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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies18
  • 7D-2.5%
  • 3M3.8%
  • 1Y14.6%
  • YTD3.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.0%, driven by a pullback from El Puerto de Liverpool. de of 3.9%. This takes the industry's 12 month performance to a gain of 14%. Looking forward, earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026Mex$304.4bMex$530.9bMex$23.8b14.3x12.8x0.6x
Sat, 07 Feb 2026Mex$297.0bMex$518.6bMex$25.6b9.8x11.6x0.6x
Mon, 05 Jan 2026Mex$296.5bMex$522.4bMex$25.6b9.7x11.6x0.6x
Wed, 03 Dec 2025Mex$285.7bMex$524.6bMex$25.5b9.5x11.2x0.5x
Fri, 31 Oct 2025Mex$293.7bMex$579.3bMex$28.1b9.5x10.4x0.5x
Sun, 28 Sep 2025Mex$290.5bMex$562.4bMex$27.4b10.4x10.6x0.5x
Tue, 26 Aug 2025Mex$300.2bMex$572.6bMex$28.2b11.2x10.7x0.5x
Thu, 24 Jul 2025Mex$277.2bMex$510.3bMex$27.5b15.9x10.1x0.5x
Sat, 21 Jun 2025Mex$279.2bMex$511.8bMex$27.1b14.1x10.3x0.5x
Mon, 19 May 2025Mex$274.0bMex$513.9bMex$27.4b14.3x10x0.5x
Wed, 16 Apr 2025Mex$273.9bMex$572.9bMex$32.1b12.7x8.5x0.5x
Fri, 14 Mar 2025Mex$288.8bMex$574.2bMex$32.1b14.1x9x0.5x
Sun, 09 Feb 2025Mex$298.1bMex$557.5bMex$33.3b11.5x8.9x0.5x
Tue, 07 Jan 2025Mex$294.9bMex$556.6bMex$33.3b11.2x8.9x0.5x
Thu, 05 Dec 2024Mex$291.4bMex$556.0bMex$33.3b10.9x8.7x0.5x
Sat, 02 Nov 2024Mex$303.5bMex$554.2bMex$33.5b10.3x9.1x0.5x
Mon, 30 Sep 2024Mex$315.0bMex$539.9bMex$32.7b13x9.6x0.6x
Wed, 28 Aug 2024Mex$338.0bMex$540.1bMex$33.4b11.8x10.1x0.6x
Fri, 26 Jul 2024Mex$337.1bMex$483.9bMex$30.8b14.6x10.9x0.7x
Sun, 23 Jun 2024Mex$315.4bMex$469.0bMex$28.3b12.3x11.1x0.7x
Tue, 21 May 2024Mex$352.5bMex$459.4bMex$27.7b14.8x12.7x0.8x
Thu, 18 Apr 2024Mex$367.9bMex$505.8bMex$28.6b12x12.9x0.7x
Sat, 16 Mar 2024Mex$367.0bMex$512.5bMex$28.5b12.3x12.9x0.7x
Mon, 12 Feb 2024Mex$350.8bMex$509.7bMex$28.7b16.1x12.2x0.7x
Wed, 10 Jan 2024Mex$390.5bMex$580.2bMex$33.2b14.8x11.8x0.7x
Fri, 08 Dec 2023Mex$369.1bMex$583.1bMex$33.2b13.7x11.1x0.6x
Sun, 05 Nov 2023Mex$358.8bMex$582.5bMex$33.2b14.9x10.8x0.6x
Tue, 03 Oct 2023Mex$365.3bMex$590.6bMex$31.4b14x11.6x0.6x
Thu, 31 Aug 2023Mex$371.8bMex$584.4bMex$31.3b12.9x11.9x0.6x
Sat, 29 Jul 2023Mex$376.6bMex$585.2bMex$31.6b12.7x11.9x0.6x
Mon, 26 Jun 2023Mex$377.6bMex$570.5bMex$30.0b15.7x12.6x0.7x
Wed, 24 May 2023Mex$368.4bMex$575.4bMex$30.0b16.8x12.3x0.6x
Fri, 21 Apr 2023Mex$375.8bMex$559.0bMex$30.3b15x12.4x0.7x
Sun, 19 Mar 2023Mex$270.9bMex$417.0bMex$22.6b17.3x12x0.6x
Price to Earnings Ratio

12x


Total Market Cap: Mex$270.9bTotal Earnings: Mex$22.6bTotal Revenue: Mex$417.0bTotal 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 12.8x 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 8.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Discretionary sector?

