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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedJan 21, 2026
DataAggregated Company Financials
Companies17
  • 7D0.2%
  • 3M0.2%
  • 1Y6.2%
  • YTD1.4%

Over the last 7 days, the Consumer Staples industry has remained flat, although notably Arca Continental. de gained 5.0%. As for the the longer term, the industry is up 6.2% over the past 12 months. 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
Wed, 21 Jan 2026Mex$2.9tMex$3.6tMex$147.6b16.2x19.8x0.8x
Fri, 19 Dec 2025Mex$2.8tMex$3.6tMex$147.8b16.6x19.1x0.8x
Sun, 16 Nov 2025Mex$2.9tMex$3.6tMex$147.8b15.6x19.7x0.8x
Tue, 14 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.1x19x0.8x
Thu, 11 Sep 2025Mex$2.8tMex$3.6tMex$147.5b15.8x19x0.8x
Sat, 09 Aug 2025Mex$2.8tMex$3.6tMex$147.5b16.7x19x0.8x
Mon, 07 Jul 2025Mex$3.0tMex$3.5tMex$154.2b17.7x19.2x0.8x
Wed, 04 Jun 2025Mex$3.1tMex$3.5tMex$154.5b18.4x19.8x0.9x
Fri, 02 May 2025Mex$3.1tMex$3.5tMex$155.0b17.2x19.7x0.9x
Sun, 30 Mar 2025Mex$2.8tMex$3.3tMex$157.6b15.7x17.9x0.9x
Tue, 25 Feb 2025Mex$2.8tMex$3.3tMex$162.1b15x17.1x0.9x
Thu, 23 Jan 2025Mex$2.7tMex$3.2tMex$161.0b14.9x16.6x0.8x
Sat, 21 Dec 2024Mex$2.7tMex$3.2tMex$160.7b15.6x17x0.8x
Mon, 18 Nov 2024Mex$2.8tMex$3.2tMex$160.9b15.9x17.2x0.9x
Wed, 16 Oct 2024Mex$2.9tMex$3.2tMex$161.5b16.7x18x0.9x
Fri, 13 Sep 2024Mex$3.0tMex$3.2tMex$161.4b17.4x18.6x0.9x
Sun, 11 Aug 2024Mex$3.1tMex$3.2tMex$161.1b16.6x19x1x
Tue, 09 Jul 2024Mex$2.9tMex$3.1tMex$154.9b17.5x19x1x
Thu, 06 Jun 2024Mex$3.0tMex$3.1tMex$155.1b17.3x19.3x1x
Sat, 04 May 2024Mex$3.1tMex$3.1tMex$153.8b17.1x19.9x1x
Mon, 01 Apr 2024Mex$3.3tMex$3.1tMex$161.5b17.1x20.2x1.1x
Wed, 28 Feb 2024Mex$3.3tMex$3.1tMex$162.5b16.8x20x1.1x
Fri, 26 Jan 2024Mex$3.3tMex$3.3tMex$178.5b15.9x18.5x1x
Sun, 24 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Tue, 21 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.3x1x
Thu, 19 Oct 2023Mex$3.0tMex$3.3tMex$170.8b15.9x17.7x0.9x
Sat, 16 Sep 2023Mex$3.1tMex$3.3tMex$170.5b16.1x18.4x1x
Mon, 14 Aug 2023Mex$3.2tMex$3.3tMex$170.5b16.4x18.9x1x
Wed, 12 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.6x19.5x1x
Fri, 09 Jun 2023Mex$3.1tMex$3.2tMex$160.7b16.2x19.6x1x
Sun, 07 May 2023Mex$3.2tMex$3.1tMex$162.2b16.4x19.9x1x
Tue, 04 Apr 2023Mex$3.2tMex$3.0tMex$154.1b17.1x20.9x1.1x
Thu, 02 Mar 2023Mex$3.2tMex$3.0tMex$155.8b17x20.3x1x
Sat, 28 Jan 2023Mex$3.3tMex$3.0tMex$142.8b20.7x22.8x1.1x
Price to Earnings Ratio

22.8x


Total Market Cap: Mex$3.3tTotal Earnings: Mex$142.8bTotal Revenue: Mex$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 19.1x202420252026
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 19.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
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 Market1.48%
Consumer Staples0.23%
Household Products0.42%
Food0.35%
Beverage0.29%
Food and Staples Retail0.11%
Industry PE
  • Investors are most optimistic about the Beverage industry which is trading above its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 14.6%, 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 16.0x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 15% 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 5.4% 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$198.335.0%
+Mex$15.9b		9.8%PE16.6x
WALMEX * Wal-Mart de México. deMex$58.030.3%
+Mex$2.8b		3.1%PE19.9x
SIGMAF A Sigma Foods. deMex$17.142.3%
+Mex$2.2b		9.2%PE20.3x
GRUMA B Gruma. deMex$310.231.3%
+Mex$1.4b		-5.0%PE11.1x
CHDRAUI B Grupo Comercial Chedraui. deMex$124.111.1%
+Mex$1.3b		0.5%PE18.1x

