Narrative Update • Jun 10

The Apparel, Accessories and Luxury Goods industry has been flat over the last week, but Vivara Participações has lost 3.4%. As for the longer term, the industry has declined 28% in the last year. Earnings are forecast to be flat in the coming years.
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 |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | R$14.6b | R$27.5b | R$3.0b | 6.4x | 4.9x | 0.5x |
| Thu, 21 May 2026 | R$15.2b | R$27.5b | R$3.0b | 6.6x | 5.1x | 0.6x |
| Sat, 18 Apr 2026 | R$17.6b | R$27.5b | R$3.0b | 6.8x | 5.9x | 0.6x |
| Mon, 16 Mar 2026 | R$17.0b | R$27.3b | R$3.1b | 6.6x | 5.4x | 0.6x |
| Wed, 11 Feb 2026 | R$18.3b | R$27.2b | R$1.9b | 8.6x | 9.5x | 0.7x |
| Fri, 09 Jan 2026 | R$17.7b | R$27.2b | R$1.9b | 8.1x | 9.2x | 0.6x |
| Sun, 07 Dec 2025 | R$19.3b | R$27.2b | R$1.9b | 8.7x | 10x | 0.7x |
| Tue, 04 Nov 2025 | R$19.7b | R$26.6b | R$1.2b | 7.3x | 15.9x | 0.7x |
| Thu, 02 Oct 2025 | R$19.1b | R$26.6b | R$1.2b | 7.7x | 15.4x | 0.7x |
| Sat, 30 Aug 2025 | R$20.2b | R$26.6b | R$1.2b | 9x | 16.3x | 0.8x |
| Mon, 28 Jul 2025 | R$18.8b | R$24.6b | R$1.5b | 8.1x | 13x | 0.8x |
| Wed, 25 Jun 2025 | R$20.0b | R$24.6b | R$1.5b | 8.1x | 13.8x | 0.8x |
| Fri, 23 May 2025 | R$19.7b | R$24.6b | R$1.5b | 7.7x | 13.6x | 0.8x |
| Sun, 20 Apr 2025 | R$15.7b | R$22.6b | R$1.2b | 11.6x | 12.6x | 0.7x |
| Tue, 18 Mar 2025 | R$13.8b | R$22.2b | R$1.1b | 10.7x | 12.6x | 0.6x |
| Thu, 13 Feb 2025 | R$16.2b | R$20.2b | R$1.3b | 8.9x | 12.6x | 0.8x |
| Sat, 11 Jan 2025 | R$15.3b | R$20.2b | R$1.3b | 8.7x | 11.9x | 0.8x |
| Mon, 09 Dec 2024 | R$17.4b | R$20.2b | R$1.3b | 10.7x | 13.5x | 0.9x |
| Wed, 06 Nov 2024 | R$21.3b | R$18.6b | R$1.8b | 9.8x | 12.1x | 1.1x |
| Fri, 04 Oct 2024 | R$20.7b | R$18.6b | R$1.8b | 10.3x | 11.8x | 1.1x |
| Sun, 01 Sep 2024 | R$18.4b | R$18.6b | R$1.8b | 9.7x | 10.5x | 1x |
| Tue, 30 Jul 2024 | R$16.2b | R$18.6b | -R$1,172,902,984.00 | 14.8x | -13.9x | 0.9x |
| Thu, 27 Jun 2024 | R$15.4b | R$18.6b | -R$1,172,902,984.00 | 13.1x | -13.2x | 0.8x |
| Sat, 25 May 2024 | R$16.0b | R$18.6b | -R$1,172,902,984.00 | 14.3x | -13.6x | 0.9x |
| Mon, 22 Apr 2024 | R$16.0b | R$18.4b | -R$1,180,542,000.00 | 10.1x | -13.6x | 0.9x |
| Wed, 20 Mar 2024 | R$17.8b | R$18.1b | R$755.8m | 15.6x | 23.5x | 1x |
| Fri, 16 Feb 2024 | R$18.1b | R$18.0b | R$843.4m | 8x | 21.4x | 1x |
| Sun, 14 Jan 2024 | R$20.4b | R$18.0b | R$843.4m | 9.1x | 24.2x | 1.1x |
| Tue, 12 Dec 2023 | R$18.2b | R$18.0b | R$843.4m | 7.3x | 21.5x | 1x |
| Thu, 09 Nov 2023 | R$15.9b | R$17.8b | R$844.8m | 8.3x | 18.8x | 0.9x |
| Sat, 07 Oct 2023 | R$15.9b | R$17.8b | R$852.6m | 9.2x | 18.6x | 0.9x |
| Mon, 04 Sep 2023 | R$18.4b | R$18.0b | R$894.9m | 9.5x | 20.6x | 1x |
| Wed, 02 Aug 2023 | R$22.6b | R$17.8b | R$894.6m | 15.2x | 25.2x | 1.3x |
| Fri, 30 Jun 2023 | R$22.8b | R$17.8b | R$894.6m | 14.7x | 25.5x | 1.3x |
25.5x
How does Brazilian Apparel, Accessories and Luxury Goods compare with similar industries?
| BR Market | 0.40% | |
| Consumer Discretionary | 1.51% | |
| Luxury | 0.98% | |
| Apparel, Accessories and Luxury Goods | 2.36% | |
| Footwear | -0.12% | |
| Textiles | -0.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AZZA3 Azzas 2154 | R$19.40 | 11.2% +R$393.9m | -51.9% | PE4.7x | |
| TECN3 Technos | R$8.56 | 3.0% +R$15.2m | 26.8% | PE7.1x |