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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies15
  • 7D-0.2%
  • 3M3.1%
  • 1Y4.2%
  • YTD4.7%

Over the last 7 days, the Consumer Staples industry has dropped 1.3%, driven by a pullback from Wal-Mart de México. de of 2.1%. Over the last year, the industry has been flat overall. 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
Thu, 09 Apr 2026Mex$3.0tMex$3.6tMex$152.5b16.5x19.4x0.8x
Sat, 07 Mar 2026Mex$2.9tMex$3.6tMex$152.9b16.3x19.1x0.8x
Mon, 02 Feb 2026Mex$2.8tMex$3.6tMex$147.3b16.4x19.3x0.8x
Wed, 31 Dec 2025Mex$2.8tMex$3.6tMex$147.8b17.3x19.3x0.8x
Fri, 28 Nov 2025Mex$2.9tMex$3.6tMex$148.0b15.5x19.3x0.8x
Sun, 26 Oct 2025Mex$2.9tMex$3.6tMex$153.3b14.7x18.8x0.8x
Tue, 23 Sep 2025Mex$2.9tMex$3.6tMex$147.7b15.7x19.3x0.8x
Thu, 21 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.8x19.1x0.8x
Sat, 19 Jul 2025Mex$2.8tMex$3.5tMex$152.7b17.3x18.2x0.8x
Mon, 16 Jun 2025Mex$3.0tMex$3.5tMex$154.3b17.7x19.4x0.9x
Wed, 14 May 2025Mex$3.1tMex$3.5tMex$154.9b17.8x19.9x0.9x
Fri, 11 Apr 2025Mex$2.9tMex$3.5tMex$156.4b16.6x18.3x0.8x
Sun, 09 Mar 2025Mex$2.8tMex$3.3tMex$144.1b14.3x19.4x0.9x
Tue, 04 Feb 2025Mex$2.7tMex$3.2tMex$161.1b14.8x16.5x0.8x
Thu, 02 Jan 2025Mex$2.7tMex$3.2tMex$161.1b15.1x16.7x0.8x
Sat, 30 Nov 2024Mex$2.7tMex$3.2tMex$160.9b15.2x16.8x0.8x
Mon, 28 Oct 2024Mex$2.8tMex$3.2tMex$161.8b16.3x17.5x0.9x
Wed, 25 Sep 2024Mex$3.0tMex$3.2tMex$161.3b17.8x18.6x1x
Fri, 23 Aug 2024Mex$3.1tMex$3.2tMex$161.4b16.3x19.1x1x
Sun, 21 Jul 2024Mex$3.1tMex$3.1tMex$155.9b17.4x19.7x1x
Tue, 18 Jun 2024Mex$3.0tMex$3.1tMex$155.6b17.1x19x0.9x
Thu, 16 May 2024Mex$3.1tMex$3.1tMex$154.6b16.3x20.1x1x
Sat, 13 Apr 2024Mex$3.1tMex$3.1tMex$161.5b17.3x19.4x1x
Mon, 11 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.9x19.7x1x
Wed, 07 Feb 2024Mex$3.5tMex$3.2tMex$180.0b15.9x19.3x1.1x
Fri, 05 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x18.8x1x
Sun, 03 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.3x1x
Tue, 31 Oct 2023Mex$3.1tMex$3.3tMex$178.5b15.9x17.4x0.9x
Thu, 28 Sep 2023Mex$3.2tMex$3.3tMex$170.7b16.4x18.7x1x
Sat, 26 Aug 2023Mex$3.3tMex$3.3tMex$170.4b16.6x19.2x1x
Mon, 24 Jul 2023Mex$3.3tMex$3.2tMex$167.7b16.4x19.4x1x
Wed, 21 Jun 2023Mex$3.2tMex$3.2tMex$160.6b16.5x19.8x1x
Fri, 19 May 2023Mex$3.2tMex$3.2tMex$160.8b16.8x20x1x
Sun, 16 Apr 2023Mex$3.2tMex$3.0tMex$153.2b17.2x20.8x1.1x
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 6.3% 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 Market0.80%
Consumer Staples-0.23%
Beverage0.20%
Food-0.19%
Food and Staples Retail-0.24%
Household Products-3.69%
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$210.340.4%
+Mex$1.4b		1.7%PE18.2x
CUERVO * Becle. deMex$16.691.2%
+Mex$682.3m		-16.0%PE6.9x
SIGMAF A Sigma Foods. deMex$18.190.7%
+Mex$667.0m		38.9%PE12.5x
HERDEZ * Grupo Herdez. deMex$86.591.8%
+Mex$504.9m		57.8%PE15.6x
BIMBO A Grupo Bimbo. deMex$59.350.2%
+Mex$473.4m		0.02%PE22.9x

Latest News

GRUMA B
Mex$315.59
Gruma. de
7D
-2.3%
1Y
-14.0%
FEMSA UBD
Mex$202.05
Fomento Económico Mexicano. de
7D
0.02%
1Y
2.4%
SIGMAF A
Mex$18.19
Sigma Foods. de
7D
0.7%
1Y
38.9%
HERDEZ *
Mex$86.59
Grupo Herdez. de
7D
1.8%
1Y
57.8%
CUERVO *
Mex$16.69
Becle. de
7D
1.2%
1Y
-16.0%

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.
CHDRAUI B
Mex$106.22
Grupo Comercial Chedraui. de
7D
-0.8%
1Y
-11.3%

CHDRAUI B: Dividend Plan And Refined Assumptions Will Support Bullish Outlook

Analysts have trimmed their price target on Grupo Comercial Chedraui to MX$140 from MX$150, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Bullish analysts view the revised MX$140 target as consistent with their updated assumptions on discount rates, revenue growth, margins and future P/E, rather than a shift in overall conviction on the company.
AC *
Mex$210.34
Arca Continental. de
7D
0.4%
1Y
1.7%

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$59.35
Grupo Bimbo. de
7D
0.2%
1Y
0.02%

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$41.73
Kimberly-Clark de México S. A. B. de C. V
7D
-3.7%
1Y
30.0%
LACOMER UBC
Mex$43.43
La Comer. de
7D
0.2%
1Y
21.8%
WALMEX *
Mex$59.14
Wal-Mart de México. de
7D
-0.05%
1Y
5.3%

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
FRAGUA B
Mex$508.67
Corporativo Fragua. de
7D
0.7%
1Y
-3.8%
SORIANA B
Mex$34.95
Organización Soriana S. A. B. de C. V
7D
-3.3%
1Y
30.0%
CULTIBA B
Mex$12.50
Organización Cultiba. de
7D
-1.6%
1Y
19.0%