Stock Markets February 23, 2026

Mexican Stocks Retreat; S&P/BMV IPC Drops 1.21% as Industrials and Consumer Names Lead Declines

Broad market weakness hits Industrials, Consumer Goods & Services and Consumer Staples; select miners and real estate names buck the trend

By Maya Rios
Mexican Stocks Retreat; S&P/BMV IPC Drops 1.21% as Industrials and Consumer Names Lead Declines

Mexico's benchmark S&P/BMV IPC closed down 1.21% as declines in industrial, consumer goods and consumer staples sectors weighed on the market. While a handful of stocks, including Industrias Peñoles and Grupo Carso, finished higher, larger losses from airline and beverage-related names pushed the overall index lower. Commodities and currency markets showed mixed moves, with gold futures sharply higher and oil contracts slipping slightly.

Key Points

  • S&P/BMV IPC fell 1.21% at Monday's close, driven by losses in Industrials, Consumer Goods & Services and Consumer Staples.
  • Top gainers included Industrias Peñoles (PEOLES), Grupo Carso (GCARSOA1) and Corporacion Inmobiliaria Vesta (VESTA); major decliners included Vuela (VOLARA), Coca-Cola Femsa (KOFUBL) and Grupo Aeroportuario del Pacifico (GAPB).
  • Commodities and FX moved unevenly - April gold futures climbed sharply while crude oil contracts edged lower; USD/MXN and EUR/MXN both rose.

Mexico's stock market ended Monday's trading on a weaker note, with the S&P/BMV IPC finishing the session down 1.21% as sector losses outpaced gains. The markets were pressured most by declines in Industrials, Consumer Goods & Services and Consumer Staples, according to the session's closing data.

Among individual contributors, Industrias Peñoles Sab De CV (BMV:PEOLES) stood out as one of the session's top performers, rising 3.68% - an increase of 37.24 points - to close at 1,049.50. Grupo Carso, S.A.B. De C.V. (BMV:GCARSOA1) gained 1.70%, or 2.23 points, ending the day at 133.71. Corporacion Inmobiliaria Vesta SAB (BMV:VESTA) also advanced, adding 1.11% - 0.68 points - to finish at 61.94.

On the downside, Controladora Vuela Compania de Aviacion SAB de CV (BMV:VOLARA) led declines, slipping 6.93% - down 1.21 points - to close at 16.24. Coca-Cola Femsa SAB de CV (BMV:KOFUBL) fell 6.51%, a loss of 12.66 points, to finish at 181.67. Grupo Aeroportuario del Pacifico SAB De CV Class B (BMV:GAPB) dropped 5.50% - 28.13 points - to end the session at 482.94.

On aggregate, declining issues outnumbered advancers on the Mexico Stock Exchange by 140 to 87, with 8 stocks unchanged at the close.

Notably, shares of Corporacion Inmobiliaria Vesta SAB (BMV:VESTA) reached a 52-week high during the session, closing up 1.11% at 61.94.

Commodities trading displayed a mixed picture. Gold futures for April delivery rose 3.29%, up 167.06 to $5,247.96 a troy ounce. In contrast, crude oil prices ticked lower: the April contract declined 0.15% or $0.10 to $66.38 a barrel, while the May Brent contract fell 0.15% or $0.11 to $71.19 a barrel.

Foreign exchange movements showed the peso weakening against major currencies. The USD/MXN exchange rate rose 1.01% to 17.29, and the EUR/MXN increased 1.07% to 20.38. The US Dollar Index Futures was down 0.08% at 97.66.

Additional market commentary included promotional performance figures about selected portfolio strategies: year-to-date, 2 out of 3 global portfolios are reported as outperforming their benchmark indexes, with 88% in the green. The noted Tech Titans strategy is cited as having doubled the S&P 500 within 18 months and highlighted individual winners such as Super Micro Computer and AppLovin. These performance claims were presented alongside the market summary.

Risks

  • Continued sector weakness in Industrials and consumer-related segments could weigh further on the benchmark index - this affects market breadth and investor sentiment.
  • Significant declines in airline and airport-related stocks highlight vulnerability in travel and transportation-linked equities - these sectors may face ongoing volatility.
  • Currency depreciation of the peso against the dollar and euro introduces FX-related pressures for companies with foreign-currency exposures - this can impact import costs and balance sheets.

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