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Mexican (IPC) Consumer Staples Sector Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies17
  • 7D-0.6%
  • 3M4.6%
  • 1Y4.7%
  • YTD5.2%

In the last week, the Consumer Staples industry is flat overall, with Grupo Bimbo. de standing out by going down 5.0%. As for the the longer term, the industry is up 4.3% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Nov 2025Mex$2.9tMex$3.6tMex$148.1b15.3x19.5x0.8x
Wed, 22 Oct 2025Mex$2.9tMex$3.6tMex$147.5b14.8x19.5x0.8x
Fri, 19 Sep 2025Mex$2.9tMex$3.6tMex$147.7b15.7x19.3x0.8x
Sun, 17 Aug 2025Mex$2.8tMex$3.6tMex$147.6b16.8x19x0.8x
Tue, 15 Jul 2025Mex$2.8tMex$3.5tMex$154.2b17x18.5x0.8x
Thu, 12 Jun 2025Mex$3.0tMex$3.5tMex$154.3b17.7x19.6x0.9x
Sat, 10 May 2025Mex$3.1tMex$3.5tMex$154.9b17.7x19.8x0.9x
Mon, 07 Apr 2025Mex$2.8tMex$3.3tMex$157.7b16.3x17.7x0.8x
Wed, 05 Mar 2025Mex$2.7tMex$3.3tMex$144.3b14.3x19x0.8x
Fri, 31 Jan 2025Mex$2.7tMex$3.2tMex$161.1b15x16.7x0.8x
Sun, 29 Dec 2024Mex$2.7tMex$3.2tMex$160.9b15x16.7x0.8x
Tue, 26 Nov 2024Mex$2.7tMex$3.2tMex$160.9b15.2x16.9x0.8x
Thu, 24 Oct 2024Mex$2.9tMex$3.2tMex$161.7b16.3x18x0.9x
Sat, 21 Sep 2024Mex$3.0tMex$3.2tMex$161.4b17.6x18.7x1x
Mon, 19 Aug 2024Mex$3.1tMex$3.2tMex$161.0b17.4x19.3x1x
Wed, 17 Jul 2024Mex$3.1tMex$3.1tMex$155.0b17.6x20.1x1x
Fri, 14 Jun 2024Mex$3.0tMex$3.1tMex$155.5b17.3x19.2x1x
Sun, 12 May 2024Mex$3.1tMex$3.1tMex$154.7b16.6x20.2x1x
Tue, 09 Apr 2024Mex$3.2tMex$3.1tMex$161.4b17.3x19.9x1x
Thu, 07 Mar 2024Mex$3.2tMex$3.1tMex$162.4b16.9x19.7x1x
Sat, 03 Feb 2024Mex$3.5tMex$3.3tMex$178.4b15.9x19.5x1x
Mon, 01 Jan 2024Mex$3.4tMex$3.3tMex$178.4b15.9x19.2x1x
Wed, 29 Nov 2023Mex$3.2tMex$3.3tMex$178.4b15.9x18.1x1x
Fri, 27 Oct 2023Mex$3.0tMex$3.3tMex$174.0b15.6x17.3x0.9x
Sun, 24 Sep 2023Mex$3.2tMex$3.3tMex$170.6b16.5x18.7x1x
Tue, 22 Aug 2023Mex$3.3tMex$3.3tMex$170.5b16.6x19.1x1x
Thu, 20 Jul 2023Mex$3.1tMex$3.2tMex$160.5b16.8x19.5x1x
Sat, 17 Jun 2023Mex$3.2tMex$3.2tMex$160.6b16.6x19.9x1x
Mon, 15 May 2023Mex$3.2tMex$3.1tMex$162.6b16.4x20x1x
Wed, 12 Apr 2023Mex$3.2tMex$3.0tMex$154.1b17.4x20.9x1.1x
Fri, 10 Mar 2023Mex$3.2tMex$3.0tMex$156.1b16.8x20.3x1x
Sun, 05 Feb 2023Mex$3.2tMex$3.0tMex$142.9b20.4x22.5x1.1x
Tue, 03 Jan 2023Mex$3.0tMex$3.0tMex$142.4b18.6x21.3x1x
Thu, 01 Dec 2022Mex$3.1tMex$3.0tMex$142.4b18x22x1.1x
Price to Earnings Ratio

