Narrative Update • Jun 10

In the last week, the Apparel, Accessories and Luxury Goods industry is up 2.4%, with Azzas 2154 up 11%. In the past year, the industry is down 26%. In the next few years earnings are forecast to be pretty stable.
Has the Brazilian Apparel, Accessories and Luxury Goods Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | R$15.0b | R$27.5b | R$3.0b | 6.4x | 5.1x | 0.5x |
| Fri, 22 May 2026 | R$15.3b | R$27.5b | R$3.0b | 6.8x | 5.2x | 0.6x |
| Sun, 19 Apr 2026 | R$17.6b | R$27.5b | R$3.0b | 6.8x | 5.9x | 0.6x |
| Tue, 17 Mar 2026 | R$17.0b | R$27.3b | R$3.1b | 6.6x | 5.4x | 0.6x |
| Thu, 12 Feb 2026 | R$18.3b | R$27.2b | R$1.9b | 8.8x | 9.5x | 0.7x |
| Sat, 10 Jan 2026 | R$17.7b | R$27.2b | R$1.9b | 7.9x | 9.2x | 0.6x |
| Mon, 08 Dec 2025 | R$19.3b | R$27.2b | R$1.9b | 8.7x | 10x | 0.7x |
| Wed, 05 Nov 2025 | R$19.2b | R$26.5b | R$1.2b | 7.4x | 15.6x | 0.7x |
| Fri, 03 Oct 2025 | R$18.5b | R$26.6b | R$1.2b | 7.3x | 14.9x | 0.7x |
| Sun, 31 Aug 2025 | R$20.2b | R$26.6b | R$1.2b | 9x | 16.3x | 0.8x |
| Tue, 29 Jul 2025 | R$18.0b | R$24.6b | R$1.5b | 7.7x | 12.4x | 0.7x |
| Thu, 26 Jun 2025 | R$19.5b | R$24.6b | R$1.5b | 8x | 13.4x | 0.8x |
| Sat, 24 May 2025 | R$19.3b | R$24.6b | R$1.5b | 7.9x | 13.3x | 0.8x |
| Mon, 21 Apr 2025 | R$15.7b | R$22.6b | R$1.2b | 11.6x | 12.6x | 0.7x |
| Wed, 19 Mar 2025 | R$14.3b | R$22.2b | R$1.1b | 11.2x | 13x | 0.6x |
| Fri, 14 Feb 2025 | R$15.5b | R$20.2b | R$1.3b | 8.7x | 12.1x | 0.8x |
| Sun, 12 Jan 2025 | R$15.0b | R$19.7b | R$1.2b | 10.2x | 12.4x | 0.8x |
| Tue, 10 Dec 2024 | R$17.4b | R$20.2b | R$1.3b | 10.5x | 13.5x | 0.9x |
| Thu, 07 Nov 2024 | R$21.4b | R$18.6b | R$1.8b | 9.8x | 12.2x | 1.2x |
| Sat, 05 Oct 2024 | R$21.0b | R$18.6b | R$1.8b | 10.4x | 12x | 1.1x |
| Mon, 02 Sep 2024 | R$18.4b | R$18.6b | R$1.8b | 9.7x | 10.5x | 1x |
| Wed, 31 Jul 2024 | R$16.0b | R$18.6b | -R$1,172,902,984.00 | 14.8x | -13.6x | 0.9x |
| Fri, 28 Jun 2024 | R$15.4b | R$18.6b | -R$1,172,902,984.00 | 13.6x | -13.2x | 0.8x |
| Sun, 26 May 2024 | R$16.0b | R$18.6b | -R$1,172,902,984.00 | 14.3x | -13.6x | 0.9x |
| Tue, 23 Apr 2024 | R$16.0b | R$18.4b | -R$1,180,542,000.00 | 10.1x | -13.6x | 0.9x |
| Thu, 21 Mar 2024 | R$17.8b | R$18.1b | R$755.8m | 16.4x | 23.5x | 1x |
| Sat, 17 Feb 2024 | R$18.0b | R$18.0b | R$843.4m | 7.8x | 21.4x | 1x |
| Mon, 15 Jan 2024 | R$20.4b | R$18.0b | R$843.4m | 9.1x | 24.2x | 1.1x |
| Wed, 13 Dec 2023 | R$18.2b | R$18.0b | R$843.4m | 7.3x | 21.5x | 1x |
| Fri, 10 Nov 2023 | R$15.8b | R$17.8b | R$857.7m | 8.2x | 18.4x | 0.9x |
| Sun, 08 Oct 2023 | R$15.9b | R$17.8b | R$852.6m | 9.2x | 18.6x | 0.9x |
| Tue, 05 Sep 2023 | R$18.9b | R$18.0b | R$894.9m | 10.5x | 21.1x | 1x |
| Thu, 03 Aug 2023 | R$22.6b | R$17.9b | R$901.3m | 15.1x | 25.1x | 1.3x |
| Sat, 01 Jul 2023 | R$22.8b | R$17.8b | R$894.6m | 15.4x | 25.5x | 1.3x |
25.5x
How does Brazilian Apparel, Accessories and Luxury Goods compare with similar industries?
| BR Market | 1.51% | |
| Consumer Discretionary | 2.64% | |
| Luxury | 3.89% | |
| Apparel, Accessories and Luxury Goods | 7.38% | |
| Footwear | 1.13% | |
| Textiles | -0.60% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AZZA3 Azzas 2154 | R$20.10 | 21.1% +R$707.0m | -47.8% | PE4.9x | |
| VIVA3 Vivara Participações | R$21.88 | 5.6% +R$272.7m | -12.0% | PE8.8x | |
| RIAA3 Guararapes Confecções | R$8.78 | 1.7% +R$75.2m | 5.1% | PE2.9x | |
| TECN3 Technos | R$8.61 | 4.7% +R$23.7m | 24.8% | PE7.1x | |
| CAMB3 Cambuci | R$9.46 | 1.2% +R$4.6m | -1.4% | PE5.7x |