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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies16
  • 7D-0.4%
  • 3M-2.5%
  • 1Y-1.5%
  • YTD-0.8%

Over the last 7 days, the Consumer Staples industry has dropped 2.7%, driven by Wal-Mart de México. de declining 2.7%. Over the last year, the industry has been flat overall. 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
Wed, 25 Mar 2026Mex$2.8tMex$3.6tMex$152.8b16x18.5x0.8x
Fri, 20 Feb 2026Mex$3.0tMex$3.6tMex$150.1b16.6x19.8x0.8x
Sun, 18 Jan 2026Mex$2.9tMex$3.6tMex$147.6b16.5x19.7x0.8x
Tue, 16 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.3x19.7x0.8x
Thu, 13 Nov 2025Mex$3.0tMex$3.6tMex$147.8b15.7x20.3x0.8x
Sat, 11 Oct 2025Mex$2.8tMex$3.6tMex$147.6b15.1x18.9x0.8x
Mon, 08 Sep 2025Mex$2.8tMex$3.6tMex$147.6b16.1x19.1x0.8x
Wed, 06 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.8x18.7x0.8x
Fri, 04 Jul 2025Mex$3.0tMex$3.5tMex$154.2b17.7x19.2x0.8x
Sun, 01 Jun 2025Mex$3.1tMex$3.5tMex$154.6b18.7x19.9x0.9x
Tue, 29 Apr 2025Mex$3.1tMex$3.5tMex$156.2b17.4x19.7x0.9x
Thu, 27 Mar 2025Mex$2.8tMex$3.3tMex$160.4b15.5x17.4x0.8x
Sat, 22 Feb 2025Mex$2.8tMex$3.3tMex$162.4b15.1x17.1x0.9x
Mon, 20 Jan 2025Mex$2.6tMex$3.2tMex$161.2b14.7x16.2x0.8x
Wed, 18 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.7x17.4x0.9x
Fri, 15 Nov 2024Mex$2.8tMex$3.2tMex$160.9b15.9x17.4x0.9x
Sun, 13 Oct 2024Mex$2.9tMex$3.2tMex$161.3b16.8x18.1x0.9x
Tue, 10 Sep 2024Mex$3.0tMex$3.2tMex$161.6b16.8x18.6x0.9x
Thu, 08 Aug 2024Mex$3.0tMex$3.2tMex$161.3b16.5x18.8x1x
Sat, 06 Jul 2024Mex$3.0tMex$3.1tMex$155.2b17.5x19x0.9x
Mon, 03 Jun 2024Mex$3.0tMex$3.1tMex$154.9b18x19.4x1x
Wed, 01 May 2024Mex$3.2tMex$3.1tMex$157.1b16.4x20.1x1x
Fri, 29 Mar 2024Mex$3.3tMex$3.1tMex$162.2b17.1x20.1x1.1x
Sun, 25 Feb 2024Mex$3.3tMex$3.1tMex$161.6b16.5x20.3x1.1x
Tue, 23 Jan 2024Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Thu, 21 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Sat, 18 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.3x1x
Mon, 16 Oct 2023Mex$3.0tMex$3.3tMex$170.9b15.4x17.6x0.9x
Wed, 13 Sep 2023Mex$3.2tMex$3.3tMex$170.5b16.4x18.8x1x
Fri, 11 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.7x19.2x1x
Sun, 09 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.7x19.6x1x
Tue, 06 Jun 2023Mex$3.1tMex$3.2tMex$160.7b16.1x19.2x1x
Thu, 04 May 2023Mex$3.2tMex$3.1tMex$161.8b16.4x19.7x1x
Sat, 01 Apr 2023Mex$3.2tMex$3.0tMex$154.1b17.1x20.9x1.1x
Price to Earnings Ratio

20.9x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$154.1bTotal Revenue: Mex$3.0tTotal 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 0.91x.
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 6.4% 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 Market0.023%
Consumer Staples-0.43%
Food0.96%
Food and Staples Retail-0.35%
Beverage-0.87%
Household Products-2.94%
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 3.8% 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
SIGMAF A Sigma Foods. deMex$17.575.3%
+Mex$4.9b		5.5%PE12.1x
WALMEX * Wal-Mart de México. deMex$56.270.4%
+Mex$3.5b		-0.2%PE19.5x
CULTIBA B Organización Cultiba. deMex$12.721.4%
+Mex$115.7m		15.6%PE5.6x
HERDEZ * Grupo Herdez. deMex$82.030.3%
+Mex$74.0m		47.3%PE14.8x
BIMBO A Grupo Bimbo. deMex$58.040.02%
+Mex$18.4m		4.4%PE22.4x

