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Brazilian (BOVESPA) Apparel, Accessories and Luxury Goods Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies7
  • 7D4.1%
  • 3M-3.1%
  • 1Y20.8%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has risen 3.2%, driven by gains in Guararapes Confecções and Vivara Participações of 7.8% and 5.3%, respectively. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 4.1% per annum.

Industry Valuation and Performance

Has the Brazilian Apparel, Accessories and Luxury Goods Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026R$17.6bR$27.5bR$3.0b6.5x5.9x0.6x
Fri, 20 Feb 2026R$18.8bR$27.4bR$3.0b7.4x6.3x0.7x
Sun, 18 Jan 2026R$16.5bR$27.2bR$1.9b7.6x8.5x0.6x
Tue, 16 Dec 2025R$20.2bR$27.2bR$1.9b9x10.5x0.7x
Thu, 13 Nov 2025R$20.0bR$26.8bR$1.3b7.7x15x0.7x
Sat, 11 Oct 2025R$17.2bR$26.6bR$1.2b6.4x13.9x0.6x
Mon, 08 Sep 2025R$19.9bR$26.6bR$1.2b8.5x16.1x0.7x
Wed, 06 Aug 2025R$19.0bR$24.6bR$1.4b8.7x13.2x0.8x
Fri, 04 Jul 2025R$20.8bR$24.6bR$1.5b8.7x14.3x0.8x
Sun, 01 Jun 2025R$21.0bR$24.6bR$1.5b8.3x14.5x0.9x
Tue, 29 Apr 2025R$17.1bR$22.6bR$1.2b12.6x13.7x0.8x
Thu, 27 Mar 2025R$14.7bR$22.6bR$1.3b10.9x11.6x0.7x
Sat, 22 Feb 2025R$15.7bR$20.2bR$1.3b9x12.2x0.8x
Mon, 20 Jan 2025R$15.3bR$20.2bR$1.3b9.1x11.9x0.8x
Wed, 18 Dec 2024R$16.1bR$20.2bR$1.3b10x12.5x0.8x
Fri, 15 Nov 2024R$20.3bR$18.9bR$1.2b11.3x16.4x1.1x
Sun, 13 Oct 2024R$21.1bR$18.6bR$1.8b10.1x12x1.1x
Tue, 10 Sep 2024R$18.4bR$18.6bR$1.8b9.3x10.5x1x
Thu, 08 Aug 2024R$17.6bR$18.1bR$896.9m14.7x19.6x1x
Sat, 06 Jul 2024R$16.4bR$18.6b-R$1,172,902,984.0014.6x-14x0.9x
Mon, 03 Jun 2024R$16.1bR$18.6b-R$1,172,902,984.0014x-13.7x0.9x
Wed, 01 May 2024R$16.1bR$18.4b-R$1,180,542,000.009.9x-13.6x0.9x
Fri, 29 Mar 2024R$18.9bR$18.4b-R$1,180,542,447.0011.4x-16x1x
Sun, 25 Feb 2024R$18.6bR$18.0bR$843.4m6.8x22.1x1x
Tue, 23 Jan 2024R$19.2bR$18.0bR$843.4m9.1x22.8x1.1x
Thu, 21 Dec 2023R$19.3bR$18.0bR$843.4m8.5x22.8x1.1x
Sat, 18 Nov 2023R$17.3bR$18.0bR$856.6m5.8x20.2x1x
Mon, 16 Oct 2023R$15.6bR$17.8bR$852.6m8.7x18.3x0.9x
Wed, 13 Sep 2023R$18.0bR$17.8bR$852.6m10.3x21.1x1x
Fri, 11 Aug 2023R$21.5bR$18.0bR$845.9m14.5x25.4x1.2x
Sun, 09 Jul 2023R$23.3bR$17.8bR$894.6m15.2x26x1.3x
Tue, 06 Jun 2023R$19.9bR$17.8bR$829.0m15.3x24x1.1x
Thu, 04 May 2023R$15.4bR$17.5bR$876.7m16.1x17.6x0.9x
Sat, 01 Apr 2023R$16.0bR$17.5bR$863.9m16.7x18.5x0.9x
Price to Earnings Ratio

18.5x


Total Market Cap: R$16.0bTotal Earnings: R$863.9mTotal Revenue: R$17.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 12.3x202420252026
Current Industry PE
  • Investors are pessimistic on the Brazilian Apparel, Accessories and Luxury Goods 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 5.9x which is lower than its 3-year average PE of 12.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Apparel, Accessories and Luxury Goods industry have grown 55% per year over the last three years.
  • Revenues for these companies have grown 19% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Brazilian Apparel, Accessories and Luxury Goods compare with similar industries?

BR Market1.22%
Consumer Discretionary2.95%
Luxury3.93%
Apparel, Accessories and Luxury Goods4.15%
Footwear4.05%
Textiles-0.82%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
VIVA3 Vivara ParticipaçõesR$26.427.0%
+R$406.7m		34.5%PE10x
RIAA3 Guararapes ConfecçõesR$9.418.9%
+R$385.0m		33.7%PE3.2x

Latest News

VIVA3
R$26.42
Vivara Participações
7D
5.3%
1Y
37.9%
CAMB3
R$9.65
Cambuci
7D
0.3%
1Y
-6.0%
TECN3
R$8.30
Technos
7D
-2.5%
1Y
47.7%
AZZA3
R$26.80
Azzas 2154
7D
-4.3%
1Y
12.7%

AZZA3: Adjusted Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target for Azzas 2154 by R$1 to R$35.31, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E. Valuation Changes Fair Value: model fair value moved from R$36.31 to R$35.31, a reduction of about 2.8%.
RIAA3
R$9.41
Guararapes Confecções
7D
7.8%
1Y
32.7%

RIAA3: Higher Margin Assumptions Will Support Stronger Earnings Multiple

Analysts now set their price target for Guararapes Confecções at R$17.00, a modest lift from R$16.74, reflecting updated assumptions for slightly lower revenue growth, a higher discount rate, a firmer profit margin, and a somewhat lower future P/E. What's in the News Guararapes Confecções has scheduled a Special and Extraordinary Shareholders Meeting for March 17, 2026, to be held exclusively remotely in Brazil.
VSTE3
R$3.50
Veste Estilo
7D
-2.0%
1Y
-49.2%