Narrative Update • Aug 25
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedSep 11, 2026
DataAggregated Company Financials
Companies18
- 7D0.5%
- 3M-2.9%
- 1Y1.2%
- YTD-3.6%
The Consumer Discretionary industry has stayed flat over the last week. Furthermore, the industry has been flat for the past year as well. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Fri, 11 Sep 2026 | Mex$283.9b | Mex$537.2b | Mex$22.9b | 11.4x | 12.4x | 0.5x |
| Sun, 09 Aug 2026 | Mex$286.1b | Mex$538.1b | Mex$22.9b | 10.8x | 12.5x | 0.5x |
| Tue, 07 Jul 2026 | Mex$292.1b | Mex$532.1b | Mex$23.5b | 13.9x | 12.4x | 0.5x |
| Thu, 04 Jun 2026 | Mex$300.8b | Mex$531.8b | Mex$23.5b | 15.4x | 12.8x | 0.6x |
| Sat, 02 May 2026 | Mex$305.5b | Mex$534.0b | Mex$24.5b | 15.7x | 12.5x | 0.6x |
| Mon, 30 Mar 2026 | Mex$290.0b | Mex$525.8b | Mex$23.2b | 14.8x | 12.5x | 0.6x |
| Wed, 25 Feb 2026 | Mex$304.1b | Mex$518.4b | Mex$25.7b | 14.3x | 11.8x | 0.6x |
| Fri, 23 Jan 2026 | Mex$293.8b | Mex$519.8b | Mex$25.6b | 9.8x | 11.5x | 0.6x |
| Sun, 21 Dec 2025 | Mex$296.5b | Mex$523.2b | Mex$25.6b | 9.7x | 11.6x | 0.6x |
| Tue, 18 Nov 2025 | Mex$279.2b | Mex$519.6b | Mex$25.8b | 9.2x | 10.8x | 0.5x |
| Thu, 16 Oct 2025 | Mex$304.7b | Mex$571.3b | Mex$28.2b | 11.4x | 10.8x | 0.5x |
| Sat, 13 Sep 2025 | Mex$285.7b | Mex$562.9b | Mex$27.3b | 10.3x | 10.4x | 0.5x |
| Mon, 11 Aug 2025 | Mex$300.6b | Mex$572.1b | Mex$28.2b | 10.9x | 10.7x | 0.5x |
| Wed, 09 Jul 2025 | Mex$281.1b | Mex$508.4b | Mex$27.2b | 15.5x | 10.3x | 0.6x |
| Fri, 06 Jun 2025 | Mex$274.7b | Mex$512.0b | Mex$27.2b | 15.1x | 10.1x | 0.5x |
| Sun, 04 May 2025 | Mex$265.0b | Mex$513.0b | Mex$27.1b | 13.1x | 9.8x | 0.5x |
| Tue, 01 Apr 2025 | Mex$289.6b | Mex$576.2b | Mex$32.1b | 12.2x | 9x | 0.5x |
| Thu, 27 Feb 2025 | Mex$302.2b | Mex$559.3b | Mex$32.6b | 14x | 9.3x | 0.5x |
| Sat, 25 Jan 2025 | Mex$290.4b | Mex$555.9b | Mex$33.3b | 10.8x | 8.7x | 0.5x |
| Mon, 23 Dec 2024 | Mex$295.7b | Mex$554.8b | Mex$33.3b | 11.1x | 8.9x | 0.5x |
| Wed, 20 Nov 2024 | Mex$296.6b | Mex$555.0b | Mex$33.3b | 11.2x | 8.9x | 0.5x |
| Fri, 18 Oct 2024 | Mex$319.2b | Mex$540.4b | Mex$32.2b | 14.1x | 9.9x | 0.6x |
| Sun, 15 Sep 2024 | Mex$312.7b | Mex$537.0b | Mex$32.6b | 12.4x | 9.6x | 0.6x |
| Tue, 13 Aug 2024 | Mex$341.9b | Mex$536.5b | Mex$33.2b | 11x | 10.3x | 0.6x |
| Thu, 11 Jul 2024 | Mex$334.9b | Mex$474.5b | Mex$28.5b | 14.7x | 11.8x | 0.7x |
| Sat, 08 Jun 2024 | Mex$344.8b | Mex$469.9b | Mex$28.3b | 12.1x | 12.2x | 0.7x |
| Mon, 06 May 2024 | Mex$350.1b | Mex$462.4b | Mex$27.8b | 12.4x | 12.6x | 0.8x |
| Wed, 03 Apr 2024 | Mex$377.5b | Mex$503.3b | Mex$28.6b | 12.6x | 13.2x | 0.7x |
| Fri, 01 Mar 2024 | Mex$345.3b | Mex$508.4b | Mex$27.4b | 13.4x | 12.6x | 0.7x |
| Sun, 28 Jan 2024 | Mex$400.1b | Mex$581.2b | Mex$33.2b | 14.9x | 12.1x | 0.7x |
| Tue, 26 Dec 2023 | Mex$396.3b | Mex$580.3b | Mex$33.2b | 14.5x | 12x | 0.7x |
| Thu, 23 Nov 2023 | Mex$358.6b | Mex$581.0b | Mex$33.2b | 14.3x | 10.8x | 0.6x |
| Sat, 21 Oct 2023 | Mex$358.3b | Mex$594.0b | Mex$31.4b | 14x | 11.4x | 0.6x |
| Mon, 18 Sep 2023 | Mex$361.7b | Mex$586.5b | Mex$31.3b | 13.2x | 11.5x | 0.6x |
Price to Earnings Ratio
11.5x
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 12.4x which is higher than its 3-year average PE of 11.1x.
- 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 2.9% 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 | -1.18% | |
| Consumer Discretionary | 0.50% | |
| Specialty Stores | 1.64% | |
| General Merchandise and Department Stores | 0.88% | |
| Hospitality | 0.22% | |
| Consumer Durables | -1.22% | |
| Auto Components | -1.82% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 70.4x.
- Analysts are expecting annual earnings growth of 24.4%, which is higher than its past year's earnings decline of 68.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 89% over the next 5 years.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.8% 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$101.01 | 0.9% +Mex$1.2b | 7.6% | PE7.3x | |
| GIGANTE * Grupo Gigante S. A. B. de C. V | Mex$31.00 | 1.6% +Mex$497.1m | 4.0% | PE15.5x | |
| ALSEA * Alsea. de | Mex$43.22 | 0.8% +Mex$285.9m | -24.2% | PE20.3x | |
| CADU A Corpovael. de | Mex$7.50 | 2.7% +Mex$58.5m | 128.7% | PE5.2x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$5.30 | 1.0% +Mex$35.8m | 51.4% | PE57.4x |