Latest News

CUERVO *
Mex$15.01
Becle. de
7D
-1.3%
1Y
-15.8%

CUERVO *: Cautious Consumer Reset Will Support Future Repricing Potential

Analysts have reduced their MX$ price target for Becle, trimming it by MX$7 to MX$19 as they factor in a still cautious Mexican consumer backdrop in their updated assumptions. Analyst Commentary Recent research reflects a more cautious stance on Becle, with the latest price target set at MX$19, trimmed from MX$26, as analysts factor in a still cautious Mexican consumer.
FEMSA UBD
Mex$188.02
Fomento Económico Mexicano. de
7D
-0.1%
1Y
-3.5%
CHDRAUI B
Mex$100.66
Grupo Comercial Chedraui. de
7D
-3.1%
1Y
-16.5%

CHDRAUI B: Dividend Plan In Three Installments Will Support Bullish Outlook

Analysts have trimmed their price target for Grupo Comercial Chedraui from MX$190.00 to MX$180.09, citing updated assumptions for growth, profitability, discount rate and future P/E, in line with recent Street research including Barclays' lower MX$140 target. Analyst Commentary Recent revisions to price targets suggest that, even with some trims, bullish analysts still see room for value in Grupo Comercial Chedraui based on their updated growth, profitability and P/E assumptions.
GRUMA B
Mex$307.57
Gruma. de
7D
-0.4%
1Y
-16.6%

GRUMA B: Stronger Margin Outlook Will Support Future Upside Potential

Analysts have trimmed their MX$ price target for Gruma, A.B. de C.V. slightly to reflect a fair value move from about MX$380.77 to around MX$377.15, citing updated assumptions around modestly softer revenue, a small uplift in profit margin and a slightly lower future P/E multiple. Valuation Changes Fair Value: The MX$ fair value moves slightly from MX$380.77 to MX$377.15, reflecting updated assumptions in the model.
SIGMAF A
Mex$17.57
Sigma Foods. de
7D
5.3%
1Y
5.5%

SIGMAF A: Neutral Coverage And Stable Margins Will Support Future Upside Potential

Analysts kept their MX$20.29 price target for Sigma Foods.de unchanged, citing JPMorgan's new neutral coverage and expectations for stable long term revenue growth, profit margins, and future P/E assumptions. Analyst Commentary JPMorgan's neutral initiation on Sigma Foods.de highlights a balanced mix of potential upside and execution risks that investors are watching closely.
BIMBO A
Mex$58.04
Grupo Bimbo. de
7D
0.02%
1Y
4.4%

BIMBO A: Richer Future P/E Will Likely Fail To Support Current Price

Analysts have raised their price target on Grupo Bimbo shares to MX$75 from MX$72, citing updated expectations that take into account more moderate revenue growth and profit margins, as well as a higher assumed future P/E. Analyst Commentary Recent research points to a slightly higher valuation framework for Grupo Bimbo, with the price target now set at MX$75 compared with MX$72 previously.
AC *
Mex$194.44
Arca Continental. de
7D
-2.2%
1Y
-7.8%

AC *: Modest Fair Value Trim Still Supports Execution-Led Upside Potential

Analysts now place fair value for Arca Continental at MX$228.0, a modest trim of about MX$0.16. This reflects slightly softer revenue growth and profit margin assumptions, as well as mixed recent Street price target moves around MX$217 to MX$224.
HERDEZ *
Mex$82.03
Grupo Herdez. de
7D
0.3%
1Y
47.3%

HERDEZ *: Special Meeting And Refined Earnings Assumptions Will Shape Balanced Outlook

Analysts have marginally adjusted their MX$ price target for Grupo Herdez, reflecting small tweaks to revenue growth, profit margin, and future P/E assumptions that together indicate a slightly refined view of the company’s earnings potential. What's in the News Grupo Herdez has scheduled a Special and Extraordinary Shareholders Meeting for March 6, 2026, giving investors a clear date to watch for company-level decisions that require shareholder approval (Key Developments).
FRAGUA B
Mex$500.05
Corporativo Fragua. de
7D
-2.9%
1Y
-8.0%
SORIANA B
Mex$33.49
Organización Soriana S. A. B. de C. V
7D
-4.2%
1Y
20.7%
WALMEX *
Mex$56.27
Wal-Mart de México. de
7D
0.4%
1Y
-0.2%
KIMBER A
Mex$40.56
Kimberly-Clark de México S. A. B. de C. V
7D
-2.9%
1Y
22.6%
CULTIBA B
Mex$12.72
Organización Cultiba. de
7D
1.4%
1Y
15.6%