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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies16
  • 7D-1.2%
  • 3M-1.5%
  • 1Y2.0%
  • YTD0.4%

Over the last 7 days, the Consumer Staples industry has dropped 1.2%, driven by a pullback from Arca Continental. de of 3.2%. As for the longer term, the industry's performance has been flat for the past year. 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
Wed, 18 Mar 2026Mex$2.9tMex$3.6tMex$152.8b16.5x18.8x0.8x
Fri, 13 Feb 2026Mex$3.0tMex$3.6tMex$147.2b17.5x20.2x0.8x
Sun, 11 Jan 2026Mex$2.9tMex$3.6tMex$147.8b16.5x19.7x0.8x
Tue, 09 Dec 2025Mex$2.9tMex$3.6tMex$148.0b16x19.5x0.8x
Thu, 06 Nov 2025Mex$2.9tMex$3.6tMex$148.0b15.4x19.8x0.8x
Sat, 04 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.9x19.2x0.8x
Mon, 01 Sep 2025Mex$2.8tMex$3.6tMex$147.5b16.1x18.8x0.8x
Wed, 30 Jul 2025Mex$2.8tMex$3.6tMex$147.3b16.7x19.3x0.8x
Fri, 27 Jun 2025Mex$3.0tMex$3.5tMex$154.3b18x19.4x0.9x
Sun, 25 May 2025Mex$3.1tMex$3.5tMex$154.8b18.1x20x0.9x
Tue, 22 Apr 2025Mex$3.0tMex$3.5tMex$154.6b17.3x19.5x0.9x
Thu, 20 Mar 2025Mex$2.8tMex$3.3tMex$142.9b16.1x19.4x0.8x
Sat, 15 Feb 2025Mex$2.8tMex$3.3tMex$161.7b15.4x17.4x0.9x
Mon, 13 Jan 2025Mex$2.7tMex$3.2tMex$161.1b15x16.7x0.8x
Wed, 11 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.8x17.4x0.9x
Fri, 08 Nov 2024Mex$2.8tMex$3.2tMex$163.4b16.1x17.3x0.9x
Sun, 06 Oct 2024Mex$2.9tMex$3.2tMex$161.3b17.3x18.3x0.9x
Tue, 03 Sep 2024Mex$3.0tMex$3.2tMex$161.6b16.4x18.9x1x
Thu, 01 Aug 2024Mex$3.0tMex$3.2tMex$161.0b16.4x18.8x1x
Sat, 29 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.3x19.2x1x
Mon, 27 May 2024Mex$3.0tMex$3.1tMex$154.7b17x19.5x1x
Wed, 24 Apr 2024Mex$3.1tMex$3.1tMex$161.2b16.6x19.2x1x
Fri, 22 Mar 2024Mex$3.3tMex$3.1tMex$162.2b17x20x1.1x
Sun, 18 Feb 2024Mex$3.3tMex$3.2tMex$178.1b16.5x18.5x1x
Tue, 16 Jan 2024Mex$3.4tMex$3.3tMex$178.3b15.9x19x1x
Thu, 14 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Sat, 11 Nov 2023Mex$3.2tMex$3.3tMex$178.6b15.9x17.8x1x
Mon, 09 Oct 2023Mex$3.1tMex$3.3tMex$170.9b16x18.2x0.9x
Wed, 06 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.7x18.9x1x
Fri, 04 Aug 2023Mex$3.2tMex$3.3tMex$170.6b16.7x18.8x1x
Sun, 02 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.2x19.6x1x
Tue, 30 May 2023Mex$3.1tMex$3.2tMex$160.7b16.3x19.4x1x
Thu, 27 Apr 2023Mex$3.2tMex$3.1tMex$155.1b16.7x20.4x1x
Sat, 25 Mar 2023Mex$3.2tMex$3.0tMex$154.2b16.7x20.6x1.1x
Price to Earnings Ratio

20.6x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$154.2bTotal 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 0.92x.
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 6.4% 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 Market-1.89%
Consumer Staples-1.18%
Food and Staples Retail1.66%
Household Products0.58%
Beverage-3.49%
Food-3.63%
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 13.8%, 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
WALMEX * Wal-Mart de México. deMex$57.672.0%
+Mex$19.2b		5.9%PE20x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$42.532.1%
+Mex$2.6b		29.4%PE16.8x
LACOMER UBC La Comer. deMex$39.671.8%
+Mex$768.0m		14.6%PE16.2x

Latest News

SIGMAF A
Mex$16.84
Sigma Foods. de
7D
-2.7%
1Y
1.0%
FEMSA UBD
Mex$188.51
Fomento Económico Mexicano. de
7D
-2.3%
1Y
-5.2%

FEMSA UBD: Dividend Proposals And Margin Outlook Will Support Future Upside

Analysts have trimmed their MX$ price target for Fomento Económico Mexicano, de. to reflect a fair value update from MX$226.58 to MX$218.80, citing slightly softer revenue growth assumptions, which are partly offset by a marginally higher profit margin outlook and a lower future P/E estimate.
LACOMER UBC
Mex$39.67
La Comer. de
7D
1.8%
1Y
14.6%

LACOMER UBC: Future Returns Will Rely On Steady Margins And P/E Assumptions

Analysts have nudged their price target for La Comer de slightly lower to MX$49.29, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Valuation Changes Fair Value: MX$49.29 remains unchanged, indicating no adjustment to the central valuation estimate.
CUERVO *
Mex$15.41
Becle. de
7D
-3.0%
1Y
-14.2%

CUERVO *: Higher Margins Are Expected To Outweigh A Still Cautious Consumer

The analyst price target for Becle has been reduced by MX$3, from MX$22 to MX$19, as analysts factor in a still cautious Mexican consumer and apply a lower future P/E assumption, despite slightly higher modeled revenue growth and profit margins. Analyst Commentary Bearish analysts are leaning more cautious on Becle, with recent research pointing to a tougher consumer backdrop in Mexico and a reassessment of what investors might be willing to pay for the stock through the cycle.
CHDRAUI B
Mex$102.29
Grupo Comercial Chedraui. de
7D
-3.8%
1Y
-10.4%

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$306.52
Gruma. de
7D
-1.8%
1Y
-16.5%

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.
BIMBO A
Mex$59.13
Grupo Bimbo. de
7D
-2.5%
1Y
6.6%

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.
AC *
Mex$198.23
Arca Continental. de
7D
-2.8%
1Y
-5.6%

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.
SORIANA B
Mex$34.94
Organización Soriana S. A. B. de C. V
7D
-4.0%
1Y
25.1%
WALMEX *
Mex$57.67
Wal-Mart de México. de
7D
2.0%
1Y
5.9%
KIMBER A
Mex$42.53
Kimberly-Clark de México S. A. B. de C. V
7D
2.1%
1Y
29.4%