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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies16
  • 7D-0.4%
  • 3M-0.1%
  • 1Y3.2%
  • YTD1.1%

Over the last 7 days, the Consumer Staples industry has remained flat, although notably Sigma Foods. de declined by 4.5%. The past year has been better, since the industry has gained 3.2% in that time. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026Mex$2.9tMex$3.6tMex$152.5b16.1x18.9x0.8x
Thu, 05 Feb 2026Mex$2.9tMex$3.6tMex$147.2b16.6x19.7x0.8x
Sat, 03 Jan 2026Mex$2.9tMex$3.6tMex$147.8b17.2x19.3x0.8x
Mon, 01 Dec 2025Mex$2.9tMex$3.6tMex$148.0b16.3x19.8x0.8x
Wed, 29 Oct 2025Mex$2.9tMex$3.6tMex$149.2b15.1x19.7x0.8x
Fri, 26 Sep 2025Mex$2.9tMex$3.6tMex$147.7b15.5x19.3x0.8x
Sun, 24 Aug 2025Mex$2.8tMex$3.6tMex$147.5b17.1x19.3x0.8x
Tue, 22 Jul 2025Mex$2.7tMex$3.5tMex$152.7b16.9x17.9x0.8x
Thu, 19 Jun 2025Mex$3.0tMex$3.5tMex$154.4b17.5x19.1x0.8x
Sat, 17 May 2025Mex$3.1tMex$3.5tMex$155.1b17.6x19.8x0.9x
Mon, 14 Apr 2025Mex$2.9tMex$3.5tMex$156.3b16.6x18.3x0.8x
Wed, 12 Mar 2025Mex$2.7tMex$3.3tMex$144.1b13.9x18.9x0.8x
Fri, 07 Feb 2025Mex$2.7tMex$3.2tMex$161.0b15.1x16.7x0.8x
Sun, 05 Jan 2025Mex$2.6tMex$3.2tMex$161.0b14.8x16.4x0.8x
Tue, 03 Dec 2024Mex$2.7tMex$3.2tMex$160.9b15.2x16.9x0.8x
Thu, 31 Oct 2024Mex$2.8tMex$3.2tMex$160.9b15.9x17.6x0.9x
Sat, 28 Sep 2024Mex$3.0tMex$3.2tMex$161.5b17.6x18.6x0.9x
Mon, 26 Aug 2024Mex$3.1tMex$3.2tMex$161.2b16.2x19x1x
Wed, 24 Jul 2024Mex$3.1tMex$3.1tMex$156.2b17.5x19.7x1x
Fri, 21 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.5x19.5x1x
Sun, 19 May 2024Mex$3.1tMex$3.1tMex$154.5b17.1x20.1x1x
Tue, 16 Apr 2024Mex$3.1tMex$3.1tMex$161.3b17.1x19.3x1x
Thu, 14 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.8x19.7x1x
Sat, 10 Feb 2024Mex$3.4tMex$3.2tMex$180.0b15.9x19.1x1.1x
Mon, 08 Jan 2024Mex$3.4tMex$3.3tMex$178.3b15.9x18.9x1x
Wed, 06 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.3x1x
Fri, 03 Nov 2023Mex$3.1tMex$3.3tMex$178.7b15.9x17.6x0.9x
Sun, 01 Oct 2023Mex$3.2tMex$3.3tMex$170.6b16.2x18.6x1x
Tue, 29 Aug 2023Mex$3.3tMex$3.3tMex$170.4b16.9x19.2x1x
Thu, 27 Jul 2023Mex$3.2tMex$3.2tMex$167.9b16.4x19.3x1x
Sat, 24 Jun 2023Mex$3.1tMex$3.2tMex$160.6b16.4x19.6x1x
Mon, 22 May 2023Mex$3.2tMex$3.2tMex$160.7b16.7x19.9x1x
Wed, 19 Apr 2023Mex$3.2tMex$3.0tMex$153.2b17x20.7x1.1x
Fri, 17 Mar 2023Mex$3.2tMex$3.1tMex$156.3b16.5x20.5x1.1x
Price to Earnings Ratio

