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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedApr 21, 2025
DataAggregated Company Financials
Companies19
- 7D-0.2%
- 3M-3.9%
- 1Y-29.5%
- YTD-5.9%
The Consumer Discretionary industry has stayed flat over the last week. As for the longer term, the industry has declined 29% in the last year. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 22 Apr 2025 | Mex$273.8b | Mex$570.5b | Mex$32.1b | 12.9x | 8.5x | 0.5x |
| Thu, 20 Mar 2025 | Mex$289.1b | Mex$573.7b | Mex$32.1b | 11.5x | 9x | 0.5x |
| Sat, 15 Feb 2025 | Mex$302.9b | Mex$556.1b | Mex$33.3b | 11.8x | 9.1x | 0.5x |
| Mon, 13 Jan 2025 | Mex$291.6b | Mex$553.7b | Mex$32.9b | 9x | 8.9x | 0.5x |
| Wed, 11 Dec 2024 | Mex$293.9b | Mex$555.3b | Mex$33.3b | 10.6x | 8.8x | 0.5x |
| Fri, 08 Nov 2024 | Mex$305.1b | Mex$553.3b | Mex$33.3b | 11.1x | 9.2x | 0.6x |
| Sun, 06 Oct 2024 | Mex$316.0b | Mex$537.3b | Mex$32.6b | 13.3x | 9.7x | 0.6x |
| Tue, 03 Sep 2024 | Mex$328.9b | Mex$540.5b | Mex$32.7b | 12.7x | 10.1x | 0.6x |
| Thu, 01 Aug 2024 | Mex$334.7b | Mex$484.7b | Mex$30.6b | 13.1x | 10.9x | 0.7x |
| Sat, 29 Jun 2024 | Mex$317.6b | Mex$470.0b | Mex$28.3b | 12.3x | 11.2x | 0.7x |
| Mon, 27 May 2024 | Mex$350.5b | Mex$460.4b | Mex$27.8b | 14.7x | 12.6x | 0.8x |
| Wed, 24 Apr 2024 | Mex$367.5b | Mex$505.8b | Mex$28.1b | 12x | 13.1x | 0.7x |
| Fri, 22 Mar 2024 | Mex$354.0b | Mex$505.2b | Mex$28.6b | 12.6x | 12.4x | 0.7x |
| Sun, 18 Feb 2024 | Mex$345.3b | Mex$510.1b | Mex$27.8b | 15.6x | 12.4x | 0.7x |
| Tue, 16 Jan 2024 | Mex$385.2b | Mex$579.7b | Mex$33.2b | 14.4x | 11.6x | 0.7x |
| Thu, 14 Dec 2023 | Mex$368.9b | Mex$581.8b | Mex$33.2b | 14x | 11.1x | 0.6x |
| Sat, 11 Nov 2023 | Mex$357.4b | Mex$584.1b | Mex$33.2b | 14.6x | 10.8x | 0.6x |
| Mon, 09 Oct 2023 | Mex$362.0b | Mex$594.1b | Mex$31.4b | 14x | 11.5x | 0.6x |
| Wed, 06 Sep 2023 | Mex$378.0b | Mex$588.9b | Mex$31.4b | 13.7x | 12.1x | 0.6x |
| Fri, 04 Aug 2023 | Mex$375.0b | Mex$586.7b | Mex$31.3b | 14.3x | 12x | 0.6x |
| Sun, 02 Jul 2023 | Mex$380.1b | Mex$570.1b | Mex$30.0b | 15.4x | 12.7x | 0.7x |
| Tue, 30 May 2023 | Mex$368.2b | Mex$571.4b | Mex$29.8b | 16.8x | 12.3x | 0.6x |
| Thu, 27 Apr 2023 | Mex$373.2b | Mex$559.8b | Mex$30.2b | 15.4x | 12.4x | 0.7x |
| Sat, 25 Mar 2023 | Mex$373.2b | Mex$559.2b | Mex$30.3b | 15x | 12.3x | 0.7x |
| Mon, 20 Feb 2023 | Mex$355.4b | Mex$510.0b | Mex$28.1b | 15.7x | 12.6x | 0.7x |
| Wed, 18 Jan 2023 | Mex$363.6b | Mex$507.8b | Mex$27.3b | 16.6x | 13.3x | 0.7x |
| Fri, 16 Dec 2022 | Mex$353.8b | Mex$508.9b | Mex$27.3b | 16.4x | 13x | 0.7x |
| Sun, 13 Nov 2022 | Mex$333.1b | Mex$508.7b | Mex$27.3b | 15.9x | 12.2x | 0.7x |
| Tue, 11 Oct 2022 | Mex$309.5b | Mex$484.8b | Mex$24.6b | 16.8x | 12.6x | 0.6x |
| Thu, 08 Sep 2022 | Mex$313.7b | Mex$485.0b | Mex$24.6b | 16.8x | 12.8x | 0.6x |
| Sat, 06 Aug 2022 | Mex$322.0b | Mex$485.3b | Mex$24.6b | 17.7x | 13.1x | 0.7x |
| Mon, 04 Jul 2022 | Mex$311.7b | Mex$462.9b | Mex$22.5b | 18.7x | 13.8x | 0.7x |
| Wed, 01 Jun 2022 | Mex$322.7b | Mex$454.7b | Mex$22.4b | 15.2x | 14.4x | 0.7x |
| Fri, 29 Apr 2022 | Mex$328.3b | Mex$438.9b | Mex$18.7b | 17.8x | 17.5x | 0.7x |
Price to Earnings Ratio
17.5x
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 8.5x which is lower than its 3-year average PE of 11.8x.
- 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 20% per year over the last three years.
- Revenues for these companies have grown 9.1% 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 Market | 3.06% | |
| Consumer Discretionary | -0.25% | |
| Hospitality | 0.32% | |
| Specialty Stores | 0% | 0 |
| General Merchandise and Department Stores | -0.40% | |
| Consumer Durables | -0.74% | |
| Auto Components | -1.50% | |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 15.5x.
- Analysts are expecting annual earnings growth of 51.3%, which is lower than the prior year's growth of 472.8% per year.
- Investors are most pessimistic about the General Merchandise and Department Stores industry, which is trading below its 3-year average of 9.0x.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings decline of 29% per year.
- In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 3.9% 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$93.08 | 0.8% +Mex$1.0b | -34.5% | PE5.4x | |
| ALSEA * Alsea. de | Mex$42.35 | 2.2% +Mex$723.1m | -42.9% | PE38.8x |
