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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedApr 25, 2026
DataAggregated Company Financials
Companies18
- 7D-1.6%
- 3M1.8%
- 1Y14.7%
- YTD2.8%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.1%, driven by a pullback from El Puerto de Liverpool. de of 3.9%. In the past year, the industry has gained 14%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 25 Apr 2026 | Mex$299.4b | Mex$532.6b | Mex$24.4b | 15.6x | 12.3x | 0.6x |
| Mon, 23 Mar 2026 | Mex$285.0b | Mex$524.8b | Mex$23.2b | 14.5x | 12.3x | 0.5x |
| Wed, 18 Feb 2026 | Mex$300.3b | Mex$517.8b | Mex$25.6b | 9.5x | 11.7x | 0.6x |
| Fri, 16 Jan 2026 | Mex$296.1b | Mex$521.0b | Mex$25.6b | 9.6x | 11.6x | 0.6x |
| Sun, 14 Dec 2025 | Mex$294.2b | Mex$523.0b | Mex$25.6b | 9.5x | 11.5x | 0.6x |
| Tue, 11 Nov 2025 | Mex$278.6b | Mex$522.4b | Mex$25.0b | 9.5x | 11.1x | 0.5x |
| Thu, 09 Oct 2025 | Mex$285.9b | Mex$562.2b | Mex$27.4b | 10.7x | 10.5x | 0.5x |
| Sat, 06 Sep 2025 | Mex$303.0b | Mex$572.7b | Mex$28.2b | 11.2x | 10.8x | 0.5x |
| Mon, 04 Aug 2025 | Mex$282.7b | Mex$519.1b | Mex$25.1b | 12.5x | 11.3x | 0.5x |
| Wed, 02 Jul 2025 | Mex$283.0b | Mex$509.4b | Mex$27.2b | 16.1x | 10.4x | 0.6x |
| Fri, 30 May 2025 | Mex$276.1b | Mex$512.9b | Mex$27.2b | 15.9x | 10.2x | 0.5x |
| Sun, 27 Apr 2025 | Mex$281.4b | Mex$575.6b | Mex$30.8b | 10.6x | 9.1x | 0.5x |
| Tue, 25 Mar 2025 | Mex$289.1b | Mex$574.0b | Mex$32.1b | 11.8x | 9x | 0.5x |
| Thu, 20 Feb 2025 | Mex$304.5b | Mex$555.8b | Mex$33.3b | 11.8x | 9.1x | 0.5x |
| Sat, 18 Jan 2025 | Mex$288.4b | Mex$559.0b | Mex$33.3b | 10.3x | 8.7x | 0.5x |
| Mon, 16 Dec 2024 | Mex$293.1b | Mex$555.2b | Mex$33.3b | 11.1x | 8.8x | 0.5x |
| Wed, 13 Nov 2024 | Mex$303.5b | Mex$557.7b | Mex$33.3b | 11.5x | 9.1x | 0.5x |
| Fri, 11 Oct 2024 | Mex$315.7b | Mex$538.7b | Mex$32.7b | 13.5x | 9.7x | 0.6x |
| Sun, 08 Sep 2024 | Mex$318.3b | Mex$541.7b | Mex$32.7b | 12.5x | 9.7x | 0.6x |
| Tue, 06 Aug 2024 | Mex$331.2b | Mex$490.0b | Mex$30.6b | 12.7x | 10.8x | 0.7x |
| Thu, 04 Jul 2024 | Mex$317.2b | Mex$469.0b | Mex$28.3b | 12.7x | 11.2x | 0.7x |
| Sat, 01 Jun 2024 | Mex$348.6b | Mex$462.1b | Mex$27.8b | 14.5x | 12.5x | 0.8x |
| Mon, 29 Apr 2024 | Mex$366.8b | Mex$509.7b | Mex$29.9b | 12.9x | 12.3x | 0.7x |
| Wed, 27 Mar 2024 | Mex$372.9b | Mex$504.7b | Mex$28.6b | 12.6x | 13x | 0.7x |
| Fri, 23 Feb 2024 | Mex$346.9b | Mex$510.1b | Mex$27.8b | 15.6x | 12.5x | 0.7x |
| Sun, 21 Jan 2024 | Mex$386.8b | Mex$580.9b | Mex$33.2b | 14.5x | 11.7x | 0.7x |
| Tue, 19 Dec 2023 | Mex$382.7b | Mex$581.3b | Mex$33.2b | 14.5x | 11.5x | 0.7x |
| Thu, 16 Nov 2023 | Mex$358.5b | Mex$582.1b | Mex$33.2b | 14.4x | 10.8x | 0.6x |
| Sat, 14 Oct 2023 | Mex$360.0b | Mex$593.3b | Mex$31.4b | 14x | 11.5x | 0.6x |
| Mon, 11 Sep 2023 | Mex$377.6b | Mex$590.2b | Mex$31.4b | 13.7x | 12x | 0.6x |
| Wed, 09 Aug 2023 | Mex$376.8b | Mex$586.1b | Mex$31.3b | 14.3x | 12x | 0.6x |
| Fri, 07 Jul 2023 | Mex$381.0b | Mex$570.9b | Mex$30.0b | 15.4x | 12.7x | 0.7x |
| Sun, 04 Jun 2023 | Mex$367.5b | Mex$571.2b | Mex$29.8b | 16.4x | 12.3x | 0.6x |
| Tue, 02 May 2023 | Mex$367.8b | Mex$570.6b | Mex$30.6b | 15.3x | 12x | 0.6x |
Price to Earnings Ratio
12x
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 12.3x 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 7.3% 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 | -0.95% | |
| Consumer Discretionary | -1.59% | |
| Specialty Stores | 1.17% | |
| Hospitality | 0.58% | |
| Auto Components | -0.077% | |
| Consumer Durables | -0.55% | |
| General Merchandise and Department Stores | -3.88% | |
Industry PE
- Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 26.0x.
- Analysts are expecting annual earnings growth of 20.0%, 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GIGANTE * Grupo Gigante S. A. B. de C. V | Mex$31.92 | 1.2% +Mex$367.9m | 16.9% | PE15.6x | |
| POSADAS A Grupo Posadas. de | Mex$29.15 | 2.3% +Mex$322.3m | 9.0% | PE24.9x | |
| ALSEA * Alsea. de | Mex$52.70 | 0.8% +Mex$298.7m | 15.6% | PE17.5x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.48 | 2.3% +Mex$121.5m | 41.3% | PE6x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$3.35 | 0.6% +Mex$57.4m | 16.3% | PS0.1x |