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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies17
- 7D1.6%
- 3M6.6%
- 1Y10.5%
- YTD4.7%
In the last week, the Consumer Discretionary industry is up 2.0%, with Alsea. de up 8.5%. In the same time, Grupo Hotelero Santa Fe. de was down 5.9%. This takes the industry's 12 month performance to a gain of 11%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 24 Feb 2026 | Mex$305.0b | Mex$519.0b | Mex$25.7b | 14.1x | 11.9x | 0.6x |
| Thu, 22 Jan 2026 | Mex$293.8b | Mex$520.0b | Mex$25.6b | 9.8x | 11.5x | 0.6x |
| Sat, 20 Dec 2025 | Mex$295.4b | Mex$523.2b | Mex$25.6b | 9.7x | 11.6x | 0.6x |
| Mon, 17 Nov 2025 | Mex$279.2b | Mex$519.6b | Mex$25.8b | 9.2x | 10.8x | 0.5x |
| Wed, 15 Oct 2025 | Mex$304.7b | Mex$571.5b | Mex$28.2b | 11.4x | 10.8x | 0.5x |
| Fri, 12 Sep 2025 | Mex$285.8b | Mex$563.1b | Mex$27.3b | 10.3x | 10.5x | 0.5x |
| Sun, 10 Aug 2025 | Mex$300.6b | Mex$572.1b | Mex$28.2b | 10.9x | 10.7x | 0.5x |
| Tue, 08 Jul 2025 | Mex$278.8b | Mex$508.7b | Mex$27.2b | 15.6x | 10.3x | 0.5x |
| Thu, 05 Jun 2025 | Mex$274.5b | Mex$512.3b | Mex$27.2b | 15.1x | 10.1x | 0.5x |
| Sat, 03 May 2025 | Mex$264.8b | Mex$513.0b | Mex$27.1b | 13.1x | 9.8x | 0.5x |
| Mon, 31 Mar 2025 | Mex$289.9b | Mex$575.9b | Mex$32.1b | 12.3x | 9x | 0.5x |
| Wed, 26 Feb 2025 | Mex$303.5b | Mex$559.6b | Mex$32.7b | 14.4x | 9.3x | 0.5x |
| Fri, 24 Jan 2025 | Mex$289.6b | Mex$556.6b | Mex$33.3b | 10.5x | 8.7x | 0.5x |
| Sun, 22 Dec 2024 | Mex$295.7b | Mex$554.8b | Mex$33.3b | 11.1x | 8.9x | 0.5x |
| Tue, 19 Nov 2024 | Mex$296.6b | Mex$556.6b | Mex$33.3b | 11.3x | 8.9x | 0.5x |
| Thu, 17 Oct 2024 | Mex$319.0b | Mex$541.5b | Mex$32.6b | 13.9x | 9.8x | 0.6x |
| Sat, 14 Sep 2024 | Mex$312.8b | Mex$537.1b | Mex$32.6b | 12.4x | 9.6x | 0.6x |
| Mon, 12 Aug 2024 | Mex$342.1b | Mex$535.0b | Mex$33.2b | 10.9x | 10.3x | 0.6x |
| Wed, 10 Jul 2024 | Mex$335.7b | Mex$475.1b | Mex$28.5b | 14.6x | 11.8x | 0.7x |
| Fri, 07 Jun 2024 | Mex$345.4b | Mex$467.5b | Mex$27.8b | 14.2x | 12.4x | 0.7x |
| Sun, 05 May 2024 | Mex$348.3b | Mex$462.4b | Mex$27.8b | 12.4x | 12.5x | 0.8x |
| Tue, 02 Apr 2024 | Mex$377.5b | Mex$503.7b | Mex$28.6b | 12.6x | 13.2x | 0.7x |
| Thu, 29 Feb 2024 | Mex$346.3b | Mex$509.4b | Mex$28.0b | 14.5x | 12.4x | 0.7x |
| Sat, 27 Jan 2024 | Mex$395.8b | Mex$581.2b | Mex$33.2b | 14.9x | 11.9x | 0.7x |
| Mon, 25 Dec 2023 | Mex$396.3b | Mex$580.3b | Mex$33.2b | 14.5x | 12x | 0.7x |
| Wed, 22 Nov 2023 | Mex$358.6b | Mex$581.0b | Mex$33.2b | 14.3x | 10.8x | 0.6x |
| Fri, 20 Oct 2023 | Mex$358.5b | Mex$594.8b | Mex$31.4b | 14x | 11.4x | 0.6x |
| Sun, 17 Sep 2023 | Mex$361.7b | Mex$586.5b | Mex$31.3b | 13.2x | 11.5x | 0.6x |
| Tue, 15 Aug 2023 | Mex$373.8b | Mex$585.8b | Mex$31.3b | 14.2x | 12x | 0.6x |
| Thu, 13 Jul 2023 | Mex$379.6b | Mex$568.6b | Mex$30.0b | 15.4x | 12.7x | 0.7x |
| Sat, 10 Jun 2023 | Mex$363.4b | Mex$569.4b | Mex$29.8b | 16.4x | 12.2x | 0.6x |
| Mon, 08 May 2023 | Mex$370.6b | Mex$575.1b | Mex$30.7b | 15.3x | 12.1x | 0.6x |
| Wed, 05 Apr 2023 | Mex$374.9b | Mex$559.1b | Mex$30.3b | 15x | 12.4x | 0.7x |
| Fri, 03 Mar 2023 | Mex$352.0b | Mex$526.8b | Mex$26.1b | 15.4x | 13.5x | 0.7x |
Price to Earnings Ratio
13.5x
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 0.60x.
Past Earnings Growth
- Both revenue and earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
- This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.
Industry Trends
Which industries have driven the changes within the Mexican Consumer Discretionary sector?
| MX Market | -0.48% | |
| Consumer Discretionary | 1.61% | |
| Hospitality | 3.70% | |
| Consumer Durables | 1.44% | |
| General Merchandise and Department Stores | 0.77% | |
| Specialty Stores | 0% | 0 |
| Auto Components | -1.36% | |
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 30.0%, which is higher than its past year's earnings growth of 16.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 71% over the next 5 years.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.8% 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 | |
|---|---|---|---|---|---|
| ALSEA * Alsea. de | Mex$60.67 | 7.6% +Mex$3.4b | 23.1% | PE24x | |
| LIVEPOL C-1 El Puerto de Liverpool. de | Mex$105.44 | 0.8% +Mex$1.1b | 3.3% | PE7.4x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.44 | 11.0% +Mex$534.7m | 20.3% | PE6x | |
| AGUILAS CPO Ollamani | Mex$76.96 | 1.5% +Mex$137.3m | 102.5% | PS1.4x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$3.95 | 1.8% +Mex$50.1m | 6.8% | PE14.1x |
