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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedDec 13, 2025
DataAggregated Company Financials
Companies17
  • 7D1.1%
  • 3M3.4%
  • 1Y0.9%
  • YTD6.6%

In the last week, the Consumer Staples industry is up 1.1%, with Arca Continental. de up 3.7%. Despite this gain, the industry's performance has been flat over the past year. 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
Sat, 13 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.3x19.7x0.8x
Mon, 10 Nov 2025Mex$3.0tMex$3.6tMex$147.9b15.5x20x0.8x
Wed, 08 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.5x18.9x0.8x
Fri, 05 Sep 2025Mex$2.8tMex$3.6tMex$147.6b16.3x19x0.8x
Sun, 03 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.6x18.8x0.8x
Tue, 01 Jul 2025Mex$3.0tMex$3.5tMex$154.3b17.7x19.2x0.8x
Thu, 29 May 2025Mex$3.1tMex$3.5tMex$154.6b18.9x20.1x0.9x
Sat, 26 Apr 2025Mex$3.1tMex$3.5tMex$156.0b18x19.7x0.9x
Mon, 24 Mar 2025Mex$2.8tMex$3.3tMex$142.8b16x19.5x0.8x
Wed, 19 Feb 2025Mex$2.7tMex$3.3tMex$161.7b15.3x17x0.8x
Fri, 17 Jan 2025Mex$2.7tMex$3.2tMex$161.1b14.9x16.6x0.8x
Sun, 15 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.6x17.7x0.9x
Tue, 12 Nov 2024Mex$2.8tMex$3.2tMex$160.9b15.7x17.7x0.9x
Thu, 10 Oct 2024Mex$2.9tMex$3.2tMex$161.4b17.2x17.9x0.9x
Sat, 07 Sep 2024Mex$3.0tMex$3.2tMex$161.7b16.6x18.5x0.9x
Mon, 05 Aug 2024Mex$3.0tMex$3.2tMex$161.3b16.3x18.6x0.9x
Wed, 03 Jul 2024Mex$3.0tMex$3.1tMex$155.2b17.3x19.3x1x
Fri, 31 May 2024Mex$3.0tMex$3.1tMex$154.9b17.6x19.3x1x
Sun, 28 Apr 2024Mex$3.1tMex$3.1tMex$157.1b16.6x20x1x
Tue, 26 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.9x19.9x1x
Thu, 22 Feb 2024Mex$3.3tMex$3.2tMex$178.4b16.8x18.5x1x
Sat, 20 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x18.8x1x
Mon, 18 Dec 2023Mex$3.4tMex$3.3tMex$178.5b15.9x18.8x1x
Wed, 15 Nov 2023Mex$3.2tMex$3.3tMex$178.5b15.9x17.9x1x
Fri, 13 Oct 2023Mex$3.1tMex$3.3tMex$170.9b15.8x17.9x0.9x
Sun, 10 Sep 2023Mex$3.2tMex$3.3tMex$170.7b16.5x18.8x1x
Tue, 08 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.8x19.2x1x
Thu, 06 Jul 2023Mex$3.2tMex$3.2tMex$160.5b16.3x19.7x1x
Sat, 03 Jun 2023Mex$3.1tMex$3.2tMex$160.7b16.2x19.1x1x
Mon, 01 May 2023Mex$3.2tMex$3.1tMex$161.6b16.4x19.8x1x
Wed, 29 Mar 2023Mex$3.2tMex$3.0tMex$154.1b16.9x21x1.1x
Fri, 24 Feb 2023Mex$3.1tMex$3.0tMex$154.8b19.7x20.3x1x
Sun, 22 Jan 2023Mex$3.2tMex$3.0tMex$142.2b20.3x22.5x1.1x
Tue, 20 Dec 2022Mex$3.1tMex$3.0tMex$142.5b18.7x21.5x1x
Price to Earnings Ratio

21.5x


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 Market1.28%
Consumer Staples1.08%
Household Products2.37%
Beverage1.66%
Food and Staples Retail0.85%
Food0.20%
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 16.4%, 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 16.3x.
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$194.063.7%
+Mex$11.7b		6.6%PE16.3x
FEMSA UBD Fomento Económico Mexicano. deMex$185.431.0%
+Mex$6.0b		4.0%PE46.3x
WALMEX * Wal-Mart de México. deMex$59.300.5%
+Mex$5.5b		-3.4%PE20.3x
SORIANA B Organización Soriana S. A. B. de C. VMex$31.408.3%
+Mex$4.3b		4.4%PE14.6x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$38.822.4%
+Mex$2.7b		35.5%PE16.3x

