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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedNov 04, 2025
DataAggregated Company Financials
Companies18
  • 7D2.1%
  • 3M0.4%
  • 1Y-3.3%
  • YTD1.2%

The Consumer Discretionary industry is up 2.1% in the last week, with El Puerto de Liverpool. de up 1.8%. In contrast, the industry has lost 3.3% in the last 12 months. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025Mex$294.8bMex$578.8bMex$27.9b9.5x10.6x0.5x
Fri, 03 Oct 2025Mex$288.8bMex$562.8bMex$27.3b10.3x10.6x0.5x
Sun, 31 Aug 2025Mex$300.9bMex$572.5bMex$28.2b11.2x10.7x0.5x
Tue, 29 Jul 2025Mex$284.3bMex$513.3bMex$27.6b12.9x10.3x0.6x
Thu, 26 Jun 2025Mex$280.9bMex$510.3bMex$27.2b14.8x10.3x0.6x
Sat, 24 May 2025Mex$273.3bMex$512.5bMex$27.2b15.3x10x0.5x
Mon, 21 Apr 2025Mex$273.8bMex$570.5bMex$32.1b12.9x8.5x0.5x
Wed, 19 Mar 2025Mex$288.4bMex$572.9bMex$32.2b11.3x9x0.5x
Fri, 14 Feb 2025Mex$303.1bMex$556.8bMex$33.3b11.5x9.1x0.5x
Sun, 12 Jan 2025Mex$291.6bMex$553.7bMex$32.9b9x8.9x0.5x
Tue, 10 Dec 2024Mex$292.1bMex$555.8bMex$33.3b11.2x8.8x0.5x
Thu, 07 Nov 2024Mex$304.2bMex$554.9bMex$33.3b10.9x9.1x0.5x
Sat, 05 Oct 2024Mex$312.4bMex$537.3bMex$32.6b13.3x9.6x0.6x
Mon, 02 Sep 2024Mex$328.9bMex$539.9bMex$32.7b12.4x10.1x0.6x
Wed, 31 Jul 2024Mex$332.7bMex$485.5bMex$30.6b13x10.9x0.7x
Fri, 28 Jun 2024Mex$316.4bMex$470.7bMex$28.4b12.3x11.2x0.7x
Sun, 26 May 2024Mex$350.3bMex$460.4bMex$27.8b14.7x12.6x0.8x
Tue, 23 Apr 2024Mex$366.8bMex$506.7bMex$28.1b12x13.1x0.7x
Thu, 21 Mar 2024Mex$352.8bMex$504.8bMex$28.6b12.5x12.3x0.7x
Sat, 17 Feb 2024Mex$345.4bMex$510.1bMex$27.8b15.6x12.4x0.7x
Mon, 15 Jan 2024Mex$385.2bMex$579.6bMex$33.2b14.4x11.6x0.7x
Wed, 13 Dec 2023Mex$368.9bMex$582.6bMex$33.2b14.1x11.1x0.6x
Fri, 10 Nov 2023Mex$357.6bMex$585.3bMex$33.2b14.6x10.8x0.6x
Sun, 08 Oct 2023Mex$362.1bMex$594.1bMex$31.4b14x11.5x0.6x
Tue, 05 Sep 2023Mex$375.0bMex$587.2bMex$31.3b13.7x12x0.6x
Thu, 03 Aug 2023Mex$375.2bMex$585.2bMex$31.3b14.3x12x0.6x
Sat, 01 Jul 2023Mex$381.5bMex$570.1bMex$30.0b15.4x12.7x0.7x
Mon, 29 May 2023Mex$368.2bMex$571.7bMex$29.8b16.8x12.3x0.6x
Wed, 26 Apr 2023Mex$374.4bMex$559.3bMex$30.3b15.4x12.3x0.7x
Fri, 24 Mar 2023Mex$372.6bMex$556.9bMex$29.3b16.3x12.7x0.7x
Sun, 19 Feb 2023Mex$355.4bMex$510.0bMex$28.1b15.7x12.6x0.7x
Tue, 17 Jan 2023Mex$364.3bMex$507.8bMex$27.3b16.6x13.4x0.7x
Thu, 15 Dec 2022Mex$357.4bMex$508.8bMex$27.3b16.3x13.1x0.7x
Sat, 12 Nov 2022Mex$333.1bMex$508.7bMex$27.3b15.9x12.2x0.7x
Price to Earnings Ratio

