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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies13
  • 7D0.5%
  • 3M-3.0%
  • 1Y-7.5%
  • YTD1.2%

In the last week, Consumer Staples has been flat. Unfortunately though, the industry is down 7.5% over the past 12 months. As for the next few years, earnings are expected to grow by 8.9% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 May 2026Mex$2.7tMex$3.6tMex$154.7b14.1x17.7x0.8x
Mon, 20 Apr 2026Mex$2.9tMex$3.6tMex$152.3b15.6x18.8x0.8x
Wed, 18 Mar 2026Mex$2.9tMex$3.6tMex$152.8b16.5x18.8x0.8x
Fri, 13 Feb 2026Mex$3.0tMex$3.6tMex$147.2b17.5x20.2x0.8x
Sun, 11 Jan 2026Mex$2.9tMex$3.6tMex$147.8b16.5x19.7x0.8x
Tue, 09 Dec 2025Mex$2.9tMex$3.6tMex$148.0b16x19.5x0.8x
Thu, 06 Nov 2025Mex$2.9tMex$3.6tMex$148.0b15.4x19.8x0.8x
Sat, 04 Oct 2025Mex$2.8tMex$3.6tMex$147.5b15.9x19.2x0.8x
Mon, 01 Sep 2025Mex$2.8tMex$3.6tMex$147.5b16.1x18.8x0.8x
Wed, 30 Jul 2025Mex$2.8tMex$3.6tMex$147.3b16.7x19.3x0.8x
Fri, 27 Jun 2025Mex$3.0tMex$3.5tMex$154.3b18x19.4x0.9x
Sun, 25 May 2025Mex$3.1tMex$3.5tMex$154.8b18.1x20x0.9x
Tue, 22 Apr 2025Mex$3.0tMex$3.5tMex$154.6b17.3x19.5x0.9x
Thu, 20 Mar 2025Mex$2.8tMex$3.3tMex$142.9b16.1x19.4x0.8x
Sat, 15 Feb 2025Mex$2.8tMex$3.3tMex$161.7b15.4x17.4x0.9x
Mon, 13 Jan 2025Mex$2.7tMex$3.2tMex$161.1b15x16.7x0.8x
Wed, 11 Dec 2024Mex$2.8tMex$3.2tMex$160.8b15.8x17.4x0.9x
Fri, 08 Nov 2024Mex$2.8tMex$3.2tMex$163.4b16.1x17.3x0.9x
Sun, 06 Oct 2024Mex$2.9tMex$3.2tMex$161.3b17.3x18.3x0.9x
Tue, 03 Sep 2024Mex$3.0tMex$3.2tMex$161.6b16.4x18.9x1x
Thu, 01 Aug 2024Mex$3.0tMex$3.2tMex$161.0b16.4x18.8x1x
Sat, 29 Jun 2024Mex$3.0tMex$3.1tMex$155.3b17.3x19.2x1x
Mon, 27 May 2024Mex$3.0tMex$3.1tMex$154.7b17x19.5x1x
Wed, 24 Apr 2024Mex$3.1tMex$3.1tMex$161.2b16.6x19.2x1x
Fri, 22 Mar 2024Mex$3.3tMex$3.1tMex$162.2b17x20x1.1x
Sun, 18 Feb 2024Mex$3.3tMex$3.2tMex$178.1b16.5x18.5x1x
Tue, 16 Jan 2024Mex$3.4tMex$3.3tMex$178.3b15.9x19x1x
Thu, 14 Dec 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.4x1x
Sat, 11 Nov 2023Mex$3.2tMex$3.3tMex$178.6b15.9x17.8x1x
Mon, 09 Oct 2023Mex$3.1tMex$3.3tMex$170.9b16x18.2x0.9x
Wed, 06 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.7x18.9x1x
Fri, 04 Aug 2023Mex$3.2tMex$3.3tMex$170.6b16.7x18.8x1x
Sun, 02 Jul 2023Mex$3.1tMex$3.2tMex$160.6b16.2x19.6x1x
Tue, 30 May 2023Mex$3.1tMex$3.2tMex$160.7b16.3x19.4x1x
Price to Earnings Ratio

19.4x


Total Market Cap: Mex$3.1tTotal Earnings: Mex$160.7bTotal Revenue: Mex$3.2tTotal 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 0.90x.
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 4.0% 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 Market0.27%
Consumer Staples0.55%
Food and Staples Retail0.92%
Beverage0.77%
Household Products0%0
Food-0.92%
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 expect its future annual earnings growth (9.1%) to be largely in line with prior year's earnings growth.
  • 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 Food industry, expecting annual earnings growth of 9.5% over the next 5 years.
  • This is better than its past earnings decline of 3.3% per year.
  • In contrast, the Food and Staples Retail industry is expected to see its earnings grow by 8.4% 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$55.551.5%
+Mex$14.0b		-15.1%PE19.1x
AC * Arca Continental. deMex$220.962.1%
+Mex$7.7b		4.0%PE19.5x
SIGMAF A Sigma Foods. deMex$16.603.6%
+Mex$3.2b		14.9%PE12.4x
CUERVO * Becle. deMex$13.723.5%
+Mex$1.7b		-42.6%PE6.3x
CHDRAUI B Grupo Comercial Chedraui. deMex$96.050.2%
+Mex$153.6m		-30.7%PE14.1x

