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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies15
  • 7D2.7%
  • 3M4.4%
  • 1Y4.4%
  • YTD4.9%

Over the last 7 days, the Consumer Staples industry has risen 2.7%, driven by gains from Fomento Económico Mexicano. de of 3.8%. This takes the industry's 12 month performance to a gain of 4.4%. 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
Mon, 06 Apr 2026Mex$3.0tMex$3.6tMex$152.7b17.1x19.4x0.8x
Wed, 04 Mar 2026Mex$2.9tMex$3.6tMex$152.6b16x19.1x0.8x
Fri, 30 Jan 2026Mex$2.9tMex$3.6tMex$147.2b16.6x19.7x0.8x
Sun, 28 Dec 2025Mex$2.9tMex$3.6tMex$147.8b17.1x19.6x0.8x
Tue, 25 Nov 2025Mex$2.9tMex$3.6tMex$148.1b15.3x19.5x0.8x
Thu, 23 Oct 2025Mex$2.9tMex$3.6tMex$147.5b15.1x19.7x0.8x
Sat, 20 Sep 2025Mex$2.9tMex$3.6tMex$147.7b15.5x19.4x0.8x
Mon, 18 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.8x19x0.8x
Wed, 16 Jul 2025Mex$2.9tMex$3.5tMex$154.3b17.1x18.5x0.8x
Fri, 13 Jun 2025Mex$3.0tMex$3.5tMex$154.3b17.8x19.5x0.9x
Sun, 11 May 2025Mex$3.1tMex$3.5tMex$154.9b17.7x19.8x0.9x
Tue, 08 Apr 2025Mex$2.8tMex$3.3tMex$157.8b16.5x17.6x0.8x
Thu, 06 Mar 2025Mex$2.8tMex$3.3tMex$144.2b14.4x19.1x0.8x
Sat, 01 Feb 2025Mex$2.7tMex$3.2tMex$161.1b14.8x16.7x0.8x
Mon, 30 Dec 2024Mex$2.7tMex$3.2tMex$160.9b15x16.7x0.8x
Wed, 27 Nov 2024Mex$2.7tMex$3.2tMex$161.0b14.9x16.8x0.8x
Fri, 25 Oct 2024Mex$2.9tMex$3.2tMex$160.9b16.9x18.2x0.9x
Sun, 22 Sep 2024Mex$3.0tMex$3.2tMex$161.4b17.6x18.6x0.9x
Tue, 20 Aug 2024Mex$3.1tMex$3.2tMex$161.1b17.2x19.3x1x
Thu, 18 Jul 2024Mex$3.1tMex$3.1tMex$155.0b17.3x20x1x
Sat, 15 Jun 2024Mex$3.0tMex$3.1tMex$155.5b17.3x19.2x1x
Mon, 13 May 2024Mex$3.1tMex$3.1tMex$154.7b16.6x20.3x1x
Wed, 10 Apr 2024Mex$3.2tMex$3.1tMex$161.4b17.3x19.7x1x
Fri, 08 Mar 2024Mex$3.2tMex$3.1tMex$162.4b17x19.6x1x
Sun, 04 Feb 2024Mex$3.5tMex$3.3tMex$178.4b15.9x19.5x1x
Tue, 02 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x19.2x1x
Thu, 30 Nov 2023Mex$3.3tMex$3.3tMex$178.5b15.9x18.2x1x
Sat, 28 Oct 2023Mex$3.1tMex$3.3tMex$171.4b16.1x18x0.9x
Mon, 25 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.5x18.7x1x
Wed, 23 Aug 2023Mex$3.3tMex$3.3tMex$170.4b16.8x19.2x1x
Fri, 21 Jul 2023Mex$3.1tMex$3.2tMex$160.7b15.4x19.4x1x
Sun, 18 Jun 2023Mex$3.2tMex$3.2tMex$160.6b16.6x19.9x1x
Tue, 16 May 2023Mex$3.2tMex$3.1tMex$162.5b16.4x19.8x1x
Thu, 13 Apr 2023Mex$3.2tMex$3.0tMex$153.2b17.4x21x1.1x
Price to Earnings Ratio

21x


Total Market Cap: Mex$3.2tTotal Earnings: Mex$153.2bTotal Revenue: Mex$3.0tTotal 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 6.3% 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 Market3.84%
Consumer Staples2.70%
Household Products4.61%
Beverage3.94%
Food and Staples Retail1.88%
Food1.77%
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 13.6%, 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 3.9% 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$59.172.2%
+Mex$22.0b		3.9%PE20.5x
FEMSA UBD Fomento Económico Mexicano. deMex$202.013.1%
+Mex$19.8b		5.2%PE38.5x
AC * Arca Continental. deMex$209.502.2%
+Mex$7.7b		4.0%PE18.1x
KIMBER A Kimberly-Clark de México S. A. B. de C. VMex$43.333.2%
+Mex$4.0b		34.3%PE17.1x
SORIANA B Organización Soriana S. A. B. de C. VMex$36.156.3%
+Mex$3.9b		37.0%PE19.7x

Latest News

SIGMAF A
Mex$18.07
Sigma Foods. de
7D
1.8%
1Y
40.1%

SIGMAF A: Neutral Coverage And Efficiency Gains Will Support Future Upside Potential

Analysts now view Sigma Foods as fairly valued at about MX$20.54 per share, a slight adjustment from the prior MX$20.29 target. This reflects updated views on revenue growth, profit margins and future P/E following recent neutral coverage from the Street.
AC *
Mex$209.50
Arca Continental. de
7D
2.2%
1Y
4.0%

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.
BIMBO A
Mex$59.24
Grupo Bimbo. de
7D
-1.2%
1Y
7.4%

BIMBO A: Higher Margin Support And Firm P/E Assumptions Will Drive ReRating

Analysts lifted the price target on Grupo Bimbo to MX$75 from MX$72, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly different forward P/E multiple in their models. Analyst Commentary Recent research points to a more constructive view on Grupo Bimbo, with the latest price target adjustment to MX$75 highlighting increased confidence in the company’s ability to support a higher valuation under updated assumptions.
GRUMA B
Mex$323.17
Gruma. de
7D
-0.5%
1Y
-10.4%

Flat Volumes And Margin Pressure Will Shape Tortilla Demand Upside Over Time

Catalysts About Gruma. de Gruma.
KIMBER A
Mex$43.33
Kimberly-Clark de México S. A. B. de C. V
7D
3.2%
1Y
34.3%
FEMSA UBD
Mex$202.01
Fomento Económico Mexicano. de
7D
3.1%
1Y
5.2%
LACOMER UBC
Mex$43.36
La Comer. de
7D
4.7%
1Y
22.2%
WALMEX *
Mex$59.17
Wal-Mart de México. de
7D
2.2%
1Y
3.9%

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
CUERVO *
Mex$16.50
Becle. de
7D
2.9%
1Y
-15.3%

CUERVO *: Cautious Consumer Reset Will Support Future Repricing Potential

Analysts have reduced their MX$ price target for Becle, trimming it by MX$7 to MX$19 as they factor in a still cautious Mexican consumer backdrop in their updated assumptions. Analyst Commentary Recent research reflects a more cautious stance on Becle, with the latest price target set at MX$19, trimmed from MX$26, as analysts factor in a still cautious Mexican consumer.
SORIANA B
Mex$36.15
Organización Soriana S. A. B. de C. V
7D
6.3%
1Y
37.0%