12.2x


Total Market Cap: Mex$333.1bTotal Earnings: Mex$27.3bTotal Revenue: Mex$508.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11.2x202320242025
Current Industry PE
  • Investors are relatively neutral on the Mexican Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.62x.
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 4.4% 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 Market1.06%
Consumer Discretionary2.15%
Auto Components5.32%
General Merchandise and Department Stores3.88%
Specialty Stores0.79%
Hospitality-0.085%
Consumer Durables-0.24%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 25.5x.
    • Analysts are expecting annual earnings growth of 32.3%, which is higher than its past year's earnings growth of 16.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 77% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores 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?

CompanyLast Price7D1YValuation
LIVEPOL C-1 El Puerto de Liverpool. deMex$90.191.8%
+Mex$2.2b		-14.1%PE6.3x
NEMAK A Nemak S. A. B. de C. VMex$4.0511.3%
+Mex$1.2b		94.7%PS0.1x
HCITY * Promotora de Hoteles Norte 19. deMex$6.5017.1%
+Mex$391.7m		39.8%PS0.6x
GIGANTE * Grupo Gigante S. A. B. de C. VMex$30.450.8%
+Mex$238.6m		8.8%PE17x
GISSA A Grupo Industrial Saltillo. deMex$14.183.1%
+Mex$131.3m		-17.8%PE31.6x

Latest News

SPORT S
Mex$9.00
Grupo Sports World. de
7D
6.0%
1Y
45.2%

Shareholders Will Be Pleased With The Quality of Grupo Sports World. de's (BMV:SPORTS) Earnings

Nov 04
Shareholders Will Be Pleased With The Quality of Grupo Sports World. de's (BMV:SPORTS) Earnings
HOTEL *
Mex$3.75
Grupo Hotelero Santa Fe. de
7D
0.3%
1Y
-3.4%

Impressive Earnings May Not Tell The Whole Story For Grupo Hotelero Santa Fe. de (BMV:HOTEL)

Nov 03
Impressive Earnings May Not Tell The Whole Story For Grupo Hotelero Santa Fe. de (BMV:HOTEL)
VASCONI *
Mex$0.78
Grupo Vasconia
7D
56.3%
1Y
66.0%
GIGANTE *
Mex$30.45
Grupo Gigante S. A. B. de C. V
7D
0.8%
1Y
8.8%
LIVEPOL C-1
Mex$90.19
El Puerto de Liverpool. de
7D
1.8%
1Y
-14.1%

These 4 Measures Indicate That El Puerto de Liverpool. de (BMV:LIVEPOLC-1) Is Using Debt Extensively

Nov 01
These 4 Measures Indicate That El Puerto de Liverpool. de (BMV:LIVEPOLC-1) Is Using Debt Extensively
HCITY *
Mex$6.50
Promotora de Hoteles Norte 19. de
7D
17.1%
1Y
39.8%

Promotora de Hoteles Norte 19, S.A.B. de C.V. (BMV:HCITY) Stock Rockets 34% As Investors Are Less Pessimistic Than Expected

Oct 31
Promotora de Hoteles Norte 19, S.A.B. de C.V. (BMV:HCITY) Stock Rockets 34% As Investors Are Less Pessimistic Than Expected
CMR B
Mex$1.48
CMR. de
7D
-3.3%
1Y
21.3%
VINTE *
Mex$29.75
Vinte Viviendas Integrales. de
7D
-4.6%
1Y
-9.8%

Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying Issues

Oct 30
Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying Issues
ALSEA *
Mex$50.83
Alsea. de
7D
-2.0%
1Y
3.3%
AGUILAS CPO
Mex$62.50
Ollamani
7D
-0.7%
1Y
77.8%
NEMAK A
Mex$4.05
Nemak S. A. B. de C. V
7D
11.3%
1Y
94.7%
ARA *
Mex$3.41
Consorcio ARA S. A. B. de C. V
7D
-5.5%
1Y
5.6%
CADU A
Mex$3.80
Corpovael. de
7D
-4.0%
1Y
7.0%
GISSA A
Mex$14.18
Grupo Industrial Saltillo. de
7D
3.1%
1Y
-17.8%