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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies16
  • 7D-1.3%
  • 3M3.8%
  • 1Y4.8%
  • YTD4.6%

Over the last 7 days, the Consumer Staples industry has remained flat, although notably Grupo Herdez. de gained 22%. The past year has been better, since the industry has gained 4.5% in that time. 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
Sat, 21 Feb 2026Mex$3.0tMex$3.6tMex$148.9b16.8x19.9x0.8x
Mon, 19 Jan 2026Mex$2.9tMex$3.6tMex$147.6b16.5x19.7x0.8x
Wed, 17 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.8x19.6x0.8x
Fri, 14 Nov 2025Mex$2.9tMex$3.6tMex$147.8b15.4x19.9x0.8x
Sun, 12 Oct 2025Mex$2.8tMex$3.6tMex$147.6b15.1x18.9x0.8x
Tue, 09 Sep 2025Mex$2.8tMex$3.6tMex$147.5b16x19.1x0.8x
Thu, 07 Aug 2025Mex$2.7tMex$3.6tMex$147.5b16.8x18.6x0.8x
Sat, 05 Jul 2025Mex$3.0tMex$3.5tMex$154.2b17.7x19.2x0.8x
Mon, 02 Jun 2025Mex$3.1tMex$3.5tMex$154.6b18.7x19.9x0.9x
Wed, 30 Apr 2025Mex$3.0tMex$3.5tMex$156.7b17x19.2x0.9x
Fri, 28 Mar 2025Mex$2.8tMex$3.3tMex$157.6b15.5x17.8x0.8x
Sun, 23 Feb 2025Mex$2.8tMex$3.3tMex$162.4b15.1x17.1x0.9x
Tue, 21 Jan 2025Mex$2.6tMex$3.2tMex$161.0b14.8x16.2x0.8x
Thu, 19 Dec 2024Mex$2.7tMex$3.2tMex$160.9b15.4x17.1x0.9x
Sat, 16 Nov 2024Mex$2.8tMex$3.2tMex$160.9b15.9x17.2x0.9x
Mon, 14 Oct 2024Mex$2.9tMex$3.2tMex$161.3b16.8x18.1x0.9x
Wed, 11 Sep 2024Mex$3.0tMex$3.2tMex$161.7b17.1x18.6x0.9x
Fri, 09 Aug 2024Mex$3.0tMex$3.2tMex$161.2b16.6x18.8x1x
Sun, 07 Jul 2024Mex$2.9tMex$3.1tMex$155.0b17.3x19x1x
Tue, 04 Jun 2024Mex$3.0tMex$3.1tMex$155.2b18x19.3x1x
Thu, 02 May 2024Mex$3.1tMex$3.1tMex$153.8b16.5x19.9x1x
Sat, 30 Mar 2024Mex$3.3tMex$3.1tMex$161.5b17.1x20.2x1.1x
Mon, 26 Feb 2024Mex$3.3tMex$3.1tMex$161.6b17x20.3x1.1x
Wed, 24 Jan 2024Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Fri, 22 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19x1x
Sun, 19 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.3x1x
Tue, 17 Oct 2023Mex$3.0tMex$3.3tMex$170.8b15.4x17.6x0.9x
Thu, 14 Sep 2023Mex$3.2tMex$3.3tMex$170.5b16.2x18.6x1x
Sat, 12 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.4x19.1x1x
Mon, 10 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.7x19.6x1x
Wed, 07 Jun 2023Mex$3.1tMex$3.2tMex$160.7b16.1x19.5x1x
Fri, 05 May 2023Mex$3.2tMex$3.1tMex$161.8b16.4x19.7x1x
Sun, 02 Apr 2023Mex$3.2tMex$3.0tMex$154.1b17.1x20.9x1.1x
Tue, 28 Feb 2023Mex$3.2tMex$3.0tMex$154.1b17.1x20.6x1x
Price to Earnings Ratio

