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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies17
  • 7D1.4%
  • 3M7.1%
  • 1Y6.0%
  • YTD3.0%

In the last week, the Consumer Discretionary industry is up 2.0%, with El Puerto de Liverpool. de up 1.9%. This takes the industry's 12 month performance to a gain of 6.4%. 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
Tue, 17 Feb 2026Mex$302.9bMex$518.0bMex$25.6b9.5x11.8x0.6x
Thu, 15 Jan 2026Mex$296.5bMex$521.8bMex$25.6b9.6x11.6x0.6x
Sat, 13 Dec 2025Mex$294.2bMex$523.0bMex$25.6b9.5x11.5x0.6x
Mon, 10 Nov 2025Mex$278.6bMex$522.8bMex$25.0b9.5x11.1x0.5x
Wed, 08 Oct 2025Mex$285.0bMex$562.6bMex$27.3b10.7x10.4x0.5x
Fri, 05 Sep 2025Mex$302.8bMex$572.9bMex$28.2b11.2x10.8x0.5x
Sun, 03 Aug 2025Mex$282.7bMex$519.1bMex$25.1b12.5x11.3x0.5x
Tue, 01 Jul 2025Mex$283.0bMex$509.4bMex$27.2b16.1x10.4x0.6x
Thu, 29 May 2025Mex$276.0bMex$513.5bMex$27.2b15.3x10.1x0.5x
Sat, 26 Apr 2025Mex$281.2bMex$571.7bMex$31.3b10.6x9x0.5x
Mon, 24 Mar 2025Mex$289.1bMex$574.9bMex$32.1b11.7x9x0.5x
Wed, 19 Feb 2025Mex$304.5bMex$555.8bMex$33.3b11.8x9.1x0.5x
Fri, 17 Jan 2025Mex$288.3bMex$558.9bMex$33.3b10.2x8.6x0.5x
Sun, 15 Dec 2024Mex$293.1bMex$555.2bMex$33.3b11.1x8.8x0.5x
Tue, 12 Nov 2024Mex$304.2bMex$556.3bMex$33.4b11.4x9.1x0.5x
Thu, 10 Oct 2024Mex$316.8bMex$538.7bMex$32.7b13.5x9.7x0.6x
Sat, 07 Sep 2024Mex$318.3bMex$541.7bMex$32.7b12.5x9.7x0.6x
Mon, 05 Aug 2024Mex$331.2bMex$488.2bMex$30.6b12.7x10.8x0.7x
Wed, 03 Jul 2024Mex$319.1bMex$469.9bMex$28.3b12.1x11.3x0.7x
Fri, 31 May 2024Mex$348.6bMex$461.8bMex$27.8b14.5x12.5x0.8x
Sun, 28 Apr 2024Mex$366.8bMex$509.6bMex$30.0b11.9x12.2x0.7x
Tue, 26 Mar 2024Mex$373.2bMex$504.9bMex$28.6b12.6x13.1x0.7x
Thu, 22 Feb 2024Mex$347.8bMex$510.0bMex$27.8b15.6x12.5x0.7x
Sat, 20 Jan 2024Mex$387.1bMex$581.1bMex$33.2b14.5x11.7x0.7x
Mon, 18 Dec 2023Mex$382.7bMex$581.6bMex$33.2b14.5x11.5x0.7x
Wed, 15 Nov 2023Mex$357.7bMex$582.4bMex$33.2b14.4x10.8x0.6x
Fri, 13 Oct 2023Mex$361.8bMex$592.6bMex$31.4b14x11.5x0.6x
Sun, 10 Sep 2023Mex$377.2bMex$590.2bMex$31.4b13.7x12x0.6x
Tue, 08 Aug 2023Mex$376.2bMex$585.9bMex$31.3b14.3x12x0.6x
Thu, 06 Jul 2023Mex$380.0bMex$569.4bMex$30.0b15.4x12.7x0.7x
Sat, 03 Jun 2023Mex$367.4bMex$570.9bMex$29.8b16.1x12.3x0.6x
Mon, 01 May 2023Mex$367.8bMex$571.1bMex$30.7b15.3x12x0.6x
Wed, 29 Mar 2023Mex$373.5bMex$558.9bMex$30.3b15x12.3x0.7x
Fri, 24 Feb 2023Mex$352.0bMex$521.6bMex$29.6b14.6x11.9x0.7x
Price to Earnings Ratio

11.9x


Total Market Cap: Mex$352.0bTotal Earnings: Mex$29.6bTotal Revenue: Mex$521.6bTotal 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
  • The earnings for companies in the Consumer Discretionary industry have declined 3.5% 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 Market0.18%
Consumer Discretionary1.43%
Specialty Stores2.27%
General Merchandise and Department Stores1.90%
Hospitality1.01%
Consumer Durables-0.062%
Auto Components-0.41%
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 30.1%, 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 9.5% 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$104.631.9%
+Mex$2.6b		-1.9%PE7.3x
ALSEA * Alsea. deMex$56.411.8%
+Mex$816.0m		10.7%PE22.3x
GIGANTE * Grupo Gigante S. A. B. de C. VMex$31.502.3%
+Mex$696.0m		8.6%PE17.6x
POSADAS A Grupo Posadas. deMex$28.101.1%
+Mex$148.8m		19.6%PE16.6x
GISSA A Grupo Industrial Saltillo. deMex$12.992.3%
+Mex$88.4m		-22.4%PE31.2x

Latest News

NEMAK A
Mex$3.36
Nemak S. A. B. de C. V
7D
-1.5%
1Y
41.8%
POSADAS A
Mex$28.10
Grupo Posadas. de
7D
1.1%
1Y
19.6%
ALSEA *
Mex$56.41
Alsea. de
7D
1.8%
1Y
10.7%

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$3.88
Grupo Hotelero Santa Fe. de
7D
2.4%
1Y
5.7%
GISSA A
Mex$12.99
Grupo Industrial Saltillo. de
7D
2.3%
1Y
-22.4%
ARA *
Mex$4.00
Consorcio ARA S. A. B. de C. V
7D
-0.7%
1Y
15.9%
HCITY *
Mex$6.03
Promotora de Hoteles Norte 19. de
7D
-0.7%
1Y
28.3%
LIVEPOL C-1
Mex$104.63
El Puerto de Liverpool. de
7D
1.9%
1Y
-1.9%

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$75.81
Ollamani
7D
-0.1%
1Y
102.5%
GIGANTE *
Mex$31.50
Grupo Gigante S. A. B. de C. V
7D
2.3%
1Y
8.6%
CMR B
Mex$1.44
CMR. de
7D
-0.7%
1Y
-14.3%
VINTE *
Mex$35.26
Vinte Viviendas Integrales. de
7D
0.3%
1Y
8.5%

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$23.81
Grupe. de
7D
-1.4%
1Y
n/a
NUTRISA A
Mex$4.26
Grupo Nutrisa. de
7D
1.7%
1Y
n/a