Analysis Article • May 06
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedMay 09, 2026
DataAggregated Company Financials
Companies18
- 7D2.1%
- 3M2.8%
- 1Y14.3%
- YTD3.8%
Last week, the Consumer Discretionary industry hasn't moved much but Alsea. de is up 3.7% in that time. The past year has been better, since the industry has gained 13% in that time. 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 |
|---|---|---|---|---|---|---|
| Sat, 09 May 2026 | Mex$308.7b | Mex$530.4b | Mex$23.6b | 15.7x | 13.1x | 0.6x |
| Mon, 06 Apr 2026 | Mex$311.7b | Mex$532.2b | Mex$23.7b | 15.4x | 13.2x | 0.6x |
| Wed, 04 Mar 2026 | Mex$308.1b | Mex$527.7b | Mex$22.9b | 14.5x | 13.4x | 0.6x |
| Fri, 30 Jan 2026 | Mex$296.7b | Mex$518.4b | Mex$25.6b | 9.5x | 11.6x | 0.6x |
| Sun, 28 Dec 2025 | Mex$298.9b | Mex$522.3b | Mex$25.6b | 9.7x | 11.7x | 0.6x |
| Tue, 25 Nov 2025 | Mex$283.2b | Mex$525.9b | Mex$25.5b | 9.5x | 11.1x | 0.5x |
| Thu, 23 Oct 2025 | Mex$303.5b | Mex$571.3b | Mex$28.1b | 11.4x | 10.8x | 0.5x |
| Sat, 20 Sep 2025 | Mex$285.9b | Mex$562.6b | Mex$27.3b | 10.4x | 10.5x | 0.5x |
| Mon, 18 Aug 2025 | Mex$300.5b | Mex$572.9b | Mex$28.2b | 10.9x | 10.7x | 0.5x |
| Wed, 16 Jul 2025 | Mex$279.6b | Mex$509.7b | Mex$27.2b | 15.3x | 10.3x | 0.5x |
| Fri, 13 Jun 2025 | Mex$278.4b | Mex$510.3b | Mex$27.2b | 16.1x | 10.3x | 0.5x |
| Sun, 11 May 2025 | Mex$268.3b | Mex$512.8b | Mex$27.2b | 14.2x | 9.8x | 0.5x |
| Tue, 08 Apr 2025 | Mex$277.4b | Mex$577.6b | Mex$32.1b | 13x | 8.6x | 0.5x |
| Thu, 06 Mar 2025 | Mex$297.8b | Mex$575.9b | Mex$32.2b | 11.6x | 9.3x | 0.5x |
| Sat, 01 Feb 2025 | Mex$293.3b | Mex$558.5b | Mex$33.3b | 10.9x | 8.8x | 0.5x |
| Mon, 30 Dec 2024 | Mex$275.0b | Mex$549.0b | Mex$32.7b | 9.6x | 8.4x | 0.5x |
| Wed, 27 Nov 2024 | Mex$293.1b | Mex$558.2b | Mex$33.3b | 11.3x | 8.8x | 0.5x |
| Fri, 25 Oct 2024 | Mex$313.1b | Mex$551.8b | Mex$33.0b | 14.6x | 9.5x | 0.6x |
| Sun, 22 Sep 2024 | Mex$306.9b | Mex$538.2b | Mex$32.6b | 12.3x | 9.4x | 0.6x |
| Tue, 20 Aug 2024 | Mex$342.5b | Mex$534.1b | Mex$33.2b | 11.6x | 10.3x | 0.6x |
| Thu, 18 Jul 2024 | Mex$341.9b | Mex$474.1b | Mex$28.5b | 14.3x | 12x | 0.7x |
| Sat, 15 Jun 2024 | Mex$338.0b | Mex$471.0b | Mex$28.4b | 11.9x | 11.9x | 0.7x |
| Mon, 13 May 2024 | Mex$350.6b | Mex$461.0b | Mex$27.7b | 14.9x | 12.6x | 0.8x |
| Wed, 10 Apr 2024 | Mex$372.8b | Mex$502.3b | Mex$28.6b | 12.4x | 13x | 0.7x |
| Fri, 08 Mar 2024 | Mex$359.5b | Mex$513.5b | Mex$28.5b | 12.7x | 12.6x | 0.7x |
| Sun, 04 Feb 2024 | Mex$401.7b | Mex$581.1b | Mex$33.2b | 14.9x | 12.1x | 0.7x |
| Tue, 02 Jan 2024 | Mex$397.4b | Mex$580.3b | Mex$33.2b | 14.8x | 12x | 0.7x |
| Thu, 30 Nov 2023 | Mex$364.8b | Mex$582.2b | Mex$33.2b | 13.4x | 11x | 0.6x |
| Sat, 28 Oct 2023 | Mex$362.3b | Mex$587.1b | Mex$32.7b | 15.7x | 11.1x | 0.6x |
| Mon, 25 Sep 2023 | Mex$363.0b | Mex$587.2b | Mex$31.3b | 13x | 11.6x | 0.6x |
| Wed, 23 Aug 2023 | Mex$363.2b | Mex$585.6b | Mex$31.3b | 12.4x | 11.6x | 0.6x |
| Fri, 21 Jul 2023 | Mex$378.6b | Mex$575.1b | Mex$30.8b | 15.7x | 12.3x | 0.7x |
| Sun, 18 Jun 2023 | Mex$377.1b | Mex$568.1b | Mex$29.8b | 16.4x | 12.7x | 0.7x |
| Tue, 16 May 2023 | Mex$373.0b | Mex$572.9b | Mex$30.7b | 16.1x | 12.1x | 0.7x |
Price to Earnings Ratio
12.1x
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 12.9x 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 8.2% per year over the last three years,
- Revenues have also declined 2.5% 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 Market | 2.55% | |
| Consumer Discretionary | 2.13% | |
| Auto Components | 4.49% | |
| Consumer Durables | 3.54% | |
| General Merchandise and Department Stores | 2.29% | |
| Hospitality | 2.04% | |
| Specialty Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.1x.
- Analysts are expecting annual earnings growth of 21.4%, which is higher than its past year's earnings decline of 31.5% 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 8.1% 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$53.30 | 3.7% +Mex$1.5b | 21.1% | PE19.3x | |
| LIVEPOL C-1 El Puerto de Liverpool. de | Mex$103.96 | 0.5% +Mex$697.9m | 9.4% | PE8.3x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$33.00 | 5.1% +Mex$440.8m | 0% | PE6.2x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$3.42 | 4.0% +Mex$371.6m | 11.8% | PS0.1x | |
| AGUILAS CPO Ollamani | Mex$78.00 | 1.3% +Mex$119.4m | 68.1% | PE439.3x |
