Narrative Update • Jul 28
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedJul 29, 2026
DataAggregated Company Financials
Companies18
- 7D1.9%
- 3M-4.1%
- 1Y5.1%
- YTD-2.6%
Over the last 7 days, the Consumer Discretionary industry has risen 1.3%, driven by gains from El Puerto de Liverpool. de of 2.9%. In the last 12 months, the industry was up 3.1%. Earnings are forecast to grow by 20% 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 |
|---|---|---|---|---|---|---|
| Wed, 29 Jul 2026 | Mex$284.7b | Mex$538.3b | Mex$24.3b | 13.2x | 11.7x | 0.5x |
| Fri, 26 Jun 2026 | Mex$290.1b | Mex$532.7b | Mex$23.5b | 14.7x | 12.4x | 0.5x |
| Sun, 24 May 2026 | Mex$299.3b | Mex$531.8b | Mex$23.7b | 14.9x | 12.6x | 0.6x |
| Tue, 21 Apr 2026 | Mex$304.4b | Mex$528.8b | Mex$23.7b | 15.6x | 12.8x | 0.6x |
| Thu, 19 Mar 2026 | Mex$283.7b | Mex$524.0b | Mex$23.2b | 14.5x | 12.2x | 0.5x |
| Sat, 14 Feb 2026 | Mex$301.0b | Mex$518.0b | Mex$25.6b | 9.6x | 11.8x | 0.6x |
| Mon, 12 Jan 2026 | Mex$298.1b | Mex$522.8b | Mex$25.6b | 9.5x | 11.7x | 0.6x |
| Wed, 10 Dec 2025 | Mex$293.6b | Mex$524.1b | Mex$25.6b | 9.5x | 11.5x | 0.6x |
| Fri, 07 Nov 2025 | Mex$279.4b | Mex$523.6b | Mex$25.0b | 9.5x | 11.2x | 0.5x |
| Sun, 05 Oct 2025 | Mex$287.7b | Mex$562.6b | Mex$27.3b | 10.6x | 10.5x | 0.5x |
| Tue, 02 Sep 2025 | Mex$300.8b | Mex$572.3b | Mex$28.2b | 11.2x | 10.7x | 0.5x |
| Thu, 31 Jul 2025 | Mex$282.5b | Mex$518.9b | Mex$24.7b | 12.8x | 11.4x | 0.5x |
| Sat, 28 Jun 2025 | Mex$282.0b | Mex$509.9b | Mex$27.2b | 15.8x | 10.4x | 0.6x |
| Mon, 26 May 2025 | Mex$274.8b | Mex$512.5b | Mex$27.2b | 15.3x | 10.1x | 0.5x |
| Wed, 23 Apr 2025 | Mex$275.8b | Mex$570.1b | Mex$32.1b | 12.7x | 8.6x | 0.5x |
| Fri, 21 Mar 2025 | Mex$289.6b | Mex$574.3b | Mex$32.1b | 11.6x | 9x | 0.5x |
| Sun, 16 Feb 2025 | Mex$304.6b | Mex$556.1b | Mex$33.3b | 11.8x | 9.1x | 0.5x |
| Tue, 14 Jan 2025 | Mex$291.6b | Mex$553.6b | Mex$32.9b | 9.2x | 8.9x | 0.5x |
| Thu, 12 Dec 2024 | Mex$294.3b | Mex$555.0b | Mex$33.3b | 11.3x | 8.8x | 0.5x |
| Sat, 09 Nov 2024 | Mex$305.0b | Mex$555.4b | Mex$33.3b | 11.4x | 9.1x | 0.5x |
| Mon, 07 Oct 2024 | Mex$316.0b | Mex$537.3b | Mex$32.6b | 13.3x | 9.7x | 0.6x |
| Wed, 04 Sep 2024 | Mex$331.6b | Mex$540.9b | Mex$32.7b | 12.7x | 10.1x | 0.6x |
| Fri, 02 Aug 2024 | Mex$333.8b | Mex$485.6b | Mex$30.6b | 12.8x | 10.9x | 0.7x |
| Sun, 30 Jun 2024 | Mex$317.7b | Mex$470.0b | Mex$28.3b | 12.3x | 11.2x | 0.7x |
| Tue, 28 May 2024 | Mex$350.5b | Mex$460.2b | Mex$27.8b | 14.7x | 12.6x | 0.8x |
| Thu, 25 Apr 2024 | Mex$370.0b | Mex$510.0b | Mex$29.5b | 12x | 12.5x | 0.7x |
| Sat, 23 Mar 2024 | Mex$373.4b | Mex$505.3b | Mex$28.6b | 12.6x | 13.1x | 0.7x |
| Mon, 19 Feb 2024 | Mex$345.3b | Mex$510.1b | Mex$27.8b | 15.6x | 12.4x | 0.7x |
| Wed, 17 Jan 2024 | Mex$384.8b | Mex$581.6b | Mex$33.2b | 14.4x | 11.6x | 0.7x |
| Fri, 15 Dec 2023 | Mex$369.4b | Mex$581.4b | Mex$33.2b | 14.4x | 11.1x | 0.6x |
| Sun, 12 Nov 2023 | Mex$357.3b | Mex$584.1b | Mex$33.2b | 14.6x | 10.8x | 0.6x |
| Tue, 10 Oct 2023 | Mex$362.0b | Mex$594.0b | Mex$31.4b | 14x | 11.5x | 0.6x |
| Thu, 07 Sep 2023 | Mex$377.3b | Mex$589.8b | Mex$31.4b | 13.7x | 12x | 0.6x |
| Sat, 05 Aug 2023 | Mex$375.4b | Mex$586.1b | Mex$31.3b | 14.3x | 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 12.5x 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 10% 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 | 0.0025% | |
| Consumer Discretionary | 1.86% | |
| General Merchandise and Department Stores | 2.79% | |
| Hospitality | 1.71% | |
| Consumer Durables | 0.34% | |
| Specialty Stores | 0% | 0 |
| Auto Components | -0.49% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.5x.
- Analysts are expecting annual earnings growth of 35.1%, which is higher than its past year's earnings decline of 68.4% 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$102.91 | 2.8% +Mex$3.7b | 11.4% | PE7.4x | |
| ALSEA * Alsea. de | Mex$41.74 | 3.9% +Mex$1.2b | -25.9% | PE19.6x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$5.02 | 10.6% +Mex$343.7m | 32.1% | PE54.4x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$5.00 | 2.5% +Mex$145.6m | 52.4% | PE6.6x | |
| HCITY * Promotora de Hoteles Norte 19. de | Mex$5.84 | 6.2% +Mex$129.5m | 21.7% | PS0.5x |