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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies18
  • 7D-1.2%
  • 3M-0.4%
  • 1Y14.9%
  • YTD1.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Grupo Hotelero Santa Fe. de gained 18%. The past year has been better, since the industry has gained 15% in that time. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026Mex$305.6bMex$534.0bMex$24.5b15.7x12.5x0.6x
Sun, 29 Mar 2026Mex$290.0bMex$525.8bMex$23.2b14.8x12.5x0.6x
Tue, 24 Feb 2026Mex$305.0bMex$519.0bMex$25.7b14.1x11.9x0.6x
Thu, 22 Jan 2026Mex$293.8bMex$520.0bMex$25.6b9.8x11.5x0.6x
Sat, 20 Dec 2025Mex$295.4bMex$523.2bMex$25.6b9.7x11.6x0.6x
Mon, 17 Nov 2025Mex$279.2bMex$519.6bMex$25.8b9.2x10.8x0.5x
Wed, 15 Oct 2025Mex$304.7bMex$571.5bMex$28.2b11.4x10.8x0.5x
Fri, 12 Sep 2025Mex$285.8bMex$563.1bMex$27.3b10.3x10.5x0.5x
Sun, 10 Aug 2025Mex$300.6bMex$572.1bMex$28.2b10.9x10.7x0.5x
Tue, 08 Jul 2025Mex$278.8bMex$508.7bMex$27.2b15.6x10.3x0.5x
Thu, 05 Jun 2025Mex$274.5bMex$512.3bMex$27.2b15.1x10.1x0.5x
Sat, 03 May 2025Mex$264.8bMex$513.0bMex$27.1b13.1x9.8x0.5x
Mon, 31 Mar 2025Mex$289.9bMex$575.9bMex$32.1b12.3x9x0.5x
Wed, 26 Feb 2025Mex$303.5bMex$559.6bMex$32.7b14.4x9.3x0.5x
Fri, 24 Jan 2025Mex$289.6bMex$556.6bMex$33.3b10.5x8.7x0.5x
Sun, 22 Dec 2024Mex$295.7bMex$554.8bMex$33.3b11.1x8.9x0.5x
Tue, 19 Nov 2024Mex$296.6bMex$556.6bMex$33.3b11.3x8.9x0.5x
Thu, 17 Oct 2024Mex$319.0bMex$541.5bMex$32.6b13.9x9.8x0.6x
Sat, 14 Sep 2024Mex$312.8bMex$537.1bMex$32.6b12.4x9.6x0.6x
Mon, 12 Aug 2024Mex$342.1bMex$535.0bMex$33.2b10.9x10.3x0.6x
Wed, 10 Jul 2024Mex$335.7bMex$475.1bMex$28.5b14.6x11.8x0.7x
Fri, 07 Jun 2024Mex$345.4bMex$467.5bMex$27.8b14.2x12.4x0.7x
Sun, 05 May 2024Mex$348.3bMex$462.4bMex$27.8b12.4x12.5x0.8x
Tue, 02 Apr 2024Mex$377.5bMex$503.7bMex$28.6b12.6x13.2x0.7x
Thu, 29 Feb 2024Mex$346.3bMex$509.4bMex$28.0b14.5x12.4x0.7x
Sat, 27 Jan 2024Mex$395.8bMex$581.2bMex$33.2b14.9x11.9x0.7x
Mon, 25 Dec 2023Mex$396.3bMex$580.3bMex$33.2b14.5x12x0.7x
Wed, 22 Nov 2023Mex$358.6bMex$581.0bMex$33.2b14.3x10.8x0.6x
Fri, 20 Oct 2023Mex$358.5bMex$594.8bMex$31.4b14x11.4x0.6x
Sun, 17 Sep 2023Mex$361.7bMex$586.5bMex$31.3b13.2x11.5x0.6x
Tue, 15 Aug 2023Mex$373.8bMex$585.8bMex$31.3b14.2x12x0.6x
Thu, 13 Jul 2023Mex$379.6bMex$568.6bMex$30.0b15.4x12.7x0.7x
Sat, 10 Jun 2023Mex$363.4bMex$569.4bMex$29.8b16.4x12.2x0.6x
Mon, 08 May 2023Mex$370.6bMex$575.1bMex$30.7b15.3x12.1x0.6x
Price to Earnings Ratio

12.1x


Total Market Cap: Mex$370.6bTotal Earnings: Mex$30.7bTotal Revenue: Mex$575.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11x202420252026
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 0.60x.
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 2.4% 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-1.49%
Consumer Discretionary-1.16%
Specialty Stores0.41%
Hospitality-0.22%
Consumer Durables-0.55%
Auto Components-1.14%
General Merchandise and Department Stores-2.18%
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 20.1%, 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 74% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.2% 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
HOTEL * Grupo Hotelero Santa Fe. deMex$5.0018.2%
+Mex$551.4m		29.9%PE20.2x
POSADAS A Grupo Posadas. deMex$29.671.8%
+Mex$257.9m		7.9%PE25.4x
ARA * Consorcio ARA S. A. B. de C. VMex$4.612.9%
+Mex$153.4m		39.7%PE6x
GIGANTE * Grupo Gigante S. A. B. de C. VMex$32.050.4%
+Mex$129.2m		15.3%PE15.7x
CADU A Corpovael. deMex$7.722.9%
+Mex$66.7m		133.9%PE5.7x

Latest News

ALSEA *
Mex$51.42
Alsea. de
7D
-2.4%
1Y
19.0%
ARA *
Mex$4.61
Consorcio ARA S. A. B. de C. V
7D
2.9%
1Y
39.7%

ARA *: Future Returns Will Reflect Steady Margins And More Cautious Expectations

Analysts have trimmed their 12 month price target for Consorcio ARA S. A.
HOTEL *
Mex$5.00
Grupo Hotelero Santa Fe. de
7D
18.2%
1Y
29.9%
GISSA A
Mex$12.50
Grupo Industrial Saltillo. de
7D
0.5%
1Y
-29.2%
VINTE *
Mex$31.40
Vinte Viviendas Integrales. de
7D
-3.5%
1Y
-4.8%
NEMAK A
Mex$3.29
Nemak S. A. B. de C. V
7D
-1.8%
1Y
15.0%
POSADAS A
Mex$29.67
Grupo Posadas. de
7D
1.8%
1Y
7.9%
LIVEPOL C-1
Mex$103.44
El Puerto de Liverpool. de
7D
-2.2%
1Y
13.3%
CADU A
Mex$7.72
Corpovael. de
7D
2.9%
1Y
133.9%
HCITY *
Mex$6.10
Promotora de Hoteles Norte 19. de
7D
1.5%
1Y
22.0%
AGUILAS CPO
Mex$77.00
Ollamani
7D
-0.2%
1Y
60.9%
NUTRISA A
Mex$3.93
Grupo Nutrisa. de
7D
0.8%
1Y
n/a
CIDMEGA *
Mex$20.85
Grupe. de
7D
-3.0%
1Y
-34.8%
GIGANTE *
Mex$32.05
Grupo Gigante S. A. B. de C. V
7D
0.4%
1Y
15.3%
CMR B
Mex$1.43
CMR. de
7D
1.4%
1Y
7.5%