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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies16
  • 7D-0.1%
  • 3M3.9%
  • 1Y5.8%
  • YTD4.8%

Over the last 7 days, the Consumer Staples industry has risen 1.6%, driven by gains from Wal-Mart de México. de of 2.9%. Meanwhile, Becle. de actually underperformed within the industry, shrinking 5.7% in the last week. This takes the industry's 12 month performance to a gain of 7.1%. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Feb 2026Mex$3.0tMex$3.6tMex$150.1b16.6x20.1x0.8x
Sat, 17 Jan 2026Mex$2.9tMex$3.6tMex$147.6b16.5x19.8x0.8x
Mon, 15 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.3x19.7x0.8x
Wed, 12 Nov 2025Mex$2.9tMex$3.6tMex$147.8b16x19.8x0.8x
Fri, 10 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.2x19x0.8x
Sun, 07 Sep 2025Mex$2.8tMex$3.6tMex$147.6b16.1x19.1x0.8x
Tue, 05 Aug 2025Mex$2.7tMex$3.6tMex$147.7b16.6x18.6x0.8x
Thu, 03 Jul 2025Mex$3.0tMex$3.5tMex$154.3b17.6x19.4x0.8x
Sat, 31 May 2025Mex$3.1tMex$3.5tMex$154.6b18.7x19.9x0.9x
Mon, 28 Apr 2025Mex$3.1tMex$3.5tMex$156.1b17.8x19.6x0.9x
Wed, 26 Mar 2025Mex$2.8tMex$3.3tMex$160.4b15.4x17.4x0.8x
Fri, 21 Feb 2025Mex$2.8tMex$3.3tMex$162.4b15.3x16.9x0.8x
Sun, 19 Jan 2025Mex$2.6tMex$3.2tMex$161.2b14.7x16.2x0.8x
Tue, 17 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.6x17.7x0.9x
Thu, 14 Nov 2024Mex$2.8tMex$3.2tMex$161.0b15.8x17.4x0.9x
Sat, 12 Oct 2024Mex$2.9tMex$3.2tMex$161.3b16.8x18.1x0.9x
Mon, 09 Sep 2024Mex$3.0tMex$3.2tMex$161.7b16.6x18.5x0.9x
Wed, 07 Aug 2024Mex$3.0tMex$3.2tMex$161.5b16.6x18.4x0.9x
Fri, 05 Jul 2024Mex$3.0tMex$3.1tMex$155.2b17.7x19.1x1x
Sun, 02 Jun 2024Mex$3.0tMex$3.1tMex$154.9b18x19.4x1x
Tue, 30 Apr 2024Mex$3.1tMex$3.1tMex$157.0b16.7x20x1x
Thu, 28 Mar 2024Mex$3.3tMex$3.1tMex$162.1b16.9x20.1x1.1x
Sat, 24 Feb 2024Mex$3.3tMex$3.1tMex$167.4b16.5x19.6x1x
Mon, 22 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x18.8x1x
Wed, 20 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Fri, 17 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Sun, 15 Oct 2023Mex$3.0tMex$3.3tMex$170.9b15.4x17.6x0.9x
Tue, 12 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.5x18.8x1x
Thu, 10 Aug 2023Mex$3.2tMex$3.3tMex$170.5b16.7x19x1x
Sat, 08 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.3x19.5x1x
Mon, 05 Jun 2023Mex$3.1tMex$3.2tMex$160.7b16.1x19.2x1x
Wed, 03 May 2023Mex$3.2tMex$3.1tMex$161.7b16.4x19.8x1x
Fri, 31 Mar 2023Mex$3.3tMex$3.0tMex$154.1b17.2x21.1x1.1x
Sun, 26 Feb 2023Mex$3.1tMex$3.0tMex$155.7b17.6x20.2x1x
Price to Earnings Ratio

