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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies17
  • 7D2.0%
  • 3M8.2%
  • 1Y11.5%
  • YTD5.2%

The Consumer Discretionary industry is up 2.8% in the last week, with Alsea. de up 8.0%. Meanwhile, Grupo Hotelero Santa Fe. de actually underperformed within the industry, shrinking 5.9% in the last week. This means that the industry has gained 10% over the past year. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Feb 2026Mex$304.4bMex$518.3bMex$25.8b9.1x11.8x0.6x
Mon, 19 Jan 2026Mex$295.5bMex$520.8bMex$25.6b9.8x11.6x0.6x
Wed, 17 Dec 2025Mex$295.1bMex$522.7bMex$25.6b9.4x11.5x0.6x
Fri, 14 Nov 2025Mex$278.6bMex$519.6bMex$25.8b9.5x10.8x0.5x
Sun, 12 Oct 2025Mex$304.6bMex$571.7bMex$28.2b11.4x10.8x0.5x
Tue, 09 Sep 2025Mex$283.6bMex$564.1bMex$27.3b10.2x10.4x0.5x
Thu, 07 Aug 2025Mex$299.1bMex$572.2bMex$28.2b10.9x10.6x0.5x
Sat, 05 Jul 2025Mex$279.0bMex$508.6bMex$27.2b15.8x10.3x0.5x
Mon, 02 Jun 2025Mex$275.7bMex$513.4bMex$27.2b15.3x10.1x0.5x
Wed, 30 Apr 2025Mex$275.3bMex$566.7bMex$30.1b10.6x9.1x0.5x
Fri, 28 Mar 2025Mex$289.5bMex$575.3bMex$32.1b12.5x9x0.5x
Sun, 23 Feb 2025Mex$303.6bMex$558.2bMex$33.0b14.4x9.2x0.5x
Tue, 21 Jan 2025Mex$289.2bMex$557.2bMex$33.3b10.3x8.7x0.5x
Thu, 19 Dec 2024Mex$292.7bMex$556.6bMex$33.3b11x8.8x0.5x
Sat, 16 Nov 2024Mex$296.3bMex$556.6bMex$33.3b11.3x8.9x0.5x
Mon, 14 Oct 2024Mex$316.3bMex$537.5bMex$32.6b13.6x9.7x0.6x
Wed, 11 Sep 2024Mex$312.3bMex$542.2bMex$32.7b12.7x9.6x0.6x
Fri, 09 Aug 2024Mex$341.4bMex$535.8bMex$33.2b10.9x10.3x0.6x
Sun, 07 Jul 2024Mex$316.4bMex$468.8bMex$28.3b12.7x11.2x0.7x
Tue, 04 Jun 2024Mex$347.5bMex$466.5bMex$27.8b14.5x12.5x0.7x
Thu, 02 May 2024Mex$348.4bMex$462.8bMex$28.0b12.6x12.4x0.8x
Sat, 30 Mar 2024Mex$375.8bMex$503.3bMex$28.6b12.6x13.1x0.7x
Mon, 26 Feb 2024Mex$345.7bMex$510.3bMex$27.9b14.5x12.4x0.7x
Wed, 24 Jan 2024Mex$391.9bMex$582.2bMex$33.2b14.6x11.8x0.7x
Fri, 22 Dec 2023Mex$385.9bMex$580.5bMex$33.2b14.5x11.6x0.7x
Sun, 19 Nov 2023Mex$358.1bMex$581.6bMex$33.2b14.3x10.8x0.6x
Tue, 17 Oct 2023Mex$358.5bMex$592.3bMex$31.4b14x11.4x0.6x
Thu, 14 Sep 2023Mex$376.6bMex$587.1bMex$31.3b13.7x12x0.6x
Sat, 12 Aug 2023Mex$372.1bMex$585.6bMex$31.3b14.2x11.9x0.6x
Mon, 10 Jul 2023Mex$380.0bMex$570.3bMex$30.0b15.4x12.7x0.7x
Wed, 07 Jun 2023Mex$367.4bMex$570.2bMex$29.8b16.4x12.3x0.6x
Fri, 05 May 2023Mex$370.6bMex$572.7bMex$30.7b15.2x12.1x0.6x
Sun, 02 Apr 2023Mex$375.8bMex$559.0bMex$30.3b15x12.4x0.7x
Tue, 28 Feb 2023Mex$350.4bMex$525.9bMex$26.9b13.4x13x0.7x
Price to Earnings Ratio

