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Brazilian (BOVESPA) Specialty Stores Industry Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.1%
  • 3M-8.0%
  • 1Y9.0%
  • YTD11.3%

Last week, the Specialty Stores industry hasn't moved much but Lojas Renner is up 11% in that time. The past year has been better, since the industry has gained 9.0% in that time. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the Brazilian Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 May 2026R$114.3bR$463.2b-R$5,016,350,000.009.8x-22.8x0.2x
Mon, 20 Apr 2026R$123.4bR$455.4b-R$6,034,342,000.0012x-20.4x0.3x
Wed, 18 Mar 2026R$114.9bR$441.0b-R$5,507,358,000.0012.4x-20.9x0.3x
Fri, 13 Feb 2026R$134.0bR$672.4b-R$17,361,880,000.0012.7x-7.7x0.2x
Sun, 11 Jan 2026R$110.4bR$669.4b-R$17,533,984,000.009.1x-6.3x0.2x
Tue, 09 Dec 2025R$116.7bR$672.9b-R$17,530,340,000.0013.7x-6.7x0.2x
Thu, 06 Nov 2025R$100.9bR$682.2b-R$10,154,080,000.009.3x-9.9x0.1x
Sat, 04 Oct 2025R$101.6bR$682.2b-R$10,154,080,000.008.6x-10x0.1x
Mon, 01 Sep 2025R$69.4bR$500.5b-R$1,077,706,000.0010.1x-64.4x0.1x
Wed, 30 Jul 2025R$68.2bR$500.1bR$2.6b12.5x25.8x0.1x
Fri, 27 Jun 2025R$75.0bR$500.1bR$2.6b14.8x28.4x0.1x
Sun, 25 May 2025R$75.4bR$499.9bR$2.7b13.3x28.4x0.2x
Tue, 22 Apr 2025R$64.1bR$489.1bR$4.5b9.9x14.1x0.1x
Thu, 20 Mar 2025R$64.6bR$490.1bR$4.5b9.2x14.3x0.1x
Sat, 15 Feb 2025R$63.9bR$480.1bR$10.1b8.3x6.3x0.1x
Mon, 13 Jan 2025R$64.0bR$480.1bR$10.1b6.9x6.3x0.1x
Wed, 11 Dec 2024R$73.1bR$478.8bR$10.1b9.6x7.2x0.2x
Fri, 08 Nov 2024R$87.2bR$463.2bR$9.9b13.6x8.8x0.2x
Sun, 06 Oct 2024R$86.6bR$460.0bR$7.0b13.2x12.4x0.2x
Tue, 03 Sep 2024R$90.4bR$460.0bR$7.0b14x12.9x0.2x
Thu, 01 Aug 2024R$79.6bR$447.0bR$5.2b11.9x15.2x0.2x
Sat, 29 Jun 2024R$75.5bR$446.8bR$5.0b14.2x15.2x0.2x
Mon, 27 May 2024R$77.5bR$446.8bR$5.0b14.6x15.6x0.2x
Wed, 24 Apr 2024R$51.4bR$226.6bR$3.3b16x15.5x0.2x
Fri, 22 Mar 2024R$56.1bR$228.1bR$4.2b18.1x13.4x0.2x
Sun, 18 Feb 2024R$52.1bR$230.9bR$842.7m15.7x61.8x0.2x
Tue, 16 Jan 2024R$53.3bR$230.9bR$842.7m17.4x63.3x0.2x
Thu, 14 Dec 2023R$51.5bR$230.9bR$838.1m17.2x61.4x0.2x
Sat, 11 Nov 2023R$47.2bR$231.4bR$923.1m15.5x51.1x0.2x
Mon, 09 Oct 2023R$43.0bR$239.4bR$317.6m18.9x135.6x0.2x
Wed, 06 Sep 2023R$48.1bR$239.4bR$317.6m18.5x151.6x0.2x
Fri, 04 Aug 2023R$53.3bR$249.6bR$1.6b16.7x33.5x0.2x
Sun, 02 Jul 2023R$54.9bR$249.6bR$1.6b17.1x34.5x0.2x
Tue, 30 May 2023R$51.6bR$249.6bR$1.6b16.2x32.5x0.2x
Price to Earnings Ratio

