Narrative Update • Jun 11
Have your own idea? Try our Stock Screener
Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedJun 15, 2026
DataAggregated Company Financials
Companies18
- 7D-0.4%
- 3M-1.4%
- 1Y7.0%
- YTD0.07%
In the last week, Consumer Discretionary has been flat. The past year has been better, since the industry has gained 7.0% in that time. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | Mex$296.4b | Mex$531.1b | Mex$23.5b | 15.1x | 12.6x | 0.6x |
| Wed, 13 May 2026 | Mex$302.7b | Mex$531.1b | Mex$23.8b | 15.7x | 12.7x | 0.6x |
| Fri, 10 Apr 2026 | Mex$310.1b | Mex$529.2b | Mex$23.7b | 15.5x | 13.1x | 0.6x |
| Sun, 08 Mar 2026 | Mex$304.7b | Mex$529.3b | Mex$23.1b | 17.6x | 13.2x | 0.6x |
| Tue, 03 Feb 2026 | Mex$297.9b | Mex$519.9b | Mex$25.6b | 9.5x | 11.6x | 0.6x |
| Thu, 01 Jan 2026 | Mex$296.4b | Mex$523.0b | Mex$25.6b | 9.7x | 11.6x | 0.6x |
| Sat, 29 Nov 2025 | Mex$284.4b | Mex$524.7b | Mex$25.5b | 9.5x | 11.1x | 0.5x |
| Mon, 27 Oct 2025 | Mex$292.3b | Mex$577.4b | Mex$29.1b | 9.5x | 10.1x | 0.5x |
| Wed, 24 Sep 2025 | Mex$288.0b | Mex$562.3b | Mex$27.4b | 10.4x | 10.5x | 0.5x |
| Fri, 22 Aug 2025 | Mex$300.5b | Mex$573.0b | Mex$28.2b | 11.2x | 10.7x | 0.5x |
| Sun, 20 Jul 2025 | Mex$277.9b | Mex$509.3b | Mex$25.9b | 15.8x | 10.7x | 0.5x |
| Tue, 17 Jun 2025 | Mex$279.9b | Mex$510.3b | Mex$27.2b | 15.3x | 10.3x | 0.5x |
| Thu, 15 May 2025 | Mex$268.8b | Mex$512.9b | Mex$27.4b | 13.9x | 9.8x | 0.5x |
| Sat, 12 Apr 2025 | Mex$274.6b | Mex$575.3b | Mex$32.1b | 13x | 8.6x | 0.5x |
| Mon, 10 Mar 2025 | Mex$297.5b | Mex$575.1b | Mex$32.1b | 13.8x | 9.3x | 0.5x |
| Wed, 05 Feb 2025 | Mex$291.5b | Mex$557.2b | Mex$33.3b | 11.2x | 8.7x | 0.5x |
| Fri, 03 Jan 2025 | Mex$293.9b | Mex$557.8b | Mex$33.3b | 11.2x | 8.8x | 0.5x |
| Sun, 01 Dec 2024 | Mex$291.3b | Mex$556.5b | Mex$33.3b | 11.2x | 8.7x | 0.5x |
| Tue, 29 Oct 2024 | Mex$311.7b | Mex$552.8b | Mex$33.6b | 10.9x | 9.3x | 0.6x |
| Thu, 26 Sep 2024 | Mex$306.8b | Mex$539.6b | Mex$32.7b | 12.7x | 9.4x | 0.6x |
| Sat, 24 Aug 2024 | Mex$339.6b | Mex$536.4b | Mex$33.2b | 11.8x | 10.2x | 0.6x |
| Mon, 22 Jul 2024 | Mex$341.5b | Mex$475.2b | Mex$28.4b | 13.8x | 12x | 0.7x |
| Wed, 19 Jun 2024 | Mex$336.8b | Mex$470.7b | Mex$28.4b | 12x | 11.9x | 0.7x |
| Fri, 17 May 2024 | Mex$352.1b | Mex$460.2b | Mex$27.7b | 14.7x | 12.7x | 0.8x |
| Sun, 14 Apr 2024 | Mex$369.1b | Mex$503.9b | Mex$28.6b | 12.4x | 12.9x | 0.7x |
| Tue, 12 Mar 2024 | Mex$363.0b | Mex$513.0b | Mex$28.5b | 12.7x | 12.8x | 0.7x |
| Thu, 08 Feb 2024 | Mex$343.6b | Mex$509.6b | Mex$28.7b | 16.2x | 12x | 0.7x |
| Sat, 06 Jan 2024 | Mex$389.8b | Mex$579.7b | Mex$33.2b | 14.8x | 11.8x | 0.7x |
| Mon, 04 Dec 2023 | Mex$368.7b | Mex$581.5b | Mex$33.2b | 14x | 11.1x | 0.6x |
| Wed, 01 Nov 2023 | Mex$361.0b | Mex$585.7b | Mex$33.2b | 14.4x | 10.9x | 0.6x |
| Fri, 29 Sep 2023 | Mex$364.8b | Mex$589.8b | Mex$31.4b | 13.9x | 11.6x | 0.6x |
| Sun, 27 Aug 2023 | Mex$363.0b | Mex$584.4b | Mex$31.3b | 12.3x | 11.6x | 0.6x |
| Tue, 25 Jul 2023 | Mex$377.7b | Mex$582.2b | Mex$30.9b | 13.4x | 12.2x | 0.6x |
| Thu, 22 Jun 2023 | Mex$378.8b | Mex$570.2b | Mex$30.0b | 16.2x | 12.6x | 0.7x |
Price to Earnings Ratio
12.6x
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 12.6x 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 7.8% per year over the last three years,
- Revenues have also declined 2.3% 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 | 2.80% | |
| Consumer Discretionary | -0.42% | |
| Consumer Durables | 2.02% | |
| Specialty Stores | 0% | 0 |
| General Merchandise and Department Stores | -0.37% | |
| Hospitality | -0.78% | |
| Auto Components | -2.62% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.3x.
- Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings decline of 1.7% 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 8.0% 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$100.56 | 0.8% +Mex$1.0b | 8.4% | PE8.1x | |
| AGUILAS CPO Ollamani | Mex$78.50 | 3.3% +Mex$298.4m | 63.8% | PS1.4x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.85 | 2.1% +Mex$121.4m | 50.6% | PE6.4x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$4.79 | 1.9% +Mex$64.4m | 27.7% | PE19.3x | |
| HCITY * Promotora de Hoteles Norte 19. de | Mex$6.01 | 1.7% +Mex$38.1m | 30.7% | PS0.5x |