MX Market-1.32%
Consumer Discretionary-2.52%
Specialty Stores0.16%
Auto Components-0.044%
Hospitality-0.80%
General Merchandise and Department Stores-3.92%
Consumer Durables-7.33%
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 19.7%, which is higher than its past year's earnings decline of 14.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 70% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.4% 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
NEMAK A Nemak S. A. B. de C. VMex$3.391.2%
+Mex$112.6m		20.6%PS0.1x
CADU A Corpovael. deMex$5.423.2%
+Mex$51.6m		69.4%PE4x
GIGANTE * Grupo Gigante S. A. B. de C. VMex$31.550.2%
+Mex$49.7m		13.6%PE17.7x
HOTEL * Grupo Hotelero Santa Fe. deMex$4.010.3%
+Mex$7.2m		8.4%PE14.3x
AGUILAS CPO OllamaniMex$75.550.07%
+Mex$6.0m		101.1%PS1.3x

Latest News

VINTE *
Mex$31.40
Vinte Viviendas Integrales. de
7D
-11.5%
1Y
-3.4%
ALSEA *
Mex$57.59
Alsea. de
7D
-1.5%
1Y
40.6%

ALSEA *: Updated Capital Allocation Outlook Will Support Higher Earnings Multiple

Analysts have raised their MX$75.00 fair value estimate for Alsea to MX$80.00, reflecting updated assumptions regarding revenue growth, profit margins, the discount rate and future P/E levels. What's in the News Alsea, S.A.B. de C.V. held an Analyst/Investor Day, giving the market an updated look at its business outlook and capital allocation priorities (Key Developments).
NEMAK A
Mex$3.39
Nemak S. A. B. de C. V
7D
1.2%
1Y
20.6%

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.
NUTRISA A
Mex$4.00
Grupo Nutrisa. de
7D
-4.1%
1Y
n/a
HOTEL *
Mex$4.01
Grupo Hotelero Santa Fe. de
7D
0.3%
1Y
8.4%

Resort Expansion And Balanced Portfolio Will Support More Resilient Long Term Earnings Profile

Catalysts About Grupo Hotelero Santa Fe. de Grupo Hotelero Santa Fe. de operates a portfolio of city and resort hotels, generating revenue from rooms, food and beverage, vacation clubs, event services and third party hotel management. What are the underlying business or industry changes driving this perspective?
CADU A
Mex$5.42
Corpovael. de
7D
3.2%
1Y
69.4%
SPORT S
Mex$8.50
Grupo Sports World. de
7D
-1.7%
1Y
34.9%
LIVEPOL C-1
Mex$104.29
El Puerto de Liverpool. de
7D
-3.9%
1Y
7.6%
ARA *
Mex$4.52
Consorcio ARA S. A. B. de C. V
7D
-2.6%
1Y
33.3%

ARA *: Fair Outlook Will Rely On Revenue Assumptions And Margin Resilience

Analysts have raised their price target for Consorcio ARA S. A.
GISSA A
Mex$12.60
Grupo Industrial Saltillo. de
7D
-3.0%
1Y
-25.9%
HCITY *
Mex$6.28
Promotora de Hoteles Norte 19. de
7D
-1.7%
1Y
46.4%
AGUILAS CPO
Mex$75.55
Ollamani
7D
0.07%
1Y
101.1%
GIGANTE *
Mex$31.55
Grupo Gigante S. A. B. de C. V
7D
0.2%
1Y
13.6%