Latest News

BIMBO A
Mex$61.10
Grupo Bimbo. de
7D
-0.3%
1Y
15.0%

These 4 Measures Indicate That Grupo Bimbo. de (BMV:BIMBOA) Is Using Debt Extensively

Jan 21
These 4 Measures Indicate That Grupo Bimbo. de (BMV:BIMBOA) Is Using Debt Extensively
AC *
Mex$198.33
Arca Continental. de
7D
5.0%
1Y
9.8%

AC *: Stable Margins And Risk Profile Will Support Future Compounding

Analysts kept their fair value estimate for Arca Continental broadly unchanged at about $223.89. This reflects only very small tweaks to revenue growth, profit margin and future P/E assumptions, rather than a shift in their overall view of the company.
CHDRAUI B
Mex$124.11
Grupo Comercial Chedraui. de
7D
1.1%
1Y
0.5%

Grupo Comercial Chedraui. de's (BMV:CHDRAUIB) Returns On Capital Are Heading Higher

Jan 19
Grupo Comercial Chedraui. de's (BMV:CHDRAUIB) Returns On Capital Are Heading Higher
CUERVO *
Mex$20.78
Becle. de
7D
-5.6%
1Y
8.0%

Returns On Capital At Becle. de (BMV:CUERVO) Have Stalled

Jan 15
Returns On Capital At Becle. de (BMV:CUERVO) Have Stalled
KIMBER A
Mex$38.29
Kimberly-Clark de México S. A. B. de C. V
7D
0.4%
1Y
31.2%

Does Kimberly-Clark de México S. A. B. de C. V (BMV:KIMBERA) Have A Healthy Balance Sheet?

Jan 13
Does Kimberly-Clark de México S. A. B. de C. V (BMV:KIMBERA) Have A Healthy Balance Sheet?
GRUMA B
Mex$310.23
Gruma. de
7D
1.3%
1Y
-5.0%

Does Gruma. de (BMV:GRUMAB) Deserve A Spot On Your Watchlist?

Jan 13
Does Gruma. de (BMV:GRUMAB) Deserve A Spot On Your Watchlist?
SORIANA B
Mex$34.50
Organización Soriana S. A. B. de C. V
7D
-4.1%
1Y
15.0%
FEMSA UBD
Mex$181.14
Fomento Económico Mexicano. de
7D
-1.4%
1Y
3.3%

FEMSA UBD: Refined Assumptions Will Support Steady Fairly Valued Earnings Profile

Analysts have maintained their fair value estimate for Fomento Económico Mexicano, de at US$188.00, with the discount rate unchanged and only small adjustments to revenue growth, profit margin and future P/E assumptions. As a result, the headline price target level remains steady, although the mix of underlying expectations has shifted slightly.
HERDEZ *
Mex$76.44
Grupo Herdez. de
7D
-3.2%
1Y
38.2%

HERDEZ *: Fair Outlook Will Balance Meeting Uncertainty And Refined Margin Expectations

Analysts have adjusted their price target for Grupo Herdez, S.A.B. de C.V., citing small refinements to revenue growth, profit margin assumptions, and the forward P/E multiple that together fine-tune their view of the stock's fair value at $85.00. What's in the News Grupo Herdez, S.A.B. de C.V. has called a Special and Extraordinary Shareholders Meeting for December 4, 2025, in Mexico City at Monte Pelvoux 215 in the Lomas de Chapultepec neighborhood of the Miguel Hidalgo borough, postal code 11000 (Key Developments).
SIGMAF A
Mex$17.14
Sigma Foods. de
7D
2.3%
1Y
9.2%

SIGMAF A: Upcoming Alfa Meeting Will Support Long-Term Upside Potential

Analysts have trimmed their price target for Sigma Foods.de from €19.54 to €19.19, citing updated assumptions that factor in more moderate revenue growth and profit margins, along with a higher future P/E multiple. What's in the News Alfa S.A.B. de C.V. has scheduled a special or extraordinary shareholders meeting for December 8, 2025, which includes Sigma Foods.de on the agenda (Key Developments).
LACOMER UBC
Mex$38.12
La Comer. de
7D
-0.5%
1Y
20.4%

LACOMER UBC: Future Earnings Will Likely Reflect Steady Margins And Supportive P/E

Analysts kept their fair value estimate for La Comer unchanged at $49.86, with only modest tweaks to discount rate and forward P/E assumptions. This signals that their overall price target and core rationale remain broadly consistent despite updated modeling inputs.
FRAGUA B
Mex$540.00
Corporativo Fragua. de
7D
0.7%
1Y
-6.1%

Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?

Dec 20
Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?
WALMEX *
Mex$58.03
Wal-Mart de México. de
7D
0.3%
1Y
3.1%

Wal-Mart de México. de (BMV:WALMEX) Is Aiming To Keep Up Its Impressive Returns

Dec 09
Wal-Mart de México. de (BMV:WALMEX) Is Aiming To Keep Up Its Impressive Returns
MINSA B
Mex$10.10
Grupo Minsa. de
7D
-1.9%
1Y
8.6%
CULTIBA B
Mex$12.00
Organización Cultiba. de
7D
-2.0%
1Y
11.2%