Analysis Article • Jul 31
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedAug 03, 2026
DataAggregated Company Financials
Companies18
- 7D1.8%
- 3M-4.1%
- 1Y5.6%
- YTD-2.5%
In the last week, the Consumer Discretionary industry is up 1.8%, with El Puerto de Liverpool. de up 3.7%. In the last 12 months, the industry was up 5.6%. Looking forward, earnings are forecast to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Mon, 03 Aug 2026 | Mex$283.0b | Mex$539.3b | Mex$22.9b | 11x | 12.4x | 0.5x |
| Wed, 01 Jul 2026 | Mex$289.8b | Mex$532.7b | Mex$23.5b | 14.5x | 12.4x | 0.5x |
| Fri, 29 May 2026 | Mex$300.9b | Mex$531.8b | Mex$23.5b | 15.3x | 12.8x | 0.6x |
| Sun, 26 Apr 2026 | Mex$299.5b | Mex$533.6b | Mex$24.5b | 15.6x | 12.2x | 0.6x |
| Tue, 24 Mar 2026 | Mex$283.2b | Mex$523.8b | Mex$23.2b | 14.5x | 12.2x | 0.5x |
| Thu, 19 Feb 2026 | Mex$302.2b | Mex$518.3b | Mex$25.6b | 9.8x | 11.8x | 0.6x |
| Sat, 17 Jan 2026 | Mex$295.5b | Mex$520.8b | Mex$25.6b | 9.8x | 11.6x | 0.6x |
| Mon, 15 Dec 2025 | Mex$294.2b | Mex$523.0b | Mex$25.6b | 9.5x | 11.5x | 0.6x |
| Wed, 12 Nov 2025 | Mex$278.5b | Mex$522.0b | Mex$25.0b | 9.5x | 11.1x | 0.5x |
| Fri, 10 Oct 2025 | Mex$285.0b | Mex$562.5b | Mex$27.3b | 10.7x | 10.4x | 0.5x |
| Sun, 07 Sep 2025 | Mex$283.0b | Mex$564.5b | Mex$27.3b | 10.2x | 10.4x | 0.5x |
| Tue, 05 Aug 2025 | Mex$282.2b | Mex$519.1b | Mex$25.1b | 12.5x | 11.2x | 0.5x |
| Thu, 03 Jul 2025 | Mex$283.8b | Mex$509.4b | Mex$27.2b | 15.7x | 10.4x | 0.6x |
| Sat, 31 May 2025 | Mex$275.5b | Mex$513.4b | Mex$27.2b | 15.3x | 10.1x | 0.5x |
| Mon, 28 Apr 2025 | Mex$277.1b | Mex$566.2b | Mex$30.1b | 11x | 9.2x | 0.5x |
| Wed, 26 Mar 2025 | Mex$290.2b | Mex$573.9b | Mex$32.1b | 12.1x | 9x | 0.5x |
| Fri, 21 Feb 2025 | Mex$304.8b | Mex$557.8b | Mex$32.9b | 14.1x | 9.3x | 0.5x |
| Sun, 19 Jan 2025 | Mex$289.2b | Mex$559.0b | Mex$33.3b | 10.3x | 8.7x | 0.5x |
| Tue, 17 Dec 2024 | Mex$293.1b | Mex$555.2b | Mex$33.3b | 11x | 8.8x | 0.5x |
| Thu, 14 Nov 2024 | Mex$297.1b | Mex$557.4b | Mex$33.3b | 11.4x | 8.9x | 0.5x |
| Sat, 12 Oct 2024 | Mex$316.0b | Mex$537.6b | Mex$32.6b | 13.6x | 9.7x | 0.6x |
| Mon, 09 Sep 2024 | Mex$318.3b | Mex$541.7b | Mex$32.7b | 12.5x | 9.7x | 0.6x |
| Wed, 07 Aug 2024 | Mex$340.6b | Mex$539.1b | Mex$33.2b | 11x | 10.3x | 0.6x |
| Fri, 05 Jul 2024 | Mex$318.6b | Mex$468.8b | Mex$28.3b | 12.8x | 11.2x | 0.7x |
| Sun, 02 Jun 2024 | Mex$347.5b | Mex$462.0b | Mex$27.8b | 14.6x | 12.5x | 0.8x |
| Tue, 30 Apr 2024 | Mex$350.2b | Mex$462.8b | Mex$28.0b | 13x | 12.5x | 0.8x |
| Thu, 28 Mar 2024 | Mex$376.2b | Mex$504.1b | Mex$28.6b | 12.6x | 13.2x | 0.7x |
| Sat, 24 Feb 2024 | Mex$345.7b | Mex$510.2b | Mex$28.4b | 16.9x | 12.2x | 0.7x |
| Mon, 22 Jan 2024 | Mex$386.8b | Mex$580.9b | Mex$33.2b | 14.5x | 11.7x | 0.7x |
| Wed, 20 Dec 2023 | Mex$385.3b | Mex$580.8b | Mex$33.2b | 14.5x | 11.6x | 0.7x |
| Fri, 17 Nov 2023 | Mex$358.1b | Mex$581.8b | Mex$33.2b | 14.3x | 10.8x | 0.6x |
| Sun, 15 Oct 2023 | Mex$358.5b | Mex$593.3b | Mex$31.4b | 14x | 11.4x | 0.6x |
| Tue, 12 Sep 2023 | Mex$377.6b | Mex$588.4b | Mex$31.3b | 13.7x | 12x | 0.6x |
| Thu, 10 Aug 2023 | Mex$376.6b | Mex$585.9b | 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 12.4x 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 9.9% per year over the last three years,
- Revenues have also declined 2.7% 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 | 0.54% | |
| Consumer Discretionary | 1.84% | |
| General Merchandise and Department Stores | 3.68% | |
| Auto Components | 1.86% | |
| Hospitality | 1.27% | |
| Consumer Durables | 0.75% | |
| Specialty Stores | -3.97% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.6x.
- Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings decline of 67.5% 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$104.05 | 3.7% +Mex$5.0b | 13.7% | PE7.5x | |
| ALSEA * Alsea. de | Mex$42.12 | 3.3% +Mex$1.1b | -23.7% | PE19.8x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$5.03 | 7.7% +Mex$257.8m | 41.7% | PE54.5x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$2.91 | 1.7% +Mex$142.9m | -16.6% | PS0.09x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.98 | 1.6% +Mex$97.1m | 55.6% | PE6.6x |
