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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies17
  • 7D1.1%
  • 3M3.8%
  • 1Y5.7%
  • YTD1.2%

In the last week, the Consumer Staples industry is up 1.1%, with Wal-Mart de México. de up 1.8%. In the same time, Organización Soriana S. A. B. de C. V was down 7.2%. This takes the industry's 12 month performance to a gain of 5.7%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026Mex$2.9tMex$3.6tMex$147.8b16.6x19.5x0.8x
Mon, 08 Dec 2025Mex$2.9tMex$3.6tMex$147.9b15.9x19.5x0.8x
Wed, 05 Nov 2025Mex$2.9tMex$3.6tMex$148.0b15.3x19.6x0.8x
Fri, 03 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.8x19.3x0.8x
Sun, 31 Aug 2025Mex$2.8tMex$3.6tMex$147.5b16.1x18.8x0.8x
Tue, 29 Jul 2025Mex$2.8tMex$3.6tMex$147.3b16.8x19.1x0.8x
Thu, 26 Jun 2025Mex$3.0tMex$3.5tMex$154.3b17.8x19.4x0.8x
Sat, 24 May 2025Mex$3.1tMex$3.5tMex$154.8b18.1x20x0.9x
Mon, 21 Apr 2025Mex$3.0tMex$3.5tMex$154.6b17.2x19.1x0.9x
Wed, 19 Mar 2025Mex$2.8tMex$3.3tMex$142.8b16.1x19.5x0.8x
Fri, 14 Feb 2025Mex$2.8tMex$3.2tMex$161.0b15.1x17.4x0.9x
Sun, 12 Jan 2025Mex$2.7tMex$3.2tMex$161.1b15x16.7x0.8x
Tue, 10 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.7x17.3x0.9x
Thu, 07 Nov 2024Mex$2.8tMex$3.2tMex$163.5b15.9x17.1x0.9x
Sat, 05 Oct 2024Mex$2.9tMex$3.2tMex$161.3b17.3x18x0.9x
Mon, 02 Sep 2024Mex$3.0tMex$3.2tMex$161.5b16.4x18.9x1x
Wed, 31 Jul 2024Mex$3.0tMex$3.2tMex$161.1b16.5x18.8x1x
Fri, 28 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.8x19.1x1x
Sun, 26 May 2024Mex$3.0tMex$3.1tMex$154.7b17x19.6x1x
Tue, 23 Apr 2024Mex$3.1tMex$3.1tMex$162.5b16.8x19x1x
Thu, 21 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.9x19.7x1x
Sat, 17 Feb 2024Mex$3.3tMex$3.2tMex$177.2b16.8x18.8x1.1x
Mon, 15 Jan 2024Mex$3.4tMex$3.3tMex$178.3b15.9x19x1x
Wed, 13 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Fri, 10 Nov 2023Mex$3.2tMex$3.3tMex$178.7b15.9x17.8x1x
Sun, 08 Oct 2023Mex$3.1tMex$3.3tMex$170.9b16x18.2x0.9x
Tue, 05 Sep 2023Mex$3.2tMex$3.3tMex$170.5b16.9x18.9x1x
Thu, 03 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.8x19.2x1x
Sat, 01 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.4x19.6x1x
Mon, 29 May 2023Mex$3.1tMex$3.2tMex$160.8b16.3x19.3x1x
Wed, 26 Apr 2023Mex$3.1tMex$3.0tMex$148.9b17x21x1x
Fri, 24 Mar 2023Mex$3.2tMex$2.2tMex$154.2b16.7x20.5x1.4x
Sun, 19 Feb 2023Mex$3.2tMex$3.0tMex$144.9b20.1x21.8x1.1x
Tue, 17 Jan 2023Mex$3.2tMex$3.0tMex$142.2b20.2x22.4x1.1x
Price to Earnings Ratio

22.4x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$142.2bTotal Revenue: Mex$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 19.1x202420252026
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 19.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
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 6.9% 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 Market1.11%
Consumer Staples1.11%
Food1.82%
Beverage1.22%
Food and Staples Retail1.01%
Household Products-1.54%
Industry PE
  • Investors are most optimistic about the Beverage industry which is trading above its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 14.5%, which is higher than its past year's earnings growth of 2.3% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 16.1x.
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 growth rate of 2.3% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 5.0% 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$57.462.2%
+Mex$20.9b		0.8%PE19.7x
BIMBO A Grupo Bimbo. deMex$62.605.9%
+Mex$15.0b		23.9%PE23.9x
CUERVO * Becle. deMex$23.0511.6%
+Mex$8.6b		6.7%PE9.4x
FEMSA UBD Fomento Económico Mexicano. deMex$183.671.3%
+Mex$8.3b		7.6%PE45.8x
SIGMAF A Sigma Foods. deMex$16.728.4%
+Mex$7.2b		8.2%PE19.8x

