Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies17
  • 7D0.7%
  • 3M5.0%
  • 1Y14.6%
  • YTD4.8%

In the last week, Consumer Discretionary has been flat. As for the the longer term, the industry is up 15% over the past 12 months. 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, 31 Mar 2026Mex$289.8bMex$525.8bMex$23.2b14.8x12.5x0.6x
Thu, 26 Feb 2026Mex$304.5bMex$522.4bMex$23.6b14.3x12.9x0.6x
Sat, 24 Jan 2026Mex$294.0bMex$519.3bMex$25.6b9.8x11.5x0.6x
Mon, 22 Dec 2025Mex$296.5bMex$523.2bMex$25.6b9.7x11.6x0.6x
Wed, 19 Nov 2025Mex$280.8bMex$525.0bMex$25.5b9.2x11x0.5x
Fri, 17 Oct 2025Mex$304.6bMex$571.1bMex$28.2b11.4x10.8x0.5x
Sun, 14 Sep 2025Mex$285.7bMex$562.9bMex$27.3b10.3x10.4x0.5x
Tue, 12 Aug 2025Mex$301.1bMex$572.6bMex$28.2b10.9x10.7x0.5x
Thu, 10 Jul 2025Mex$280.8bMex$508.6bMex$27.2b15.5x10.3x0.6x
Sat, 07 Jun 2025Mex$277.3bMex$511.7bMex$27.2b15.3x10.2x0.5x
Mon, 05 May 2025Mex$265.0bMex$513.4bMex$27.1b13.8x9.8x0.5x
Wed, 02 Apr 2025Mex$290.3bMex$575.4bMex$32.1b12.5x9x0.5x
Fri, 28 Feb 2025Mex$300.5bMex$560.4bMex$30.6b15.6x9.8x0.5x
Sun, 26 Jan 2025Mex$291.7bMex$555.9bMex$33.3b10.8x8.8x0.5x
Tue, 24 Dec 2024Mex$295.7bMex$555.5bMex$33.3b11.1x8.9x0.5x
Thu, 21 Nov 2024Mex$296.0bMex$556.2bMex$33.3b11x8.9x0.5x
Sat, 19 Oct 2024Mex$319.2bMex$540.4bMex$32.2b14.2x9.9x0.6x
Mon, 16 Sep 2024Mex$312.7bMex$537.0bMex$32.6b12.4x9.6x0.6x
Wed, 14 Aug 2024Mex$342.3bMex$536.1bMex$33.2b11.4x10.3x0.6x
Fri, 12 Jul 2024Mex$335.8bMex$474.4bMex$28.5b14.2x11.8x0.7x
Sun, 09 Jun 2024Mex$340.5bMex$470.5bMex$28.4b12x12x0.7x
Tue, 07 May 2024Mex$350.1bMex$461.8bMex$27.8b12.4x12.6x0.8x
Thu, 04 Apr 2024Mex$376.9bMex$503.2bMex$28.6b12.6x13.2x0.7x
Sat, 02 Mar 2024Mex$346.0bMex$508.5bMex$27.5b12.4x12.6x0.7x
Mon, 29 Jan 2024Mex$400.1bMex$581.2bMex$33.2b14.9x12.1x0.7x
Wed, 27 Dec 2023Mex$396.3bMex$580.3bMex$33.2b14.5x12x0.7x
Fri, 24 Nov 2023Mex$359.0bMex$581.4bMex$33.2b14.2x10.8x0.6x
Sun, 22 Oct 2023Mex$356.7bMex$594.0bMex$31.4b14x11.4x0.6x
Tue, 19 Sep 2023Mex$361.7bMex$586.8bMex$31.3b13.2x11.5x0.6x
Thu, 17 Aug 2023Mex$375.4bMex$586.4bMex$31.3b14.1x12x0.6x
Sat, 15 Jul 2023Mex$380.9bMex$567.7bMex$30.0b15.4x12.7x0.7x
Mon, 12 Jun 2023Mex$364.5bMex$569.4bMex$29.8b16.2x12.2x0.6x
Wed, 10 May 2023Mex$370.1bMex$575.0bMex$30.7b15.3x12x0.6x
Fri, 07 Apr 2023Mex$373.7bMex$559.2bMex$30.3b15x12.3x0.7x
Price to Earnings Ratio

