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Brazilian (BOVESPA) Luxury Industry Analysis

UpdatedDec 25, 2024
DataAggregated Company Financials
Companies13
  • 7D0.8%
  • 3M-19.8%
  • 1Y-38.5%
  • YTD-35.7%

The Luxury industry is up 1.9% in the last week, with Veste Estilo up 21%. In the past year, the industry is down 35%. Earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Dec 2024R$29.5bR$32.1bR$1.1b7.9x28x0.9x
Fri, 22 Nov 2024R$34.9bR$32.1bR$1.1b7.8x31.6x1.1x
Sun, 20 Oct 2024R$35.7bR$30.2bR$1.3b8.8x26.6x1.2x
Tue, 17 Sep 2024R$40.3bR$31.4bR$879.1m9.8x45.8x1.3x
Thu, 15 Aug 2024R$36.4bR$31.2bR$852.2m9.5x42.8x1.2x
Sat, 13 Jul 2024R$40.2bR$36.1b-R$1,707,621,150.009.6x-23.5x1.1x
Mon, 10 Jun 2024R$39.3bR$36.1b-R$1,707,621,150.009.9x-23x1.1x
Wed, 08 May 2024R$40.4bR$36.1b-R$1,892,193,688.009.7x-21.3x1.1x
Fri, 05 Apr 2024R$42.5bR$35.9b-R$1,948,508,151.009.7x-21.8x1.2x
Sun, 03 Mar 2024R$44.6bR$35.4bR$99.9m9.3x446.3x1.3x
Tue, 30 Jan 2024R$43.8bR$35.5bR$1.6b8.7x26.5x1.2x
Thu, 28 Dec 2023R$47.3bR$35.5bR$1.6b9.3x28.7x1.3x
Sat, 25 Nov 2023R$42.7bR$35.5bR$1.6b9.1x25.9x1.2x
Mon, 23 Oct 2023R$37.4bR$35.8bR$1.8b8.6x20.9x1x
Wed, 20 Sep 2023R$43.5bR$36.1bR$1.9b9.9x23.3x1.2x
Fri, 18 Aug 2023R$48.0bR$36.1bR$1.9b9.9x25.1x1.3x
Sun, 16 Jul 2023R$48.2bR$36.1bR$2.0b11.3x24.4x1.3x
Tue, 13 Jun 2023R$49.6bR$36.1bR$2.0b13.3x25x1.4x
Thu, 11 May 2023R$41.2bR$36.0bR$2.0b12.7x20.9x1.1x
Sat, 08 Apr 2023R$37.6bR$35.5bR$2.2b15.1x16.8x1.1x
Mon, 06 Mar 2023R$37.8bR$33.8bR$2.3b10.8x16.1x1.1x
Wed, 01 Feb 2023R$45.1bR$33.9bR$2.6b10x17.1x1.3x
Fri, 30 Dec 2022R$44.4bR$33.9bR$2.6b12.7x16.8x1.3x
Sun, 27 Nov 2022R$47.9bR$33.9bR$2.7b9.7x18x1.4x
Tue, 25 Oct 2022R$57.6bR$32.4bR$3.1b10.2x18.5x1.8x
Thu, 22 Sep 2022R$58.7bR$32.5bR$3.2b10.4x18.4x1.8x
Sat, 20 Aug 2022R$54.2bR$32.4bR$3.2b9.1x16.7x1.7x
Mon, 18 Jul 2022R$46.3bR$30.3bR$3.2b7.6x14.3x1.5x
Wed, 15 Jun 2022R$47.4bR$30.4bR$3.3b7.4x14.4x1.6x
Fri, 13 May 2022R$51.1bR$28.7bR$3.2b8.8x16.1x1.8x
Sun, 10 Apr 2022R$58.9bR$28.3bR$3.1b11.6x19x2.1x
Tue, 08 Mar 2022R$54.3bR$26.7bR$3.2b9.8x17.2x2x
Thu, 03 Feb 2022R$59.2bR$26.9bR$3.0b12.4x19.5x2.2x
Sat, 01 Jan 2022R$60.6bR$26.9bR$3.0b11.5x19.9x2.2x
Price to Earnings Ratio

19.9x


Total Market Cap: R$60.6bTotal Earnings: R$3.0bTotal Revenue: R$26.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Luxury Industry Price to Earnings3Y Average 16.7x202220232024
Current Industry PE
  • Investors are optimistic on the Brazilian Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.0x which is higher than its 3-year average PE of 16.7x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.95x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 30% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.0% 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, which has decreased profits.

Industry Trends

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

BR Market-0.80%
Consumer Discretionary1.13%
Luxury0.79%
Apparel, Accessories and Luxury Goods0.93%
Footwear0.68%
Textiles0.063%
Industry PE
  • Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 9.8x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 28% 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
VULC3 VulcabrasR$15.743.0%
+R$125.2m
-21.8%PE7.9x
VSTE3 Veste EstiloR$8.1013.6%
+R$110.6m
-59.1%PS0.9x
GUAR3 Guararapes ConfecçõesR$6.193.5%
+R$104.8m
-10.0%PE14.4x
AZZA3 Azzas 2154R$29.341.2%
+R$70.2m
-56.0%PE11.4x
CAMB3 CambuciR$10.648.6%
+R$35.2m
1.9%PE6x
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