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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies17
  • 7D1.9%
  • 3M4.3%
  • 1Y6.8%
  • YTD1.9%

In the last week, the Consumer Staples industry is up 1.9%, with Wal-Mart de México. de up 2.2%. During this same period, the Organización Soriana S. A. B. de C. V underperformed, falling 11%. This means that the industry has gained 6.8% over the past year. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026Mex$2.9tMex$3.6tMex$147.8b16.5x19.7x0.8x
Tue, 09 Dec 2025Mex$2.9tMex$3.6tMex$148.0b16x19.5x0.8x
Thu, 06 Nov 2025Mex$2.9tMex$3.6tMex$148.0b15.4x19.8x0.8x
Sat, 04 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.9x19.2x0.8x
Mon, 01 Sep 2025Mex$2.8tMex$3.6tMex$147.5b16.1x18.8x0.8x
Wed, 30 Jul 2025Mex$2.8tMex$3.6tMex$147.3b16.7x19.3x0.8x
Fri, 27 Jun 2025Mex$3.0tMex$3.5tMex$154.3b18x19.4x0.9x
Sun, 25 May 2025Mex$3.1tMex$3.5tMex$154.8b18.1x20x0.9x
Tue, 22 Apr 2025Mex$3.0tMex$3.5tMex$154.6b17.3x19.5x0.9x
Thu, 20 Mar 2025Mex$2.8tMex$3.3tMex$142.9b16.1x19.4x0.8x
Sat, 15 Feb 2025Mex$2.8tMex$3.3tMex$161.7b15.4x17.4x0.9x
Mon, 13 Jan 2025Mex$2.7tMex$3.2tMex$161.1b15x16.7x0.8x
Wed, 11 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.8x17.4x0.9x
Fri, 08 Nov 2024Mex$2.8tMex$3.2tMex$163.4b16.1x17.3x0.9x
Sun, 06 Oct 2024Mex$2.9tMex$3.2tMex$161.3b17.3x18.3x0.9x
Tue, 03 Sep 2024Mex$3.0tMex$3.2tMex$161.6b16.4x18.9x1x
Thu, 01 Aug 2024Mex$3.0tMex$3.2tMex$161.0b16.4x18.8x1x
Sat, 29 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.3x19.2x1x
Mon, 27 May 2024Mex$3.0tMex$3.1tMex$154.7b17x19.5x1x
Wed, 24 Apr 2024Mex$3.1tMex$3.1tMex$161.2b16.6x19.2x1x
Fri, 22 Mar 2024Mex$3.3tMex$3.1tMex$162.2b17x20x1.1x
Sun, 18 Feb 2024Mex$3.3tMex$3.2tMex$178.1b16.5x18.5x1x
Tue, 16 Jan 2024Mex$3.4tMex$3.3tMex$178.3b15.9x19x1x
Thu, 14 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Sat, 11 Nov 2023Mex$3.2tMex$3.3tMex$178.6b15.9x17.8x1x
Mon, 09 Oct 2023Mex$3.1tMex$3.3tMex$170.9b16x18.2x0.9x
Wed, 06 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.7x18.9x1x
Fri, 04 Aug 2023Mex$3.2tMex$3.3tMex$170.6b16.7x18.8x1x
Sun, 02 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.2x19.6x1x
Tue, 30 May 2023Mex$3.1tMex$3.2tMex$160.7b16.3x19.4x1x
Thu, 27 Apr 2023Mex$3.2tMex$3.1tMex$155.1b16.7x20.4x1x
Sat, 25 Mar 2023Mex$3.2tMex$3.0tMex$154.2b16.7x20.6x1.1x
Mon, 20 Feb 2023Mex$3.2tMex$3.0tMex$144.9b20.1x21.8x1.1x
Wed, 18 Jan 2023Mex$3.2tMex$3.0tMex$142.2b20.2x22.2x1.1x
Price to Earnings Ratio

22.2x


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 7.0% 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 Market2.10%
Consumer Staples1.88%
Food4.33%
Beverage1.98%
Food and Staples Retail1.09%
Household Products-0.55%
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 Food industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 10% 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

GRUMA B
Mex$310.42
Gruma. de
7D
-0.2%
1Y
-3.6%
SIGMAF A
Mex$16.72
Sigma Foods. de
7D
8.4%
1Y
8.2%

SIGMAF A: Upcoming Alfa Meeting Will Support Long-Term Upside Potential

Analysts have trimmed their price target for Sigma Foods.de from €19.54 to €19.19, citing updated assumptions that factor in more moderate revenue growth and profit margins, along with a higher future P/E multiple. What's in the News Alfa S.A.B. de C.V. has scheduled a special or extraordinary shareholders meeting for December 8, 2025, which includes Sigma Foods.de on the agenda (Key Developments).
SORIANA B
Mex$37.17
Organización Soriana S. A. B. de C. V
7D
-11.1%
1Y
24.3%

SORIANA B: Higher Discount Rate Will Likely Pressure Future Share Performance

Analysts have reaffirmed their price target for Organización Soriana S. A.
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.
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.
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)
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