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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies17
  • 7D1.5%
  • 3M5.0%
  • 1Y6.0%
  • YTD6.8%

In the last week, the Consumer Staples industry is up 1.5%, with Arca Continental. de leading the way, up 2.6%. This takes the industry's 12 month performance to a gain of 6.0%. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Dec 2025Mex$2.9tMex$3.6tMex$148.1b15.3x19.5x0.8x
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
Sun, 12 Feb 2023Mex$3.1tMex$3.0tMex$142.8b19.7x21.8x1x
Tue, 10 Jan 2023Mex$3.1tMex$3.0tMex$142.3b19.9x22.1x1.1x
Thu, 08 Dec 2022Mex$3.1tMex$3.0tMex$142.5b18.3x21.7x1x
Price to Earnings Ratio

21.7x


Total Market Cap: Mex$3.1tTotal Earnings: Mex$142.5bTotal Revenue: Mex$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 19.2x202320242025
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 19.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.94x.
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 6.9% 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 Market2.26%
Consumer Staples1.53%
Household Products7.12%
Food2.08%
Beverage1.59%
Food and Staples Retail0.87%
Industry PE
  • Investors are most optimistic about the Beverage industry, which is trading close to its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 16.3%, which is higher than its past year's earnings growth of 2.3% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 16.4x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 2.3% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 5.0% 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$186.752.6%
+Mex$7.9b		8.6%PE15.7x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$38.987.1%
+Mex$7.8b		42.6%PE16.3x
FEMSA UBD Fomento Económico Mexicano. deMex$176.550.8%
+Mex$4.6b		-1.3%PE44.1x
GRUMA B Gruma. deMex$323.574.3%
+Mex$4.6b		-6.2%PE11.1x
SORIANA B Organización Soriana S. A. B. de C. VMex$31.059.0%
+Mex$4.6b		1.8%PE14.5x

Latest News

ACCELSA B
Mex$22.17
Accel. de
7D
-1.9%
1Y
n/a
SORIANA B
Mex$31.05
Organización Soriana S. A. B. de C. V
7D
9.0%
1Y
1.8%

SORIANA B: Lower Profit Margins Will Likely Pressure Future Performance

Analysts have lowered their price target for Organización Soriana S. A.
AC *
Mex$186.75
Arca Continental. de
7D
2.6%
1Y
8.6%

AC *: Recent Upgrade Will Support Sustained Compounding as Entry Point Improves

Analysts have raised their price target for Arca Continental to MXN 225 from MXN 218, citing an attractive entry point and the company's potential for sustained growth. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent share price levels provide an attractive entry point and potential upside for investors.
CUERVO *
Mex$22.03
Becle. de
7D
3.3%
1Y
-15.9%

CUERVO *: Higher Margins Will Support Future Share Price Strength

Analysts have slightly lowered their fair value target for Becle, decreasing it from $28.62 to $27.98. This reflects adjustments based on updated estimates for revenue growth and profit margins.
BIMBO A
Mex$58.15
Grupo Bimbo. de
7D
1.8%
1Y
-2.7%

Are Investors Undervaluing Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBOA) By 42%?

Nov 27
Are Investors Undervaluing Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBOA) By 42%?
GRUMA B
Mex$323.57
Gruma. de
7D
4.3%
1Y
-6.2%

GRUMA B: Future Margins Will Improve Modestly as Profitability Trends Upward

Analysts have slightly lowered their price target for Gruma.de from $394.69 to $393.54, citing marginal adjustments in revenue growth and profit margin expectations. Valuation Changes Fair Value: Decreased slightly from MX$394.69 to MX$393.54.
FEMSA UBD
Mex$176.55
Fomento Económico Mexicano. de
7D
0.8%
1Y
-1.3%

Estimating The Fair Value Of Fomento Económico Mexicano, S.A.B. de C.V. (BMV:FEMSAUBD)

Nov 26
Estimating The Fair Value Of Fomento Económico Mexicano, S.A.B. de C.V. (BMV:FEMSAUBD)
KIMBER A
Mex$38.98
Kimberly-Clark de México S. A. B. de C. V
7D
7.1%
1Y
42.6%
WALMEX *
Mex$61.99
Wal-Mart de México. de
7D
0.4%
1Y
15.0%
HERDEZ *
Mex$73.15
Grupo Herdez. de
7D
-1.5%
1Y
44.4%