12.3x


Total Market Cap: Mex$373.7bTotal Earnings: Mex$30.3bTotal Revenue: Mex$559.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11x202420252026
Current Industry PE
  • Investors are optimistic on the Mexican Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 12.5x which is higher than its 3-year average PE of 11.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 8.6% per year over the last three years,
  • Revenues have also declined 2.0% 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 Market2.03%
Consumer Discretionary0.67%
Auto Components4.18%
Consumer Durables2.35%
General Merchandise and Department Stores0.74%
Specialty Stores0%0
Hospitality-0.11%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 26.1x.
    • Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings decline of 48.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 77% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.0% 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
LIVEPOL C-1 El Puerto de Liverpool. deMex$107.070.7%
+Mex$1.1b		9.4%PE8.4x
NEMAK A Nemak S. A. B. de C. VMex$3.553.5%
+Mex$344.2m		31.5%PS0.1x
GISSA A Grupo Industrial Saltillo. deMex$12.156.1%
+Mex$213.4m		-34.3%PS0.2x
NUTRISA A Grupo Nutrisa. deMex$4.2013.5%
+Mex$160.8m		n/aPS0.6x
ARA * Consorcio ARA S. A. B. de C. VMex$4.483.0%
+Mex$158.0m		34.5%PE6x

Latest News

LIVEPOL C-1
Mex$107.07
El Puerto de Liverpool. de
7D
0.7%
1Y
9.4%
NUTRISA A
Mex$4.20
Grupo Nutrisa. de
7D
13.5%
1Y
n/a
ARA *
Mex$4.48
Consorcio ARA S. A. B. de C. V
7D
3.0%
1Y
34.5%

ARA *: Future Returns Will Depend On Lower P/E And Margin Risks

Analysts have kept the fair value estimate for Consorcio ARA S. A.
ALSEA *
Mex$57.47
Alsea. de
7D
-0.8%
1Y
31.5%

ALSEA *: Updated Day Insights And Assumption Shifts Will Support Fair Value

Analysts have lifted their MX$ fair value estimate for Alsea de from MX$55.00 to about MX$56.56. This reflects updated assumptions that include a slightly higher discount rate, a lower revenue growth outlook, a modestly higher profit margin and a small upward adjustment to the future P/E multiple.
CADU A
Mex$6.85
Corpovael. de
7D
6.2%
1Y
101.5%
GISSA A
Mex$12.15
Grupo Industrial Saltillo. de
7D
6.1%
1Y
-34.3%
HOTEL *
Mex$4.20
Grupo Hotelero Santa Fe. de
7D
5.0%
1Y
7.7%

Currency And Inflation Pressures Will Shape Future Earnings Stability And Occupancy Limits

Catalysts About Grupo Hotelero Santa Fe. de Grupo Hotelero Santa Fe operates a portfolio of city and resort hotels, generating revenue from rooms, food and beverage, vacation club products and third party hotel management services. What are the underlying business or industry changes driving this perspective?
VINTE *
Mex$32.39
Vinte Viviendas Integrales. de
7D
1.1%
1Y
1.2%
NEMAK A
Mex$3.55
Nemak S. A. B. de C. V
7D
3.5%
1Y
31.5%

NEMAK A: CEO Succession And Margin Outlook Will Support Future Upside

Analysts have reduced their MX$8.50 fair value estimate for Nemak S. A.
HCITY *
Mex$5.88
Promotora de Hoteles Norte 19. de
7D
-3.0%
1Y
37.7%