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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies16
  • 7D-2.2%
  • 3M2.5%
  • 1Y3.0%
  • YTD3.5%

Over the last 7 days, the Consumer Staples industry has dropped 2.2%, driven by pullbacks in Grupo Bimbo. de and Fomento Económico Mexicano. de of 6.8% and 2.5%, respectively. Meanwhile, Grupo Herdez. de actually outperformed within the industry, gaining 21% in the last week. Over the past 12 months, the industry was up 3.0%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

Has the Mexican Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 24 Feb 2026Mex$3.0tMex$3.6tMex$148.7b16.5x20x0.8x
Thu, 22 Jan 2026Mex$2.9tMex$3.6tMex$147.5b16.4x19.7x0.8x
Sat, 20 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.6x19.3x0.8x
Mon, 17 Nov 2025Mex$2.9tMex$3.6tMex$147.8b15.6x19.7x0.8x
Wed, 15 Oct 2025Mex$2.8tMex$3.6tMex$147.5b14.9x19.1x0.8x
Fri, 12 Sep 2025Mex$2.8tMex$3.6tMex$147.4b15.7x19x0.8x
Sun, 10 Aug 2025Mex$2.8tMex$3.6tMex$147.5b16.7x19x0.8x
Tue, 08 Jul 2025Mex$2.9tMex$3.5tMex$154.2b17.3x18.9x0.8x
Thu, 05 Jun 2025Mex$3.1tMex$3.5tMex$154.5b18.1x19.8x0.9x
Sat, 03 May 2025Mex$3.0tMex$3.5tMex$155.0b17.6x19.4x0.9x
Mon, 31 Mar 2025Mex$2.8tMex$3.3tMex$157.6b15.7x17.9x0.9x
Wed, 26 Feb 2025Mex$2.8tMex$3.3tMex$162.1b14.9x17.2x0.9x
Fri, 24 Jan 2025Mex$2.7tMex$3.2tMex$161.0b15.1x16.8x0.8x
Sun, 22 Dec 2024Mex$2.7tMex$3.2tMex$160.7b15.6x17x0.8x
Tue, 19 Nov 2024Mex$2.8tMex$3.2tMex$160.9b15.9x17.2x0.9x
Thu, 17 Oct 2024Mex$2.9tMex$3.2tMex$161.6b16.7x18x0.9x
Sat, 14 Sep 2024Mex$3.0tMex$3.2tMex$161.3b17.4x18.7x1x
Mon, 12 Aug 2024Mex$3.1tMex$3.2tMex$161.1b16.6x19x1x
Wed, 10 Jul 2024Mex$3.0tMex$3.1tMex$154.9b17.5x19.1x1x
Fri, 07 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.4x19.5x1x
Sun, 05 May 2024Mex$3.1tMex$3.1tMex$153.8b17.1x19.9x1x
Tue, 02 Apr 2024Mex$3.2tMex$3.1tMex$161.5b17.1x20x1x
Thu, 29 Feb 2024Mex$3.3tMex$3.1tMex$162.5b16.8x20x1.1x
Sat, 27 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x18.8x1x
Mon, 25 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Wed, 22 Nov 2023Mex$3.3tMex$3.3tMex$178.4b15.9x18.3x1x
Fri, 20 Oct 2023Mex$3.0tMex$3.3tMex$170.8b16x17.7x0.9x
Sun, 17 Sep 2023Mex$3.1tMex$3.3tMex$170.5b16.3x18.2x0.9x
Tue, 15 Aug 2023Mex$3.2tMex$3.3tMex$170.5b16.4x18.9x1x
Thu, 13 Jul 2023Mex$3.2tMex$3.2tMex$160.5b16.7x19.7x1x
Sat, 10 Jun 2023Mex$3.1tMex$3.2tMex$160.6b16.3x19.5x1x
Mon, 08 May 2023Mex$3.2tMex$3.1tMex$162.2b16.4x19.9x1x
Wed, 05 Apr 2023Mex$3.2tMex$3.0tMex$154.1b17.1x20.9x1.1x
Fri, 03 Mar 2023Mex$3.2tMex$3.1tMex$156.1b17.2x20.3x1x
Price to Earnings Ratio

