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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies17
  • 7D-1.4%
  • 3M1.1%
  • 1Y7.2%
  • YTDn/a

Over the last 7 days, the Consumer Staples industry has dropped 1.5%, driven by a pullback from Wal-Mart de México. de of 1.9%. In the past year, the industry has gained 4.6%. 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
Fri, 02 Jan 2026Mex$2.9tMex$3.6tMex$147.8b17.2x19.3x0.8x
Sun, 30 Nov 2025Mex$2.9tMex$3.6tMex$148.0b16.3x19.8x0.8x
Tue, 28 Oct 2025Mex$2.9tMex$3.6tMex$153.3b14.8x18.9x0.8x
Thu, 25 Sep 2025Mex$2.9tMex$3.6tMex$147.7b15.7x19.4x0.8x
Sat, 23 Aug 2025Mex$2.8tMex$3.6tMex$147.5b17.1x19.3x0.8x
Mon, 21 Jul 2025Mex$2.8tMex$3.5tMex$152.7b17.3x18.2x0.8x
Wed, 18 Jun 2025Mex$2.9tMex$3.5tMex$154.4b17.6x19.1x0.8x
Fri, 16 May 2025Mex$3.1tMex$3.5tMex$155.1b17.4x19.8x0.9x
Sun, 13 Apr 2025Mex$2.9tMex$3.5tMex$156.3b16.6x18.3x0.8x
Tue, 11 Mar 2025Mex$2.7tMex$3.3tMex$144.2b14.3x19.1x0.8x
Thu, 06 Feb 2025Mex$2.7tMex$3.2tMex$161.1b14.9x16.8x0.8x
Sat, 04 Jan 2025Mex$2.7tMex$3.2tMex$161.0b14.8x16.7x0.8x
Mon, 02 Dec 2024Mex$2.7tMex$3.2tMex$160.9b15.2x16.9x0.8x
Wed, 30 Oct 2024Mex$2.9tMex$3.2tMex$160.9b16.1x17.8x0.9x
Fri, 27 Sep 2024Mex$3.0tMex$3.2tMex$161.5b17.6x18.6x1x
Sun, 25 Aug 2024Mex$3.1tMex$3.2tMex$161.2b16.2x19x1x
Tue, 23 Jul 2024Mex$3.1tMex$3.1tMex$156.1b17.5x19.6x1x
Thu, 20 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.3x19.5x1x
Sat, 18 May 2024Mex$3.1tMex$3.1tMex$154.5b16.5x20.2x1x
Mon, 15 Apr 2024Mex$3.1tMex$3.1tMex$161.2b17.2x19.3x1x
Wed, 13 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.9x19.7x1x
Fri, 09 Feb 2024Mex$3.5tMex$3.2tMex$180.1b16x19.2x1.1x
Sun, 07 Jan 2024Mex$3.4tMex$3.3tMex$178.3b15.9x18.9x1x
Tue, 05 Dec 2023Mex$3.3tMex$3.3tMex$178.6b15.9x18.3x1x
Thu, 02 Nov 2023Mex$3.1tMex$3.3tMex$178.7b15.6x17.4x0.9x
Sat, 30 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.2x18.6x1x
Mon, 28 Aug 2023Mex$3.3tMex$3.3tMex$170.4b16.9x19.2x1x
Wed, 26 Jul 2023Mex$3.2tMex$3.2tMex$167.7b16.4x19.2x1x
Fri, 23 Jun 2023Mex$3.2tMex$3.2tMex$160.6b16.5x19.7x1x
Sun, 21 May 2023Mex$3.2tMex$3.2tMex$160.7b16.7x19.9x1x
Tue, 18 Apr 2023Mex$3.2tMex$3.0tMex$153.2b16.9x20.8x1.1x
Thu, 16 Mar 2023Mex$3.2tMex$3.1tMex$156.4b16.3x20.5x1.1x
Sat, 11 Feb 2023Mex$3.1tMex$3.0tMex$142.8b19.7x21.8x1x
Mon, 09 Jan 2023Mex$3.1tMex$3.0tMex$142.3b19.9x22x1.1x
Price to Earnings Ratio

22x


Total Market Cap: Mex$3.1tTotal Earnings: Mex$142.3bTotal 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 Market-1.28%
Consumer Staples-1.37%
Household Products-0.26%
Beverage-1.26%
Food and Staples Retail-1.47%
Food-1.61%
Industry PE
  • Investors are most optimistic about the Beverage industry which is trading above its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 14.5%, 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 16.2x.
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
SORIANA B Organización Soriana S. A. B. de C. VMex$40.932.7%
+Mex$2.0b		38.1%PE19.1x
FRAGUA B Corporativo Fragua. deMex$551.323.1%
+Mex$1.6b		-13.3%PE10.6x
CULTIBA B Organización Cultiba. deMex$12.009.1%
+Mex$684.1m		7.1%PE6.6x
HERDEZ * Grupo Herdez. deMex$83.530.6%
+Mex$170.5m		51.2%PE17.2x

