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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedSep 12, 2026
DataAggregated Company Financials
Companies16
  • 7D-1.9%
  • 3M-9.0%
  • 1Y-8.4%
  • YTD-9.5%

Over the last 7 days, the Consumer Staples industry has dropped 1.9%, driven by Wal-Mart de México. de declining 3.6%. The industry has fallen 8.4% in the last year. As for the next few years, earnings are expected to grow by 7.4% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 12 Sep 2026Mex$2.6tMex$3.7tMex$162.7b13.5x15.7x0.7x
Mon, 10 Aug 2026Mex$2.7tMex$3.7tMex$162.8b14x16.7x0.7x
Wed, 08 Jul 2026Mex$2.7tMex$3.6tMex$155.5b13.8x17x0.7x
Fri, 05 Jun 2026Mex$2.7tMex$3.6tMex$155.4b13.9x17.2x0.7x
Sun, 03 May 2026Mex$2.7tMex$3.6tMex$155.9b15x17.5x0.8x
Tue, 31 Mar 2026Mex$2.9tMex$3.6tMex$152.8b16.6x19x0.8x
Thu, 26 Feb 2026Mex$2.9tMex$3.6tMex$152.7b16.2x19.3x0.8x
Sat, 24 Jan 2026Mex$2.9tMex$3.6tMex$147.5b16.7x19.8x0.8x
Mon, 22 Dec 2025Mex$2.9tMex$3.6tMex$147.8b16.6x19.4x0.8x
Wed, 19 Nov 2025Mex$2.9tMex$3.6tMex$148.0b15.5x19.7x0.8x
Fri, 17 Oct 2025Mex$2.9tMex$3.6tMex$147.5b15.3x19.7x0.8x
Sun, 14 Sep 2025Mex$2.8tMex$3.6tMex$147.4b15.9x19.1x0.8x
Tue, 12 Aug 2025Mex$2.8tMex$3.6tMex$147.5b16.7x19x0.8x
Thu, 10 Jul 2025Mex$2.9tMex$3.5tMex$154.2b16.8x18.6x0.8x
Sat, 07 Jun 2025Mex$3.0tMex$3.5tMex$154.4b17.9x19.7x0.9x
Mon, 05 May 2025Mex$3.0tMex$3.5tMex$154.9b17.6x19.5x0.9x
Wed, 02 Apr 2025Mex$2.8tMex$3.3tMex$157.6b15.7x18.1x0.9x
Fri, 28 Feb 2025Mex$2.8tMex$3.3tMex$144.6b14.5x19.2x0.8x
Sun, 26 Jan 2025Mex$2.7tMex$3.2tMex$160.9b15.6x16.9x0.8x
Tue, 24 Dec 2024Mex$2.7tMex$3.2tMex$160.8b15.2x17x0.8x
Thu, 21 Nov 2024Mex$2.7tMex$3.2tMex$160.9b15.6x16.9x0.8x
Sat, 19 Oct 2024Mex$2.9tMex$3.2tMex$161.0b16.7x18.1x0.9x
Mon, 16 Sep 2024Mex$3.0tMex$3.2tMex$161.3b17.4x18.6x0.9x
Wed, 14 Aug 2024Mex$3.1tMex$3.2tMex$161.2b17.4x19.1x1x
Fri, 12 Jul 2024Mex$3.0tMex$3.1tMex$155.0b17.8x19.6x1x
Sun, 09 Jun 2024Mex$3.0tMex$3.1tMex$155.5b17.1x19.3x1x
Tue, 07 May 2024Mex$3.1tMex$3.1tMex$153.8b17.2x20x1x
Thu, 04 Apr 2024Mex$3.2tMex$3.1tMex$161.4b17.2x20x1x
Sat, 02 Mar 2024Mex$3.2tMex$3.1tMex$162.5b16.8x19.9x1x
Mon, 29 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Wed, 27 Dec 2023Mex$3.4tMex$3.3tMex$178.4b15.9x19.1x1x
Fri, 24 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Sun, 22 Oct 2023Mex$3.0tMex$3.3tMex$171.6b14.7x17.3x0.9x
Tue, 19 Sep 2023Mex$3.1tMex$3.3tMex$170.5b16.3x18.2x0.9x
Price to Earnings Ratio

