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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies17
  • 7D0.7%
  • 3M1.8%
  • 1Y14.5%
  • YTD4.2%

The Consumer Discretionary industry has been flat over the last week, but Ollamani has lost 4.0%. The past year has been better, since the industry has gained 13% 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
Wed, 25 Mar 2026Mex$284.9bMex$523.9bMex$23.2b14.6x12.3x0.5x
Fri, 20 Feb 2026Mex$302.4bMex$519.1bMex$25.8b9.4x11.7x0.6x
Sun, 18 Jan 2026Mex$295.5bMex$520.8bMex$25.6b9.8x11.6x0.6x
Tue, 16 Dec 2025Mex$294.2bMex$522.9bMex$25.6b9.5x11.5x0.6x
Thu, 13 Nov 2025Mex$276.0bMex$522.0bMex$25.0b9.5x11x0.5x
Sat, 11 Oct 2025Mex$303.1bMex$571.7bMex$28.2b11.4x10.8x0.5x
Mon, 08 Sep 2025Mex$283.1bMex$564.5bMex$27.3b10.2x10.4x0.5x
Wed, 06 Aug 2025Mex$283.1bMex$518.2bMex$25.1b12.3x11.3x0.5x
Fri, 04 Jul 2025Mex$279.2bMex$508.8bMex$27.2b15.1x10.3x0.5x
Sun, 01 Jun 2025Mex$275.7bMex$513.4bMex$27.2b15.3x10.1x0.5x
Tue, 29 Apr 2025Mex$277.4bMex$566.5bMex$30.1b10.6x9.2x0.5x
Thu, 27 Mar 2025Mex$290.0bMex$574.3bMex$32.1b12.3x9x0.5x
Sat, 22 Feb 2025Mex$303.6bMex$558.2bMex$33.0b14.4x9.2x0.5x
Mon, 20 Jan 2025Mex$289.2bMex$559.0bMex$33.3b10.3x8.7x0.5x
Wed, 18 Dec 2024Mex$292.9bMex$555.4bMex$33.3b11.1x8.8x0.5x
Fri, 15 Nov 2024Mex$296.6bMex$557.0bMex$33.3b11.4x8.9x0.5x
Sun, 13 Oct 2024Mex$316.3bMex$537.5bMex$32.6b13.6x9.7x0.6x
Tue, 10 Sep 2024Mex$312.3bMex$541.1bMex$32.7b12.7x9.6x0.6x
Thu, 08 Aug 2024Mex$341.6bMex$537.7bMex$33.2b10.9x10.3x0.6x
Sat, 06 Jul 2024Mex$317.6bMex$468.8bMex$28.3b12.7x11.2x0.7x
Mon, 03 Jun 2024Mex$347.5bMex$462.0bMex$27.8b14.6x12.5x0.8x
Wed, 01 May 2024Mex$349.5bMex$463.4bMex$28.0b12.7x12.5x0.8x
Fri, 29 Mar 2024Mex$375.8bMex$504.5bMex$28.6b12.6x13.1x0.7x
Sun, 25 Feb 2024Mex$345.7bMex$510.2bMex$28.4b16.9x12.2x0.7x
Tue, 23 Jan 2024Mex$391.9bMex$581.4bMex$33.2b14.5x11.8x0.7x
Thu, 21 Dec 2023Mex$385.3bMex$581.2bMex$33.2b14.5x11.6x0.7x
Sat, 18 Nov 2023Mex$358.1bMex$581.6bMex$33.2b14.3x10.8x0.6x
Mon, 16 Oct 2023Mex$358.5bMex$593.3bMex$31.4b14x11.4x0.6x
Wed, 13 Sep 2023Mex$378.3bMex$587.8bMex$31.3b13.7x12.1x0.6x
Fri, 11 Aug 2023Mex$376.1bMex$585.8bMex$31.3b14.2x12x0.6x
Sun, 09 Jul 2023Mex$380.0bMex$570.3bMex$30.0b15.4x12.7x0.7x
Tue, 06 Jun 2023Mex$367.5bMex$570.7bMex$29.8b16.4x12.3x0.6x
Thu, 04 May 2023Mex$369.5bMex$572.8bMex$30.7b15.3x12x0.6x
Sat, 01 Apr 2023Mex$375.8bMex$559.0bMex$30.3b15x12.4x0.7x
Price to Earnings Ratio

