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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedJan 28, 2026
DataAggregated Company Financials
Companies16
  • 7D0.2%
  • 3M-0.4%
  • 1Y4.4%
  • YTD1.6%

The Consumer Staples industry has been flat over the last week, but Becle. de has lost 8.6%. The past year has been better, since the industry has gained 4.4% in that time. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 Jan 2026Mex$2.9tMex$3.6tMex$147.1b16.5x19.7x0.8x
Fri, 26 Dec 2025Mex$2.9tMex$3.6tMex$147.8b17.2x19.6x0.8x
Sun, 23 Nov 2025Mex$2.9tMex$3.6tMex$148.1b15.3x19.5x0.8x
Tue, 21 Oct 2025Mex$2.9tMex$3.6tMex$147.5b15.1x19.7x0.8x
Thu, 18 Sep 2025Mex$2.9tMex$3.6tMex$147.6b15.8x19.4x0.8x
Sat, 16 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.8x18.9x0.8x
Mon, 14 Jul 2025Mex$2.9tMex$3.5tMex$154.2b17x18.6x0.8x
Wed, 11 Jun 2025Mex$3.0tMex$3.5tMex$154.4b17.8x19.7x0.9x
Fri, 09 May 2025Mex$3.1tMex$3.5tMex$154.9b17.7x20x0.9x
Sun, 06 Apr 2025Mex$2.8tMex$3.3tMex$157.7b16.3x17.7x0.8x
Tue, 04 Mar 2025Mex$2.7tMex$3.3tMex$144.4b14.2x19x0.8x
Thu, 30 Jan 2025Mex$2.7tMex$3.2tMex$161.0b15.2x16.9x0.8x
Sat, 28 Dec 2024Mex$2.7tMex$3.2tMex$160.9b15x16.8x0.8x
Mon, 25 Nov 2024Mex$2.7tMex$3.2tMex$160.9b15.9x16.9x0.8x
Wed, 23 Oct 2024Mex$2.9tMex$3.2tMex$161.8b16.4x18.1x0.9x
Fri, 20 Sep 2024Mex$3.0tMex$3.2tMex$161.3b17.7x18.6x1x
Sun, 18 Aug 2024Mex$3.1tMex$3.2tMex$161.0b17.4x19.3x1x
Tue, 16 Jul 2024Mex$3.1tMex$3.1tMex$155.0b17.6x20.2x1x
Thu, 13 Jun 2024Mex$3.0tMex$3.1tMex$155.7b17.2x19.4x1x
Sat, 11 May 2024Mex$3.2tMex$3.1tMex$154.7b16.6x20.4x1x
Mon, 08 Apr 2024Mex$3.2tMex$3.1tMex$161.4b17.2x19.9x1x
Wed, 06 Mar 2024Mex$3.2tMex$3.1tMex$162.5b16.8x19.8x1x
Fri, 02 Feb 2024Mex$3.5tMex$3.3tMex$178.4b15.9x19.5x1x
Sun, 31 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.2x1x
Tue, 28 Nov 2023Mex$3.2tMex$3.3tMex$178.5b15.9x18.2x1x
Thu, 26 Oct 2023Mex$3.0tMex$3.3tMex$171.7b15.2x17.4x0.9x
Sat, 23 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.5x18.7x1x
Mon, 21 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.6x19.1x1x
Wed, 19 Jul 2023Mex$3.1tMex$3.2tMex$160.5b16.9x19.4x1x
Fri, 16 Jun 2023Mex$3.2tMex$3.2tMex$160.6b16.6x19.7x1x
Sun, 14 May 2023Mex$3.2tMex$3.1tMex$162.6b16.4x20x1x
Tue, 11 Apr 2023Mex$3.2tMex$3.0tMex$154.1b17x20.7x1.1x
Thu, 09 Mar 2023Mex$3.2tMex$3.0tMex$156.1b16.8x20.3x1x
Sat, 04 Feb 2023Mex$3.2tMex$3.0tMex$142.9b20.4x22.5x1.1x
Price to Earnings Ratio

22.5x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$142.9bTotal Revenue: Mex$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 19.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the Mexican Consumer Staples 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 19.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 6.7% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Staples sector?