32.5x


Total Market Cap: R$51.6bTotal Earnings: R$1.6bTotal Revenue: R$249.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Specialty Stores Industry Price to Earnings3Y Average 22.5x202420252026
Current Industry PE
  • Investors are optimistic on the Brazilian Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading close to its 3-year average PS ratio of 0.19x.
Past Earnings Growth
  • Total earnings for the Specialty Retail industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 23% 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-0.71%
Consumer Discretionary0.036%
Specialty Stores-0.15%
Apparel Retail7.15%
Specialty Stores0.63%
Automotive Retail-1.58%
Home Furnishing Retail-5.00%
Home Improvement Retail-12.92%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 16.2x.
    • Analysts are expecting annual earnings growth of 25.8%, which is higher than its past year's earnings decline of 15.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 91% over the next 5 years.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 10% 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
LREN3 Lojas RennerR$15.0711.2%
+R$1.5b		-14.4%PE9.8x
SBFG3 Grupo SBFR$10.902.9%
+R$67.0m		-1.3%PE7x
CEAB3 C&A ModasR$11.191.8%
+R$60.5m		-34.4%PE5.8x
WEST3 Westwing Comércio VarejistaR$8.010.3%
+R$222.2k		85.0%PS0.6x

Latest News

AMOB3
R$14.06
Automob Participações
7D
-4.3%
1Y
12.5%
AMAR3
R$0.67
Marisa Lojas
7D
-16.3%
1Y
-53.8%
VBBR3
R$32.75
Vibra Energia
7D
-1.1%
1Y
82.9%
Narrative Update • May 20

VBBR3: Policy Shifts Will Support Future Re Rating Potential

The analyst fair value estimate for Vibra Energia has been revised higher from R$33.79 to R$36.43, with analysts citing the recent upgrade in rating and the higher Street price target following changes to Brazil's oil export tax and fuel policy. Analyst Commentary Recent Street commentary around Vibra Energia has focused on the impact of Brazil's temporary oil export tax, fuel tax cuts, and diesel subsidies on the company's earnings outlook and valuation.
WEST3
R$8.01
Westwing Comércio Varejista
7D
0.3%
1Y
85.0%
CSAN3
R$4.29
Cosan
7D
-2.7%
1Y
-46.5%
Narrative Update • May 19

CSAN3: Higher Margin Outlook Will Drive Bullish R$ Earnings Repricing

Analysts have adjusted their R$ price targets for Cosan, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Together, these factors inform a refreshed stance on the stock's potential risk and earnings profile.
SBFG3
R$10.90
Grupo SBF
7D
2.9%
1Y
-1.3%
LJQQ3
R$1.42
Lojas Quero-Quero
7D
-3.4%
1Y
-53.9%
Narrative Update • May 18

LJQQ3: Upcoming Shareholder Meetings Will Support Upside As Profitability Improves

Analysts have adjusted their price target on Lojas Quero-Quero to R$4.70, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E, while keeping their overall fair value view steady at R$4.70. What's in the News Lojas Quero-Quero has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026, to be held at avenida general flores da cunha n 1.943 in the city of Cachoeirinha, state of Rio Grande do Sul, Brazil (company event filing).
BHIA3
R$1.41
Grupo Casas Bahia
7D
-15.6%
1Y
-66.1%
UGPA3
R$28.70
Ultrapar Participações
7D
-1.5%
1Y
72.6%
CEAB3
R$11.19
C&A Modas
7D
1.8%
1Y
-34.4%
AUAU3
R$3.32
Uniao Pet Participacoes
7D
-1.2%
1Y
n/a
LREN3
R$15.07
Lojas Renner
7D
11.2%
1Y
-14.4%
Narrative Update • May 09

LREN3: Completed Share Buybacks Will Support Higher Profitability And Future Upside

Analysts have maintained their price target for Lojas Renner at R$22.00. The changes made relate only to fine tuning of the discount rate, revenue growth, profit margin, and future P/E assumptions, which together did not alter the headline number.