Latest News

CHDRAUI B
Mex$96.05
Grupo Comercial Chedraui. de
7D
0.2%
1Y
-30.7%
Narrative Update • May 22

CHDRAUI B: Higher Discount Rate And Dividend Plan Will Support Upside

Analysts have trimmed their price target for Grupo Comercial Chedraui to MX$130.97 from MX$152.80, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples in line with recent Street research such as the MX$125 target from Barclays. Analyst Commentary Bullish Takeaways Bullish analysts view the revised MX$125 to MX$130.97 target range as still implying room for upside if the company can deliver on current revenue and margin assumptions.
HERDEZ *
Mex$60.51
Grupo Herdez. de
7D
-2.4%
1Y
9.9%
Narrative Update • May 21

HERDEZ *: Maintained Fair Value And Refined Assumptions Will Support Bullish Outlook

Analysts have maintained their fair value estimate for Grupo Herdez at MX$85.0 per share. Only minor adjustments were made to the discount rate, revenue growth, profit margin, and future P/E assumptions behind the unchanged target.
GRUMA B
Mex$292.79
Gruma. de
7D
-1.8%
1Y
-19.6%
Narrative Update • May 20

GRUMA B: Higher Forward P/E Framework Will Support Future Undervalued Upside

Analysts have trimmed their price target on Gruma to about MX$371 from roughly MX$372, citing refreshed assumptions around fair value and a higher forward P/E multiple as outlined in recent research updates. Analyst Commentary Recent research points to a slightly lower price target for Gruma near MX$371, with the adjustment framed as a fine tuning of fair value assumptions rather than a major shift in view.
CUERVO *
Mex$13.72
Becle. de
7D
3.5%
1Y
-42.6%
FEMSA UBD
Mex$210.06
Fomento Económico Mexicano. de
7D
-0.2%
1Y
2.4%
Narrative Update • May 19

FEMSA UBD: Future Returns Will Balance Dividend Payouts And Buyback Execution

Analysts have revised their fair value estimate for Fomento Económico Mexicano, de. to MX$206.00 from MX$136.80, reflecting updated assumptions for growth, profitability, and the future P/E multiple.
AC *
Mex$220.96
Arca Continental. de
7D
2.1%
1Y
4.0%
Narrative Update • May 15

AC *: Fair Value View Weighs Mixed Rating Shifts And Execution Uncertainty

Analysts have raised their MX$ fair value estimate for Arca Continental from MX$229.50 to approximately MX$235.39, reflecting updated assumptions for revenue growth, profit margins and future P/E following recent target changes from firms including Barclays, Itau BBA and UBS. Analyst Commentary Bullish Takeaways Bullish analysts have lifted their MX$ price targets, signaling increased confidence that Arca Continental can support a slightly higher valuation based on updated revenue and margin assumptions.
LACOMER UBC
Mex$37.62
La Comer. de
7D
-0.9%
1Y
-8.3%
Narrative Update • May 13

LACOMER UBC: Future Upside Will Rely On Margin Stability And P/E

Analysts have nudged their MX$ price target for La Comer slightly lower to MX$49.28 from MX$49.43, citing updated assumptions for revenue growth, profit margins and future P/E that modestly adjust their fair value outlook. What's in the News La Comer, S.A.B. de C.V. has scheduled a stock split or significant stock dividend of 1.00877192% effective April 24, 2026.
FRAGUA B
Mex$479.86
Corporativo Fragua. de
7D
-0.9%
1Y
-6.7%
Analysis Article • May 11

Why Corporativo Fragua. de's (BMV:FRAGUAB) Shaky Earnings Are Just The Beginning Of Its Problems

Corporativo Fragua, S.A.B. de C.V.'s ( BMV:FRAGUAB ) recent weak earnings report didn't cause a big stock movement...
WALMEX *
Mex$55.55
Wal-Mart de México. de
7D
1.5%
1Y
-15.1%
Narrative Update • May 10

WALMEX *: Cautious Downgrades Will Still Support Resilient Margin Protection

Analysts have trimmed their MX$ price target on Wal-Mart de México by a small amount, citing slightly higher discount rate assumptions and modest tweaks to revenue growth, profit margin and future P/E inputs after a more cautious stance in recent research. Analyst Commentary Recent research reflects a more cautious stance on Wal-Mart de México, with a small trim to the MX$ price target and a downgrade in the stock rating.
BIMBO A
Mex$58.05
Grupo Bimbo. de
7D
-2.0%
1Y
3.6%
Analysis Article • May 08

Grupo Bimbo. de's (BMV:BIMBOA) Soft Earnings Don't Show The Whole Picture

Grupo Bimbo, S.A.B. de C.V.'s ( BMV:BIMBOA ) recent soft profit numbers didn't appear to worry shareholders, as the...
SORIANA B
Mex$29.01
Organización Soriana S. A. B. de C. V
7D
-4.5%
1Y
6.1%
SIGMAF A
Mex$16.60
Sigma Foods. de
7D
3.6%
1Y
14.9%
KIMBER A
Mex$37.62
Kimberly-Clark de México S. A. B. de C. V
7D
-1.6%
1Y
10.0%