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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedApr 05, 2026
DataAggregated Company Financials
Companies18
- 7D1.9%
- 3M7.6%
- 1Y18.9%
- YTD6.3%
In the last week, the Consumer Discretionary industry is up 1.9%, with El Puerto de Liverpool. de up 3.4%. This takes the industry's 12 month performance to a gain of 19%. Earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Sun, 05 Apr 2026 | Mex$311.8b | Mex$532.2b | Mex$23.7b | 15.4x | 13.2x | 0.6x |
| Tue, 03 Mar 2026 | Mex$308.0b | Mex$523.9b | Mex$24.0b | 14.5x | 12.8x | 0.6x |
| Thu, 29 Jan 2026 | Mex$294.8b | Mex$518.2b | Mex$25.6b | 9.8x | 11.5x | 0.6x |
| Sat, 27 Dec 2025 | Mex$299.2b | Mex$522.3b | Mex$25.6b | 9.7x | 11.7x | 0.6x |
| Mon, 24 Nov 2025 | Mex$283.2b | Mex$525.8b | Mex$25.5b | 9.5x | 11.1x | 0.5x |
| Wed, 22 Oct 2025 | Mex$303.0b | Mex$571.3b | Mex$28.1b | 11.4x | 10.8x | 0.5x |
| Fri, 19 Sep 2025 | Mex$287.5b | Mex$562.5b | Mex$27.3b | 10.3x | 10.5x | 0.5x |
| Sun, 17 Aug 2025 | Mex$300.5b | Mex$572.9b | Mex$28.2b | 10.9x | 10.7x | 0.5x |
| Tue, 15 Jul 2025 | Mex$280.0b | Mex$509.2b | Mex$27.2b | 15.5x | 10.3x | 0.5x |
| Thu, 12 Jun 2025 | Mex$278.4b | Mex$510.4b | Mex$27.2b | 16.1x | 10.3x | 0.5x |
| Sat, 10 May 2025 | Mex$268.2b | Mex$512.8b | Mex$27.2b | 14.2x | 9.8x | 0.5x |
| Mon, 07 Apr 2025 | Mex$284.4b | Mex$576.3b | Mex$32.1b | 12.6x | 8.9x | 0.5x |
| Wed, 05 Mar 2025 | Mex$299.9b | Mex$577.9b | Mex$32.1b | 11.7x | 9.3x | 0.5x |
| Fri, 31 Jan 2025 | Mex$292.6b | Mex$557.9b | Mex$33.3b | 11x | 8.8x | 0.5x |
| Sun, 29 Dec 2024 | Mex$275.0b | Mex$549.0b | Mex$32.7b | 9.6x | 8.4x | 0.5x |
| Tue, 26 Nov 2024 | Mex$295.4b | Mex$556.2b | Mex$33.3b | 11.3x | 8.9x | 0.5x |
| Thu, 24 Oct 2024 | Mex$318.1b | Mex$545.5b | Mex$32.3b | 14.6x | 9.8x | 0.6x |
| Sat, 21 Sep 2024 | Mex$308.9b | Mex$538.2b | Mex$32.6b | 12.3x | 9.5x | 0.6x |
| Mon, 19 Aug 2024 | Mex$342.5b | Mex$533.8b | Mex$33.2b | 11.4x | 10.3x | 0.6x |
| Wed, 17 Jul 2024 | Mex$343.6b | Mex$473.7b | Mex$28.5b | 14.4x | 12.1x | 0.7x |
| Fri, 14 Jun 2024 | Mex$338.0b | Mex$471.1b | Mex$28.4b | 12x | 11.9x | 0.7x |
| Sun, 12 May 2024 | Mex$352.6b | Mex$461.0b | Mex$27.7b | 14.9x | 12.7x | 0.8x |
| Tue, 09 Apr 2024 | Mex$373.3b | Mex$501.9b | Mex$28.6b | 12.4x | 13x | 0.7x |
| Thu, 07 Mar 2024 | Mex$348.3b | Mex$513.5b | Mex$28.5b | 12.5x | 12.2x | 0.7x |
| Sat, 03 Feb 2024 | Mex$401.7b | Mex$581.1b | Mex$33.2b | 14.9x | 12.1x | 0.7x |
| Mon, 01 Jan 2024 | Mex$397.4b | Mex$580.3b | Mex$33.2b | 14.8x | 12x | 0.7x |
| Wed, 29 Nov 2023 | Mex$359.5b | Mex$581.1b | Mex$33.2b | 14.4x | 10.8x | 0.6x |
| Fri, 27 Oct 2023 | Mex$358.6b | Mex$587.3b | Mex$32.7b | 15.1x | 11x | 0.6x |
| Sun, 24 Sep 2023 | Mex$363.0b | Mex$587.2b | Mex$31.3b | 13x | 11.6x | 0.6x |
| Tue, 22 Aug 2023 | Mex$363.3b | Mex$585.6b | Mex$31.3b | 14.1x | 11.6x | 0.6x |
| Thu, 20 Jul 2023 | Mex$379.4b | Mex$569.0b | Mex$30.6b | 15.7x | 12.4x | 0.7x |
| Sat, 17 Jun 2023 | Mex$377.1b | Mex$568.1b | Mex$29.8b | 16.4x | 12.7x | 0.7x |
| Mon, 15 May 2023 | Mex$371.6b | Mex$573.8b | Mex$30.7b | 15.2x | 12.1x | 0.6x |
| Wed, 12 Apr 2023 | Mex$374.0b | Mex$559.1b | Mex$30.3b | 15x | 12.4x | 0.7x |
Price to Earnings Ratio
12.4x
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 13.2x 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 7.9% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Mexican Consumer Discretionary sector?
| MX Market | 3.84% | |
| Consumer Discretionary | 1.87% | |
| General Merchandise and Department Stores | 3.38% | |
| Auto Components | 0.94% | |
| Consumer Durables | 0.72% | |
| Hospitality | 0.30% | |
| Specialty Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.1x.
- Analysts are expecting annual earnings growth of 20.4%, 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 77% over the next 5 years.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.0% 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$110.52 | 3.4% +Mex$4.8b | 14.9% | PE8.6x | |
| GISSA A Grupo Industrial Saltillo. de | Mex$12.99 | 8.3% +Mex$301.9m | -22.2% | PS0.2x | |
| ALSEA * Alsea. de | Mex$58.02 | 0.3% +Mex$159.9m | 31.7% | PE19.3x | |
| CADU A Corpovael. de | Mex$7.00 | 5.7% +Mex$115.2m | 100.0% | PE5.1x | |
| AGUILAS CPO Ollamani | Mex$74.70 | 1.0% +Mex$86.0m | 56.8% | PE420.7x |