Latest News

LACOMER UBC
Mex$38.33
La Comer. de
7D
1.1%
1Y
19.1%

LACOMER UBC: Future Earnings Will Likely Reflect Steady Margins And Supportive P/E

Analysts kept their fair value estimate for La Comer unchanged at $49.86, with only modest tweaks to discount rate and forward P/E assumptions. This signals that their overall price target and core rationale remain broadly consistent despite updated modeling inputs.
GRUMA B
Mex$310.42
Gruma. de
7D
-0.2%
1Y
-3.6%

GRUMA B: Stable Assumptions And Margin Support Will Underpin Future Upside

Analysts have kept their price target for Gruma.de broadly in line with prior views, noting that only minor adjustments to revenue growth, profit margin and future P/E assumptions were needed to support their updated valuation framework. Valuation Changes Fair Value: Kept unchanged at MX$380.31 per share, indicating no revision to the core valuation output.
CHDRAUI B
Mex$124.24
Grupo Comercial Chedraui. de
7D
0.7%
1Y
-0.1%

CHDRAUI B: Margin Discipline Will Support Upside At MXN 157 Underperform Level

Narrative Update Analysts trimmed their price target for Grupo Comercial Chedraui to MXN 157, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, and aligning with a recent downgrade to Underperform. Analyst Commentary Recent research points to a more cautious stance on Grupo Comercial Chedraui, with the MXN 157 price target now aligned with an Underperform rating.
SORIANA B
Mex$37.17
Organización Soriana S. A. B. de C. V
7D
-11.1%
1Y
24.3%

There Are Reasons To Feel Uneasy About Organización Soriana S. A. B. de C. V's (BMV:SORIANAB) Returns On Capital

Jan 08
There Are Reasons To Feel Uneasy About Organización Soriana S. A. B. de C. V's (BMV:SORIANAB) Returns On Capital
FEMSA UBD
Mex$183.67
Fomento Económico Mexicano. de
7D
1.3%
1Y
7.6%

Fomento Económico Mexicano. de (BMV:FEMSAUBD) Might Have The Makings Of A Multi-Bagger

Jan 08
Fomento Económico Mexicano. de (BMV:FEMSAUBD) Might Have The Makings Of A Multi-Bagger
BIMBO A
Mex$62.60
Grupo Bimbo. de
7D
5.9%
1Y
23.9%

BIMBO A: New Leadership Will Support Stronger Profitability And ReRating Potential

Analysts kept their fair value estimate for Grupo Bimbo at $87.00, while adjusting key inputs such as revenue growth, profit margin and future P/E assumptions, which together inform this unchanged price target. What's in the News Grupo Bimbo has appointed Alejandro Rodríguez Bas as its new CEO, following the resignation of Rafael Pamias Romero.
AC *
Mex$195.93
Arca Continental. de
7D
1.0%
1Y
8.5%

AC *: Higher Margins And Stable Risk Profile Will Drive Future Compounding

Analysts have slightly raised their fair value estimate for Arca Continental to $223.89 from $223.67, citing small adjustments to revenue growth, profit margin and future P/E assumptions in their updated models. Valuation Changes Fair Value Estimate updated slightly from MX$223.67 to MX$223.89 per share.
CUERVO *
Mex$23.05
Becle. de
7D
11.6%
1Y
6.7%
HERDEZ *
Mex$79.99
Grupo Herdez. de
7D
-4.2%
1Y
45.3%

HERDEZ *: Fair Outlook Will Balance Meeting Risks And Modest Margin Expectations

Analysts have modestly raised their price target on Grupo Herdez to MXN 85.00, citing slightly improved long term revenue growth and profit margin expectations that support a similar valuation multiple to prior estimates. What's in the News Grupo Herdez, S.A.B. de C.V. has called a Special or Extraordinary Shareholders Meeting for December 4, 2025, in Mexico City to address corporate matters requiring shareholder approval (company filing) The meeting will take place at Monte Pelvoux 215 in the Lomas de Chapultepec neighborhood, Miguel Hidalgo borough, postal code 11000, providing a formal venue for key governance decisions (company filing) Valuation Changes Fair Value: Unchanged at MX$85.00 per share, indicating no revision to the implied target price.
KIMBER A
Mex$38.00
Kimberly-Clark de México S. A. B. de C. V
7D
-0.5%
1Y
30.3%

Why We Like The Returns At Kimberly-Clark de México S. A. B. de C. V (BMV:KIMBERA)

Dec 23
Why We Like The Returns At Kimberly-Clark de México S. A. B. de C. V (BMV:KIMBERA)
SIGMAF A
Mex$16.72
Sigma Foods. de
7D
8.4%
1Y
8.2%

ALFA A: Future Meeting Will Support Long-Term Upside Despite Modest Expectations

Analysts have trimmed their price target for Alfa. de by approximately €0.11 per share, reflecting slightly softer expectations for revenue growth, profit margins, and future valuation multiples.
WALMEX *
Mex$57.46
Wal-Mart de México. de
7D
2.2%
1Y
0.8%

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