Analysis Article • Jul 31
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedAug 05, 2026
DataAggregated Company Financials
Companies18
- 7D-0.2%
- 3M-4.8%
- 1Y6.2%
- YTD-2.4%
In the last week, the Consumer Discretionary industry is flat overall, with Grupo Gigante S. A. B. de C. V standing out by going down 4.0%. The past year has been better, since the industry has gained 6.2% in that time. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | Mex$286.0b | Mex$538.8b | Mex$22.9b | 10.8x | 12.5x | 0.5x |
| Fri, 03 Jul 2026 | Mex$290.0b | Mex$532.6b | Mex$23.5b | 14x | 12.4x | 0.5x |
| Sun, 31 May 2026 | Mex$301.4b | Mex$531.8b | Mex$23.5b | 15.3x | 12.8x | 0.6x |
| Tue, 28 Apr 2026 | Mex$299.0b | Mex$533.5b | Mex$24.5b | 15.6x | 12.2x | 0.6x |
| Thu, 26 Mar 2026 | Mex$286.4b | Mex$523.7b | Mex$23.2b | 14.7x | 12.3x | 0.5x |
| Sat, 21 Feb 2026 | Mex$304.4b | Mex$518.3b | Mex$25.8b | 9.1x | 11.8x | 0.6x |
| Mon, 19 Jan 2026 | Mex$295.5b | Mex$520.8b | Mex$25.6b | 9.8x | 11.6x | 0.6x |
| Wed, 17 Dec 2025 | Mex$295.1b | Mex$522.7b | Mex$25.6b | 9.4x | 11.5x | 0.6x |
| Fri, 14 Nov 2025 | Mex$278.6b | Mex$519.6b | Mex$25.8b | 9.5x | 10.8x | 0.5x |
| Sun, 12 Oct 2025 | Mex$304.6b | Mex$571.7b | Mex$28.2b | 11.4x | 10.8x | 0.5x |
| Tue, 09 Sep 2025 | Mex$283.6b | Mex$564.1b | Mex$27.3b | 10.2x | 10.4x | 0.5x |
| Thu, 07 Aug 2025 | Mex$299.1b | Mex$572.2b | Mex$28.2b | 10.9x | 10.6x | 0.5x |
| Sat, 05 Jul 2025 | Mex$279.0b | Mex$508.6b | Mex$27.2b | 15.8x | 10.3x | 0.5x |
| Mon, 02 Jun 2025 | Mex$275.7b | Mex$513.4b | Mex$27.2b | 15.3x | 10.1x | 0.5x |
| Wed, 30 Apr 2025 | Mex$275.3b | Mex$566.7b | Mex$30.1b | 10.6x | 9.1x | 0.5x |
| Fri, 28 Mar 2025 | Mex$289.5b | Mex$575.3b | Mex$32.1b | 12.5x | 9x | 0.5x |
| Sun, 23 Feb 2025 | Mex$303.6b | Mex$558.2b | Mex$33.0b | 14.4x | 9.2x | 0.5x |
| Tue, 21 Jan 2025 | Mex$289.2b | Mex$557.2b | Mex$33.3b | 10.3x | 8.7x | 0.5x |
| Thu, 19 Dec 2024 | Mex$292.7b | Mex$556.6b | Mex$33.3b | 11x | 8.8x | 0.5x |
| Sat, 16 Nov 2024 | Mex$296.3b | Mex$556.6b | Mex$33.3b | 11.3x | 8.9x | 0.5x |
| Mon, 14 Oct 2024 | Mex$316.3b | Mex$537.5b | Mex$32.6b | 13.6x | 9.7x | 0.6x |
| Wed, 11 Sep 2024 | Mex$312.3b | Mex$542.2b | Mex$32.7b | 12.7x | 9.6x | 0.6x |
| Fri, 09 Aug 2024 | Mex$341.4b | Mex$535.8b | Mex$33.2b | 10.9x | 10.3x | 0.6x |
| Sun, 07 Jul 2024 | Mex$316.4b | Mex$468.8b | Mex$28.3b | 12.7x | 11.2x | 0.7x |
| Tue, 04 Jun 2024 | Mex$347.5b | Mex$466.5b | Mex$27.8b | 14.5x | 12.5x | 0.7x |
| Thu, 02 May 2024 | Mex$348.4b | Mex$462.8b | Mex$28.0b | 12.6x | 12.4x | 0.8x |
| Sat, 30 Mar 2024 | Mex$375.8b | Mex$503.3b | Mex$28.6b | 12.6x | 13.1x | 0.7x |
| Mon, 26 Feb 2024 | Mex$345.7b | Mex$510.3b | Mex$27.9b | 14.5x | 12.4x | 0.7x |
| Wed, 24 Jan 2024 | Mex$391.9b | Mex$582.2b | Mex$33.2b | 14.6x | 11.8x | 0.7x |
| Fri, 22 Dec 2023 | Mex$385.9b | Mex$580.5b | Mex$33.2b | 14.5x | 11.6x | 0.7x |
| Sun, 19 Nov 2023 | Mex$358.1b | Mex$581.6b | Mex$33.2b | 14.3x | 10.8x | 0.6x |
| Tue, 17 Oct 2023 | Mex$358.5b | Mex$592.3b | Mex$31.4b | 14x | 11.4x | 0.6x |
| Thu, 14 Sep 2023 | Mex$376.6b | Mex$587.1b | Mex$31.3b | 13.7x | 12x | 0.6x |
| Sat, 12 Aug 2023 | Mex$372.1b | Mex$585.6b | Mex$31.3b | 14.2x | 11.9x | 0.6x |
Price to Earnings Ratio
11.9x
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 0.59x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 9.9% per year over the last three years,
- Revenues have also declined 2.7% 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 | 0.64% | |
| Consumer Discretionary | -0.18% | |
| General Merchandise and Department Stores | 0.90% | |
| Auto Components | 0.28% | |
| Consumer Durables | -0.22% | |
| Hospitality | -0.66% | |
| Specialty Stores | -3.97% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 28.8x.
- Analysts are expecting annual earnings growth of 24.6%, which is higher than its past year's earnings decline of 67.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 78% over the next 5 years.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.9% 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$104.65 | 0.9% +Mex$1.2b | 16.0% | PE7.5x | |
| AGUILAS CPO Ollamani | Mex$78.97 | 2.7% +Mex$248.3m | 70.6% | PS1.2x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$2.93 | 1.0% +Mex$85.7m | -18.8% | PS0.09x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$35.61 | 0.4% +Mex$35.8m | 18.7% | PE6.9x | |
| CADU A Corpovael. de | Mex$7.45 | 1.4% +Mex$29.3m | 121.1% | PE5.2x |