12.4x


Total Market Cap: Mex$375.8bTotal Earnings: Mex$30.3bTotal Revenue: Mex$559.0bTotal 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 12.2x 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 8.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% per year.
  • This means that although more sales are being generated, 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 Market0.023%
Consumer Discretionary0.71%
Consumer Durables3.95%
General Merchandise and Department Stores1.55%
Specialty Stores0%0
Hospitality-0.73%
Auto Components-1.48%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 26.1x.
    • Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings decline of 48.1% 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?

CompanyLast Price7D1YValuation
LIVEPOL C-1 El Puerto de Liverpool. deMex$106.281.5%
+Mex$2.2b		8.6%PE8.3x
VINTE * Vinte Viviendas Integrales. deMex$32.004.2%
+Mex$352.7m		0%PE6.4x
POSADAS A Grupo Posadas. deMex$28.501.2%
+Mex$168.6m		12.6%PE24.4x
CADU A Corpovael. deMex$6.459.3%
+Mex$166.8m		87.0%PE4.7x
SPORT S Grupo Sports World. deMex$9.005.9%
+Mex$120.5m		40.6%PE14.6x

Latest News

ALSEA *
Mex$57.92
Alsea. de
7D
-1.0%
1Y
34.5%

ALSEA *: Updated Day Insights And Assumption Shifts Will Support Fair Value

Analysts have lifted their MX$ fair value estimate for Alsea de from MX$55.00 to about MX$56.56. This reflects updated assumptions that include a slightly higher discount rate, a lower revenue growth outlook, a modestly higher profit margin and a small upward adjustment to the future P/E multiple.
CADU A
Mex$6.45
Corpovael. de
7D
9.3%
1Y
87.0%
GISSA A
Mex$11.45
Grupo Industrial Saltillo. de
7D
-6.1%
1Y
-31.3%
POSADAS A
Mex$28.50
Grupo Posadas. de
7D
1.2%
1Y
12.6%
HOTEL *
Mex$4.10
Grupo Hotelero Santa Fe. de
7D
-2.4%
1Y
6.5%

Currency And Inflation Pressures Will Shape Future Earnings Stability And Occupancy Limits

Catalysts About Grupo Hotelero Santa Fe. de Grupo Hotelero Santa Fe operates a portfolio of city and resort hotels, generating revenue from rooms, food and beverage, vacation club products and third party hotel management services. What are the underlying business or industry changes driving this perspective?
AGUILAS CPO
Mex$72.54
Ollamani
7D
-3.5%
1Y
56.9%
VASCONI *
Mex$0.69
Grupo Vasconia
7D
-6.0%
1Y
87.9%
ARA *
Mex$4.60
Consorcio ARA S. A. B. de C. V
7D
2.0%
1Y
38.6%

ARA *: Future Returns Will Depend On Compressed P/E Multiple Risk

Analysts have modestly adjusted their price target for Consorcio ARA S. A.
VINTE *
Mex$32.00
Vinte Viviendas Integrales. de
7D
4.2%
1Y
0%
CMR B
Mex$1.41
CMR. de
7D
-0.7%
1Y
20.5%
NEMAK A
Mex$3.43
Nemak S. A. B. de C. V
7D
0.3%
1Y
26.6%

NEMAK A: CEO Succession And Margin Outlook Will Support Future Upside

Analysts have reduced their MX$8.50 fair value estimate for Nemak S. A.
NUTRISA A
Mex$3.70
Grupo Nutrisa. de
7D
-5.4%
1Y
n/a
SPORT S
Mex$9.00
Grupo Sports World. de
7D
5.9%
1Y
40.6%
LIVEPOL C-1
Mex$106.28
El Puerto de Liverpool. de
7D
1.5%
1Y
8.6%
HCITY *
Mex$6.19
Promotora de Hoteles Norte 19. de
7D
1.3%
1Y
45.6%