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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies16
  • 7D-2.0%
  • 3M2.7%
  • 1Y2.9%
  • YTD2.6%

Over the last 7 days, the Consumer Staples industry has dropped 2.0%, driven by Wal-Mart de México. de declining 2.1%. Meanwhile, Grupo Herdez. de actually outperformed within the industry, gaining 16% in the last week. 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
Thu, 26 Feb 2026Mex$2.9tMex$3.6tMex$152.7b16.2x19.3x0.8x
Sat, 24 Jan 2026Mex$2.9tMex$3.6tMex$147.5b16.7x19.8x0.8x
Mon, 22 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.6x19.4x0.8x
Wed, 19 Nov 2025Mex$2.9tMex$3.6tMex$148.0b15.5x19.7x0.8x
Fri, 17 Oct 2025Mex$2.9tMex$3.6tMex$147.5b15.3x19.7x0.8x
Sun, 14 Sep 2025Mex$2.8tMex$3.6tMex$147.4b15.9x19.1x0.8x
Tue, 12 Aug 2025Mex$2.8tMex$3.6tMex$147.5b16.7x19x0.8x
Thu, 10 Jul 2025Mex$2.9tMex$3.5tMex$154.2b16.8x18.6x0.8x
Sat, 07 Jun 2025Mex$3.0tMex$3.5tMex$154.4b17.9x19.7x0.9x
Mon, 05 May 2025Mex$3.0tMex$3.5tMex$154.9b17.6x19.5x0.9x
Wed, 02 Apr 2025Mex$2.8tMex$3.3tMex$157.6b15.7x18.1x0.9x
Fri, 28 Feb 2025Mex$2.8tMex$3.3tMex$144.6b14.5x19.2x0.8x
Sun, 26 Jan 2025Mex$2.7tMex$3.2tMex$160.9b15.6x16.9x0.8x
Tue, 24 Dec 2024Mex$2.7tMex$3.2tMex$160.8b15.2x17x0.8x
Thu, 21 Nov 2024Mex$2.7tMex$3.2tMex$160.9b15.6x16.9x0.8x
Sat, 19 Oct 2024Mex$2.9tMex$3.2tMex$161.0b16.7x18.1x0.9x
Mon, 16 Sep 2024Mex$3.0tMex$3.2tMex$161.3b17.4x18.6x0.9x
Wed, 14 Aug 2024Mex$3.1tMex$3.2tMex$161.2b17.4x19.1x1x
Fri, 12 Jul 2024Mex$3.0tMex$3.1tMex$155.0b17.8x19.6x1x
Sun, 09 Jun 2024Mex$3.0tMex$3.1tMex$155.5b17.1x19.3x1x
Tue, 07 May 2024Mex$3.1tMex$3.1tMex$153.8b17.2x20x1x
Thu, 04 Apr 2024Mex$3.2tMex$3.1tMex$161.4b17.2x20x1x
Sat, 02 Mar 2024Mex$3.2tMex$3.1tMex$162.5b16.8x19.9x1x
Mon, 29 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Wed, 27 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Fri, 24 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Sun, 22 Oct 2023Mex$3.0tMex$3.3tMex$171.6b14.7x17.3x0.9x
Tue, 19 Sep 2023Mex$3.1tMex$3.3tMex$170.5b16.3x18.2x0.9x
Thu, 17 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.4x19.2x1x
Sat, 15 Jul 2023Mex$3.1tMex$3.2tMex$160.5b16.9x19.5x1x
Mon, 12 Jun 2023Mex$3.1tMex$3.2tMex$160.6b16.4x19.5x1x
Wed, 10 May 2023Mex$3.2tMex$3.1tMex$162.2b16.4x20x1x
Fri, 07 Apr 2023Mex$3.2tMex$2.8tMex$154.1b16.9x20.7x1.1x
Sun, 05 Mar 2023Mex$3.2tMex$3.0tMex$156.0b17.1x20.5x1x
Price to Earnings Ratio

20.5x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$156.0bTotal 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 6.0% 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 Market0.74%
Consumer Staples-2.00%
Household Products1.60%
Beverage-0.82%
Food and Staples Retail-2.61%
Food-3.59%
Industry PE
  • Investors are most optimistic about the Beverage industry, which is trading close to its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 14.3%, 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 14% 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$87.5015.9%
+Mex$3.9b		62.1%PE15.8x
SIGMAF A Sigma Foods. deMex$18.563.3%
+Mex$3.3b		5.7%PE13.2x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$42.661.6%
+Mex$2.0b		32.0%PE16.9x
FRAGUA B Corporativo Fragua. deMex$539.200.9%
+Mex$474.9m		-5.0%PE10.4x
CULTIBA B Organización Cultiba. deMex$12.401.2%
+Mex$102.1m		15.9%PE6.8x

Latest News

HERDEZ *
Mex$87.50
Grupo Herdez. de
7D
15.9%
1Y
62.1%
FEMSA UBD
Mex$193.07
Fomento Económico Mexicano. de
7D
-0.3%
1Y
6.2%
CHDRAUI B
Mex$111.84
Grupo Comercial Chedraui. de
7D
-3.8%
1Y
-7.4%
AC *
Mex$205.05
Arca Continental. de
7D
-1.7%
1Y
-4.5%
LACOMER UBC
Mex$37.79
La Comer. de
7D
-3.0%
1Y
7.5%

LACOMER UBC: Future Returns Will Be Supported By Stable P/E Assumptions

Analysts have nudged their price target on La Comer down slightly from MX$50.00 to about MX$49.29, reflecting small tweaks to their fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from MX$50.00 to about MX$49.29, indicating a small trim to the implied valuation.
SORIANA B
Mex$34.56
Organización Soriana S. A. B. de C. V
7D
-10.9%
1Y
23.9%
GRUMA B
Mex$309.00
Gruma. de
7D
-9.0%
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$56.60
Wal-Mart de México. de
7D
-2.1%
1Y
1.3%
SIGMAF A
Mex$18.56
Sigma Foods. de
7D
3.3%
1Y
5.7%

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$62.76
Grupo Bimbo. de
7D
-5.5%
1Y
9.2%

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.
KIMBER A
Mex$42.66
Kimberly-Clark de México S. A. B. de C. V
7D
1.6%
1Y
32.0%
CULTIBA B
Mex$12.40
Organización Cultiba. de
7D
1.2%
1Y
15.9%
FRAGUA B
Mex$539.20
Corporativo Fragua. de
7D
0.9%
1Y
-5.0%

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