Narrative Update • May 29

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 7.1%, driven by Azzas 2154 declining 11%. The industry has fallen 30% in the last year. As for the next few years, earnings are forecast to decline by 3.1% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | R$14.0b | R$27.5b | R$3.0b | 6.6x | 4.7x | 0.5x |
| Tue, 05 May 2026 | R$16.6b | R$27.5b | R$3.0b | 6.7x | 5.5x | 0.6x |
| Thu, 02 Apr 2026 | R$17.5b | R$27.5b | R$3.0b | 6.8x | 5.8x | 0.6x |
| Sat, 28 Feb 2026 | R$19.4b | R$27.4b | R$3.0b | 7.3x | 6.6x | 0.7x |
| Mon, 26 Jan 2026 | R$17.8b | R$27.2b | R$1.9b | 7.9x | 9.2x | 0.7x |
| Wed, 24 Dec 2025 | R$19.1b | R$27.2b | R$1.9b | 8x | 9.9x | 0.7x |
| Fri, 21 Nov 2025 | R$20.4b | R$27.3b | R$2.0b | 9.2x | 10.4x | 0.7x |
| Sun, 19 Oct 2025 | R$18.0b | R$26.6b | R$1.2b | 6.4x | 14.5x | 0.7x |
| Tue, 16 Sep 2025 | R$20.1b | R$26.6b | R$1.2b | 8.7x | 16.2x | 0.8x |
| Thu, 14 Aug 2025 | R$18.8b | R$26.6b | R$1.2b | 8.6x | 15.2x | 0.7x |
| Sat, 12 Jul 2025 | R$19.4b | R$24.6b | R$1.5b | 8.4x | 13.3x | 0.8x |
| Mon, 09 Jun 2025 | R$20.2b | R$24.6b | R$1.5b | 7.9x | 13.9x | 0.8x |
| Wed, 07 May 2025 | R$17.3b | R$22.6b | R$1.2b | 12.1x | 13.8x | 0.8x |
| Fri, 04 Apr 2025 | R$15.1b | R$22.6b | R$1.2b | 10.9x | 12.1x | 0.7x |
| Sun, 02 Mar 2025 | R$14.0b | R$20.2b | R$1.3b | 9.1x | 10.9x | 0.7x |
| Tue, 28 Jan 2025 | R$16.1b | R$20.2b | R$1.3b | 10x | 12.5x | 0.8x |
| Thu, 26 Dec 2024 | R$15.6b | R$20.2b | R$1.3b | 9.4x | 12.1x | 0.8x |
| Sat, 23 Nov 2024 | R$19.6b | R$20.2b | R$1.3b | 11.2x | 14.7x | 1x |
| Mon, 21 Oct 2024 | R$20.6b | R$18.6b | R$1.8b | 9.9x | 11.7x | 1.1x |
| Wed, 18 Sep 2024 | R$23.3b | R$18.6b | R$1.8b | 10.4x | 13.2x | 1.3x |
| Fri, 16 Aug 2024 | R$19.2b | R$18.4b | R$1.7b | 10.3x | 11.1x | 1x |
| Sun, 14 Jul 2024 | R$16.8b | R$18.6b | -R$1,172,902,984.00 | 14.9x | -14.3x | 0.9x |
| Tue, 11 Jun 2024 | R$16.0b | R$18.6b | -R$1,172,902,984.00 | 13.4x | -13.6x | 0.9x |
| Thu, 09 May 2024 | R$16.9b | R$18.6b | -R$1,124,227,984.00 | 15.6x | -15x | 0.9x |
| Sat, 06 Apr 2024 | R$17.8b | R$18.4b | -R$1,180,542,447.00 | 11.1x | -15x | 1x |
| Mon, 04 Mar 2024 | R$18.8b | R$18.0b | R$843.4m | 6.8x | 22.2x | 1x |
| Wed, 31 Jan 2024 | R$18.9b | R$18.0b | R$843.4m | 8.4x | 22.4x | 1x |
| Fri, 29 Dec 2023 | R$20.5b | R$18.0b | R$843.4m | 9.7x | 24.3x | 1.1x |
| Sun, 26 Nov 2023 | R$16.8b | R$18.0b | R$843.4m | 6.3x | 19.9x | 0.9x |
| Tue, 24 Oct 2023 | R$15.0b | R$17.8b | R$852.6m | 8x | 17.6x | 0.8x |
| Thu, 21 Sep 2023 | R$17.7b | R$17.8b | R$852.6m | 10x | 20.8x | 1x |
| Sat, 19 Aug 2023 | R$20.2b | R$18.0b | R$894.9m | 11.3x | 22.6x | 1.1x |
| Mon, 17 Jul 2023 | R$21.2b | R$17.8b | R$894.6m | 14x | 23.7x | 1.2x |
| Wed, 14 Jun 2023 | R$20.8b | R$17.8b | R$894.6m | 14.9x | 23.2x | 1.2x |
23.2x
How does Brazilian Apparel, Accessories and Luxury Goods compare with similar industries?
| BR Market | -2.80% | |
| Consumer Discretionary | -4.51% | |
| Luxury | -5.36% | |
| Apparel, Accessories and Luxury Goods | -7.13% | |
| Textiles | -2.49% | |
| Footwear | -3.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TECN3 Technos | R$8.89 | 4.0% +R$20.7m | 35.7% | PE7.4x |