Narrative Update • Jun 11
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedJun 14, 2026
DataAggregated Company Financials
Companies18
- 7D-0.4%
- 3M-1.4%
- 1Y7.0%
- YTD0.07%
Over the last 7 days, the Consumer Discretionary industry has remained flat. The past year has been better, since the industry has gained 7.0% 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 14 Jun 2026 | Mex$296.4b | Mex$531.1b | Mex$23.5b | 15.1x | 12.6x | 0.6x |
| Tue, 12 May 2026 | Mex$309.4b | Mex$531.0b | Mex$23.8b | 15.7x | 13x | 0.6x |
| Thu, 09 Apr 2026 | Mex$311.0b | Mex$529.6b | Mex$23.7b | 15.5x | 13.1x | 0.6x |
| Sat, 07 Mar 2026 | Mex$306.2b | Mex$529.3b | Mex$23.1b | 17.6x | 13.2x | 0.6x |
| Mon, 02 Feb 2026 | Mex$297.9b | Mex$519.9b | Mex$25.6b | 9.5x | 11.6x | 0.6x |
| Wed, 31 Dec 2025 | Mex$296.4b | Mex$522.9b | Mex$25.6b | 9.7x | 11.6x | 0.6x |
| Fri, 28 Nov 2025 | Mex$284.1b | Mex$525.1b | Mex$25.5b | 9.5x | 11.1x | 0.5x |
| Sun, 26 Oct 2025 | Mex$292.3b | Mex$577.4b | Mex$29.1b | 9.5x | 10.1x | 0.5x |
| Tue, 23 Sep 2025 | Mex$287.5b | Mex$562.3b | Mex$27.4b | 10.4x | 10.5x | 0.5x |
| Thu, 21 Aug 2025 | Mex$300.8b | Mex$573.0b | Mex$28.2b | 11.2x | 10.7x | 0.5x |
| Sat, 19 Jul 2025 | Mex$278.0b | Mex$509.3b | Mex$25.9b | 15.8x | 10.7x | 0.5x |
| Mon, 16 Jun 2025 | Mex$280.2b | Mex$510.4b | Mex$27.2b | 16.1x | 10.3x | 0.5x |
| Wed, 14 May 2025 | Mex$268.1b | Mex$512.3b | Mex$27.3b | 14.4x | 9.8x | 0.5x |
| Fri, 11 Apr 2025 | Mex$275.6b | Mex$576.1b | Mex$32.1b | 13x | 8.6x | 0.5x |
| Sun, 09 Mar 2025 | Mex$297.5b | Mex$575.1b | Mex$32.1b | 13.8x | 9.3x | 0.5x |
| Tue, 04 Feb 2025 | Mex$291.5b | Mex$558.5b | Mex$33.3b | 10.9x | 8.7x | 0.5x |
| Thu, 02 Jan 2025 | Mex$293.9b | Mex$559.2b | Mex$33.3b | 10.9x | 8.8x | 0.5x |
| Sat, 30 Nov 2024 | Mex$291.3b | Mex$556.5b | Mex$33.3b | 11.2x | 8.7x | 0.5x |
| Mon, 28 Oct 2024 | Mex$311.7b | Mex$552.5b | Mex$32.7b | 11.9x | 9.5x | 0.6x |
| Wed, 25 Sep 2024 | Mex$305.7b | Mex$537.8b | Mex$32.6b | 12.1x | 9.4x | 0.6x |
| Fri, 23 Aug 2024 | Mex$341.7b | Mex$538.7b | Mex$33.2b | 11.8x | 10.3x | 0.6x |
| Sun, 21 Jul 2024 | Mex$341.5b | Mex$475.2b | Mex$28.4b | 13.8x | 12x | 0.7x |
| Tue, 18 Jun 2024 | Mex$337.4b | Mex$471.6b | Mex$28.4b | 12x | 11.9x | 0.7x |
| Thu, 16 May 2024 | Mex$350.0b | Mex$460.4b | Mex$27.7b | 14.8x | 12.6x | 0.8x |
| Sat, 13 Apr 2024 | Mex$369.1b | Mex$503.9b | Mex$28.6b | 12.4x | 12.9x | 0.7x |
| Mon, 11 Mar 2024 | Mex$363.0b | Mex$513.1b | Mex$28.5b | 12.7x | 12.8x | 0.7x |
| Wed, 07 Feb 2024 | Mex$343.6b | Mex$509.5b | Mex$28.7b | 16.2x | 12x | 0.7x |
| Fri, 05 Jan 2024 | Mex$389.8b | Mex$580.5b | Mex$33.2b | 14.8x | 11.8x | 0.7x |
| Sun, 03 Dec 2023 | Mex$368.7b | Mex$581.5b | Mex$33.2b | 14x | 11.1x | 0.6x |
| Tue, 31 Oct 2023 | Mex$360.9b | Mex$586.4b | Mex$32.8b | 15.7x | 11x | 0.6x |
| Thu, 28 Sep 2023 | Mex$364.4b | Mex$590.7b | Mex$31.4b | 13.8x | 11.6x | 0.6x |
| Sat, 26 Aug 2023 | Mex$363.2b | Mex$584.5b | Mex$31.3b | 12.3x | 11.6x | 0.6x |
| Mon, 24 Jul 2023 | Mex$377.7b | Mex$583.2b | Mex$31.0b | 13.4x | 12.2x | 0.6x |
| Wed, 21 Jun 2023 | Mex$379.1b | Mex$569.0b | Mex$29.8b | 16.2x | 12.7x | 0.7x |
Price to Earnings Ratio
12.7x
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 12.6x 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 7.7% per year over the last three years,
- Revenues have also declined 2.3% 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 | 2.85% | |
| Consumer Discretionary | -0.44% | |
| Consumer Durables | 2.02% | |
| Specialty Stores | 0% | 0 |
| General Merchandise and Department Stores | -0.37% | |
| Hospitality | -0.83% | |
| Auto Components | -2.62% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.3x.
- Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings decline of 1.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 75% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AGUILAS CPO Ollamani | Mex$78.50 | 2.9% +Mex$262.6m | 63.0% | PS1.4x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.85 | 3.2% +Mex$182.1m | 52.5% | PE6.4x | |
| VINTE * Vinte Viviendas Integrales. de | Mex$35.84 | 1.8% +Mex$179.1m | 16.0% | PE6.8x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$4.79 | 1.9% +Mex$64.4m | 20.4% | PE19.3x | |
| CADU A Corpovael. de | Mex$7.80 | 0.6% +Mex$15.2m | 139.3% | PE5.4x |