22x


Total Market Cap: Mex$3.1tTotal Earnings: Mex$142.4bTotal Revenue: Mex$3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Staples Sector Price to Earnings3Y Average 19.2x202320242025
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 19.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.94x.
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 6.9% 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-0.90%
Consumer Staples-0.60%
Beverage0.44%
Food and Staples Retail-0.47%
Household Products-2.05%
Food-2.69%
Industry PE
  • Investors are most optimistic about the Beverage industry, which is trading close to its 3-year average PE ratio of 20.0x.
    • Analysts are expecting annual earnings growth of 16.1%, which is higher than its past year's earnings growth of 2.3% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading close to its 3-year average of 16.5x.
Forecasted Growth
  • Analysts are most optimistic on the Beverage industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 2.3% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 5.0% 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
FEMSA UBD Fomento Económico Mexicano. deMex$175.201.9%
+Mex$10.9b		-2.4%PE43.8x
SORIANA B Organización Soriana S. A. B. de C. VMex$28.494.0%
+Mex$2.0b		-2.8%PE13.3x
HERDEZ * Grupo Herdez. deMex$74.271.9%
+Mex$447.0m		45.5%PE15.3x
LACOMER UBC La Comer. deMex$40.770.7%
+Mex$329.1m		24.9%PE17.3x
ALFA A Alfa. deMex$14.340.3%
+Mex$277.9m		-4.8%PE17x

Latest News

SORIANA B
Mex$28.49
Organización Soriana S. A. B. de C. V
7D
4.0%
1Y
-2.8%
CHDRAUI B
Mex$133.29
Grupo Comercial Chedraui. de
7D
-2.5%
1Y
1.4%

CHDRAUI B: Operational Efficiencies Will Offset Softer Profit Margins Ahead

Narrative Update: Grupo Comercial Chedraui Price Target Adjusted Analysts have revised their price target for Grupo Comercial Chedraui slightly downward, from MXN 160.57 to MXN 159.86. They cite a more cautious outlook on revenue growth and profit margin projections.
BIMBO A
Mex$57.11
Grupo Bimbo. de
7D
-5.0%
1Y
-5.2%

BIMBO A: Leadership Change Will Support Profitable Outlook Amid Margin Improvement

Grupo Bimbo's analyst price target has been raised modestly from $67.00 to $68.08. This reflects analysts' incremental optimism supported by slightly improved profit margin and forward price-to-earnings projections, despite a minor decrease in revenue growth expectations.
WALMEX *
Mex$61.74
Wal-Mart de México. de
7D
-0.3%
1Y
15.9%
FEMSA UBD
Mex$175.20
Fomento Económico Mexicano. de
7D
1.9%
1Y
-2.4%
AC *
Mex$182.09
Arca Continental. de
7D
-1.0%
1Y
3.4%

AC *: Continued Momentum Will Support Compounded Performance After Recent Upgrade

Narrative Update on Arca Continental Analysts have slightly lowered their price target for Arca Continental to MXN 226.94 from MXN 227.67. They cite continued confidence in the company's growth potential and note favorable entry points based on recent market trends.
ALFA A
Mex$14.34
Alfa. de
7D
0.3%
1Y
-4.8%

Alfa S.A.B. de C.V.'s (BMV:ALFAA) Shares May Have Run Too Fast Too Soon

Nov 12
Alfa S.A.B. de C.V.'s (BMV:ALFAA) Shares May Have Run Too Fast Too Soon
KIMBER A
Mex$36.39
Kimberly-Clark de México S. A. B. de C. V
7D
-2.0%
1Y
31.4%

Estimating The Intrinsic Value Of Kimberly-Clark de México, S. A. B. de C. V. (BMV:KIMBERA)

Nov 12
Estimating The Intrinsic Value Of Kimberly-Clark de México, S. A. B. de C. V. (BMV:KIMBERA)
GRUMA B
Mex$310.15
Gruma. de
7D
-0.5%
1Y
-9.3%

GRUMA B: Stronger Revenue Growth Will Offset Lower Profit Margins Ahead

Analysts have raised their price target for Gruma.de, increasing it by MXN0 to MXN394.69. They anticipate that stronger revenue growth will offset a modest decline in profit margin estimates.
CUERVO *
Mex$21.32
Becle. de
7D
-3.7%
1Y
-16.3%

Becle, S.A.B. de C.V. (BMV:CUERVO) Stock Catapults 27% Though Its Price And Business Still Lag The Market

Nov 06
Becle, S.A.B. de C.V. (BMV:CUERVO) Stock Catapults 27% Though Its Price And Business Still Lag The Market
LACOMER UBC
Mex$40.77
La Comer. de
7D
0.7%
1Y
24.9%

La Comer, S.A.B. de C.V.'s (BMV:LACOMERUBC) Business Is Yet to Catch Up With Its Share Price

Nov 06
La Comer, S.A.B. de C.V.'s (BMV:LACOMERUBC) Business Is Yet to Catch Up With Its Share Price
FRAGUA B
Mex$530.00
Corporativo Fragua. de
7D
-3.5%
1Y
-24.1%

Solid Earnings May Not Tell The Whole Story For Corporativo Fragua. de (BMV:FRAGUAB)

Nov 04
Solid Earnings May Not Tell The Whole Story For Corporativo Fragua. de (BMV:FRAGUAB)
HERDEZ *
Mex$74.27
Grupo Herdez. de
7D
1.9%
1Y
45.5%