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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies16
  • 7D-2.4%
  • 3M-2.8%
  • 1Y-2.4%
  • YTD-2.0%

Over the last 7 days, the Consumer Staples industry has dropped 2.4%, driven by a pullback from Fomento Económico Mexicano. de of 4.2%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026Mex$2.8tMex$3.6tMex$152.9b15.8x18.4x0.8x
Wed, 18 Feb 2026Mex$3.0tMex$3.6tMex$150.0b16.7x19.9x0.8x
Fri, 16 Jan 2026Mex$2.9tMex$3.6tMex$147.6b16.6x19.9x0.8x
Sun, 14 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.3x19.7x0.8x
Tue, 11 Nov 2025Mex$3.0tMex$3.6tMex$147.8b15.5x20x0.8x
Thu, 09 Oct 2025Mex$2.8tMex$3.6tMex$147.4b15.4x19x0.8x
Sat, 06 Sep 2025Mex$2.8tMex$3.6tMex$147.6b16.1x19.1x0.8x
Mon, 04 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.6x18.8x0.8x
Wed, 02 Jul 2025Mex$3.0tMex$3.5tMex$154.3b17.7x19.2x0.8x
Fri, 30 May 2025Mex$3.1tMex$3.5tMex$154.6b18.9x20.1x0.9x
Sun, 27 Apr 2025Mex$3.1tMex$3.5tMex$156.1b17.8x19.6x0.9x
Tue, 25 Mar 2025Mex$2.8tMex$3.3tMex$142.7b16x19.5x0.8x
Thu, 20 Feb 2025Mex$2.7tMex$3.3tMex$161.7b15.3x17x0.8x
Sat, 18 Jan 2025Mex$2.6tMex$3.2tMex$161.2b14.7x16.3x0.8x
Mon, 16 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.6x17.7x0.9x
Wed, 13 Nov 2024Mex$2.8tMex$3.2tMex$161.0b15.8x17.5x0.9x
Fri, 11 Oct 2024Mex$2.9tMex$3.2tMex$161.4b16.9x17.8x0.9x
Sun, 08 Sep 2024Mex$3.0tMex$3.2tMex$161.7b16.6x18.5x0.9x
Tue, 06 Aug 2024Mex$3.0tMex$3.2tMex$161.4b16.2x18.6x0.9x
Thu, 04 Jul 2024Mex$2.9tMex$3.1tMex$155.2b17.7x19x0.9x
Sat, 01 Jun 2024Mex$3.0tMex$3.1tMex$154.9b17.6x19.3x1x
Mon, 29 Apr 2024Mex$3.1tMex$3.1tMex$157.1b16.6x20x1x
Wed, 27 Mar 2024Mex$3.2tMex$3.1tMex$162.2b16.8x20x1x
Fri, 23 Feb 2024Mex$3.3tMex$3.1tMex$167.4b16.5x19.8x1.1x
Sun, 21 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x18.8x1x
Tue, 19 Dec 2023Mex$3.4tMex$3.3tMex$178.5b15.9x18.8x1x
Thu, 16 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.5x1x
Sat, 14 Oct 2023Mex$3.0tMex$3.3tMex$170.9b15.6x17.8x0.9x
Mon, 11 Sep 2023Mex$3.2tMex$3.3tMex$170.7b16.5x18.8x1x
Wed, 09 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.8x19.1x1x
Fri, 07 Jul 2023Mex$3.2tMex$3.2tMex$160.6b16.5x19.7x1x
Sun, 04 Jun 2023Mex$3.1tMex$3.2tMex$160.7b16.1x19.2x1x
Tue, 02 May 2023Mex$3.2tMex$3.1tMex$161.6b16.4x19.8x1x
Thu, 30 Mar 2023Mex$3.2tMex$3.0tMex$154.1b17.3x21x1.1x
Price to Earnings Ratio

21x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$154.1bTotal 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 0.91x.
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 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-1.85%
Consumer Staples-2.42%
Food-1.11%
Food and Staples Retail-1.78%
Beverage-3.34%
Household Products-6.22%
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 13.7%, 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
GRUMA B Gruma. deMex$310.811.8%
+Mex$1.8b		-15.2%PE11.4x
SIGMAF A Sigma Foods. deMex$17.040.4%
+Mex$389.1m		5.1%PE11.8x
LACOMER UBC La Comer. deMex$39.340.9%
+Mex$384.0m		14.7%PE16.1x

Latest News

FEMSA UBD
Mex$182.29
Fomento Económico Mexicano. de
7D
-4.2%
1Y
-6.1%
GRUMA B
Mex$310.81
Gruma. de
7D
1.8%
1Y
-15.2%

GRUMA B: Stronger Margin Outlook Will Support Future Upside Potential

Analysts have trimmed their MX$ price target for Gruma, A.B. de C.V. slightly to reflect a fair value move from about MX$380.77 to around MX$377.15, citing updated assumptions around modestly softer revenue, a small uplift in profit margin and a slightly lower future P/E multiple. Valuation Changes Fair Value: The MX$ fair value moves slightly from MX$380.77 to MX$377.15, reflecting updated assumptions in the model.
SIGMAF A
Mex$17.04
Sigma Foods. de
7D
0.4%
1Y
5.1%

SIGMAF A: Neutral Coverage And Stable Margins Will Support Future Upside Potential

Analysts kept their MX$20.29 price target for Sigma Foods.de unchanged, citing JPMorgan's new neutral coverage and expectations for stable long term revenue growth, profit margins, and future P/E assumptions. Analyst Commentary JPMorgan's neutral initiation on Sigma Foods.de highlights a balanced mix of potential upside and execution risks that investors are watching closely.
BIMBO A
Mex$57.63
Grupo Bimbo. de
7D
-3.0%
1Y
5.1%

BIMBO A: Richer Future P/E Will Likely Fail To Support Current Price

Analysts have raised their price target on Grupo Bimbo shares to MX$75 from MX$72, citing updated expectations that take into account more moderate revenue growth and profit margins, as well as a higher assumed future P/E. Analyst Commentary Recent research points to a slightly higher valuation framework for Grupo Bimbo, with the price target now set at MX$75 compared with MX$72 previously.
AC *
Mex$192.38
Arca Continental. de
7D
-2.4%
1Y
-9.8%

AC *: Modest Fair Value Trim Still Supports Execution-Led Upside Potential

Analysts now place fair value for Arca Continental at MX$228.0, a modest trim of about MX$0.16. This reflects slightly softer revenue growth and profit margin assumptions, as well as mixed recent Street price target moves around MX$217 to MX$224.
CHDRAUI B
Mex$101.75
Grupo Comercial Chedraui. de
7D
-1.8%
1Y
-11.6%
LACOMER UBC
Mex$39.34
La Comer. de
7D
0.9%
1Y
14.7%

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.
FRAGUA B
Mex$497.14
Corporativo Fragua. de
7D
-3.4%
1Y
-10.7%
SORIANA B
Mex$32.96
Organización Soriana S. A. B. de C. V
7D
-1.6%
1Y
18.0%
WALMEX *
Mex$56.09
Wal-Mart de México. de
7D
-1.8%
1Y
-0.07%
KIMBER A
Mex$39.21
Kimberly-Clark de México S. A. B. de C. V
7D
-6.2%
1Y
20.2%