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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedFeb 20, 2026
DataAggregated Company Financials
Companies16
  • 7D-0.8%
  • 3M3.5%
  • 1Y4.5%
  • YTD4.3%

In the last week, the Consumer Staples industry is flat overall, with Gruma. de standing out by going down 7.9%. As for the the longer term, the industry is up 4.5% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Feb 2026Mex$3.0tMex$3.6tMex$150.1b16.6x19.8x0.8x
Sun, 18 Jan 2026Mex$2.9tMex$3.6tMex$147.6b16.5x19.7x0.8x
Tue, 16 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.3x19.7x0.8x
Thu, 13 Nov 2025Mex$3.0tMex$3.6tMex$147.8b15.7x20.3x0.8x
Sat, 11 Oct 2025Mex$2.8tMex$3.6tMex$147.6b15.1x18.9x0.8x
Mon, 08 Sep 2025Mex$2.8tMex$3.6tMex$147.6b16.1x19.1x0.8x
Wed, 06 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.8x18.7x0.8x
Fri, 04 Jul 2025Mex$3.0tMex$3.5tMex$154.2b17.7x19.2x0.8x
Sun, 01 Jun 2025Mex$3.1tMex$3.5tMex$154.6b18.7x19.9x0.9x
Tue, 29 Apr 2025Mex$3.1tMex$3.5tMex$156.2b17.4x19.7x0.9x
Thu, 27 Mar 2025Mex$2.8tMex$3.3tMex$160.4b15.5x17.4x0.8x
Sat, 22 Feb 2025Mex$2.8tMex$3.3tMex$162.4b15.1x17.1x0.9x
Mon, 20 Jan 2025Mex$2.6tMex$3.2tMex$161.2b14.7x16.2x0.8x
Wed, 18 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.7x17.4x0.9x
Fri, 15 Nov 2024Mex$2.8tMex$3.2tMex$160.9b15.9x17.4x0.9x
Sun, 13 Oct 2024Mex$2.9tMex$3.2tMex$161.3b16.8x18.1x0.9x
Tue, 10 Sep 2024Mex$3.0tMex$3.2tMex$161.6b16.8x18.6x0.9x
Thu, 08 Aug 2024Mex$3.0tMex$3.2tMex$161.3b16.5x18.8x1x
Sat, 06 Jul 2024Mex$3.0tMex$3.1tMex$155.2b17.5x19x0.9x
Mon, 03 Jun 2024Mex$3.0tMex$3.1tMex$154.9b18x19.4x1x
Wed, 01 May 2024Mex$3.2tMex$3.1tMex$157.1b16.4x20.1x1x
Fri, 29 Mar 2024Mex$3.3tMex$3.1tMex$162.2b17.1x20.1x1.1x
Sun, 25 Feb 2024Mex$3.3tMex$3.1tMex$161.6b16.5x20.3x1.1x
Tue, 23 Jan 2024Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Thu, 21 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Sat, 18 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.3x1x
Mon, 16 Oct 2023Mex$3.0tMex$3.3tMex$170.9b15.4x17.6x0.9x
Wed, 13 Sep 2023Mex$3.2tMex$3.3tMex$170.5b16.4x18.8x1x
Fri, 11 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.7x19.2x1x
Sun, 09 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.7x19.6x1x
Tue, 06 Jun 2023Mex$3.1tMex$3.2tMex$160.7b16.1x19.2x1x
Thu, 04 May 2023Mex$3.2tMex$3.1tMex$161.8b16.4x19.7x1x
Sat, 01 Apr 2023Mex$3.2tMex$3.0tMex$154.1b17.1x20.9x1.1x
Mon, 27 Feb 2023Mex$3.1tMex$3.0tMex$154.1b17x20.4x1x
Price to Earnings Ratio

