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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies16
  • 7D-0.8%
  • 3M-0.6%
  • 1Y3.6%
  • YTD1.6%

In the last week, the Consumer Staples industry is flat overall, with Grupo Bimbo. de standing out by going down 3.6%. The past year has been better, since the industry has gained 3.6% in that time. 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, 12 Mar 2026Mex$2.9tMex$3.6tMex$152.5b16.2x19x0.8x
Sat, 07 Feb 2026Mex$2.9tMex$3.6tMex$147.2b17x19.6x0.8x
Mon, 05 Jan 2026Mex$2.9tMex$3.6tMex$147.8b17.2x19.3x0.8x
Wed, 03 Dec 2025Mex$2.9tMex$3.6tMex$148.0b16x19.8x0.8x
Fri, 31 Oct 2025Mex$2.9tMex$3.6tMex$147.6b14.9x19.7x0.8x
Sun, 28 Sep 2025Mex$2.9tMex$3.6tMex$147.5b15.8x19.5x0.8x
Tue, 26 Aug 2025Mex$2.8tMex$3.6tMex$147.5b17x19x0.8x
Thu, 24 Jul 2025Mex$2.8tMex$3.5tMex$152.6b17.3x18.2x0.8x
Sat, 21 Jun 2025Mex$3.0tMex$3.5tMex$154.5b18.1x19.1x0.8x
Mon, 19 May 2025Mex$3.1tMex$3.5tMex$155.0b17.6x19.8x0.9x
Wed, 16 Apr 2025Mex$2.9tMex$3.5tMex$156.3b17x18.6x0.8x
Fri, 14 Mar 2025Mex$2.7tMex$3.3tMex$144.0b13.7x18.9x0.8x
Sun, 09 Feb 2025Mex$2.7tMex$3.2tMex$161.0b14.5x16.9x0.8x
Tue, 07 Jan 2025Mex$2.6tMex$3.2tMex$160.9b14.9x16.4x0.8x
Thu, 05 Dec 2024Mex$2.7tMex$3.2tMex$160.8b15.1x17x0.8x
Sat, 02 Nov 2024Mex$2.8tMex$3.2tMex$160.5b15.4x17.4x0.9x
Mon, 30 Sep 2024Mex$3.0tMex$3.2tMex$161.5b17.6x18.3x0.9x
Wed, 28 Aug 2024Mex$3.1tMex$3.2tMex$161.5b16.4x18.9x1x
Fri, 26 Jul 2024Mex$3.0tMex$3.1tMex$161.9b16.8x18.7x1x
Sun, 23 Jun 2024Mex$3.0tMex$3.1tMex$155.2b17.5x19.2x1x
Tue, 21 May 2024Mex$3.1tMex$3.1tMex$154.4b17.5x20.1x1x
Thu, 18 Apr 2024Mex$3.1tMex$3.1tMex$161.4b16.9x18.9x1x
Sat, 16 Mar 2024Mex$3.2tMex$3.1tMex$162.2b17x19.8x1x
Mon, 12 Feb 2024Mex$3.4tMex$3.2tMex$180.6b15.9x19.1x1.1x
Wed, 10 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x18.9x1x
Fri, 08 Dec 2023Mex$3.3tMex$3.3tMex$178.6b15.9x18.3x1x
Sun, 05 Nov 2023Mex$3.2tMex$3.3tMex$178.6b15.9x17.9x1x
Tue, 03 Oct 2023Mex$3.2tMex$3.3tMex$170.7b16.2x18.6x1x
Thu, 31 Aug 2023Mex$3.3tMex$3.3tMex$170.4b16.8x19.4x1x
Sat, 29 Jul 2023Mex$3.3tMex$3.2tMex$170.3b16.4x19.2x1x
Mon, 26 Jun 2023Mex$3.1tMex$3.2tMex$160.6b16.1x19.5x1x
Wed, 24 May 2023Mex$3.1tMex$3.2tMex$160.8b16.3x19.6x1x
Fri, 21 Apr 2023Mex$3.2tMex$3.0tMex$153.5b16.8x20.9x1.1x
Sun, 19 Mar 2023Mex$3.2tMex$3.1tMex$156.4b16.7x20.4x1x
Price to Earnings Ratio

20.4x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$156.4bTotal 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 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 Market-1.32%
Consumer Staples-0.76%
Food and Staples Retail-0.067%
Beverage-0.42%
Household Products-1.56%
Food-2.91%
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 14.8%, which is lower than the prior year's growth of 19.1% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 15.7x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 15% 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
WALMEX * Wal-Mart de México. deMex$56.560.4%
+Mex$4.3b		7.2%PE19.6x
FEMSA UBD Fomento Económico Mexicano. deMex$192.910.3%
+Mex$2.2b		-1.6%PE37.5x
LACOMER UBC La Comer. deMex$38.992.3%
+Mex$965.5m		18.3%PE15.9x
HERDEZ * Grupo Herdez. deMex$84.441.0%
+Mex$263.7m		50.9%PE15.2x
SORIANA B Organización Soriana S. A. B. de C. VMex$36.390.1%
+Mex$72.0m		32.6%PE19.8x

Latest News

HERDEZ *
Mex$84.44
Grupo Herdez. de
7D
1.0%
1Y
50.9%

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$192.91
Fomento Económico Mexicano. de
7D
0.3%
1Y
-1.6%

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$38.99
La Comer. de
7D
2.3%
1Y
18.3%

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$15.89
Becle. de
7D
-7.0%
1Y
-13.9%

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$106.29
Grupo Comercial Chedraui. de
7D
-4.9%
1Y
-3.8%

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.
GRUMA B
Mex$312.29
Gruma. de
7D
-0.7%
1Y
-14.4%

GRUMA B: Higher Margin Outlook Will Support Further Upside Potential

Analysts have nudged their price target for Gruma slightly lower to MX$380.77 from MX$382.77, reflecting updated views on more moderate revenue growth, a higher profit margin outlook, and a reduced future P/E assumption. Valuation Changes Fair Value: trimmed slightly to MX$380.77 from MX$382.77, a reduction of about MX$2 per share.
SIGMAF A
Mex$17.46
Sigma Foods. de
7D
-4.6%
1Y
9.5%

SIGMAF A: Neutral JPMorgan Initiation Will Support Balanced Execution And Risk Profile

Analysts have reaffirmed their MX$20.29 price target on Sigma Foods de, with the neutral stance supported by recent Street research that highlights a balanced risk and reward profile for the shares. Analyst Commentary Bullish Takeaways Bullish analysts view the MX$20.29 target as consistent with current execution, arguing that it fairly reflects the company’s ability to hold its position in the food sector without requiring aggressive growth assumptions.
BIMBO A
Mex$60.62
Grupo Bimbo. de
7D
-3.6%
1Y
9.8%

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$204.04
Arca Continental. de
7D
-0.6%
1Y
-3.8%

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$517.49
Corporativo Fragua. de
7D
-1.8%
1Y
-0.5%
SORIANA B
Mex$36.39
Organización Soriana S. A. B. de C. V
7D
0.1%
1Y
32.6%
WALMEX *
Mex$56.56
Wal-Mart de México. de
7D
0.4%
1Y
7.2%
KIMBER A
Mex$41.65
Kimberly-Clark de México S. A. B. de C. V
7D
-1.6%
1Y
27.1%