18.2x


Total Market Cap: Mex$3.1tTotal Earnings: Mex$170.5bTotal Revenue: Mex$3.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 18.6x202420252026
Current Industry PE
  • Investors are pessimistic on the Mexican Consumer Staples industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.7x which is lower than its 3-year average PE of 18.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
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 3.7% 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-1.21%
Consumer Staples-1.86%
Beverage-1.07%
Food-1.48%
Household Products-1.66%
Food and Staples Retail-2.82%
Industry PE
  • Investors are most optimistic about the Beverage industry even though it's trading below its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 6.7%, which is lower than the prior year's growth of 11.6% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 14.7x.
Forecasted Growth
  • Analysts are most optimistic on the Food industry, expecting annual earnings growth of 8.8% over the next 5 years.
  • This is better than its past earnings growth rate of 1.7% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 3.5% 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
AC * Arca Continental. deMex$195.871.7%
+Mex$5.6b		4.7%PE17.8x
CUERVO * Becle. deMex$14.791.8%
+Mex$933.7m		-30.4%PE7.3x
SIGMAF A Sigma Foods. deMex$18.150.8%
+Mex$832.6m		22.7%PE16.5x
LACOMER UBC La Comer. deMex$31.821.3%
+Mex$449.2m		-25.2%PE13.6x
HERDEZ * Grupo Herdez. deMex$50.892.1%
+Mex$337.6m		-27.5%PE8.6x

Latest News

BIMBO A
Mex$55.34
Grupo Bimbo. de
7D
-1.8%
1Y
-14.9%
WALMEX *
Mex$45.55
Wal-Mart de México. de
7D
-3.6%
1Y
-17.6%
Narrative Update • Sep 08

WALMEX *: Softer Consumption And Lower P/E Expectations Will Drive A Cautious Outlook

Analysts have trimmed the fair value estimate for Wal-Mart de México to MX$42 from MX$47, citing lower P/E expectations and a softer consumer backdrop in Mexico, even as margins remain resilient and recent trends appear to be stabilizing. Analyst Commentary Recent Street research on Wal-Mart de México reflects a more cautious tone, with several bearish analysts trimming price targets and turning more guarded on the near term outlook.
GRUMA B
Mex$233.86
Gruma. de
7D
-4.0%
1Y
-30.9%
Narrative Update • Sep 03

GRUMA B: Margin Resilience And Stabilizing Mexico Backdrop Will Support Future Upside

For Gruma, the updated analyst price target has edged down from about MX$365 to roughly MX$350, as analysts point to softer earnings momentum, a reset in the U.S. business, and a weaker Mexico consumer backdrop that is only gradually showing signs of stabilization. Analyst Commentary Recent research on Gruma points to a more cautious stance from several firms, with price targets reset lower and an emphasis on weaker earnings momentum tied to the U.S. business and a softer Mexico consumer backdrop.
FEMSA UBD
Mex$197.98
Fomento Económico Mexicano. de
7D
-2.7%
1Y
16.3%
Narrative Update • Aug 19

FEMSA UBD: Higher Future P/E Assumptions Will Support Further Upside

Analysts have lifted their price target for Fomento Económico Mexicano to MX$247.74 from MX$236.35, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E estimates. What's in the News for Fomento Económico Mexicano Analysts updated their fair value assumptions for Fomento Económico Mexicano, which contributed to the new MX$247.74 price target.
CUERVO *
Mex$14.79
Becle. de
7D
1.8%
1Y
-30.4%
CHDRAUI B
Mex$86.51
Grupo Comercial Chedraui. de
7D
-0.8%
1Y
-42.5%
Narrative Update • Aug 17

CHDRAUI B: Softer Consumer Backdrop And Margin Resilience Will Shape Forward Returns

Analysts cut the fair value estimate for Grupo Comercial Chedraui from MX$100.00 to MX$95.00 and trimmed their price targets after recent research on a softer Mexico consumer backdrop, while still highlighting margin resilience and stabilizing trends at the end of Q2. Analyst Commentary Recent research on Grupo Comercial Chedraui points to a more cautious stance from bearish analysts, who are adjusting expectations to reflect a softer Mexico consumer backdrop and updated assumptions on growth and execution risks.
AC *
Mex$195.87
Arca Continental. de
7D
1.7%
1Y
4.7%
CULTIBA B
Mex$10.20
Organización Cultiba. de
7D
-5.1%
1Y
-9.3%
Analysis Article • Aug 07

Organización Cultiba. de's (BMV:CULTIBAB) Problems Go Beyond Weak Profit

Organización Cultiba, S.A.B. de C.V.'s ( BMV:CULTIBAB ) recent weak earnings report didn't cause a big stock movement...
FRAGUA B
Mex$441.66
Corporativo Fragua. de
7D
0.3%
1Y
-18.2%
KIMBER A
Mex$38.39
Kimberly-Clark de México S. A. B. de C. V
7D
-1.7%
1Y
1.5%
Analysis Article • Jul 28

Kimberly-Clark de México S. A. B. de C. V's (BMV:KIMBERA) Earnings Seem To Be Promising

Kimberly-Clark de México, S. A. B. de C. V.'s ( BMV:KIMBERA ) solid earnings announcement recently didn't do much to...
LACOMER UBC
Mex$31.82
La Comer. de
7D
1.3%
1Y
-25.2%
SIGMAF A
Mex$18.15
Sigma Foods. de
7D
0.8%
1Y
22.7%
HERDEZ *
Mex$50.89
Grupo Herdez. de
7D
2.1%
1Y
-27.5%