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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies18
  • 7D-1.5%
  • 3M1.3%
  • 1Y14.8%
  • YTD2.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.5%, driven by El Puerto de Liverpool. de declining 2.3%. In the past year, the industry has gained 15%. As for the next few years, earnings are expected to grow by 17% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Apr 2026Mex$299.5bMex$533.5bMex$24.5b15.6x12.2x0.6x
Wed, 25 Mar 2026Mex$284.9bMex$523.9bMex$23.2b14.6x12.3x0.5x
Fri, 20 Feb 2026Mex$302.4bMex$519.1bMex$25.8b9.4x11.7x0.6x
Sun, 18 Jan 2026Mex$295.5bMex$520.8bMex$25.6b9.8x11.6x0.6x
Tue, 16 Dec 2025Mex$294.2bMex$522.9bMex$25.6b9.5x11.5x0.6x
Thu, 13 Nov 2025Mex$276.0bMex$522.0bMex$25.0b9.5x11x0.5x
Sat, 11 Oct 2025Mex$303.1bMex$571.7bMex$28.2b11.4x10.8x0.5x
Mon, 08 Sep 2025Mex$283.1bMex$564.5bMex$27.3b10.2x10.4x0.5x
Wed, 06 Aug 2025Mex$283.1bMex$518.2bMex$25.1b12.3x11.3x0.5x
Fri, 04 Jul 2025Mex$279.2bMex$508.8bMex$27.2b15.1x10.3x0.5x
Sun, 01 Jun 2025Mex$275.7bMex$513.4bMex$27.2b15.3x10.1x0.5x
Tue, 29 Apr 2025Mex$277.4bMex$566.5bMex$30.1b10.6x9.2x0.5x
Thu, 27 Mar 2025Mex$290.0bMex$574.3bMex$32.1b12.3x9x0.5x
Sat, 22 Feb 2025Mex$303.6bMex$558.2bMex$33.0b14.4x9.2x0.5x
Mon, 20 Jan 2025Mex$289.2bMex$559.0bMex$33.3b10.3x8.7x0.5x
Wed, 18 Dec 2024Mex$292.9bMex$555.4bMex$33.3b11.1x8.8x0.5x
Fri, 15 Nov 2024Mex$296.6bMex$557.0bMex$33.3b11.4x8.9x0.5x
Sun, 13 Oct 2024Mex$316.3bMex$537.5bMex$32.6b13.6x9.7x0.6x
Tue, 10 Sep 2024Mex$312.3bMex$541.1bMex$32.7b12.7x9.6x0.6x
Thu, 08 Aug 2024Mex$341.6bMex$537.7bMex$33.2b10.9x10.3x0.6x
Sat, 06 Jul 2024Mex$317.6bMex$468.8bMex$28.3b12.7x11.2x0.7x
Mon, 03 Jun 2024Mex$347.5bMex$462.0bMex$27.8b14.6x12.5x0.8x
Wed, 01 May 2024Mex$349.5bMex$463.4bMex$28.0b12.7x12.5x0.8x
Fri, 29 Mar 2024Mex$375.8bMex$504.5bMex$28.6b12.6x13.1x0.7x
Sun, 25 Feb 2024Mex$345.7bMex$510.2bMex$28.4b16.9x12.2x0.7x
Tue, 23 Jan 2024Mex$391.9bMex$581.4bMex$33.2b14.5x11.8x0.7x
Thu, 21 Dec 2023Mex$385.3bMex$581.2bMex$33.2b14.5x11.6x0.7x
Sat, 18 Nov 2023Mex$358.1bMex$581.6bMex$33.2b14.3x10.8x0.6x
Mon, 16 Oct 2023Mex$358.5bMex$593.3bMex$31.4b14x11.4x0.6x
Wed, 13 Sep 2023Mex$378.3bMex$587.8bMex$31.3b13.7x12.1x0.6x
Fri, 11 Aug 2023Mex$376.1bMex$585.8bMex$31.3b14.2x12x0.6x
Sun, 09 Jul 2023Mex$380.0bMex$570.3bMex$30.0b15.4x12.7x0.7x
Tue, 06 Jun 2023Mex$367.5bMex$570.7bMex$29.8b16.4x12.3x0.6x
Thu, 04 May 2023Mex$369.5bMex$572.8bMex$30.7b15.3x12x0.6x
Price to Earnings Ratio

12x


Total Market Cap: Mex$369.5bTotal Earnings: Mex$30.7bTotal Revenue: Mex$572.8bTotal 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 12.2x 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 7.2% 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-0.99%
Consumer Discretionary-1.45%
Specialty Stores1.17%
Hospitality1.02%
Auto Components-0.072%
Consumer Durables-0.66%
General Merchandise and Department Stores-3.88%
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 19.9%, 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 67% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 7.9% 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
AGUILAS CPO OllamaniMex$77.003.6%
+Mex$322.3m		63.8%PE433.7x
HOTEL * Grupo Hotelero Santa Fe. deMex$4.714.9%
+Mex$157.5m		22.3%PE19x
NEMAK A Nemak S. A. B. de C. VMex$3.350.9%
+Mex$85.7m		16.7%PS0.1x
CADU A Corpovael. deMex$7.633.7%
+Mex$81.9m		131.2%PE5.6x
ARA * Consorcio ARA S. A. B. de C. VMex$4.451.1%
+Mex$60.8m		38.6%PE5.8x

Latest News

HOTEL *
Mex$4.71
Grupo Hotelero Santa Fe. de
7D
4.9%
1Y
22.3%
GISSA A
Mex$12.44
Grupo Industrial Saltillo. de
7D
-1.8%
1Y
-27.3%
ARA *
Mex$4.45
Consorcio ARA S. A. B. de C. V
7D
1.1%
1Y
38.6%
VINTE *
Mex$31.00
Vinte Viviendas Integrales. de
7D
-7.5%
1Y
-6.1%
NEMAK A
Mex$3.35
Nemak S. A. B. de C. V
7D
0.9%
1Y
16.7%
ALSEA *
Mex$51.94
Alsea. de
7D
-2.8%
1Y
12.8%

ALSEA *: Investor Day Update Will Shape Margins While Supporting Steady Outlook

Analysts have slightly adjusted their price target on Alsea, decreasing it to MX$56.51 from MX$56.56, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Alsea, S.A.B. de C.V. held an Analyst/Investor Day, providing an update directly to the investment community on the business and outlook for the company (Key Developments).
LIVEPOL C-1
Mex$105.63
El Puerto de Liverpool. de
7D
-2.4%
1Y
14.0%
CADU A
Mex$7.63
Corpovael. de
7D
3.7%
1Y
131.2%
VASCONI *
Mex$0.73
Grupo Vasconia
7D
1.5%
1Y
92.4%
HCITY *
Mex$6.09
Promotora de Hoteles Norte 19. de
7D
0.7%
1Y
46.4%
AGUILAS CPO
Mex$77.00
Ollamani
7D
3.6%
1Y
63.8%
NUTRISA A
Mex$3.90
Grupo Nutrisa. de
7D
-1.5%
1Y
n/a
SPORT S
Mex$8.86
Grupo Sports World. de
7D
-1.6%
1Y
40.6%
CIDMEGA *
Mex$21.49
Grupe. de
7D
-0.05%
1Y
-32.8%