Analysis Article • Jul 31
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedAug 01, 2026
DataAggregated Company Financials
Companies18
- 7D1.9%
- 3M-3.9%
- 1Y5.6%
- YTD-2.5%
The Consumer Discretionary industry is up 2.5% in the last week, with El Puerto de Liverpool. de up 3.8%. This takes the industry's 12 month performance to a gain of 6.1%. 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 |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | Mex$284.1b | Mex$537.6b | Mex$24.4b | 14.2x | 11.7x | 0.5x |
| Mon, 29 Jun 2026 | Mex$290.3b | Mex$532.8b | Mex$23.5b | 14.8x | 12.4x | 0.5x |
| Wed, 27 May 2026 | Mex$299.7b | Mex$531.5b | Mex$23.5b | 15.3x | 12.8x | 0.6x |
| Fri, 24 Apr 2026 | Mex$299.5b | Mex$532.7b | Mex$24.4b | 15.1x | 12.3x | 0.6x |
| Sun, 22 Mar 2026 | Mex$285.0b | Mex$524.8b | Mex$23.2b | 14.5x | 12.3x | 0.5x |
| Tue, 17 Feb 2026 | Mex$302.9b | Mex$518.0b | Mex$25.6b | 9.5x | 11.8x | 0.6x |
| Thu, 15 Jan 2026 | Mex$296.5b | Mex$521.8b | Mex$25.6b | 9.6x | 11.6x | 0.6x |
| Sat, 13 Dec 2025 | Mex$294.2b | Mex$523.0b | Mex$25.6b | 9.5x | 11.5x | 0.6x |
| Mon, 10 Nov 2025 | Mex$278.6b | Mex$522.8b | Mex$25.0b | 9.5x | 11.1x | 0.5x |
| Wed, 08 Oct 2025 | Mex$285.0b | Mex$562.6b | Mex$27.3b | 10.7x | 10.4x | 0.5x |
| Fri, 05 Sep 2025 | Mex$302.8b | Mex$572.9b | Mex$28.2b | 11.2x | 10.8x | 0.5x |
| Sun, 03 Aug 2025 | Mex$282.7b | Mex$519.1b | Mex$25.1b | 12.5x | 11.3x | 0.5x |
| Tue, 01 Jul 2025 | Mex$283.0b | Mex$509.4b | Mex$27.2b | 16.1x | 10.4x | 0.6x |
| Thu, 29 May 2025 | Mex$276.0b | Mex$513.5b | Mex$27.2b | 15.3x | 10.1x | 0.5x |
| Sat, 26 Apr 2025 | Mex$281.2b | Mex$571.7b | Mex$31.3b | 10.6x | 9x | 0.5x |
| Mon, 24 Mar 2025 | Mex$289.1b | Mex$574.9b | Mex$32.1b | 11.7x | 9x | 0.5x |
| Wed, 19 Feb 2025 | Mex$304.5b | Mex$555.8b | Mex$33.3b | 11.8x | 9.1x | 0.5x |
| Fri, 17 Jan 2025 | Mex$288.3b | Mex$558.9b | Mex$33.3b | 10.2x | 8.6x | 0.5x |
| Sun, 15 Dec 2024 | Mex$293.1b | Mex$555.2b | Mex$33.3b | 11.1x | 8.8x | 0.5x |
| Tue, 12 Nov 2024 | Mex$304.2b | Mex$556.3b | Mex$33.4b | 11.4x | 9.1x | 0.5x |
| Thu, 10 Oct 2024 | Mex$316.8b | Mex$538.7b | Mex$32.7b | 13.5x | 9.7x | 0.6x |
| Sat, 07 Sep 2024 | Mex$318.3b | Mex$541.7b | Mex$32.7b | 12.5x | 9.7x | 0.6x |
| Mon, 05 Aug 2024 | Mex$331.2b | Mex$488.2b | Mex$30.6b | 12.7x | 10.8x | 0.7x |
| Wed, 03 Jul 2024 | Mex$319.1b | Mex$469.9b | Mex$28.3b | 12.1x | 11.3x | 0.7x |
| Fri, 31 May 2024 | Mex$348.6b | Mex$461.8b | Mex$27.8b | 14.5x | 12.5x | 0.8x |
| Sun, 28 Apr 2024 | Mex$366.8b | Mex$509.6b | Mex$30.0b | 11.9x | 12.2x | 0.7x |
| Tue, 26 Mar 2024 | Mex$373.2b | Mex$504.9b | Mex$28.6b | 12.6x | 13.1x | 0.7x |
| Thu, 22 Feb 2024 | Mex$347.8b | Mex$510.0b | Mex$27.8b | 15.6x | 12.5x | 0.7x |
| Sat, 20 Jan 2024 | Mex$387.1b | Mex$581.1b | Mex$33.2b | 14.5x | 11.7x | 0.7x |
| Mon, 18 Dec 2023 | Mex$382.7b | Mex$581.6b | Mex$33.2b | 14.5x | 11.5x | 0.7x |
| Wed, 15 Nov 2023 | Mex$357.7b | Mex$582.4b | Mex$33.2b | 14.4x | 10.8x | 0.6x |
| Fri, 13 Oct 2023 | Mex$361.8b | Mex$592.6b | Mex$31.4b | 14x | 11.5x | 0.6x |
| Sun, 10 Sep 2023 | Mex$377.2b | Mex$590.2b | Mex$31.4b | 13.7x | 12x | 0.6x |
| Tue, 08 Aug 2023 | Mex$376.2b | Mex$585.9b | Mex$31.3b | 14.3x | 12x | 0.6x |
Price to Earnings Ratio
12x
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 11.0x.
- 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 8.0% per year over the last three years,
- Revenues have also declined 2.8% 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 | 0.60% | |
| Consumer Discretionary | 1.87% | |
| General Merchandise and Department Stores | 3.68% | |
| Auto Components | 1.86% | |
| Hospitality | 1.37% | |
| Consumer Durables | 1.08% | |
| 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 26.5x.
- Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings decline of 68.4% 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$104.05 | 3.7% +Mex$5.0b | 13.7% | PE7.5x | |
| ALSEA * Alsea. de | Mex$42.12 | 3.3% +Mex$1.1b | -23.7% | PE19.8x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$5.03 | 7.7% +Mex$257.8m | 41.7% | PE54.5x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$2.91 | 1.7% +Mex$142.9m | -16.6% | PS0.09x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.98 | 1.6% +Mex$97.1m | 55.6% | PE6.6x |