20.6x


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 0.92x.
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 5.9% 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 Market-0.18%
Consumer Staples-1.35%
Household Products0.92%
Beverage-0.48%
Food and Staples Retail-1.15%
Food-3.96%
Industry PE
  • Investors are most optimistic about the Beverage industry which is trading above its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 15.2%, which is higher than its past year's earnings decline of 1.2% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 15.8x.
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 decline of 1.2% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 4.2% 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
HERDEZ * Grupo Herdez. deMex$88.0921.7%
+Mex$5.1b		60.4%PE18.2x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$42.690.9%
+Mex$1.2b		31.8%PE16.9x
FRAGUA B Corporativo Fragua. deMex$536.812.0%
+Mex$1.0b		-5.0%PE10.4x
SIGMAF A Sigma Foods. deMex$18.330.9%
+Mex$945.0m		6.8%PE13.1x
CUERVO * Becle. deMex$18.890.9%
+Mex$610.5m		-4.0%PE7.7x

Latest News

GRUMA B
Mex$313.98
Gruma. de
7D
-9.4%
1Y
-12.8%
WALMEX *
Mex$57.92
Wal-Mart de México. de
7D
-0.8%
1Y
2.9%
SIGMAF A
Mex$18.33
Sigma Foods. de
7D
0.9%
1Y
6.8%

SIGMAF A: Neutral Initiation And Updated Assumptions Will Support Long-Term Upside

Analysts have raised their fair value estimate for Sigma Foods to MX$20.29 from MX$19.19, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that are consistent with a neutral stance recently outlined in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the updated fair value of MX$20.29 as broadly aligned with a neutral stance, which they see as reasonable given the current assumptions on revenue growth and margins.
HERDEZ *
Mex$88.09
Grupo Herdez. de
7D
21.7%
1Y
60.4%
CUERVO *
Mex$18.89
Becle. de
7D
0.9%
1Y
-4.0%
BIMBO A
Mex$64.13
Grupo Bimbo. de
7D
-5.5%
1Y
14.0%

BIMBO A: Higher Margin Assumptions Will Likely Fail To Justify Current Price

Analysts now value Grupo Bimbo at a fair price target of MX$51.00, up from MX$49.00. The new target reflects updated views on a lower assumed future P/E multiple and a higher projected profit margin, which together offset more conservative revenue growth expectations and a slightly higher discount rate.
AC *
Mex$210.64
Arca Continental. de
7D
0.1%
1Y
-0.8%

AC *: Mixed Research Views Will Shape Expectations For Margins And P/E

Analysts have made a small upward revision to their fair value estimate for Arca Continental to MX$226.16. This reflects a slightly lower discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions following mixed recent research that included an upgrade at one firm and a MX$10 price target trim at another.
FEMSA UBD
Mex$194.71
Fomento Económico Mexicano. de
7D
-1.0%
1Y
6.6%

Investors Appear Satisfied With Fomento Económico Mexicano, S.A.B. de C.V.'s (BMV:FEMSAUBD) Prospects

Feb 16
Investors Appear Satisfied With Fomento Económico Mexicano, S.A.B. de C.V.'s (BMV:FEMSAUBD) Prospects
KIMBER A
Mex$42.69
Kimberly-Clark de México S. A. B. de C. V
7D
0.9%
1Y
31.8%
CULTIBA B
Mex$12.31
Organización Cultiba. de
7D
2.6%
1Y
15.0%
SORIANA B
Mex$37.00
Organización Soriana S. A. B. de C. V
7D
-2.6%
1Y
29.9%
LACOMER UBC
Mex$38.88
La Comer. de
7D
0.4%
1Y
11.1%

LACOMER UBC: Future Earnings Will Likely Be Supported By Stable P/E Assumptions

Analysts have kept their fair value estimate for La Comer steady at $50.00, with only small technical adjustments to the discount rate, revenue growth, profit margin and future P/E inputs to reflect updated model assumptions rather than a change in conviction. Valuation Changes Fair Value Estimate: Kept unchanged at MX$50.00 per share, reflecting the same headline assessment for La Comer.
CHDRAUI B
Mex$114.44
Grupo Comercial Chedraui. de
7D
-5.6%
1Y
-5.7%

CHDRAUI B: Softer Assumptions Will Still Support Upside Toward MXN 156

Analysts have slightly reduced their price target for Grupo Comercial Chedraui to align with an updated fair value of about $155.93. This change reflects modestly softer assumptions on revenue growth and profit margins, along with a slightly higher future P/E outlook.
FRAGUA B
Mex$536.81
Corporativo Fragua. de
7D
2.0%
1Y
-5.0%

Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?

Dec 20
Is Corporativo Fragua. de (BMV:FRAGUAB) A Risky Investment?