13x


Total Market Cap: Mex$350.4bTotal Earnings: Mex$26.9bTotal Revenue: Mex$525.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11x202420252026
Current Industry PE
  • Investors are relatively neutral on the Mexican Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 11.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Discretionary sector?

MX Market-0.18%
Consumer Discretionary1.97%
Consumer Durables5.25%
Hospitality3.49%
General Merchandise and Department Stores1.20%
Specialty Stores0%0
Auto Components-0.61%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.0x.
    • Analysts are expecting annual earnings growth of 29.9%, which is higher than its past year's earnings growth of 16.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 71% over the next 5 years.
  • In contrast, the General Merchandise and Department Stores industry is expected to see its earnings grow by 9.8% 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
ALSEA * Alsea. deMex$61.208.0%
+Mex$3.6b		23.0%PE24.2x
LIVEPOL C-1 El Puerto de Liverpool. deMex$105.881.2%
+Mex$1.7b		4.6%PE7.4x
ARA * Consorcio ARA S. A. B. de C. VMex$4.6114.1%
+Mex$692.7m		22.6%PE6.2x
VINTE * Vinte Viviendas Integrales. deMex$35.301.6%
+Mex$228.0m		8.6%PE9.1x
HCITY * Promotora de Hoteles Norte 19. deMex$6.082.0%
+Mex$49.5m		30.8%PS0.6x

Latest News

ARA *
Mex$4.61
Consorcio ARA S. A. B. de C. V
7D
14.1%
1Y
22.6%
NEMAK A
Mex$3.34
Nemak S. A. B. de C. V
7D
-0.9%
1Y
30.0%
POSADAS A
Mex$28.16
Grupo Posadas. de
7D
0.2%
1Y
18.8%
ALSEA *
Mex$61.20
Alsea. de
7D
8.0%
1Y
23.0%

ALSEA *: Lower Discount Rate And Firmer Margins Will Support Upside Potential

Analysts have nudged their price target for Alsea de higher to MX$64.14 from MX$63.68, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Updated slightly from MX$63.68 to MX$64.14 per share.
HOTEL *
Mex$3.70
Grupo Hotelero Santa Fe. de
7D
-5.9%
1Y
0%
SPORT S
Mex$8.52
Grupo Sports World. de
7D
0.2%
1Y
42.7%
HCITY *
Mex$6.08
Promotora de Hoteles Norte 19. de
7D
2.0%
1Y
30.8%
LIVEPOL C-1
Mex$105.88
El Puerto de Liverpool. de
7D
1.2%
1Y
4.6%

A Piece Of The Puzzle Missing From El Puerto de Liverpool, S.A.B. de C.V.'s (BMV:LIVEPOLC-1) Share Price

Dec 25
A Piece Of The Puzzle Missing From El Puerto de Liverpool, S.A.B. de C.V.'s (BMV:LIVEPOLC-1) Share Price
AGUILAS CPO
Mex$76.14
Ollamani
7D
0.2%
1Y
100.2%
VASCONI *
Mex$0.74
Grupo Vasconia
7D
-2.4%
1Y
64.4%

Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?

Nov 16
Is Grupo Vasconia (BMV:VASCONI) Using Too Much Debt?
CMR B
Mex$1.46
CMR. de
7D
-5.2%
1Y
-18.4%
VINTE *
Mex$35.30
Vinte Viviendas Integrales. de
7D
1.6%
1Y
8.6%

Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying Issues

Oct 30
Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying Issues
CIDMEGA *
Mex$23.80
Grupe. de
7D
-1.5%
1Y
n/a