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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 19, 2026
DataAggregated Company Financials
Companies16
  • 7D-0.9%
  • 3M-0.7%
  • 1Y-0.7%
  • YTD-0.6%

The Consumer Staples industry has stayed flat over the last week. Furthermore, the industry has been flat for the past year as well. 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, 19 Mar 2026Mex$2.8tMex$3.6tMex$152.8b16.3x18.6x0.8x
Sat, 14 Feb 2026Mex$3.0tMex$3.6tMex$149.6b17.1x19.9x0.8x
Mon, 12 Jan 2026Mex$2.9tMex$3.6tMex$147.8b16.5x19.7x0.8x
Wed, 10 Dec 2025Mex$2.9tMex$3.6tMex$147.9b16x19.5x0.8x
Fri, 07 Nov 2025Mex$3.0tMex$3.6tMex$147.9b15.3x20x0.8x
Sun, 05 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.9x19.2x0.8x
Tue, 02 Sep 2025Mex$2.8tMex$3.6tMex$147.5b16.5x18.9x0.8x
Thu, 31 Jul 2025Mex$2.8tMex$3.6tMex$147.4b16.4x19.2x0.8x
Sat, 28 Jun 2025Mex$3.0tMex$3.5tMex$154.3b17.8x19.4x0.9x
Mon, 26 May 2025Mex$3.1tMex$3.5tMex$154.8b18.1x20x0.9x
Wed, 23 Apr 2025Mex$3.1tMex$3.5tMex$154.6b17.6x19.9x0.9x
Fri, 21 Mar 2025Mex$2.8tMex$3.3tMex$142.9b16x19.3x0.8x
Sun, 16 Feb 2025Mex$2.7tMex$3.3tMex$161.7b15.4x17x0.8x
Tue, 14 Jan 2025Mex$2.7tMex$3.2tMex$161.1b15.1x16.7x0.8x
Thu, 12 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.8x17.2x0.9x
Sat, 09 Nov 2024Mex$2.8tMex$3.2tMex$163.6b15.9x17.4x0.9x
Mon, 07 Oct 2024Mex$2.9tMex$3.2tMex$161.3b17.3x18.3x0.9x
Wed, 04 Sep 2024Mex$3.1tMex$3.2tMex$161.6b16.5x19x1x
Fri, 02 Aug 2024Mex$3.0tMex$3.2tMex$161.1b16.3x18.8x1x
Sun, 30 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.3x19.2x1x
Tue, 28 May 2024Mex$3.0tMex$3.1tMex$154.7b17x19.5x1x
Thu, 25 Apr 2024Mex$3.1tMex$3.1tMex$161.7b16.5x19.2x1x
Sat, 23 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.9x20x1x
Mon, 19 Feb 2024Mex$3.3tMex$3.2tMex$178.1b16.5x18.5x1x
Wed, 17 Jan 2024Mex$3.4tMex$3.3tMex$178.5b15.9x18.9x1x
Fri, 15 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.7x1x
Sun, 12 Nov 2023Mex$3.2tMex$3.3tMex$178.6b15.9x18x1x
Tue, 10 Oct 2023Mex$3.1tMex$3.3tMex$170.9b16.1x18.2x0.9x
Thu, 07 Sep 2023Mex$3.2tMex$3.3tMex$170.7b16.6x18.9x1x
Sat, 05 Aug 2023Mex$3.2tMex$3.3tMex$170.5b16.8x18.8x1x
Mon, 03 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.2x19.6x1x
Wed, 31 May 2023Mex$3.1tMex$3.2tMex$160.8b16.2x19.4x1x
Fri, 28 Apr 2023Mex$3.2tMex$3.1tMex$155.0b17x20.5x1x
Sun, 26 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-0.44%
Consumer Staples-0.88%
Household Products0.48%
Food and Staples Retail-0.35%
Beverage-1.33%
Food-1.57%
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
GRUMA B Gruma. deMex$308.881.2%
+Mex$1.2b		-15.7%PE11.5x
WALMEX * Wal-Mart de México. deMex$56.070.1%
+Mex$1.0b		2.4%PE19.4x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$41.790.5%
+Mex$599.7m		28.0%PE16.5x
LACOMER UBC La Comer. deMex$39.250.9%
+Mex$384.0m		14.2%PE16x
CHDRAUI B Grupo Comercial Chedraui. deMex$103.920.3%
+Mex$287.9m		-9.3%PE15.3x

Latest News

GRUMA B
Mex$308.88
Gruma. de
7D
1.2%
1Y
-15.7%

Healthy Eating Trends And Global Capacity Expansion Will Drive Stronger Future Potential

Catalysts About Gruma. de Gruma is a global producer of tortillas and corn flour with operations across the U.S., Mexico, Europe, Central America and Asia Oceania.
SIGMAF A
Mex$16.68
Sigma Foods. de
7D
-1.8%
1Y
-1.6%
HERDEZ *
Mex$81.80
Grupo Herdez. de
7D
-1.4%
1Y
46.3%

HERDEZ *: Special Meeting And Refined Earnings Assumptions Will Shape Balanced Outlook

Analysts have marginally adjusted their MX$ price target for Grupo Herdez, reflecting small tweaks to revenue growth, profit margin, and future P/E assumptions that together indicate a slightly refined view of the company’s earnings potential. What's in the News Grupo Herdez has scheduled a Special and Extraordinary Shareholders Meeting for March 6, 2026, giving investors a clear date to watch for company-level decisions that require shareholder approval (Key Developments).
FEMSA UBD
Mex$188.25
Fomento Económico Mexicano. de
7D
-1.8%
1Y
-5.4%

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$39.25
La Comer. de
7D
0.9%
1Y
14.2%

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$15.20
Becle. de
7D
-4.3%
1Y
-15.4%

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$103.92
Grupo Comercial Chedraui. de
7D
0.3%
1Y
-9.3%

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.
BIMBO A
Mex$58.03
Grupo Bimbo. de
7D
-2.7%
1Y
7.0%

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$198.85
Arca Continental. de
7D
0.04%
1Y
-7.8%

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.
FRAGUA B
Mex$508.00
Corporativo Fragua. de
7D
-1.8%
1Y
-9.8%
SORIANA B
Mex$33.66
Organización Soriana S. A. B. de C. V
7D
-7.5%
1Y
20.5%
WALMEX *
Mex$56.07
Wal-Mart de México. de
7D
0.1%
1Y
2.4%
KIMBER A
Mex$41.79
Kimberly-Clark de México S. A. B. de C. V
7D
0.5%
1Y
28.0%
CULTIBA B
Mex$12.55
Organización Cultiba. de
7D
-0.9%
1Y
14.1%