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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies16
  • 7D-2.0%
  • 3M0.8%
  • 1Y3.6%
  • YTD2.5%

Over the last 7 days, the Consumer Staples industry has dropped 2.0%, driven by a pullback from Wal-Mart de México. de of 3.8%. In contrast, Sigma Foods. de has gained 5.6%. In the past year, the industry has gained 3.6%. 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
Sun, 01 Mar 2026Mex$2.9tMex$3.6tMex$152.6b16.3x19.1x0.8x
Tue, 27 Jan 2026Mex$2.9tMex$3.6tMex$147.3b16.4x19.8x0.8x
Thu, 25 Dec 2025Mex$2.9tMex$3.6tMex$147.8b17.2x19.6x0.8x
Sat, 22 Nov 2025Mex$2.9tMex$3.6tMex$148.1b15.3x19.5x0.8x
Mon, 20 Oct 2025Mex$2.9tMex$3.6tMex$147.5b15.2x19.7x0.8x
Wed, 17 Sep 2025Mex$2.9tMex$3.6tMex$147.6b16x19.4x0.8x
Fri, 15 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.6x18.9x0.8x
Sun, 13 Jul 2025Mex$2.9tMex$3.5tMex$154.2b17x18.6x0.8x
Tue, 10 Jun 2025Mex$3.0tMex$3.5tMex$154.4b17.6x19.6x0.9x
Thu, 08 May 2025Mex$3.1tMex$3.5tMex$154.9b18.1x20.2x0.9x
Sat, 05 Apr 2025Mex$2.8tMex$3.3tMex$157.7b16.3x17.7x0.8x
Mon, 03 Mar 2025Mex$2.7tMex$3.3tMex$144.2b14.6x19.1x0.8x
Wed, 29 Jan 2025Mex$2.7tMex$3.2tMex$161.0b15.1x16.9x0.8x
Fri, 27 Dec 2024Mex$2.7tMex$3.2tMex$160.8b15.2x16.8x0.8x
Sun, 24 Nov 2024Mex$2.7tMex$3.2tMex$160.9b15.9x16.9x0.8x
Tue, 22 Oct 2024Mex$2.9tMex$3.2tMex$161.0b16.4x18.2x0.9x
Thu, 19 Sep 2024Mex$3.0tMex$3.2tMex$161.3b17.7x18.7x1x
Sat, 17 Aug 2024Mex$3.1tMex$3.2tMex$161.0b17.4x19.3x1x
Mon, 15 Jul 2024Mex$3.1tMex$3.1tMex$155.0b17.8x20.2x1x
Wed, 12 Jun 2024Mex$3.0tMex$3.1tMex$155.5b17.2x19.5x1x
Fri, 10 May 2024Mex$3.1tMex$3.1tMex$153.7b17.2x20.2x1x
Sun, 07 Apr 2024Mex$3.2tMex$3.1tMex$161.4b17.2x19.7x1x
Tue, 05 Mar 2024Mex$3.2tMex$3.1tMex$162.5b16.8x19.8x1x
Thu, 01 Feb 2024Mex$3.5tMex$3.3tMex$178.5b15.9x19.3x1x
Sat, 30 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.2x1x
Mon, 27 Nov 2023Mex$3.3tMex$3.3tMex$178.4b15.9x18.5x1x
Wed, 25 Oct 2023Mex$3.0tMex$3.3tMex$171.7b14.9x17.4x0.9x
Fri, 22 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.5x18.6x1x
Sun, 20 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.6x19.1x1x
Tue, 18 Jul 2023Mex$3.1tMex$3.2tMex$160.5b16.8x19.4x1x
Thu, 15 Jun 2023Mex$3.1tMex$3.2tMex$160.6b16.5x19.4x1x
Sat, 13 May 2023Mex$3.2tMex$3.1tMex$162.6b16.4x20x1x
Mon, 10 Apr 2023Mex$3.2tMex$3.0tMex$154.1b17.1x20.7x1.1x
Wed, 08 Mar 2023Mex$3.2tMex$3.0tMex$156.1b16.7x20.3x1x
Price to Earnings Ratio

20.3x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$156.1bTotal 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 Market1.04%
Consumer Staples-1.98%
Household Products1.26%
Food-0.72%
Beverage-1.45%
Food and Staples Retail-3.24%
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 14.5%, 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
SIGMAF A Sigma Foods. deMex$19.355.6%
+Mex$5.7b		10.0%PE13.8x
FEMSA UBD Fomento Económico Mexicano. deMex$193.24-0.8%
Mex$2.2b		0.1%PE37.5x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$43.231.3%
+Mex$1.6b		40.6%PE17.1x
SORIANA B Organización Soriana S. A. B. de C. VMex$37.120.3%
+Mex$216.0m		34.2%PE20.2x
FRAGUA B Corporativo Fragua. deMex$537.400.1%
+Mex$56.5m		-4.0%PE10.4x

Latest News

CHDRAUI B
Mex$110.44
Grupo Comercial Chedraui. de
7D
-3.5%
1Y
-6.1%
BIMBO A
Mex$62.48
Grupo Bimbo. de
7D
-2.6%
1Y
13.3%
HERDEZ *
Mex$86.45
Grupo Herdez. de
7D
-1.9%
1Y
60.9%
FEMSA UBD
Mex$193.24
Fomento Económico Mexicano. de
7D
-0.8%
1Y
0.1%
AC *
Mex$207.28
Arca Continental. de
7D
-1.6%
1Y
-2.4%
CUERVO *
Mex$17.54
Becle. de
7D
-7.1%
1Y
-0.8%

CUERVO *: Revised P/E And Margin Assumptions Will Support Upside Potential

Analysts have reduced their price target on Becle to MX$34.00. The adjustment is primarily linked to updated assumptions around revenue growth, profit margins, and expected P/E levels.
LACOMER UBC
Mex$38.93
La Comer. de
7D
0.1%
1Y
17.1%

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$37.12
Organización Soriana S. A. B. de C. V
7D
0.3%
1Y
34.2%
GRUMA B
Mex$308.74
Gruma. de
7D
-1.7%
1Y
-13.0%

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$55.74
Wal-Mart de México. de
7D
-3.8%
1Y
2.5%
SIGMAF A
Mex$19.35
Sigma Foods. de
7D
5.6%
1Y
10.0%

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.
KIMBER A
Mex$43.23
Kimberly-Clark de México S. A. B. de C. V
7D
1.3%
1Y
40.6%
CULTIBA B
Mex$12.10
Organización Cultiba. de
7D
-1.7%
1Y
13.1%
FRAGUA B
Mex$537.40
Corporativo Fragua. de
7D
0.1%
1Y
-4.0%

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Dec 20
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