | 10.8x | 0.6x |
| Mon, 23 Oct 2023 | Mex$356.7b | Mex$580.5b | Mex$31.5b | 15.1x | 11.3x | 0.6x |
| Wed, 20 Sep 2023 | Mex$362.1b | Mex$586.5b | Mex$31.3b | 13.2x | 11.6x | 0.6x |
| Fri, 18 Aug 2023 | Mex$373.7b | Mex$586.3b | Mex$31.3b | 14.1x | 12x | 0.6x |
| Sun, 16 Jul 2023 | Mex$380.6b | Mex$567.7b | Mex$30.0b | 15.9x | 12.7x | 0.7x |
| Tue, 13 Jun 2023 | Mex$364.5b | Mex$569.4b | Mex$29.8b | 16.2x | 12.2x | 0.6x |
| Thu, 11 May 2023 | Mex$371.5b | Mex$573.7b | Mex$30.7b | 15.3x | 12.1x | 0.6x |
| Sat, 08 Apr 2023 | Mex$373.7b | Mex$559.2b | Mex$30.3b | 15x | 12.3x | 0.7x |
| Mon, 06 Mar 2023 | Mex$353.0b | Mex$524.6b | Mex$29.0b | 15.4x | 12.2x | 0.7x |
| Wed, 01 Feb 2023 | Mex$365.4b | Mex$507.9b | Mex$27.3b | 16.6x | 13.4x | 0.7x |
| Fri, 30 Dec 2022 | Mex$357.7b | Mex$508.6b | Mex$27.3b | 16.1x | 13.1x | 0.7x |
| Sun, 27 Nov 2022 | Mex$336.3b | Mex$508.4b | Mex$27.3b | 16.1x | 12.3x | 0.7x |
| Tue, 25 Oct 2022 | Mex$315.5b | Mex$498.7b | Mex$26.6b | 17x | 11.9x | 0.6x |
| Thu, 22 Sep 2022 | Mex$314.5b | Mex$484.9b | Mex$24.6b | 17.1x | 12.8x | 0.6x |
| Sat, 20 Aug 2022 | Mex$316.9b | Mex$485.1b | Mex$24.6b | 17.1x | 12.9x | 0.7x |
| Mon, 18 Jul 2022 | Mex$313.3b | Mex$468.0b | Mex$22.2b | 18.3x | 14.1x | 0.7x |
| Wed, 15 Jun 2022 | Mex$310.1b | Mex$455.7b | Mex$22.4b | 15.9x | 13.9x | 0.7x |
Price to Earnings Ratio
13.9x
Current Industry PE
- Investors are pessimistic on the Mexican Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 10.2x which is lower than its 3-year average PE of 11.5x.
- The industry is trading close to its 3-year average PS ratio of 0.64x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 6.7% per year over the last three years.
- Revenues for these companies have grown 4.0% 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 Market | 0.17% | |
| Consumer Discretionary | 1.82% | |
| General Merchandise and Department Stores | 2.87% | |
| Auto Components | 2.24% | |
| Hospitality | 0.93% | |
| Specialty Stores | 0.63% | |
| Consumer Durables | -0.81% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 24.9x.
- Analysts are expecting annual earnings growth of 50.4%, which is higher than its past year's earnings decline of 18.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 63% over the next 5 years.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 6.3% 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$97.42 | 2.9% +Mex$3.7b | -21.9% | PE5.8x | |
| ALSEA * Alsea. de | Mex$49.13 | 1.5% +Mex$586.5m | -22.3% | PE49.5x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$3.30 | 4.8% +Mex$431.9m | 15.4% | PS0.1x | |
| HCITY * Promotora de Hoteles Norte 19. de | Mex$4.70 | 12.2% +Mex$210.3m | 8.5% | PS0.5x | |
| GIGANTE * Grupo Gigante S. A. B. de C. V | Mex$28.60 | 0.6% +Mex$179.0m | -4.3% | PE16.3x |