20.2x


Total Market Cap: Mex$3.1tTotal Earnings: Mex$155.7bTotal 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 6.3% 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-0.51%
Consumer Staples-0.10%
Beverage0.39%
Household Products0.36%
Food and Staples Retail0.016%
Food-1.43%
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 15.4%, 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 15.9x.
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 4.1% 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
AC * Arca Continental. deMex$208.521.9%
+Mex$6.5b		2.3%PE18x
SORIANA B Organización Soriana S. A. B. de C. VMex$38.783.4%
+Mex$2.3b		36.1%PE18.1x
FRAGUA B Corporativo Fragua. deMex$534.242.8%
+Mex$1.4b		-3.7%PE10.3x
HERDEZ * Grupo Herdez. deMex$75.515.3%
+Mex$1.2b		35.0%PE15.6x
LACOMER UBC La Comer. deMex$38.962.2%
+Mex$921.6m		12.5%PE16.5x

Latest News

SIGMAF A
Mex$17.97
Sigma Foods. de
7D
-2.2%
1Y
4.5%
AC *
Mex$208.52
Arca Continental. de
7D
1.9%
1Y
2.3%

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$193.71
Fomento Económico Mexicano. de
7D
-0.3%
1Y
4.5%

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
GRUMA B
Mex$339.72
Gruma. de
7D
-0.8%
1Y
-5.1%

Is Gruma. de (BMV:GRUMAB) A Risky Investment?

Feb 15
Is Gruma. de (BMV:GRUMAB) A Risky Investment?
KIMBER A
Mex$41.99
Kimberly-Clark de México S. A. B. de C. V
7D
0.4%
1Y
29.8%
CULTIBA B
Mex$12.25
Organización Cultiba. de
7D
6.1%
1Y
14.5%
SORIANA B
Mex$38.78
Organización Soriana S. A. B. de C. V
7D
3.4%
1Y
36.1%
HERDEZ *
Mex$75.51
Grupo Herdez. de
7D
5.3%
1Y
35.0%

HERDEZ *: Special Meeting Will Support Stronger Margins And Upside Potential

Analysts have modestly adjusted their price target framework for Grupo Herdez, citing slightly higher revenue growth and profit margin assumptions, along with a small reduction in their discount rate and future P/E multiple. Together, these changes fine tune their estimated fair value to $85.00 per share.
CUERVO *
Mex$18.70
Becle. de
7D
-1.4%
1Y
-2.7%

CUERVO *: Future P/E Repricing Will Support A More Optimistic Outlook

Analysts have reduced their fair value estimate for Becle to €34.0 from €37.0, citing more moderate revenue growth assumptions and slightly higher discount rates, partly offset by a small uplift in projected profit margins and future P/E expectations. Valuation Changes Fair Value: Trimmed from €37.0 to €34.0, reflecting a modest reduction in the central valuation anchor.
LACOMER UBC
Mex$38.96
La Comer. de
7D
2.2%
1Y
12.5%

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

Analysts have kept their fair value estimate for La Comer steady at $50.00, with only small technical adjustments to the discount rate, revenue growth, profit margin and future P/E inputs to reflect updated model assumptions rather than a change in conviction. Valuation Changes Fair Value Estimate: Kept unchanged at MX$50.00 per share, reflecting the same headline assessment for La Comer.
BIMBO A
Mex$66.42
Grupo Bimbo. de
7D
-2.0%
1Y
17.7%

Why We're Not Concerned About Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Share Price

Feb 08
Why We're Not Concerned About Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Share Price
CHDRAUI B
Mex$116.20
Grupo Comercial Chedraui. de
7D
-3.5%
1Y
-1.4%

CHDRAUI B: Softer Assumptions Will Still Support Upside Toward MXN 156

Analysts have slightly reduced their price target for Grupo Comercial Chedraui to align with an updated fair value of about $155.93. This change reflects modestly softer assumptions on revenue growth and profit margins, along with a slightly higher future P/E outlook.
FRAGUA B
Mex$534.24
Corporativo Fragua. de
7D
2.8%
1Y
-3.7%

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

Dec 20
Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?
WALMEX *
Mex$57.79
Wal-Mart de México. de
7D
-0.02%
1Y
3.7%

Wal-Mart de México. de (BMV:WALMEX) Is Aiming To Keep Up Its Impressive Returns

Dec 09
Wal-Mart de México. de (BMV:WALMEX) Is Aiming To Keep Up Its Impressive Returns