Latest News

GRUMA B
Mex$310.24
Gruma. de
7D
-1.2%
1Y
-4.4%
AC *
Mex$194.88
Arca Continental. de
7D
-1.3%
1Y
13.4%

Here's Why Arca Continental. de (BMV:AC) Can Manage Its Debt Responsibly

Dec 27
Here's Why Arca Continental. de (BMV:AC) Can Manage Its Debt Responsibly
FEMSA UBD
Mex$181.86
Fomento Económico Mexicano. de
7D
-1.4%
1Y
8.5%

FEMSA UBD Marginal Outlook Adjustments Will Support Steady Long-Term Earnings Profile

Analysts have modestly increased their price target on Fomento Económico Mexicano, de. They now see fair value at $188.00 per share, supported by slightly stronger revenue growth and profit margin assumptions alongside a marginally lower future P E multiple.
HERDEZ *
Mex$83.53
Grupo Herdez. de
7D
0.6%
1Y
51.2%

HERDEZ *: Fair Outlook Will Balance Meeting Risks And Modest Margin Expectations

Analysts have modestly raised their price target on Grupo Herdez to MXN 85.00, citing slightly improved long term revenue growth and profit margin expectations that support a similar valuation multiple to prior estimates. What's in the News Grupo Herdez, S.A.B. de C.V. has called a Special or Extraordinary Shareholders Meeting for December 4, 2025, in Mexico City to address corporate matters requiring shareholder approval (company filing) The meeting will take place at Monte Pelvoux 215 in the Lomas de Chapultepec neighborhood, Miguel Hidalgo borough, postal code 11000, providing a formal venue for key governance decisions (company filing) Valuation Changes Fair Value: Unchanged at MX$85.00 per share, indicating no revision to the implied target price.
SORIANA B
Mex$40.93
Organización Soriana S. A. B. de C. V
7D
2.7%
1Y
38.1%

SORIANA B: Revenue Slowdown Will Likely Pressure Future Share Performance

Analysts have lowered their price target on Organización Soriana S. A.
LACOMER UBC
Mex$38.81
La Comer. de
7D
-1.9%
1Y
22.5%

LACOMER UBC: Future Earnings Will Likely Benefit From Firmer Profit Margins

Analysts have nudged their price target on La Comer, de higher by approximately $0.86 per share, reflecting slightly stronger profit margin expectations and a modestly higher anticipated future price to earnings multiple, despite largely unchanged growth and discount rate assumptions. Valuation Changes Fair Value Estimate: risen slightly from MX$49.00 to roughly MX$49.86 per share, indicating a modest upward revision in intrinsic value.
CHDRAUI B
Mex$123.32
Grupo Comercial Chedraui. de
7D
-3.1%
1Y
0.4%

CHDRAUI B: Margin Discipline Will Support Upside Despite Underperform Downgrade

Analysts slightly trimmed their price target on Grupo Comercial Chedraui, easing it from MXN 159.79 to MXN 157.00. They factored in a modestly higher discount rate while maintaining broadly unchanged assumptions for growth, profitability, and valuation multiples.
FRAGUA B
Mex$551.32
Corporativo Fragua. de
7D
3.1%
1Y
-13.3%

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

Dec 20
Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?
BIMBO A
Mex$59.12
Grupo Bimbo. de
7D
-1.7%
1Y
9.0%

BIMBO A Leadership Change Is Expected To Drive Stronger Profitability Ahead

Analysts have raised their price target on Grupo Bimbo to approximately $87 from $78, citing expectations for stronger profitability and a lower future earnings multiple, despite slightly reduced top line growth assumptions. What's in the News Grupo Bimbo has appointed Alejandro Rodríguez Bas as its new CEO following the resignation of Rafael Pamias Romero, signaling a leadership transition at the top of the company.
SIGMAF A
Mex$15.74
Sigma Foods. de
7D
-2.7%
1Y
5.9%

ALFA A: Future Meeting Will Support Long-Term Upside Despite Modest Expectations

Analysts have trimmed their price target for Alfa. de by approximately €0.11 per share, reflecting slightly softer expectations for revenue growth, profit margins, and future valuation multiples.
WALMEX *
Mex$56.13
Wal-Mart de México. de
7D
-1.8%
1Y
3.5%

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
CULTIBA B
Mex$12.00
Organización Cultiba. de
7D
9.1%
1Y
7.1%