20.3x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$156.1bTotal Revenue: Mex$3.1tTotal 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 5.7% 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-0.48%
Consumer Staples-2.18%
Food and Staples Retail-1.41%
Beverage-1.99%
Household Products-2.07%
Food-4.37%
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 15.1%, which is higher than its past year's earnings decline of 1.2% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 15.8x.
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 decline of 1.2% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 4.2% 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
HERDEZ * Grupo Herdez. deMex$88.0320.6%
+Mex$4.8b		64.5%PE15.8x
SIGMAF A Sigma Foods. deMex$18.312.0%
+Mex$2.0b		4.8%PE13.1x
FRAGUA B Corporativo Fragua. deMex$538.781.7%
+Mex$840.6m		-5.6%PE10.4x
CULTIBA B Organización Cultiba. deMex$12.210.08%
+Mex$6.8m		14.1%PE6.7x

Latest News

CHDRAUI B
Mex$114.60
Grupo Comercial Chedraui. de
7D
-4.1%
1Y
-5.3%

CHDRAUI B: Higher Discount Rate Will Still Allow Upside To MXN 152

Analysts have trimmed their fair value estimate for Grupo Comercial Chedraui from MX$155.93 to MX$152.80. The lower MX$140 Street price target reflects updated assumptions around discount rates, margins and future P/E expectations.
SORIANA B
Mex$36.51
Organización Soriana S. A. B. de C. V
7D
-3.9%
1Y
30.8%
HERDEZ *
Mex$88.03
Grupo Herdez. de
7D
20.6%
1Y
64.5%
GRUMA B
Mex$313.31
Gruma. de
7D
-8.9%
1Y
-14.4%

GRUMA B: Softer Assumptions Will Still Support Further Upside Potential

Analysts have trimmed their MX$ fair value estimate for Gruma, de from MX$385.62 to MX$382.77 as they factor in slightly softer revenue growth and profit margin assumptions, along with a lower future P/E outlook. Valuation Changes Fair Value: The MX$ fair value estimate moved slightly lower from MX$385.62 to MX$382.77.
WALMEX *
Mex$57.37
Wal-Mart de México. de
7D
-1.1%
1Y
1.1%
SIGMAF A
Mex$18.31
Sigma Foods. de
7D
2.0%
1Y
4.8%

SIGMAF A: Neutral Initiation And Updated Assumptions Will Support Long-Term Upside

Analysts have raised their fair value estimate for Sigma Foods to MX$20.29 from MX$19.19, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that are consistent with a neutral stance recently outlined in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the updated fair value of MX$20.29 as broadly aligned with a neutral stance, which they see as reasonable given the current assumptions on revenue growth and margins.
BIMBO A
Mex$63.23
Grupo Bimbo. de
7D
-6.8%
1Y
12.0%

BIMBO A: Higher Margin Assumptions Will Likely Fail To Justify Current Price

Analysts now value Grupo Bimbo at a fair price target of MX$51.00, up from MX$49.00. The new target reflects updated views on a lower assumed future P/E multiple and a higher projected profit margin, which together offset more conservative revenue growth expectations and a slightly higher discount rate.
AC *
Mex$206.51
Arca Continental. de
7D
-1.2%
1Y
-3.7%

AC *: Mixed Research Views Will Shape Expectations For Margins And P/E

Analysts have made a small upward revision to their fair value estimate for Arca Continental to MX$226.16. This reflects a slightly lower discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions following mixed recent research that included an upgrade at one firm and a MX$10 price target trim at another.
FEMSA UBD
Mex$192.16
Fomento Económico Mexicano. de
7D
-2.5%
1Y
5.0%

Investors Appear Satisfied With Fomento Económico Mexicano, S.A.B. de C.V.'s (BMV:FEMSAUBD) Prospects

Feb 16
Investors Appear Satisfied With Fomento Económico Mexicano, S.A.B. de C.V.'s (BMV:FEMSAUBD) Prospects
KIMBER A
Mex$42.63
Kimberly-Clark de México S. A. B. de C. V
7D
-2.1%
1Y
27.6%
CULTIBA B
Mex$12.21
Organización Cultiba. de
7D
0.08%
1Y
14.1%
FRAGUA B
Mex$538.78
Corporativo Fragua. de
7D
1.7%
1Y
-5.6%

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

Dec 20
Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?