Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 18, 2026
DataAggregated Company Financials
Companies16
  • 7D-0.8%
  • 3M0.7%
  • 1Y1.0%
  • YTD0.8%

In the last week, Consumer Staples has been flat. In line with that, the industry has also been flat over the past 12 months. 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, 19 Mar 2026Mex$2.9tMex$3.6tMex$152.8b16.5x18.8x0.8x
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-1.42%
Consumer Staples-0.78%
Household Products2.11%
Food and Staples Retail1.03%
Food-2.37%
Beverage-2.50%
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

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

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.
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%