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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedSep 20, 2026
DataAggregated Company Financials
Companies17
  • 7D2.6%
  • 3M-0.03%
  • 1Y3.8%
  • YTD-1.0%

Over the last 7 days, the Consumer Discretionary industry has risen 2.6%, driven by gains from El Puerto de Liverpool. de of 3.7%. This takes the industry's 12 month performance to a gain of 3.8%. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Sep 2026Mex$267.2bMex$531.3bMex$23.8b11.6x11.2x0.5x
Tue, 18 Aug 2026Mex$282.8bMex$537.4bMex$22.9b10.7x12.3x0.5x
Thu, 16 Jul 2026Mex$281.6bMex$532.0bMex$23.5b13.4x12x0.5x
Sat, 13 Jun 2026Mex$296.5bMex$531.1bMex$23.5b15.1x12.6x0.6x
Mon, 11 May 2026Mex$309.1bMex$530.4bMex$23.6b15.7x13.1x0.6x
Wed, 08 Apr 2026Mex$311.4bMex$531.3bMex$23.7b15.5x13.1x0.6x
Fri, 06 Mar 2026Mex$307.7bMex$526.5bMex$22.7b14.5x13.6x0.6x
Sun, 01 Feb 2026Mex$297.9bMex$519.9bMex$25.6b9.5x11.6x0.6x
Tue, 30 Dec 2025Mex$298.1bMex$522.7bMex$25.6b9.7x11.7x0.6x
Thu, 27 Nov 2025Mex$284.6bMex$525.0bMex$25.5b9.5x11.1x0.5x
Sat, 25 Oct 2025Mex$292.2bMex$577.2bMex$28.8b9.4x10.2x0.5x
Mon, 22 Sep 2025Mex$285.9bMex$562.6bMex$27.3b10.4x10.5x0.5x
Wed, 20 Aug 2025Mex$301.2bMex$573.4bMex$28.1b11.2x10.7x0.5x
Fri, 18 Jul 2025Mex$279.3bMex$509.4bMex$27.2b15.7x10.3x0.5x
Sun, 15 Jun 2025Mex$278.1bMex$510.4bMex$27.2b16.1x10.2x0.5x
Tue, 13 May 2025Mex$268.3bMex$513.6bMex$27.2b14.7x9.8x0.5x
Thu, 10 Apr 2025Mex$278.1bMex$575.2bMex$32.1b13x8.7x0.5x
Sat, 08 Mar 2025Mex$297.8bMex$575.2bMex$32.1b13.8x9.3x0.5x
Mon, 03 Feb 2025Mex$291.5bMex$558.5bMex$33.3b10.9x8.7x0.5x
Wed, 01 Jan 2025Mex$293.8bMex$559.3bMex$33.3b10.9x8.8x0.5x
Fri, 29 Nov 2024Mex$291.3bMex$556.9bMex$33.3b11.1x8.7x0.5x
Sun, 27 Oct 2024Mex$311.7bMex$552.5bMex$32.7b11.9x9.5x0.6x
Tue, 24 Sep 2024Mex$306.9bMex$538.2bMex$32.6b12.3x9.4x0.6x
Thu, 22 Aug 2024Mex$344.0bMex$537.9bMex$33.2b11.8x10.3x0.6x
Sat, 20 Jul 2024Mex$340.0bMex$475.1bMex$28.4b13.8x12x0.7x
Mon, 17 Jun 2024Mex$337.4bMex$471.0bMex$28.4b11.9x11.9x0.7x
Wed, 15 May 2024Mex$350.9bMex$461.4bMex$27.7b14.8x12.6x0.8x
Fri, 12 Apr 2024Mex$368.8bMex$502.5bMex$28.6b12.4x12.9x0.7x
Sun, 10 Mar 2024Mex$363.0bMex$513.1bMex$28.5b12.7x12.8x0.7x
Tue, 06 Feb 2024Mex$343.2bMex$510.2bMex$28.7b16.2x12x0.7x
Thu, 04 Jan 2024Mex$395.6bMex$580.6bMex$33.2b14.8x11.9x0.7x
Sat, 02 Dec 2023Mex$369.3bMex$581.5bMex$33.2b14x11.1x0.6x
Mon, 30 Oct 2023Mex$360.9bMex$587.1bMex$32.7b15.7x11x0.6x
Wed, 27 Sep 2023Mex$364.1bMex$589.6bMex$31.4b13.5x11.6x0.6x
Price to Earnings Ratio

