Narrative Update • Jun 26
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedJul 12, 2026
DataAggregated Company Financials
Companies18
- 7D-1.0%
- 3M-7.8%
- 1Y3.8%
- YTD-2.8%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.0%, driven by El Puerto de Liverpool. de declining 1.2%. On the other hand Promotora de Hoteles Norte 19. de is actually up 6.1%. This takes the industry's 12 month performance to a gain of 3.8%. 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, 12 Jul 2026 | Mex$284.5b | Mex$532.6b | Mex$23.5b | 13.5x | 12.1x | 0.5x |
| Tue, 09 Jun 2026 | Mex$297.6b | Mex$532.5b | Mex$23.5b | 15.1x | 12.7x | 0.6x |
| Thu, 07 May 2026 | Mex$306.9b | Mex$531.3b | Mex$23.8b | 15.7x | 12.9x | 0.6x |
| Sat, 04 Apr 2026 | Mex$311.8b | Mex$532.2b | Mex$23.7b | 15.4x | 13.2x | 0.6x |
| Mon, 02 Mar 2026 | Mex$308.0b | Mex$523.9b | Mex$24.0b | 14.5x | 12.8x | 0.6x |
| Wed, 28 Jan 2026 | Mex$294.5b | Mex$518.0b | Mex$25.6b | 9.8x | 11.5x | 0.6x |
| Fri, 26 Dec 2025 | Mex$299.2b | Mex$522.6b | Mex$25.6b | 9.7x | 11.7x | 0.6x |
| Sun, 23 Nov 2025 | Mex$283.2b | Mex$525.8b | Mex$25.5b | 9.5x | 11.1x | 0.5x |
| Tue, 21 Oct 2025 | Mex$304.1b | Mex$571.0b | Mex$28.2b | 11.4x | 10.8x | 0.5x |
| Thu, 18 Sep 2025 | Mex$286.9b | Mex$562.1b | Mex$27.4b | 10.3x | 10.5x | 0.5x |
| Sat, 16 Aug 2025 | Mex$300.5b | Mex$572.9b | Mex$28.2b | 10.9x | 10.7x | 0.5x |
| Mon, 14 Jul 2025 | Mex$280.2b | Mex$508.7b | Mex$27.2b | 15.5x | 10.3x | 0.6x |
| Wed, 11 Jun 2025 | Mex$278.1b | Mex$511.3b | Mex$27.1b | 15.8x | 10.2x | 0.5x |
| Fri, 09 May 2025 | Mex$266.3b | Mex$513.0b | Mex$27.2b | 13.3x | 9.8x | 0.5x |
| Sun, 06 Apr 2025 | Mex$284.4b | Mex$576.3b | Mex$32.1b | 12.6x | 8.9x | 0.5x |
| Tue, 04 Mar 2025 | Mex$299.9b | Mex$577.7b | Mex$32.1b | 11.9x | 9.3x | 0.5x |
| Thu, 30 Jan 2025 | Mex$293.5b | Mex$557.4b | Mex$33.3b | 10.9x | 8.8x | 0.5x |
| Sat, 28 Dec 2024 | Mex$294.5b | Mex$556.3b | Mex$33.3b | 10.8x | 8.8x | 0.5x |
| Mon, 25 Nov 2024 | Mex$295.4b | Mex$557.2b | Mex$33.3b | 11.4x | 8.9x | 0.5x |
| Wed, 23 Oct 2024 | Mex$319.0b | Mex$540.6b | Mex$32.4b | 14.3x | 9.9x | 0.6x |
| Fri, 20 Sep 2024 | Mex$308.4b | Mex$537.5b | Mex$32.6b | 12.5x | 9.4x | 0.6x |
| Sun, 18 Aug 2024 | Mex$342.5b | Mex$533.8b | Mex$33.2b | 11.4x | 10.3x | 0.6x |
| Tue, 16 Jul 2024 | Mex$345.2b | Mex$474.4b | Mex$28.5b | 14.4x | 12.1x | 0.7x |
| Thu, 13 Jun 2024 | Mex$338.7b | Mex$472.8b | Mex$28.4b | 11.9x | 11.9x | 0.7x |
| Sat, 11 May 2024 | Mex$351.6b | Mex$461.2b | Mex$27.7b | 12.5x | 12.7x | 0.8x |
| Mon, 08 Apr 2024 | Mex$373.3b | Mex$502.7b | Mex$28.6b | 12.6x | 13.1x | 0.7x |
| Wed, 06 Mar 2024 | Mex$347.9b | Mex$514.0b | Mex$28.5b | 12.5x | 12.2x | 0.7x |
| Fri, 02 Feb 2024 | Mex$403.0b | Mex$580.9b | Mex$33.2b | 14.9x | 12.2x | 0.7x |
| Sun, 31 Dec 2023 | Mex$397.5b | Mex$580.3b | Mex$33.2b | 14.8x | 12x | 0.7x |
| Tue, 28 Nov 2023 | Mex$359.8b | Mex$581.4b | Mex$33.2b | 13.9x | 10.9x | 0.6x |
| Thu, 26 Oct 2023 | Mex$356.0b | Mex$581.0b | Mex$31.5b | 15.1x | 11.3x | 0.6x |
| Sat, 23 Sep 2023 | Mex$361.6b | Mex$587.2b | Mex$31.3b | 13x | 11.5x | 0.6x |
| Mon, 21 Aug 2023 | Mex$363.3b | Mex$585.8b | Mex$31.3b | 14.1x | 11.6x | 0.6x |
| Wed, 19 Jul 2023 | Mex$380.4b | Mex$569.1b | Mex$30.5b | 15.7x | 12.5x | 0.7x |
Price to Earnings Ratio
12.5x
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 0.59x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 8.4% per year over the last three years,
- Revenues have also declined 2.2% 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 | -0.47% | |
| Consumer Discretionary | -1.02% | |
| Specialty Stores | 0% | 0 |
| Hospitality | -0.96% | |
| Consumer Durables | -1.02% | |
| General Merchandise and Department Stores | -1.24% | |
| Auto Components | -1.57% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.4x.
- Analysts are expecting annual earnings growth of 21.2%, 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 8.2% 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 | |
|---|---|---|---|---|---|
| HCITY * Promotora de Hoteles Norte 19. de | Mex$6.06 | 6.1% +Mex$133.3m | 30.0% | PS0.5x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$4.50 | 0.2% +Mex$7.2m | 18.4% | PE18.2x |