Narrative Update • Jul 20

In the last week, Consumer Staples has been flat. As for the the longer term, the industry is up 3.0% over the past 12 months. As for the next few years, earnings are expected to grow by 8.4% per annum.
Has the Mexican Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | Mex$2.6t | Mex$3.6t | Mex$155.5b | 13.8x | 17x | 0.7x |
| Fri, 19 Jun 2026 | Mex$2.6t | Mex$3.6t | Mex$155.5b | 13.5x | 17x | 0.7x |
| Sun, 17 May 2026 | Mex$2.7t | Mex$3.6t | Mex$154.8b | 14.1x | 17.6x | 0.8x |
| Tue, 14 Apr 2026 | Mex$2.9t | Mex$3.6t | Mex$152.3b | 15.9x | 19.2x | 0.8x |
| Thu, 12 Mar 2026 | Mex$2.9t | Mex$3.6t | Mex$152.5b | 16.2x | 19x | 0.8x |
| Sat, 07 Feb 2026 | Mex$2.9t | Mex$3.6t | Mex$147.2b | 17x | 19.6x | 0.8x |
| Mon, 05 Jan 2026 | Mex$2.9t | Mex$3.6t | Mex$147.8b | 17.2x | 19.3x | 0.8x |
| Wed, 03 Dec 2025 | Mex$2.9t | Mex$3.6t | Mex$148.0b | 16x | 19.8x | 0.8x |
| Fri, 31 Oct 2025 | Mex$2.9t | Mex$3.6t | Mex$147.6b | 14.9x | 19.7x | 0.8x |
| Sun, 28 Sep 2025 | Mex$2.9t | Mex$3.6t | Mex$147.5b | 15.8x | 19.5x | 0.8x |
| Tue, 26 Aug 2025 | Mex$2.8t | Mex$3.6t | Mex$147.5b | 17x | 19x | 0.8x |
| Thu, 24 Jul 2025 | Mex$2.8t | Mex$3.5t | Mex$152.6b | 17.3x | 18.2x | 0.8x |
| Sat, 21 Jun 2025 | Mex$3.0t | Mex$3.5t | Mex$154.5b | 18.1x | 19.1x | 0.8x |
| Mon, 19 May 2025 | Mex$3.1t | Mex$3.5t | Mex$155.0b | 17.6x | 19.8x | 0.9x |
| Wed, 16 Apr 2025 | Mex$2.9t | Mex$3.5t | Mex$156.3b | 17x | 18.6x | 0.8x |
| Fri, 14 Mar 2025 | Mex$2.7t | Mex$3.3t | Mex$144.0b | 13.7x | 18.9x | 0.8x |
| Sun, 09 Feb 2025 | Mex$2.7t | Mex$3.2t | Mex$161.0b | 14.5x | 16.9x | 0.8x |
| Tue, 07 Jan 2025 | Mex$2.6t | Mex$3.2t | Mex$160.9b | 14.9x | 16.4x | 0.8x |
| Thu, 05 Dec 2024 | Mex$2.7t | Mex$3.2t | Mex$160.8b | 15.1x | 17x | 0.8x |
| Sat, 02 Nov 2024 | Mex$2.8t | Mex$3.2t | Mex$160.5b | 15.4x | 17.4x | 0.9x |
| Mon, 30 Sep 2024 | Mex$3.0t | Mex$3.2t | Mex$161.5b | 17.6x | 18.3x | 0.9x |
| Wed, 28 Aug 2024 | Mex$3.1t | Mex$3.2t | Mex$161.5b | 16.4x | 18.9x | 1x |
| Fri, 26 Jul 2024 | Mex$3.0t | Mex$3.1t | Mex$161.9b | 16.8x | 18.7x | 1x |
| Sun, 23 Jun 2024 | Mex$3.0t | Mex$3.1t | Mex$155.2b | 17.5x | 19.2x | 1x |
| Tue, 21 May 2024 | Mex$3.1t | Mex$3.1t | Mex$154.4b | 17.5x | 20.1x | 1x |
| Thu, 18 Apr 2024 | Mex$3.1t | Mex$3.1t | Mex$161.4b | 16.9x | 18.9x | 1x |
| Sat, 16 Mar 2024 | Mex$3.2t | Mex$3.1t | Mex$162.2b | 17x | 19.8x | 1x |
| Mon, 12 Feb 2024 | Mex$3.4t | Mex$3.2t | Mex$180.6b | 15.9x | 19.1x | 1.1x |
| Wed, 10 Jan 2024 | Mex$3.4t | Mex$3.3t | Mex$178.4b | 15.9x | 18.9x | 1x |
| Fri, 08 Dec 2023 | Mex$3.3t | Mex$3.3t | Mex$178.6b | 15.9x | 18.3x | 1x |
| Sun, 05 Nov 2023 | Mex$3.2t | Mex$3.3t | Mex$178.6b | 15.9x | 17.9x | 1x |
| Tue, 03 Oct 2023 | Mex$3.2t | Mex$3.3t | Mex$170.7b | 16.2x | 18.6x | 1x |
| Thu, 31 Aug 2023 | Mex$3.3t | Mex$3.3t | Mex$170.4b | 16.8x | 19.4x | 1x |
| Sat, 29 Jul 2023 | Mex$3.3t | Mex$3.2t | Mex$170.3b | 16.4x | 19.2x | 1x |
19.2x
Which industries have driven the changes within the Mexican Consumer Staples sector?
| MX Market | 0.94% | |
| Consumer Staples | 0.88% | |
| Beverage | 2.27% | |
| Food | 2.12% | |
| Household Products | 0% | 0 |
| Food and Staples Retail | -1.01% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FEMSA UBD Fomento Económico Mexicano. de | Mex$226.74 | 1.7% +Mex$13.0b | 25.6% | PE26.3x | |
| AC * Arca Continental. de | Mex$203.83 | 3.9% +Mex$12.9b | 4.6% | PE18x | |
| BIMBO A Grupo Bimbo. de | Mex$59.33 | 3.1% +Mex$7.8b | 17.0% | PE21.8x | |
| SIGMAF A Sigma Foods. de | Mex$16.34 | 1.1% +Mex$944.3m | 13.1% | PE12.2x | |
| FRAGUA B Corporativo Fragua. de | Mex$465.17 | 1.8% +Mex$782.2m | -17.3% | PE9.7x |