11.6x


Total Market Cap: Mex$364.1bTotal Earnings: Mex$31.4bTotal Revenue: Mex$589.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.1x202420252026
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 11.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 8.8% per year over the last three years,
  • Revenues have also declined 3.4% 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-0.85%
Consumer Discretionary2.57%
Auto Components4.50%
General Merchandise and Department Stores3.68%
Hospitality2.03%
Specialty Stores0%0
Consumer Durables-0.49%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 78.2x.
    • Analysts are expecting annual earnings growth of 24.2%, which is higher than its past year's earnings decline of 68.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 89% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.9% 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$104.723.7%
+Mex$5.0b		12.5%PE7.5x
ALSEA * Alsea. deMex$44.012.5%
+Mex$841.7m		-22.0%PE20.6x
AGUILAS CPO OllamaniMex$75.405.5%
+Mex$466.8m		46.7%PS1.1x
GISSA A Grupo Industrial Saltillo. deMex$12.997.9%
+Mex$287.8m		-12.1%PS0.2x
NEMAK A Nemak S. A. B. de C. VMex$3.063.0%
+Mex$255.7m		-27.5%PS0.09x

Latest News

ALSEA *
Mex$44.01
Alsea. de
7D
2.5%
1Y
-22.0%
Narrative Update • Aug 25

ALSEA *: Softer Mexico And Brazil Demand Will Test Bullish Undervaluation Thesis

The analyst price target for Alsea has been revised from MX$54.03 to MX$46.00, reflecting analysts' more cautious assumptions on discount rates, revenue growth, profit margins and future P/E following recent downgrades and sector wide concerns about softer consumer demand in Mexico and Brazil. Analyst Commentary on Alsea Recent research on Alsea points to a more cautious stance from several bearish analysts.
NEMAK A
Mex$3.06
Nemak S. A. B. de C. V
7D
3.0%
1Y
-27.5%
HCITY *
Mex$5.45
Promotora de Hoteles Norte 19. de
7D
0.4%
1Y
11.2%
AGUILAS CPO
Mex$75.40
Ollamani
7D
5.5%
1Y
46.7%
VASCONI *
Mex$0.25
Grupo Vasconia
7D
-1.2%
1Y
-35.6%
GISSA A
Mex$12.99
Grupo Industrial Saltillo. de
7D
7.9%
1Y
-12.1%
CMR B
Mex$1.31
CMR. de
7D
-4.4%
1Y
-22.0%
LIVEPOL C-1
Mex$104.72
El Puerto de Liverpool. de
7D
3.7%
1Y
12.5%
Analysis Article • Jul 31

El Puerto de Liverpool, S.A.B. de C.V. (BMV:LIVEPOLC-1) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Investors in El Puerto de Liverpool, S.A.B. de C.V. ( BMV:LIVEPOLC-1 ) had a good week, as its shares rose 4.0% to...
ARA *
Mex$4.65
Consorcio ARA S. A. B. de C. V
7D
-2.9%
1Y
45.3%
Analysis Article • Jul 26

Earnings Beat: Consorcio ARA, S. A. B. de C. V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

The second-quarter results for Consorcio ARA, S. A. B. de C. V. ( BMV:ARA ) were released last week, making it a good...
VINTE *
Mex$35.50
Vinte Viviendas Integrales. de
7D
0.9%
1Y
13.6%
Analysis Article • Jul 21

Vinte Viviendas Integrales, S.A.B. de C.V. Just Missed Earnings - But Analysts Have Updated Their Models

Last week saw the newest quarterly earnings release from Vinte Viviendas Integrales, S.A.B. de C.V. ( BMV:VINTE ), an...
NUTRISA A
Mex$3.14
Grupo Nutrisa. de
7D
7.5%
1Y
-40.6%