Analysis Article • Jul 31
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedAug 03, 2026
DataAggregated Company Financials
Companies18
- 7D1.8%
- 3M-4.1%
- 1Y5.6%
- YTD-2.5%
Over the last 7 days, the Consumer Discretionary industry has risen 1.8%, driven by gains from El Puerto de Liverpool. de of 3.7%. This takes the industry's 12 month performance to a gain of 5.6%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | Mex$283.0b | Mex$539.3b | Mex$22.9b | 11x | 12.4x | 0.5x |
| Thu, 02 Jul 2026 | Mex$289.8b | Mex$533.0b | Mex$23.5b | 14.5x | 12.4x | 0.5x |
| Sat, 30 May 2026 | Mex$301.2b | Mex$531.8b | Mex$23.5b | 15.3x | 12.8x | 0.6x |
| Mon, 27 Apr 2026 | Mex$299.5b | Mex$533.5b | Mex$24.5b | 15.6x | 12.2x | 0.6x |
| Wed, 25 Mar 2026 | Mex$284.9b | Mex$523.9b | Mex$23.2b | 14.6x | 12.3x | 0.5x |
| Fri, 20 Feb 2026 | Mex$302.4b | Mex$519.1b | Mex$25.8b | 9.4x | 11.7x | 0.6x |
| Sun, 18 Jan 2026 | Mex$295.5b | Mex$520.8b | Mex$25.6b | 9.8x | 11.6x | 0.6x |
| Tue, 16 Dec 2025 | Mex$294.2b | Mex$522.9b | Mex$25.6b | 9.5x | 11.5x | 0.6x |
| Thu, 13 Nov 2025 | Mex$276.0b | Mex$522.0b | Mex$25.0b | 9.5x | 11x | 0.5x |
| Sat, 11 Oct 2025 | Mex$303.1b | Mex$571.7b | Mex$28.2b | 11.4x | 10.8x | 0.5x |
| Mon, 08 Sep 2025 | Mex$283.1b | Mex$564.5b | Mex$27.3b | 10.2x | 10.4x | 0.5x |
| Wed, 06 Aug 2025 | Mex$283.1b | Mex$518.2b | Mex$25.1b | 12.3x | 11.3x | 0.5x |
| Fri, 04 Jul 2025 | Mex$279.2b | Mex$508.8b | Mex$27.2b | 15.1x | 10.3x | 0.5x |
| Sun, 01 Jun 2025 | Mex$275.7b | Mex$513.4b | Mex$27.2b | 15.3x | 10.1x | 0.5x |
| Tue, 29 Apr 2025 | Mex$277.4b | Mex$566.5b | Mex$30.1b | 10.6x | 9.2x | 0.5x |
| Thu, 27 Mar 2025 | Mex$290.0b | Mex$574.3b | Mex$32.1b | 12.3x | 9x | 0.5x |
| Sat, 22 Feb 2025 | Mex$303.6b | Mex$558.2b | Mex$33.0b | 14.4x | 9.2x | 0.5x |
| Mon, 20 Jan 2025 | Mex$289.2b | Mex$559.0b | Mex$33.3b | 10.3x | 8.7x | 0.5x |
| Wed, 18 Dec 2024 | Mex$292.9b | Mex$555.4b | Mex$33.3b | 11.1x | 8.8x | 0.5x |
| Fri, 15 Nov 2024 | Mex$296.6b | Mex$557.0b | Mex$33.3b | 11.4x | 8.9x | 0.5x |
| Sun, 13 Oct 2024 | Mex$316.3b | Mex$537.5b | Mex$32.6b | 13.6x | 9.7x | 0.6x |
| Tue, 10 Sep 2024 | Mex$312.3b | Mex$541.1b | Mex$32.7b | 12.7x | 9.6x | 0.6x |
| Thu, 08 Aug 2024 | Mex$341.6b | Mex$537.7b | Mex$33.2b | 10.9x | 10.3x | 0.6x |
| Sat, 06 Jul 2024 | Mex$317.6b | Mex$468.8b | Mex$28.3b | 12.7x | 11.2x | 0.7x |
| Mon, 03 Jun 2024 | Mex$347.5b | Mex$462.0b | Mex$27.8b | 14.6x | 12.5x | 0.8x |
| Wed, 01 May 2024 | Mex$349.5b | Mex$463.4b | Mex$28.0b | 12.7x | 12.5x | 0.8x |
| Fri, 29 Mar 2024 | Mex$375.8b | Mex$504.5b | Mex$28.6b | 12.6x | 13.1x | 0.7x |
| Sun, 25 Feb 2024 | Mex$345.7b | Mex$510.2b | Mex$28.4b | 16.9x | 12.2x | 0.7x |
| Tue, 23 Jan 2024 | Mex$391.9b | Mex$581.4b | Mex$33.2b | 14.5x | 11.8x | 0.7x |
| Thu, 21 Dec 2023 | Mex$385.3b | Mex$581.2b | Mex$33.2b | 14.5x | 11.6x | 0.7x |
| Sat, 18 Nov 2023 | Mex$358.1b | Mex$581.6b | Mex$33.2b | 14.3x | 10.8x | 0.6x |
| Mon, 16 Oct 2023 | Mex$358.5b | Mex$593.3b | Mex$31.4b | 14x | 11.4x | 0.6x |
| Wed, 13 Sep 2023 | Mex$378.3b | Mex$587.8b | Mex$31.3b | 13.7x | 12.1x | 0.6x |
| Fri, 11 Aug 2023 | Mex$376.1b | Mex$585.8b | Mex$31.3b | 14.2x | 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 12.4x 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 0.59x.
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 2.7% 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 | 0.54% | |
| Consumer Discretionary | 1.84% | |
| General Merchandise and Department Stores | 3.68% | |
| Auto Components | 1.86% | |
| Hospitality | 1.27% | |
| Consumer Durables | 0.75% | |
| 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 26.6x.
- Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings decline of 67.5% 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 | 2.8% +Mex$905.3m | -23.3% | PE19.8x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$2.91 | 1.7% +Mex$142.9m | -16.6% | PS0.09x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$36.00 | 0.6% +Mex$60.6m | 20.0% | PE7x | |
| CADU A Corpovael. de | Mex$7.50 | 2.0% +Mex$43.9m | 122.6% | PE5.2x |
