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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 15, 2026
DataAggregated Company Financials
Companies16
  • 7D-1.3%
  • 3M-1.3%
  • 1Y2.0%
  • YTD0.4%

Over the last 7 days, the Consumer Staples industry has dropped 1.3%, driven by declines in Arca Continental. de and Fomento Económico Mexicano. de of 4.7% and 2.3%, respectively. As for the longer term, the industry's performance has been flat for the past year. 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
Sun, 15 Mar 2026Mex$2.9tMex$3.6tMex$152.6b16.2x18.8x0.8x
Tue, 10 Feb 2026Mex$3.0tMex$3.6tMex$147.2b17x20.2x0.8x
Thu, 08 Jan 2026Mex$2.9tMex$3.6tMex$147.8b16.7x19.4x0.8x
Sat, 06 Dec 2025Mex$2.9tMex$3.6tMex$147.9b15.9x19.4x0.8x
Mon, 03 Nov 2025Mex$2.9tMex$3.6tMex$148.1b15.1x19.7x0.8x
Wed, 01 Oct 2025Mex$2.9tMex$3.6tMex$147.4b16.1x19.5x0.8x
Fri, 29 Aug 2025Mex$2.8tMex$3.6tMex$147.5b16.6x18.9x0.8x
Sun, 27 Jul 2025Mex$2.8tMex$3.5tMex$157.2b16.6x18x0.8x
Tue, 24 Jun 2025Mex$2.9tMex$3.5tMex$154.5b17.8x19x0.8x
Thu, 22 May 2025Mex$3.1tMex$3.5tMex$154.9b17.6x20.2x0.9x
Sat, 19 Apr 2025Mex$3.0tMex$3.5tMex$154.6b17.2x19.1x0.9x
Mon, 17 Mar 2025Mex$2.7tMex$3.3tMex$143.8b13.9x19x0.8x
Wed, 12 Feb 2025Mex$2.7tMex$3.2tMex$161.0b14.3x16.9x0.8x
Fri, 10 Jan 2025Mex$2.7tMex$3.2tMex$160.9b14.9x16.6x0.8x
Sun, 08 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.5x17.3x0.9x
Tue, 05 Nov 2024Mex$2.8tMex$3.2tMex$160.7b15.7x17.5x0.9x
Thu, 03 Oct 2024Mex$3.0tMex$3.2tMex$161.5b17.4x18.3x0.9x
Sat, 31 Aug 2024Mex$3.0tMex$3.2tMex$161.5b16.4x18.9x1x
Mon, 29 Jul 2024Mex$3.0tMex$3.2tMex$160.9b17.1x18.8x1x
Wed, 26 Jun 2024Mex$3.0tMex$3.1tMex$155.2b18.4x19.1x1x
Fri, 24 May 2024Mex$3.1tMex$3.1tMex$154.8b17.2x19.8x1x
Sun, 21 Apr 2024Mex$3.1tMex$3.1tMex$162.5b16.8x18.8x1x
Tue, 19 Mar 2024Mex$3.2tMex$3.1tMex$162.3b16.9x19.8x1x
Thu, 15 Feb 2024Mex$3.4tMex$3.2tMex$180.6b16x18.9x1.1x
Sat, 13 Jan 2024Mex$3.4tMex$3.3tMex$178.3b15.9x19x1x
Mon, 11 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Wed, 08 Nov 2023Mex$3.2tMex$3.3tMex$178.6b15.9x18x1x
Fri, 06 Oct 2023Mex$3.2tMex$3.3tMex$170.9b16.1x18.5x1x
Sun, 03 Sep 2023Mex$3.2tMex$3.3tMex$170.5b16.9x18.9x1x
Tue, 01 Aug 2023Mex$3.3tMex$3.3tMex$170.4b17.7x19.3x1x
Thu, 29 Jun 2023Mex$3.2tMex$3.2tMex$160.6b16.4x19.8x1x
Sat, 27 May 2023Mex$3.1tMex$3.2tMex$160.8b16.3x19.3x1x
Mon, 24 Apr 2023Mex$3.2tMex$3.0tMex$153.8b16.8x20.8x1.1x
Wed, 22 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-1.94%
Consumer Staples-1.27%
Food and Staples Retail1.43%
Household Products0.58%
Beverage-3.49%
Food-3.63%
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
WALMEX * Wal-Mart de México. deMex$57.132.9%
+Mex$27.7b		6.7%PE19.8x
LACOMER UBC La Comer. deMex$38.993.8%
+Mex$1.6b		16.7%PE15.9x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$41.810.6%
+Mex$626.1m		31.0%PE16.5x
CULTIBA B Organización Cultiba. deMex$12.751.9%
+Mex$163.4m		15.9%PE5.6x

Latest News

FEMSA UBD
Mex$190.20
Fomento Económico Mexicano. de
7D
-2.3%
1Y
-3.5%

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$38.99
La Comer. de
7D
3.8%
1Y
16.7%

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$15.10
Becle. de
7D
-9.2%
1Y
-16.9%

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$103.66
Grupo Comercial Chedraui. de
7D
-5.2%
1Y
-7.2%

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$305.37
Gruma. de
7D
-2.8%
1Y
-16.2%

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.
SIGMAF A
Mex$16.97
Sigma Foods. de
7D
-6.3%
1Y
4.1%

SIGMAF A: Neutral JPMorgan Initiation Will Support Balanced Execution And Risk Profile

Analysts have reaffirmed their MX$20.29 price target on Sigma Foods de, with the neutral stance supported by recent Street research that highlights a balanced risk and reward profile for the shares. Analyst Commentary Bullish Takeaways Bullish analysts view the MX$20.29 target as consistent with current execution, arguing that it fairly reflects the company’s ability to hold its position in the food sector without requiring aggressive growth assumptions.
BIMBO A
Mex$59.40
Grupo Bimbo. de
7D
-3.0%
1Y
8.7%

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$197.04
Arca Continental. de
7D
-4.7%
1Y
-6.4%

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.
SORIANA B
Mex$33.50
Organización Soriana S. A. B. de C. V
7D
-8.2%
1Y
18.6%
WALMEX *
Mex$57.13
Wal-Mart de México. de
7D
2.9%
1Y
6.7%
KIMBER A
Mex$41.81
Kimberly-Clark de México S. A. B. de C. V
7D
0.6%
1Y
31.0%
CULTIBA B
Mex$12.75
Organización Cultiba. de
7D
1.9%
1Y
15.9%