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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies17
  • 7D0.6%
  • 3M7.7%
  • 1Y14.0%
  • YTD5.9%

The Consumer Discretionary industry has stayed flat over the last week. The past year has been better, since the industry has gained 14% in that time. As for the next few years, earnings are expected to grow by 19% per annum.

Sector Valuation and Performance

Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Mar 2026Mex$308.0bMex$523.9bMex$24.0b14.5x12.8x0.6x
Wed, 28 Jan 2026Mex$294.5bMex$518.0bMex$25.6b9.8x11.5x0.6x
Fri, 26 Dec 2025Mex$299.2bMex$522.6bMex$25.6b9.7x11.7x0.6x
Sun, 23 Nov 2025Mex$283.2bMex$525.8bMex$25.5b9.5x11.1x0.5x
Tue, 21 Oct 2025Mex$304.1bMex$571.0bMex$28.2b11.4x10.8x0.5x
Thu, 18 Sep 2025Mex$286.9bMex$562.1bMex$27.4b10.3x10.5x0.5x
Sat, 16 Aug 2025Mex$300.5bMex$572.9bMex$28.2b10.9x10.7x0.5x
Mon, 14 Jul 2025Mex$280.2bMex$508.7bMex$27.2b15.5x10.3x0.6x
Wed, 11 Jun 2025Mex$278.1bMex$511.3bMex$27.1b15.8x10.2x0.5x
Fri, 09 May 2025Mex$266.3bMex$513.0bMex$27.2b13.3x9.8x0.5x
Sun, 06 Apr 2025Mex$284.4bMex$576.3bMex$32.1b12.6x8.9x0.5x
Tue, 04 Mar 2025Mex$299.9bMex$577.7bMex$32.1b11.9x9.3x0.5x
Thu, 30 Jan 2025Mex$293.5bMex$557.4bMex$33.3b10.9x8.8x0.5x
Sat, 28 Dec 2024Mex$294.5bMex$556.3bMex$33.3b10.8x8.8x0.5x
Mon, 25 Nov 2024Mex$295.4bMex$557.2bMex$33.3b11.4x8.9x0.5x
Wed, 23 Oct 2024Mex$319.0bMex$540.6bMex$32.4b14.3x9.9x0.6x
Fri, 20 Sep 2024Mex$308.4bMex$537.5bMex$32.6b12.5x9.4x0.6x
Sun, 18 Aug 2024Mex$342.5bMex$533.8bMex$33.2b11.4x10.3x0.6x
Tue, 16 Jul 2024Mex$345.2bMex$474.4bMex$28.5b14.4x12.1x0.7x
Thu, 13 Jun 2024Mex$338.7bMex$472.8bMex$28.4b11.9x11.9x0.7x
Sat, 11 May 2024Mex$351.6bMex$461.2bMex$27.7b12.5x12.7x0.8x
Mon, 08 Apr 2024Mex$373.3bMex$502.7bMex$28.6b12.6x13.1x0.7x
Wed, 06 Mar 2024Mex$347.9bMex$514.0bMex$28.5b12.5x12.2x0.7x
Fri, 02 Feb 2024Mex$403.0bMex$580.9bMex$33.2b14.9x12.2x0.7x
Sun, 31 Dec 2023Mex$397.5bMex$580.3bMex$33.2b14.8x12x0.7x
Tue, 28 Nov 2023Mex$359.8bMex$581.4bMex$33.2b13.9x10.9x0.6x
Thu, 26 Oct 2023Mex$356.0bMex$581.0bMex$31.5b15.1x11.3x0.6x
Sat, 23 Sep 2023Mex$361.6bMex$587.2bMex$31.3b13x11.5x0.6x
Mon, 21 Aug 2023Mex$363.3bMex$585.8bMex$31.3b14.1x11.6x0.6x
Wed, 19 Jul 2023Mex$380.4bMex$569.1bMex$30.5b15.7x12.5x0.7x
Fri, 16 Jun 2023Mex$377.6bMex$568.4bMex$29.8b15.9x12.7x0.7x
Sun, 14 May 2023Mex$371.6bMex$573.8bMex$30.7b15.2x12.1x0.6x
Tue, 11 Apr 2023Mex$373.7bMex$559.1bMex$30.3b15x12.3x0.7x
Thu, 09 Mar 2023Mex$352.6bMex$529.6bMex$28.3b15.4x12.5x0.7x
Price to Earnings Ratio

12.5x


Total Market Cap: Mex$352.6bTotal Earnings: Mex$28.3bTotal Revenue: Mex$529.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 11x202420252026
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 12.8x 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 5.3% 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 Market1.04%
Consumer Discretionary0.63%
Consumer Durables1.84%
General Merchandise and Department Stores1.41%
Specialty Stores0%0
Hospitality-0.042%
Auto Components-2.35%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 26.0x.
    • Analysts are expecting annual earnings growth of 26.8%, which is lower than the prior year's growth of 70.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 67% over the next 5 years.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 11% 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$107.371.8%
+Mex$2.6b		7.4%PE8.4x
ARA * Consorcio ARA S. A. B. de C. VMex$4.777.4%
+Mex$401.0m		34.4%PE6.4x
VINTE * Vinte Viviendas Integrales. deMex$35.504.0%
+Mex$372.0m		9.2%PE7.1x
HCITY * Promotora de Hoteles Norte 19. deMex$6.414.6%
+Mex$115.5m		42.4%PS0.6x
HOTEL * Grupo Hotelero Santa Fe. deMex$4.052.5%
+Mex$71.6m		4.9%PE14.5x

Latest News

NEMAK A
Mex$3.23
Nemak S. A. B. de C. V
7D
-2.7%
1Y
15.8%
CADU A
Mex$5.20
Corpovael. de
7D
4.0%
1Y
62.0%
VINTE *
Mex$35.50
Vinte Viviendas Integrales. de
7D
4.0%
1Y
9.2%
ALSEA *
Mex$60.75
Alsea. de
7D
0.1%
1Y
35.9%
LIVEPOL C-1
Mex$107.37
El Puerto de Liverpool. de
7D
1.8%
1Y
7.4%
ARA *
Mex$4.77
Consorcio ARA S. A. B. de C. V
7D
7.4%
1Y
34.4%

ARA *: Fair Outlook Will Rely On Revenue Assumptions And Margin Resilience

Analysts have raised their price target for Consorcio ARA S. A.
HOTEL *
Mex$4.05
Grupo Hotelero Santa Fe. de
7D
2.5%
1Y
4.9%
GISSA A
Mex$12.99
Grupo Industrial Saltillo. de
7D
1.8%
1Y
-24.9%
HCITY *
Mex$6.41
Promotora de Hoteles Norte 19. de
7D
4.6%
1Y
42.4%
AGUILAS CPO
Mex$76.00
Ollamani
7D
-1.2%
1Y
98.3%
CMR B
Mex$1.45
CMR. de
7D
-0.7%
1Y
-3.3%
CIDMEGA *
Mex$23.60
Grupe. de
7D
-0.8%
1Y
n/a
NUTRISA A
Mex$4.17
Grupo Nutrisa. de
7D
-2.8%
1Y
n/a