20.5x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$156.3bTotal Revenue: Mex$3.1tTotal 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 6.0% 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-2.15%
Consumer Staples-0.37%
Beverage-0.15%
Food and Staples Retail-0.34%
Food-0.48%
Household Products-2.02%
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 14.8%, which is lower than the prior year's growth of 19.1% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 15.7x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 15% 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 4.2% 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$203.491.1%
+Mex$3.8b		-1.8%PE17.6x
GRUMA B Gruma. deMex$312.582.3%
+Mex$2.3b		-12.8%PE11.7x
LACOMER UBC La Comer. deMex$39.013.8%
+Mex$1.6b		21.0%PE15.9x
WALMEX * Wal-Mart de México. deMex$55.760.1%
+Mex$1.2b		4.2%PE19.3x
BIMBO A Grupo Bimbo. deMex$61.300.2%
+Mex$645.7m		12.2%PE23.7x

Latest News

CHDRAUI B
Mex$107.93
Grupo Comercial Chedraui. de
7D
-1.2%
1Y
-3.7%

CHDRAUI B: Dividend Plan Will Support Upside Despite Recent Caution

Analysts have trimmed their price target on Grupo Comercial Chedraui from MX$130.00 to MX$126.00, reflecting updated views on growth, margins and valuation metrics in line with recent Street research, including the MX$140 target cited by Barclays. Analyst Commentary Bearish analysts have recently shifted to a more cautious stance on Grupo Comercial Chedraui, with lower price targets signaling reduced conviction around the risk and reward balance at current levels.
GRUMA B
Mex$312.58
Gruma. de
7D
2.3%
1Y
-12.8%

GRUMA B: Higher Margin Outlook Will Support Further Upside Potential

Analysts have nudged their price target for Gruma slightly lower to MX$380.77 from MX$382.77, reflecting updated views on more moderate revenue growth, a higher profit margin outlook, and a reduced future P/E assumption. Valuation Changes Fair Value: trimmed slightly to MX$380.77 from MX$382.77, a reduction of about MX$2 per share.
FEMSA UBD
Mex$192.50
Fomento Económico Mexicano. de
7D
-0.4%
1Y
-1.6%
SIGMAF A
Mex$17.64
Sigma Foods. de
7D
-4.5%
1Y
7.4%

SIGMAF A: Neutral JPMorgan Initiation Will Support Balanced Execution And Risk Profile

Analysts have reaffirmed their MX$20.29 price target on Sigma Foods de, with the neutral stance supported by recent Street research that highlights a balanced risk and reward profile for the shares. Analyst Commentary Bullish Takeaways Bullish analysts view the MX$20.29 target as consistent with current execution, arguing that it fairly reflects the company’s ability to hold its position in the food sector without requiring aggressive growth assumptions.
BIMBO A
Mex$61.30
Grupo Bimbo. de
7D
0.2%
1Y
12.2%

BIMBO A: Higher Margin Outlook Will Support ReRating Potential

Narrative Update on Grupo Bimbo Analysts have lifted their price target on Grupo Bimbo shares from MX$72 to MX$75, pointing to updated assumptions around revenue growth, profit margins, and a lower forward P/E multiple as key drivers of the change. Analyst Commentary Recent street research has put a bit more optimism around Grupo Bimbo, with bullish analysts lifting their price target to MX$75 from MX$72.
LACOMER UBC
Mex$39.01
La Comer. de
7D
3.8%
1Y
21.0%
AC *
Mex$203.49
Arca Continental. de
7D
1.1%
1Y
-1.8%

AC *: Higher Margins And Richer P/E Assumptions Support Upbeat Outlook

Analysts nudged their fair value estimate for Arca Continental up by MX$2 to MX$228, reflecting updated assumptions for slightly lower revenue growth, a modestly higher profit margin, and a marginally richer future P/E multiple despite mixed recent Street research on the name. Analyst Commentary Recent Street research on Arca Continental has sent mixed signals, with one upgrade contrasted by a trimmed price target.
FRAGUA B
Mex$523.99
Corporativo Fragua. de
7D
-2.4%
1Y
0.6%
CUERVO *
Mex$16.35
Becle. de
7D
-4.0%
1Y
-12.0%
HERDEZ *
Mex$83.50
Grupo Herdez. de
7D
-2.8%
1Y
47.3%
SORIANA B
Mex$35.00
Organización Soriana S. A. B. de C. V
7D
-6.6%
1Y
31.7%
WALMEX *
Mex$55.76
Wal-Mart de México. de
7D
0.1%
1Y
4.2%
KIMBER A
Mex$41.15
Kimberly-Clark de México S. A. B. de C. V
7D
-2.0%
1Y
28.2%