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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies15
  • 7D-1.4%
  • 3M1.5%
  • 1Y3.4%
  • YTD3.5%

Over the last 7 days, the Consumer Staples industry has dropped 1.1%, driven by Wal-Mart de México. de declining 1.1%. In the past year, the industry has gained 3.5%. Looking forward, earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026Mex$2.9tMex$3.6tMex$152.4b16.3x19.2x0.8x
Mon, 09 Mar 2026Mex$2.9tMex$3.6tMex$152.9b16.3x18.9x0.8x
Wed, 04 Feb 2026Mex$2.8tMex$3.6tMex$147.2b16.7x19.3x0.8x
Fri, 02 Jan 2026Mex$2.9tMex$3.6tMex$147.8b17.2x19.3x0.8x
Sun, 30 Nov 2025Mex$2.9tMex$3.6tMex$148.0b16.3x19.8x0.8x
Tue, 28 Oct 2025Mex$2.9tMex$3.6tMex$153.3b14.8x18.9x0.8x
Thu, 25 Sep 2025Mex$2.9tMex$3.6tMex$147.7b15.7x19.4x0.8x
Sat, 23 Aug 2025Mex$2.8tMex$3.6tMex$147.5b17.1x19.3x0.8x
Mon, 21 Jul 2025Mex$2.8tMex$3.5tMex$152.7b17.3x18.2x0.8x
Wed, 18 Jun 2025Mex$2.9tMex$3.5tMex$154.4b17.6x19.1x0.8x
Fri, 16 May 2025Mex$3.1tMex$3.5tMex$155.1b17.4x19.8x0.9x
Sun, 13 Apr 2025Mex$2.9tMex$3.5tMex$156.3b16.6x18.3x0.8x
Tue, 11 Mar 2025Mex$2.7tMex$3.3tMex$144.2b14.3x19.1x0.8x
Thu, 06 Feb 2025Mex$2.7tMex$3.2tMex$161.1b14.9x16.8x0.8x
Sat, 04 Jan 2025Mex$2.7tMex$3.2tMex$161.0b14.8x16.7x0.8x
Mon, 02 Dec 2024Mex$2.7tMex$3.2tMex$160.9b15.2x16.9x0.8x
Wed, 30 Oct 2024Mex$2.9tMex$3.2tMex$160.9b16.1x17.8x0.9x
Fri, 27 Sep 2024Mex$3.0tMex$3.2tMex$161.5b17.6x18.6x1x
Sun, 25 Aug 2024Mex$3.1tMex$3.2tMex$161.2b16.2x19x1x
Tue, 23 Jul 2024Mex$3.1tMex$3.1tMex$156.1b17.5x19.6x1x
Thu, 20 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.3x19.5x1x
Sat, 18 May 2024Mex$3.1tMex$3.1tMex$154.5b16.5x20.2x1x
Mon, 15 Apr 2024Mex$3.1tMex$3.1tMex$161.2b17.2x19.3x1x
Wed, 13 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.9x19.7x1x
Fri, 09 Feb 2024Mex$3.5tMex$3.2tMex$180.1b16x19.2x1.1x
Sun, 07 Jan 2024Mex$3.4tMex$3.3tMex$178.3b15.9x18.9x1x
Tue, 05 Dec 2023Mex$3.3tMex$3.3tMex$178.6b15.9x18.3x1x
Thu, 02 Nov 2023Mex$3.1tMex$3.3tMex$178.7b15.6x17.4x0.9x
Sat, 30 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.2x18.6x1x
Mon, 28 Aug 2023Mex$3.3tMex$3.3tMex$170.4b16.9x19.2x1x
Wed, 26 Jul 2023Mex$3.2tMex$3.2tMex$167.7b16.4x19.2x1x
Fri, 23 Jun 2023Mex$3.2tMex$3.2tMex$160.6b16.5x19.7x1x
Sun, 21 May 2023Mex$3.2tMex$3.2tMex$160.7b16.7x19.9x1x
Tue, 18 Apr 2023Mex$3.2tMex$3.0tMex$153.2b16.9x20.8x1.1x
Price to Earnings Ratio

20.8x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$153.2bTotal Revenue: Mex$3.0tTotal 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 6.2% 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 Market0.99%
Consumer Staples-1.38%
Beverage0.58%
Food and Staples Retail-2.22%
Food-2.55%
Household Products-4.62%
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 13.7%, 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 3.9% 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$214.032.2%
+Mex$7.7b		5.2%PE18.5x
FRAGUA B Corporativo Fragua. deMex$517.002.4%
+Mex$1.1b		-2.5%PE10.6x
HERDEZ * Grupo Herdez. deMex$87.573.0%
+Mex$820.1m		59.6%PE15.8x

Latest News

SORIANA B
Mex$34.93
Organización Soriana S. A. B. de C. V
7D
-3.4%
1Y
29.9%
CHDRAUI B
Mex$104.78
Grupo Comercial Chedraui. de
7D
-2.2%
1Y
-12.2%
FRAGUA B
Mex$517.00
Corporativo Fragua. de
7D
2.4%
1Y
-2.5%
FEMSA UBD
Mex$201.55
Fomento Económico Mexicano. de
7D
-0.2%
1Y
0.9%

FEMSA UBD: Future Returns Will Depend On Reduced Profit Margin Assumptions

Analysts have reduced their MX$ fair value estimate for Fomento Económico Mexicano, de. from about MX$181 to roughly MX$137, reflecting more cautious assumptions on revenue growth, profit margins and future P/E levels.
SIGMAF A
Mex$17.66
Sigma Foods. de
7D
-2.3%
1Y
38.2%
GRUMA B
Mex$307.16
Gruma. de
7D
-5.0%
1Y
-16.4%
HERDEZ *
Mex$87.57
Grupo Herdez. de
7D
3.0%
1Y
59.6%
AC *
Mex$214.03
Arca Continental. de
7D
2.2%
1Y
5.2%

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.
BIMBO A
Mex$57.91
Grupo Bimbo. de
7D
-2.2%
1Y
-0.4%

BIMBO A: Higher Margin Support And Firm P/E Assumptions Will Drive ReRating

Analysts lifted the price target on Grupo Bimbo to MX$75 from MX$72, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly different forward P/E multiple in their models. Analyst Commentary Recent research points to a more constructive view on Grupo Bimbo, with the latest price target adjustment to MX$75 highlighting increased confidence in the company’s ability to support a higher valuation under updated assumptions.
KIMBER A
Mex$41.33
Kimberly-Clark de México S. A. B. de C. V
7D
-4.6%
1Y
30.1%
WALMEX *
Mex$57.77
Wal-Mart de México. de
7D
-2.4%
1Y
3.8%

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