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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedApr 20, 2026
DataAggregated Company Financials
Companies14
  • 7D-2.3%
  • 3M-0.5%
  • 1Y-3.4%
  • YTD1.4%

Over the last 7 days, the Consumer Staples industry has dropped 2.3%, driven by Wal-Mart de México. de declining 3.6%. The industry has fallen 3.4% in the last year. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026Mex$2.9tMex$3.6tMex$152.3b15.6x18.8x0.8x
Thu, 19 Mar 2026Mex$2.8tMex$3.6tMex$152.8b16.3x18.6x0.8x
Sat, 14 Feb 2026Mex$3.0tMex$3.6tMex$149.6b17.1x19.9x0.8x
Mon, 12 Jan 2026Mex$2.9tMex$3.6tMex$147.8b16.5x19.7x0.8x
Wed, 10 Dec 2025Mex$2.9tMex$3.6tMex$147.9b16x19.5x0.8x
Fri, 07 Nov 2025Mex$3.0tMex$3.6tMex$147.9b15.3x20x0.8x
Sun, 05 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.9x19.2x0.8x
Tue, 02 Sep 2025Mex$2.8tMex$3.6tMex$147.5b16.5x18.9x0.8x
Thu, 31 Jul 2025Mex$2.8tMex$3.6tMex$147.4b16.4x19.2x0.8x
Sat, 28 Jun 2025Mex$3.0tMex$3.5tMex$154.3b17.8x19.4x0.9x
Mon, 26 May 2025Mex$3.1tMex$3.5tMex$154.8b18.1x20x0.9x
Wed, 23 Apr 2025Mex$3.1tMex$3.5tMex$154.6b17.6x19.9x0.9x
Fri, 21 Mar 2025Mex$2.8tMex$3.3tMex$142.9b16x19.3x0.8x
Sun, 16 Feb 2025Mex$2.7tMex$3.3tMex$161.7b15.4x17x0.8x
Tue, 14 Jan 2025Mex$2.7tMex$3.2tMex$161.1b15.1x16.7x0.8x
Thu, 12 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.8x17.2x0.9x
Sat, 09 Nov 2024Mex$2.8tMex$3.2tMex$163.6b15.9x17.4x0.9x
Mon, 07 Oct 2024Mex$2.9tMex$3.2tMex$161.3b17.3x18.3x0.9x
Wed, 04 Sep 2024Mex$3.1tMex$3.2tMex$161.6b16.5x19x1x
Fri, 02 Aug 2024Mex$3.0tMex$3.2tMex$161.1b16.3x18.8x1x
Sun, 30 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.3x19.2x1x
Tue, 28 May 2024Mex$3.0tMex$3.1tMex$154.7b17x19.5x1x
Thu, 25 Apr 2024Mex$3.1tMex$3.1tMex$161.7b16.5x19.2x1x
Sat, 23 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.9x20x1x
Mon, 19 Feb 2024Mex$3.3tMex$3.2tMex$178.1b16.5x18.5x1x
Wed, 17 Jan 2024Mex$3.4tMex$3.3tMex$178.5b15.9x18.9x1x
Fri, 15 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.7x1x
Sun, 12 Nov 2023Mex$3.2tMex$3.3tMex$178.6b15.9x18x1x
Tue, 10 Oct 2023Mex$3.1tMex$3.3tMex$170.9b16.1x18.2x0.9x
Thu, 07 Sep 2023Mex$3.2tMex$3.3tMex$170.7b16.6x18.9x1x
Sat, 05 Aug 2023Mex$3.2tMex$3.3tMex$170.5b16.8x18.8x1x
Mon, 03 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.2x19.6x1x
Wed, 31 May 2023Mex$3.1tMex$3.2tMex$160.8b16.2x19.4x1x
Fri, 28 Apr 2023Mex$3.2tMex$3.1tMex$155.0b17x20.5x1x
Price to Earnings Ratio

