Narrative Update • Aug 11
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedAug 24, 2026
DataAggregated Company Financials
Companies18
- 7D-1.4%
- 3M-6.1%
- 1Y3.4%
- YTD-4.5%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by a pullback from El Puerto de Liverpool. de of 2.4%. This takes the industry's 12 month performance to a gain of 3.4%. 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 |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | Mex$282.0b | Mex$536.7b | Mex$22.9b | 10.6x | 12.3x | 0.5x |
| Thu, 23 Jul 2026 | Mex$279.6b | Mex$536.6b | Mex$23.0b | 13.4x | 12.1x | 0.5x |
| Sat, 20 Jun 2026 | Mex$292.1b | Mex$531.7b | Mex$23.5b | 14.7x | 12.4x | 0.5x |
| Mon, 18 May 2026 | Mex$301.4b | Mex$531.9b | Mex$23.8b | 15.9x | 12.7x | 0.6x |
| Wed, 15 Apr 2026 | Mex$307.9b | Mex$528.6b | Mex$23.8b | 15.5x | 13x | 0.6x |
| Fri, 13 Mar 2026 | Mex$303.2b | Mex$532.1b | Mex$24.0b | 14.3x | 12.6x | 0.6x |
| Sun, 08 Feb 2026 | Mex$298.7b | Mex$518.6b | Mex$25.6b | 9.8x | 11.7x | 0.6x |
| Tue, 06 Jan 2026 | Mex$296.6b | Mex$522.5b | Mex$25.6b | 9.4x | 11.6x | 0.6x |
| Thu, 04 Dec 2025 | Mex$285.3b | Mex$524.6b | Mex$25.5b | 9.5x | 11.2x | 0.5x |
| Sat, 01 Nov 2025 | Mex$294.8b | Mex$579.5b | Mex$28.1b | 9.5x | 10.5x | 0.5x |
| Mon, 29 Sep 2025 | Mex$290.5b | Mex$562.4b | Mex$27.4b | 10.4x | 10.6x | 0.5x |
| Wed, 27 Aug 2025 | Mex$299.4b | Mex$572.5b | Mex$28.2b | 11.2x | 10.6x | 0.5x |
| Fri, 25 Jul 2025 | Mex$282.3b | Mex$512.9b | Mex$27.8b | 15.2x | 10.2x | 0.6x |
| Sun, 22 Jun 2025 | Mex$279.2b | Mex$511.8b | Mex$27.1b | 14.1x | 10.3x | 0.5x |
| Tue, 20 May 2025 | Mex$273.3b | Mex$513.0b | Mex$27.4b | 14.3x | 10x | 0.5x |
| Thu, 17 Apr 2025 | Mex$274.1b | Mex$571.9b | Mex$32.1b | 12.9x | 8.5x | 0.5x |
| Sat, 15 Mar 2025 | Mex$289.2b | Mex$573.1b | Mex$32.1b | 14.1x | 9x | 0.5x |
| Mon, 10 Feb 2025 | Mex$298.1b | Mex$557.5b | Mex$33.3b | 11.5x | 8.9x | 0.5x |
| Wed, 08 Jan 2025 | Mex$294.4b | Mex$556.2b | Mex$33.3b | 11.3x | 8.8x | 0.5x |
| Fri, 06 Dec 2024 | Mex$290.9b | Mex$555.6b | Mex$33.3b | 11x | 8.7x | 0.5x |
| Sun, 03 Nov 2024 | Mex$303.9b | Mex$555.3b | Mex$33.5b | 10.3x | 9.1x | 0.5x |
| Tue, 01 Oct 2024 | Mex$315.0b | Mex$539.9b | Mex$32.7b | 13x | 9.6x | 0.6x |
| Thu, 29 Aug 2024 | Mex$330.9b | Mex$539.6b | Mex$32.7b | 12.4x | 10.1x | 0.6x |
| Sat, 27 Jul 2024 | Mex$334.1b | Mex$483.9b | Mex$30.8b | 14.4x | 10.8x | 0.7x |
| Mon, 24 Jun 2024 | Mex$315.4b | Mex$469.0b | Mex$28.3b | 12.3x | 11.1x | 0.7x |
| Wed, 22 May 2024 | Mex$352.9b | Mex$460.0b | Mex$27.8b | 14.8x | 12.7x | 0.8x |
| Fri, 19 Apr 2024 | Mex$367.7b | Mex$506.4b | Mex$28.6b | 12x | 12.9x | 0.7x |
| Sun, 17 Mar 2024 | Mex$369.3b | Mex$512.5b | Mex$28.5b | 12.5x | 13x | 0.7x |
| Tue, 13 Feb 2024 | Mex$346.7b | Mex$509.6b | Mex$28.7b | 16.2x | 12.1x | 0.7x |
| Thu, 11 Jan 2024 | Mex$388.1b | Mex$580.3b | Mex$33.2b | 14.5x | 11.7x | 0.7x |
| Sat, 09 Dec 2023 | Mex$369.6b | Mex$582.4b | Mex$33.2b | 14.1x | 11.1x | 0.6x |
| Mon, 06 Nov 2023 | Mex$358.8b | Mex$582.5b | Mex$33.2b | 14.9x | 10.8x | 0.6x |
| Wed, 04 Oct 2023 | Mex$365.3b | Mex$590.6b | Mex$31.4b | 14x | 11.6x | 0.6x |
| Fri, 01 Sep 2023 | Mex$375.8b | Mex$586.4b | Mex$31.3b | 13.3x | 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 12.3x 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 2.8% 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 | 2.19% | |
| Consumer Discretionary | -1.37% | |
| Auto Components | 1.36% | |
| Specialty Stores | 0% | 0 |
| Hospitality | -0.54% | |
| Consumer Durables | -1.76% | |
| General Merchandise and Department Stores | -2.35% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 48.6x.
- Analysts are expecting annual earnings growth of 24.0%, 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 89% 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 | |
|---|---|---|---|---|---|
| NEMAK A Nemak S. A. B. de C. V | Mex$3.11 | 14.3% +Mex$1.1b | -15.9% | PS0.1x | |
| CADU A Corpovael. de | Mex$7.45 | 3.5% +Mex$73.2m | 121.1% | PE5.2x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.92 | 1.0% +Mex$60.7m | 53.8% | PE6.5x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$5.20 | 1.0% +Mex$35.8m | 46.5% | PE56.3x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$35.00 | 0.1% +Mex$13.8m | 13.7% | PE6.8x |