20.4x


Total Market Cap: Mex$3.1tTotal Earnings: Mex$154.1bTotal Revenue: Mex$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 19x202420252026
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 19.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.92x.
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 5.9% 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 Market0.061%
Consumer Staples-0.80%
Beverage0.20%
Food and Staples Retail-0.79%
Household Products-1.83%
Food-2.53%
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 15.2%, which is higher than its past year's earnings decline of 1.2% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 15.8x.
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 decline of 1.2% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 4.2% 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
AC * Arca Continental. deMex$209.961.5%
+Mex$5.3b		0.5%PE18.2x
HERDEZ * Grupo Herdez. deMex$86.2318.7%
+Mex$4.4b		57.0%PE17.8x
FRAGUA B Corporativo Fragua. deMex$539.742.0%
+Mex$1.0b		-5.4%PE10.4x
LACOMER UBC La Comer. deMex$38.921.8%
+Mex$735.1m		10.6%PE16.5x
CUERVO * Becle. deMex$18.680.7%
+Mex$466.9m		-3.7%PE7.6x

Latest News

HERDEZ *
Mex$86.23
Grupo Herdez. de
7D
18.7%
1Y
57.0%
CUERVO *
Mex$18.68
Becle. de
7D
0.7%
1Y
-3.7%
BIMBO A
Mex$64.89
Grupo Bimbo. de
7D
-2.4%
1Y
14.4%

BIMBO A: Higher Margin Assumptions Will Likely Fail To Justify Current Price

Analysts now value Grupo Bimbo at a fair price target of MX$51.00, up from MX$49.00. The new target reflects updated views on a lower assumed future P/E multiple and a higher projected profit margin, which together offset more conservative revenue growth expectations and a slightly higher discount rate.
SIGMAF A
Mex$18.26
Sigma Foods. de
7D
-0.7%
1Y
6.8%
AC *
Mex$209.96
Arca Continental. de
7D
1.5%
1Y
0.5%

AC *: Mixed Research Views Will Shape Expectations For Margins And P/E

Analysts have made a small upward revision to their fair value estimate for Arca Continental to MX$226.16. This reflects a slightly lower discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions following mixed recent research that included an upgrade at one firm and a MX$10 price target trim at another.
FEMSA UBD
Mex$193.25
Fomento Económico Mexicano. de
7D
-0.6%
1Y
5.5%

Investors Appear Satisfied With Fomento Económico Mexicano, S.A.B. de C.V.'s (BMV:FEMSAUBD) Prospects

Feb 16
Investors Appear Satisfied With Fomento Económico Mexicano, S.A.B. de C.V.'s (BMV:FEMSAUBD) Prospects
GRUMA B
Mex$315.28
Gruma. de
7D
-7.9%
1Y
-11.2%

Is Gruma. de (BMV:GRUMAB) A Risky Investment?

Feb 15
Is Gruma. de (BMV:GRUMAB) A Risky Investment?
KIMBER A
Mex$41.83
Kimberly-Clark de México S. A. B. de C. V
7D
-1.8%
1Y
29.3%
CULTIBA B
Mex$12.21
Organización Cultiba. de
7D
1.3%
1Y
14.1%
SORIANA B
Mex$38.00
Organización Soriana S. A. B. de C. V
7D
-0.5%
1Y
35.2%
LACOMER UBC
Mex$38.92
La Comer. de
7D
1.8%
1Y
10.6%

LACOMER UBC: Future Earnings Will Likely Be Supported By Stable P/E Assumptions

Analysts have kept their fair value estimate for La Comer steady at $50.00, with only small technical adjustments to the discount rate, revenue growth, profit margin and future P/E inputs to reflect updated model assumptions rather than a change in conviction. Valuation Changes Fair Value Estimate: Kept unchanged at MX$50.00 per share, reflecting the same headline assessment for La Comer.
CHDRAUI B
Mex$113.63
Grupo Comercial Chedraui. de
7D
-5.9%
1Y
-8.0%

CHDRAUI B: Softer Assumptions Will Still Support Upside Toward MXN 156

Analysts have slightly reduced their price target for Grupo Comercial Chedraui to align with an updated fair value of about $155.93. This change reflects modestly softer assumptions on revenue growth and profit margins, along with a slightly higher future P/E outlook.
FRAGUA B
Mex$539.74
Corporativo Fragua. de
7D
2.0%
1Y
-5.4%

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

Dec 20
Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?
WALMEX *
Mex$57.76
Wal-Mart de México. de
7D
-0.4%
1Y
2.3%

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