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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedDec 22, 2025
DataAggregated Company Financials
Companies17
  • 7D-1.6%
  • 3M-0.5%
  • 1Y3.7%
  • YTD4.5%

Over the last 7 days, the Consumer Staples industry has dropped 2.0%, driven by Wal-Mart de México. de declining 4.5%. In contrast, Organización Soriana S. A. B. de C. V has gained 25%. Over the past 12 months, the industry was up 3.2%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.6x19.4x0.8x
Wed, 19 Nov 2025Mex$2.9tMex$3.6tMex$148.0b15.5x19.7x0.8x
Fri, 17 Oct 2025Mex$2.9tMex$3.6tMex$147.5b15.3x19.7x0.8x
Sun, 14 Sep 2025Mex$2.8tMex$3.6tMex$147.4b15.9x19.1x0.8x
Tue, 12 Aug 2025Mex$2.8tMex$3.6tMex$147.5b16.7x19x0.8x
Thu, 10 Jul 2025Mex$2.9tMex$3.5tMex$154.2b16.8x18.6x0.8x
Sat, 07 Jun 2025Mex$3.0tMex$3.5tMex$154.4b17.9x19.7x0.9x
Mon, 05 May 2025Mex$3.0tMex$3.5tMex$154.9b17.6x19.5x0.9x
Wed, 02 Apr 2025Mex$2.8tMex$3.3tMex$157.6b15.7x18.1x0.9x
Fri, 28 Feb 2025Mex$2.8tMex$3.3tMex$144.6b14.5x19.2x0.8x
Sun, 26 Jan 2025Mex$2.7tMex$3.2tMex$160.9b15.6x16.9x0.8x
Tue, 24 Dec 2024Mex$2.7tMex$3.2tMex$160.8b15.2x17x0.8x
Thu, 21 Nov 2024Mex$2.7tMex$3.2tMex$160.9b15.6x16.9x0.8x
Sat, 19 Oct 2024Mex$2.9tMex$3.2tMex$161.0b16.7x18.1x0.9x
Mon, 16 Sep 2024Mex$3.0tMex$3.2tMex$161.3b17.4x18.6x0.9x
Wed, 14 Aug 2024Mex$3.1tMex$3.2tMex$161.2b17.4x19.1x1x
Fri, 12 Jul 2024Mex$3.0tMex$3.1tMex$155.0b17.8x19.6x1x
Sun, 09 Jun 2024Mex$3.0tMex$3.1tMex$155.5b17.1x19.3x1x
Tue, 07 May 2024Mex$3.1tMex$3.1tMex$153.8b17.2x20x1x
Thu, 04 Apr 2024Mex$3.2tMex$3.1tMex$161.4b17.2x20x1x
Sat, 02 Mar 2024Mex$3.2tMex$3.1tMex$162.5b16.8x19.9x1x
Mon, 29 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Wed, 27 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Fri, 24 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Sun, 22 Oct 2023Mex$3.0tMex$3.3tMex$171.6b14.7x17.3x0.9x
Tue, 19 Sep 2023Mex$3.1tMex$3.3tMex$170.5b16.3x18.2x0.9x
Thu, 17 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.4x19.2x1x
Sat, 15 Jul 2023Mex$3.1tMex$3.2tMex$160.5b16.9x19.5x1x
Mon, 12 Jun 2023Mex$3.1tMex$3.2tMex$160.6b16.4x19.5x1x
Wed, 10 May 2023Mex$3.2tMex$3.1tMex$162.2b16.4x20x1x
Fri, 07 Apr 2023Mex$3.2tMex$2.8tMex$154.1b16.9x20.7x1.1x
Sun, 05 Mar 2023Mex$3.2tMex$3.0tMex$156.0b17.1x20.5x1x
Tue, 31 Jan 2023Mex$3.2tMex$3.0tMex$142.8b20.1x22.8x1.1x
Thu, 29 Dec 2022Mex$3.1tMex$3.0tMex$142.4b18.4x21.4x1x
Price to Earnings Ratio

21.4x


Total Market Cap: Mex$3.1tTotal Earnings: Mex$142.4bTotal Revenue: Mex$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 19.1x202320242025
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 0.94x.
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 6.9% 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 Market-1.20%
Consumer Staples-1.59%
Food0.92%
Beverage-1.18%
Household Products-1.44%
Food and Staples Retail-2.84%
Industry PE
  • Investors are most optimistic about the Beverage industry which is trading above its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 16.1%, 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 16.3x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 16% 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 5.4% 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
SORIANA B Organización Soriana S. A. B. de C. VMex$39.1620.0%
+Mex$11.8b		33.3%PE18.3x
AC * Arca Continental. deMex$195.051.4%
+Mex$4.4b		11.3%PE16.4x
BIMBO A Grupo Bimbo. deMex$59.511.4%
+Mex$3.6b		6.5%PE22.7x
CUERVO * Becle. deMex$21.212.0%
+Mex$1.5b		-11.7%PE8.6x
HERDEZ * Grupo Herdez. deMex$80.401.6%
+Mex$414.9m		48.3%PE16.6x