MX Market1.18%
Consumer Staples0.16%
Household Products4.13%
Beverage0.58%
Food and Staples Retail-0.22%
Food-0.61%
Industry PE
  • Investors are most optimistic about the Beverage industry which is trading above its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings growth of 2.3% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 16.0x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 2.3% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 5.5% 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
FEMSA UBD Fomento Económico Mexicano. deMex$184.862.1%
+Mex$12.8b		4.0%PE46.1x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$39.874.1%
+Mex$4.7b		29.6%PE16.7x
GRUMA B Gruma. deMex$313.891.2%
+Mex$1.2b		-10.0%PE11.5x
AC * Arca Continental. deMex$198.810.2%
+Mex$812.9m		2.2%PE16.7x
LACOMER UBC La Comer. deMex$38.390.7%
+Mex$296.2m		14.8%PE16.3x

Latest News

CUERVO *
Mex$18.99
Becle. de
7D
-8.6%
1Y
3.5%
SIGMAF A
Mex$17.13
Sigma Foods. de
7D
-0.06%
1Y
0.8%
FEMSA UBD
Mex$184.86
Fomento Económico Mexicano. de
7D
2.1%
1Y
4.0%

FEMSA UBD: Refined Earnings Outlook Will Support Steady Fairly Valued Profile

Analysts have trimmed their price target on Fomento Económico Mexicano, de from $188.00 to $181.00, reflecting updated assumptions around slightly higher projected revenue growth, a modestly improved profit margin profile, and a lower future P/E multiple. Valuation Changes Fair Value Estimate was reduced from MX$188.00 to MX$181.00, indicating a small downward adjustment in the target valuation.
GRUMA B
Mex$313.89
Gruma. de
7D
1.2%
1Y
-10.0%
HERDEZ *
Mex$75.00
Grupo Herdez. de
7D
-1.9%
1Y
34.6%

HERDEZ *: Fair Outlook Will Reflect Meeting Uncertainty And Firmer Margin Expectations

Analysts have modestly adjusted their price target for Grupo Herdez, reflecting small refinements to revenue growth, profit margin, and future P/E assumptions while keeping fair value broadly in line with prior estimates. What's in the News Grupo Herdez, S.A.B. de C.V. has scheduled a Special and Extraordinary Shareholders Meeting for December 4, 2025.
CHDRAUI B
Mex$121.64
Grupo Comercial Chedraui. de
7D
-2.0%
1Y
-1.2%

CHDRAUI B: Margin Discipline Will Support Upside Toward MXN 158

Analysts have reduced their price target for Grupo Comercial Chedraui, with fair value moving from $159.79 to $157.60. This change reflects updated assumptions on revenue growth, profit margins and the future P/E ratio.
LACOMER UBC
Mex$38.39
La Comer. de
7D
0.7%
1Y
14.8%

LACOMER UBC: Future Earnings Will Likely Benefit From Higher P/E Expectations

Analysts have slightly raised their price target on La Comer to $50.00 from about $49.86, citing updated assumptions around revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value Estimate: revised slightly to MX$50.00 from MX$49.86.
SORIANA B
Mex$33.99
Organización Soriana S. A. B. de C. V
7D
-1.5%
1Y
16.0%

SORIANA B: Higher Discount Rate And Thin Margins Will Likely Pressure Returns

Analysts have slightly reduced their price target for Organización Soriana S. A.
BIMBO A
Mex$60.23
Grupo Bimbo. de
7D
-1.4%
1Y
10.9%

BIMBO A: New Leadership Will Support Margins And Undervalued Upside

Analysts slightly trimmed their price target for Grupo Bimbo, with updated fair value estimates moving from $68.83 to about $68.58, citing only modest tweaks to assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Grupo Bimbo named Alejandro Rodríguez Bas as its new CEO, following the resignation of Rafael Pamias Romero.
AC *
Mex$198.81
Arca Continental. de
7D
0.2%
1Y
2.2%

AC *: Stable Margins And Risk Profile Will Support Future Compounding

Analysts kept their fair value estimate for Arca Continental broadly unchanged at about $223.89. This reflects only very small tweaks to revenue growth, profit margin and future P/E assumptions, rather than a shift in their overall view of the company.
KIMBER A
Mex$39.87
Kimberly-Clark de México S. A. B. de C. V
7D
4.1%
1Y
29.6%

Does Kimberly-Clark de México S. A. B. de C. V (BMV:KIMBERA) Have A Healthy Balance Sheet?

Jan 13
Does Kimberly-Clark de México S. A. B. de C. V (BMV:KIMBERA) Have A Healthy Balance Sheet?
FRAGUA B
Mex$541.00
Corporativo Fragua. de
7D
0.2%
1Y
-8.3%

Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?

Dec 20
Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?
WALMEX *
Mex$58.04
Wal-Mart de México. de
7D
0.02%
1Y
3.5%

Wal-Mart de México. de (BMV:WALMEX) Is Aiming To Keep Up Its Impressive Returns

Dec 09
Wal-Mart de México. de (BMV:WALMEX) Is Aiming To Keep Up Its Impressive Returns
CULTIBA B
Mex$11.50
Organización Cultiba. de
7D
-4.2%
1Y
8.0%