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Brazilian (BOVESPA) Luxury Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies14
  • 7D3.9%
  • 3M-19.1%
  • 1Y-12.4%
  • YTD-12.1%

Guararapes Confecções is up 8.6%, leading the way for the Luxury industry, which has gained 3.9%. In the past year, the industry is down 12%. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

Has the Brazilian Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 May 2026R$32.5bR$41.4bR$5.4b6.6x6x0.8x
Tue, 21 Apr 2026R$36.5bR$41.2bR$5.5b7x6.7x0.9x
Thu, 19 Mar 2026R$35.1bR$41.2bR$5.7b6.4x6.2x0.9x
Sat, 14 Feb 2026R$39.1bR$41.2bR$5.4b6.6x7.2x0.9x
Mon, 12 Jan 2026R$36.9bR$41.0bR$4.4b6.3x8.4x0.9x
Wed, 10 Dec 2025R$38.0bR$41.0bR$4.4b6.7x8.6x0.9x
Fri, 07 Nov 2025R$38.3bR$39.8bR$3.7b6x10.4x1x
Sun, 05 Oct 2025R$35.8bR$39.4bR$3.2b6.6x11.1x0.9x
Tue, 02 Sep 2025R$38.3bR$39.4bR$3.2b7.2x11.9x1x
Thu, 31 Jul 2025R$34.7bR$37.2bR$3.1b7.4x11.3x0.9x
Sat, 28 Jun 2025R$38.0bR$37.2bR$3.1b7.6x12.4x1x
Mon, 26 May 2025R$36.7bR$37.2bR$3.1b7.4x11.9x1x
Wed, 23 Apr 2025R$31.2bR$34.9bR$2.8b7.8x11.2x0.9x
Fri, 21 Mar 2025R$29.6bR$34.9bR$2.8b7.6x10.7x0.8x
Sun, 16 Feb 2025R$31.4bR$32.1bR$1.1b8.5x29.8x1x
Tue, 14 Jan 2025R$29.2bR$31.6bR$979.5m8.3x29.8x0.9x
Thu, 12 Dec 2024R$32.0bR$32.1bR$1.1b8.2x30.4x1x
Sat, 09 Nov 2024R$35.4bR$30.4bR$849.5m10.7x41.7x1.2x
Mon, 07 Oct 2024R$36.7bR$30.2bR$1.3b9.2x27.4x1.2x
Wed, 04 Sep 2024R$35.3bR$31.4bR$879.1m9.8x40.2x1.1x
Fri, 02 Aug 2024R$38.4bR$36.1b-R$1,707,621,150.009.6x-22.5x1.1x
Sun, 30 Jun 2024R$38.6bR$36.1b-R$1,707,621,150.009.1x-22.6x1.1x
Tue, 28 May 2024R$32.5bR$32.4b-R$65,381,150.0010.2x-497.4x1x
Thu, 25 Apr 2024R$39.7bR$35.9b-R$1,948,507,704.009.4x-20.4x1.1x
Sat, 23 Mar 2024R$43.0bR$35.7b-R$38,283,052.009.9x-1122.3x1.2x
Mon, 19 Feb 2024R$43.2bR$35.4bR$59.4m9.1x727x1.2x
Wed, 17 Jan 2024R$46.0bR$35.5bR$1.6b9.1x27.9x1.3x
Fri, 15 Dec 2023R$45.6bR$35.5bR$1.6b9x27.6x1.3x
Sun, 12 Nov 2023R$41.6bR$36.1bR$1.7b8.9x24.1x1.2x
Tue, 10 Oct 2023R$40.4bR$36.1bR$1.9b9x21.7x1.1x
Thu, 07 Sep 2023R$45.2bR$36.2bR$1.9b9.9x24x1.2x
Sat, 05 Aug 2023R$51.2bR$36.2bR$2.0b12.5x25.5x1.4x
Mon, 03 Jul 2023R$50.5bR$36.1bR$2.0b12.7x25.6x1.4x
Wed, 31 May 2023R$45.6bR$36.1bR$2.0b9.7x23x1.3x
Price to Earnings Ratio

23x


Total Market Cap: R$45.6bTotal Earnings: R$2.0bTotal Revenue: R$36.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Luxury Industry Price to Earnings3Y Average 14.2x202420252026
Current Industry PE
  • Investors are pessimistic on the Brazilian Luxury 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 6.0x which is lower than its 3-year average PE of 14.2x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.78x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 40% per year over the last three years.
  • Revenues for these companies have grown 4.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Brazilian Consumer Discretionary industry?

BR Market-0.71%
Consumer Discretionary0.036%
Luxury3.94%
Footwear4.70%
Apparel, Accessories and Luxury Goods3.38%
Textiles1.32%
Industry PE
  • Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 3.4x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, which is trading below its 3-year average of 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 2.5% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RIAA3 Guararapes ConfecçõesR$9.198.6%
+R$365.0m		13.3%PE3x
AZZA3 Azzas 2154R$20.728.8%
+R$337.2m		-46.5%PE5x
VULC3 VulcabrasR$15.101.6%
+R$75.0m		-25.7%PE4.1x
GRND3 GrendeneR$4.010.5%
+R$18.0m		-24.1%PE5.7x
CAMB3 CambuciR$9.801.4%
+R$5.9m		0.9%PE5.9x

Latest News

RIAA3
R$9.19
Guararapes Confecções
7D
8.6%
1Y
13.3%
AZZA3
R$20.72
Azzas 2154
7D
8.8%
1Y
-46.5%
Analysis Article • May 19

Impressive Earnings May Not Tell The Whole Story For Azzas 2154 (BVMF:AZZA3)

Despite announcing strong earnings, Azzas 2154 S.A.'s ( BVMF:AZZA3 ) stock was sluggish. We did some digging and found...
VSTE3
R$3.95
Veste Estilo
7D
-3.4%
1Y
-34.6%
VIVA3
R$22.19
Vivara Participações
7D
-3.3%
1Y
-9.8%
VULC3
R$15.10
Vulcabras
7D
1.6%
1Y
-25.7%
GRND3
R$4.01
Grendene
7D
0.5%
1Y
-24.1%
CAMB3
R$9.80
Cambuci
7D
1.4%
1Y
0.9%
TECN3
R$8.72
Technos
7D
-2.4%
1Y
40.4%