Latest News

LACOMER UBC
Mex$38.56
La Comer. de
7D
-5.3%
1Y
18.6%

LACOMER UBC: Future Earnings Will Likely Benefit From Firmer Profit Margins

Analysts have nudged their price target on La Comer, de higher by approximately $0.86 per share, reflecting slightly stronger profit margin expectations and a modestly higher anticipated future price to earnings multiple, despite largely unchanged growth and discount rate assumptions. Valuation Changes Fair Value Estimate: risen slightly from MX$49.00 to roughly MX$49.86 per share, indicating a modest upward revision in intrinsic value.
CHDRAUI B
Mex$125.44
Grupo Comercial Chedraui. de
7D
-4.4%
1Y
-0.7%

CHDRAUI B: Margin Discipline Will Support Upside Despite Underperform Downgrade

Analysts slightly trimmed their price target on Grupo Comercial Chedraui, easing it from MXN 159.79 to MXN 157.00. They factored in a modestly higher discount rate while maintaining broadly unchanged assumptions for growth, profitability, and valuation multiples.
FRAGUA B
Mex$531.72
Corporativo Fragua. de
7D
-3.1%
1Y
-11.1%

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

Dec 20
Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?
BIMBO A
Mex$59.51
Grupo Bimbo. de
7D
1.4%
1Y
6.5%

BIMBO A Leadership Change Is Expected To Drive Stronger Profitability Ahead

Analysts have raised their price target on Grupo Bimbo to approximately $87 from $78, citing expectations for stronger profitability and a lower future earnings multiple, despite slightly reduced top line growth assumptions. What's in the News Grupo Bimbo has appointed Alejandro Rodríguez Bas as its new CEO following the resignation of Rafael Pamias Romero, signaling a leadership transition at the top of the company.
SIGMAF A
Mex$15.71
Sigma Foods. de
7D
0.1%
1Y
3.4%

ALFA A: Future Meeting Will Support Long-Term Upside Despite Modest Expectations

Analysts have trimmed their price target for Alfa. de by approximately €0.11 per share, reflecting slightly softer expectations for revenue growth, profit margins, and future valuation multiples.
SORIANA B
Mex$39.16
Organización Soriana S. A. B. de C. V
7D
20.0%
1Y
33.3%
GRUMA B
Mex$312.92
Gruma. de
7D
0.3%
1Y
-5.8%

Lacklustre Performance Is Driving Gruma, S.A.B. de C.V.'s (BMV:GRUMAB) Low P/E

Dec 17
Lacklustre Performance Is Driving Gruma, S.A.B. de C.V.'s (BMV:GRUMAB) Low P/E
AC *
Mex$195.05
Arca Continental. de
7D
1.4%
1Y
11.3%

AC *: Higher Margins And Stable Risk Profile Will Support Ongoing Compounding

Analysts have nudged their price target on Arca Continental slightly lower, trimming fair value by about MXN 1.40 per share to MXN 223.67 as they fine tune assumptions around long term revenue growth and valuation multiples, even as projected profit margins edge marginally higher. Valuation Changes Fair Value: Trimmed slightly from MX$225.06 to MX$223.67 per share, reflecting modestly more conservative assumptions.
FEMSA UBD
Mex$179.56
Fomento Económico Mexicano. de
7D
-3.1%
1Y
1.7%

FEMSA UBD Leadership Transition Will Shape Modest Long-Term Earnings Outlook

Analysts have modestly raised their price target on Fomento Económico Mexicano, de from $185.00 to $188.00. This reflects slightly higher long term valuation multiples, despite tempering assumptions for revenue growth and profit margins and applying a marginally higher discount rate.
CUERVO *
Mex$21.21
Becle. de
7D
2.0%
1Y
-11.7%

CUERVO *: Higher Profit Margins Will Support Future Share Price Strength

Analysts have adjusted their price target on Becle, de slightly lower to approximately $27.89 from about $27.98. This reflects modestly higher long-term discount assumptions that partially offset incremental improvements in expected revenue growth, profit margins, and future valuation multiples.
HERDEZ *
Mex$80.40
Grupo Herdez. de
7D
1.6%
1Y
48.3%

HERDEZ * Will See Modest Profit Outlook Offset By Meeting Uncertainties

Analysts have nudged their price target on Grupo Herdez, S.A.B. de C.V. only modestly higher, reflecting slightly stronger expectations for revenue growth and profit margins, which are partially offset by a marginally higher discount rate and a slightly lower projected future P/E multiple. What's in the News Special and Extraordinary Shareholders Meeting scheduled for December 4, 2025, to be held at Monte Pelvoux 215, Lomas de Chapultepec, Miguel Hidalgo, Mexico City (company announcement) The meeting is expected to address strategic and corporate governance matters that require shareholder approval, which may affect the company’s capital structure and future corporate actions (inference from meeting type) The focus on extraordinary items indicates the possibility of significant decisions beyond routine operational approvals, which may influence the company’s long term risk profile (inference from meeting type) Valuation Changes Fair Value: unchanged at 85.0, indicating no revision to the intrinsic value estimate.
WALMEX *
Mex$56.61
Wal-Mart de México. de
7D
-3.9%
1Y
0.6%

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
KIMBER A
Mex$38.26
Kimberly-Clark de México S. A. B. de C. V
7D
-0.4%
1Y
33.8%
CULTIBA B
Mex$10.93
Organización Cultiba. de
7D
-0.6%
1Y
6.1%