Latest News

SORIANA B
Mex$31.40
Organización Soriana S. A. B. de C. V
7D
8.3%
1Y
4.4%
FEMSA UBD
Mex$185.43
Fomento Económico Mexicano. de
7D
1.0%
1Y
4.0%

FEMSA UBD Leadership Transition Will Shape Modest Long-Term Earnings Outlook

Analysts have modestly raised their price target on Fomento Económico Mexicano, de from $185.00 to $188.00. This reflects slightly higher long term valuation multiples, despite tempering assumptions for revenue growth and profit margins and applying a marginally higher discount rate.
CUERVO *
Mex$20.50
Becle. de
7D
-1.4%
1Y
-19.3%

CUERVO *: Higher Profit Margins Will Support Future Share Price Strength

Analysts have adjusted their price target on Becle, de slightly lower to approximately $27.89 from about $27.98. This reflects modestly higher long-term discount assumptions that partially offset incremental improvements in expected revenue growth, profit margins, and future valuation multiples.
HERDEZ *
Mex$78.00
Grupo Herdez. de
7D
5.4%
1Y
42.6%

HERDEZ * Will See Modest Profit Outlook Offset By Meeting Uncertainties

Analysts have nudged their price target on Grupo Herdez, S.A.B. de C.V. only modestly higher, reflecting slightly stronger expectations for revenue growth and profit margins, which are partially offset by a marginally higher discount rate and a slightly lower projected future P/E multiple. What's in the News Special and Extraordinary Shareholders Meeting scheduled for December 4, 2025, to be held at Monte Pelvoux 215, Lomas de Chapultepec, Miguel Hidalgo, Mexico City (company announcement) The meeting is expected to address strategic and corporate governance matters that require shareholder approval, which may affect the company’s capital structure and future corporate actions (inference from meeting type) The focus on extraordinary items indicates the possibility of significant decisions beyond routine operational approvals, which may influence the company’s long term risk profile (inference from meeting type) Valuation Changes Fair Value: unchanged at 85.0, indicating no revision to the intrinsic value estimate.
GRUMA B
Mex$313.23
Gruma. de
7D
-0.7%
1Y
-9.2%

GRUMA B: Future Margin Expansion Will Support Stronger Earnings Profile

Analysts have trimmed their price target on Gruma.de slightly to approximately $384 from about $394, reflecting a more modest revenue growth outlook that is partly offset by expectations for improved profit margins and a slightly lower future P/E multiple. Valuation Changes The fair value estimate has fallen slightly from approximately MX$393.54 to MX$383.77, reflecting a modest downward revision in expected intrinsic value.
WALMEX *
Mex$59.30
Wal-Mart de México. de
7D
0.5%
1Y
-3.4%

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
AC *
Mex$194.06
Arca Continental. de
7D
3.7%
1Y
6.6%

Arca Continental. de (BMV:AC) Is Doing The Right Things To Multiply Its Share Price

Dec 09
Arca Continental. de (BMV:AC) Is Doing The Right Things To Multiply Its Share Price
BIMBO A
Mex$59.72
Grupo Bimbo. de
7D
-0.3%
1Y
3.4%

BIMBO A Leadership Change Will Drive Margins And Support Undervalued Upside

Analysts have nudged their price target for Grupo Bimbo higher, lifting fair value by approximately $0.75 per share as they factor in slightly stronger long term profit margins, despite moderating revenue growth and a modestly higher future earnings multiple. 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 (Key Developments).
FRAGUA B
Mex$554.93
Corporativo Fragua. de
7D
1.8%
1Y
-10.8%

Market Cool On Corporativo Fragua, S.A.B. de C.V.'s (BMV:FRAGUAB) Earnings

Nov 29
Market Cool On Corporativo Fragua, S.A.B. de C.V.'s (BMV:FRAGUAB) Earnings
KIMBER A
Mex$38.82
Kimberly-Clark de México S. A. B. de C. V
7D
2.4%
1Y
35.5%
ALFA A
Mex$15.71
Alfa. de
7D
1.4%
1Y
2.1%

Alfa S.A.B. de C.V.'s (BMV:ALFAA) Shares May Have Run Too Fast Too Soon

Nov 12
Alfa S.A.B. de C.V.'s (BMV:ALFAA) Shares May Have Run Too Fast Too Soon