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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies14
  • 7D-2.3%
  • 3M-2.2%
  • 1Y-7.2%
  • YTD0.09%

Over the last 7 days, the Consumer Staples industry has dropped 2.3%, driven by a pullback from Wal-Mart de México. de of 3.8%. Overall the industry is down 7.2% in 12 months. Earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Apr 2026Mex$2.8tMex$3.6tMex$152.3b15.5x18.6x0.8x
Fri, 20 Mar 2026Mex$2.8tMex$3.6tMex$152.8b16.1x18.6x0.8x
Sun, 15 Feb 2026Mex$3.0tMex$3.5tMex$136.0b16.7x22x0.9x
Tue, 13 Jan 2026Mex$2.9tMex$3.6tMex$147.8b16.5x19.7x0.8x
Thu, 11 Dec 2025Mex$2.9tMex$3.6tMex$147.9b15.9x19.5x0.8x
Sat, 08 Nov 2025Mex$2.9tMex$3.6tMex$147.9b15.5x19.9x0.8x
Mon, 06 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.9x19.2x0.8x
Wed, 03 Sep 2025Mex$2.8tMex$3.6tMex$147.6b16.3x19x0.8x
Fri, 01 Aug 2025Mex$2.8tMex$3.6tMex$147.4b16.7x18.9x0.8x
Sun, 29 Jun 2025Mex$3.0tMex$3.5tMex$154.3b17.8x19.4x0.9x
Tue, 27 May 2025Mex$3.1tMex$3.5tMex$154.8b18.1x20x0.9x
Thu, 24 Apr 2025Mex$3.1tMex$3.5tMex$154.5b18x19.8x0.9x
Sat, 22 Mar 2025Mex$2.8tMex$3.3tMex$142.8b16x19.5x0.8x
Mon, 17 Feb 2025Mex$2.7tMex$3.3tMex$161.7b15.4x17x0.8x
Wed, 15 Jan 2025Mex$2.7tMex$3.2tMex$161.0b14.8x16.7x0.8x
Fri, 13 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.8x17.3x0.9x
Sun, 10 Nov 2024Mex$2.8tMex$3.2tMex$160.8b15.9x17.7x0.9x
Tue, 08 Oct 2024Mex$2.9tMex$3.2tMex$161.3b17.2x18.3x0.9x
Thu, 05 Sep 2024Mex$3.0tMex$3.2tMex$161.6b16.4x18.7x1x
Sat, 03 Aug 2024Mex$3.0tMex$3.2tMex$161.3b16.3x18.6x0.9x
Mon, 01 Jul 2024Mex$3.0tMex$3.1tMex$155.3b17.3x19.2x1x
Wed, 29 May 2024Mex$3.0tMex$3.1tMex$154.8b17x19.4x1x
Fri, 26 Apr 2024Mex$3.1tMex$3.1tMex$163.3b16.3x19.1x1x
Sun, 24 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.9x19.9x1x
Tue, 20 Feb 2024Mex$3.3tMex$3.2tMex$178.1b16.6x18.5x1x
Thu, 18 Jan 2024Mex$3.4tMex$3.3tMex$178.5b15.9x19x1x
Sat, 16 Dec 2023Mex$3.4tMex$3.3tMex$178.5b15.9x19x1x
Mon, 13 Nov 2023Mex$3.2tMex$3.3tMex$178.6b15.9x18x1x
Wed, 11 Oct 2023Mex$3.0tMex$3.3tMex$170.8b15.9x17.8x0.9x
Fri, 08 Sep 2023Mex$3.2tMex$3.3tMex$170.7b16.6x18.9x1x
Sun, 06 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.8x19.2x1x
Tue, 04 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.2x19.6x1x
Thu, 01 Jun 2023Mex$3.1tMex$3.2tMex$160.8b16x19.2x1x
Sat, 29 Apr 2023Mex$3.2tMex$3.1tMex$161.6b16.4x19.8x1x
Price to Earnings Ratio

19.8x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$161.6bTotal Revenue: Mex$3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 18.9x202420252026
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 18.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
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 4.8% 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-1.53%
Consumer Staples-2.32%
Beverage-1.32%
Household Products-1.67%
Food-1.72%
Food and Staples Retail-3.45%
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 14.1%, 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 4.3% 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
LACOMER UBC La Comer. deMex$42.711.0%
+Mex$482.8m		10.7%PE17.5x

Latest News

CUERVO *
Mex$15.21
Becle. de
7D
-3.1%
1Y
-32.3%

CUERVO *: Cautious Mexico Consumer Reset Will Support Future Repricing Potential

Analyst price targets on Becle have been adjusted lower from MX$26 to MX$19, with the change linked mainly to a more cautious stance on the Mexican consumer and related demand expectations. Analyst Commentary Recent research points to a more cautious stance on Becle, with the rating moved to Equal Weight and the price target adjusted to MX$19 from MX$26.
CHDRAUI B
Mex$99.24
Grupo Comercial Chedraui. de
7D
-2.9%
1Y
-22.4%

CHDRAUI B: Dividend Outlook Will Balance Cautious Tone On Future Returns

Analysts have reduced the MX$ fair value estimate for Grupo Comercial Chedraui from MX$126.0 to MX$110.5, citing updated price targets such as Barclays' cut from MX$140 to MX$125, along with refreshed assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research points to a more cautious tone around Grupo Comercial Chedraui, with the MX$110.5 fair value estimate aligning with bearish price target resets such as the move from MX$140 to MX$125.
LACOMER UBC
Mex$42.71
La Comer. de
7D
1.0%
1Y
10.7%
BIMBO A
Mex$56.40
Grupo Bimbo. de
7D
-2.7%
1Y
-15.2%

BIMBO A: Higher MX$75 P/E Assumptions Will Likely Prove Too Demanding

Analysts have nudged their price target on Grupo Bimbo up to MX$75 from MX$72, citing updated assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary The new MX$75 price target reflects updated assumptions around revenue, margins and P/E levels, but not all commentary skews optimistic.
SORIANA B
Mex$33.42
Organización Soriana S. A. B. de C. V
7D
-4.0%
1Y
28.5%
FEMSA UBD
Mex$200.39
Fomento Económico Mexicano. de
7D
-1.0%
1Y
-3.9%
AC *
Mex$202.29
Arca Continental. de
7D
-1.7%
1Y
-5.2%

AC *: Fair Value View Balances Mixed Rating Shifts With Execution Risk

Analysts have nudged the fair value estimate for Arca Continental up by MX$1.5 to MX$229.5. This reflects a balance between recent mixed price target revisions and slightly adjusted assumptions for revenue growth, profit margins, and forward P/E. Analyst Commentary Recent research on Arca Continental points to a mixed but measured stance, with some analysts trimming targets and others taking a more constructive view.
KIMBER A
Mex$41.34
Kimberly-Clark de México S. A. B. de C. V
7D
-1.7%
1Y
25.7%
WALMEX *
Mex$55.33
Wal-Mart de México. de
7D
-3.8%
1Y
-11.0%

Analysts Have Made A Financial Statement On Wal-Mart de México, S.A.B. de C.V.'s (BMV:WALMEX) Annual Report

Mar 29
Analysts Have Made A Financial Statement On Wal-Mart de México, S.A.B. de C.V.'s (BMV:WALMEX) Annual Report