20.5x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$155.0bTotal Revenue: Mex$3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 18.9x202420252026
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 18.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
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 5.5% 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-0.72%
Consumer Staples-2.27%
Household Products0.34%
Beverage-1.25%
Food-2.18%
Food and Staples Retail-3.42%
Industry PE
  • Investors are most optimistic about the Beverage industry, which is trading close to its 3-year average PE ratio of 20.3x.
    • Analysts are expecting annual earnings growth of 13.9%, which is lower than the prior year's growth of 19.1% per year.
  • Investors are most pessimistic about the Food industry, which is trading close to its 3-year average of 17.1x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 14% over the next 5 years.
  • However this is lower than its past earnings growth rate of 19% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 4.3% 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
BIMBO A Grupo Bimbo. deMex$57.700.6%
+Mex$1.5b		-7.8%PE22.3x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$41.781.1%
+Mex$1.4b		26.9%PE16.5x
SIGMAF A Sigma Foods. deMex$17.670.2%
+Mex$222.3m		44.1%PE12.2x
LACOMER UBC La Comer. deMex$42.640.1%
+Mex$65.8m		14.4%PE17.4x
CULTIBA B Organización Cultiba. deMex$12.750.4%
+Mex$34.0m		n/aPE5.6x

Latest News

CHDRAUI B
Mex$100.13
Grupo Comercial Chedraui. de
7D
-4.4%
1Y
-17.7%
LACOMER UBC
Mex$42.64
La Comer. de
7D
0.1%
1Y
14.4%
SIGMAF A
Mex$17.67
Sigma Foods. de
7D
0.2%
1Y
44.1%

SIGMAF A: Neutral Coverage And Margin Discipline Will Support Future Upside Potential

Analysts now set their fair value price target for Sigma Foods at MX$20.90, up from MX$20.54, citing updated assumptions around slightly softer revenue growth, a modestly higher profit margin outlook, and a refined future P/E of 19.63x following recent neutral coverage from the Street. Analyst Commentary Bullish Takeaways Bullish analysts view the refined P/E of 19.63x as broadly aligned with a company that is expected to deliver steadier execution, so they see the MX$20.90 fair value as a reasonable reflection of current assumptions.
BIMBO A
Mex$57.70
Grupo Bimbo. de
7D
0.6%
1Y
-7.8%

BIMBO A: Higher MX$75 P/E Assumptions Will Likely Prove Too Demanding

Analysts have nudged their price target on Grupo Bimbo up to MX$75 from MX$72, citing updated assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary The new MX$75 price target reflects updated assumptions around revenue, margins and P/E levels, but not all commentary skews optimistic.
SORIANA B
Mex$34.45
Organización Soriana S. A. B. de C. V
7D
-1.0%
1Y
32.0%
HERDEZ *
Mex$70.75
Grupo Herdez. de
7D
-4.4%
1Y
29.6%
CULTIBA B
Mex$12.75
Organización Cultiba. de
7D
0.4%
1Y
n/a
FEMSA UBD
Mex$202.75
Fomento Económico Mexicano. de
7D
-0.04%
1Y
-1.5%
FRAGUA B
Mex$504.00
Corporativo Fragua. de
7D
-1.3%
1Y
-3.8%
CUERVO *
Mex$15.56
Becle. de
7D
-5.1%
1Y
-28.1%

CUERVO *: Cautious Consumer Backdrop Will Test Margins And Execution

Analysts have adjusted the fair value estimate for Becle to MX$17 from MX$19, reflecting lower assumed revenue growth and profit margins, along with a slightly higher future P/E multiple. This follows recent research that highlights a cautious view on the Mexican consumer and notes a reduced Street price target of MX$19.
AC *
Mex$208.00
Arca Continental. de
7D
-2.1%
1Y
-3.0%

AC *: Fair Value View Balances Mixed Rating Shifts With Execution Risk

Analysts have nudged the fair value estimate for Arca Continental up by MX$1.5 to MX$229.5. This reflects a balance between recent mixed price target revisions and slightly adjusted assumptions for revenue growth, profit margins, and forward P/E. Analyst Commentary Recent research on Arca Continental points to a mixed but measured stance, with some analysts trimming targets and others taking a more constructive view.
KIMBER A
Mex$41.78
Kimberly-Clark de México S. A. B. de C. V
7D
1.1%
1Y
26.9%
WALMEX *
Mex$55.64
Wal-Mart de México. de
7D
-4.7%
1Y
-8.5%

Analysts Have Made A Financial Statement On Wal-Mart de México, S.A.B. de C.V.'s (BMV:WALMEX) Annual Report

Mar 29
Analysts Have Made A Financial Statement On Wal-Mart de México, S.A.B. de C.V.'s (BMV:WALMEX) Annual Report