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Brazilian (BOVESPA) Specialty Stores Industry Analysis

UpdatedMar 15, 2025
DataAggregated Company Financials
Companies15
  • 7D3.5%
  • 3M-14.2%
  • 1Y-32.4%
  • YTD-2.6%

The Specialty Stores industry has stayed flat over the last week. Unfortunately though, the industry is down 35% over the past 12 months. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Mar 2025R$62.8bR$490.0bR$4.5b8.9x13.9x0.1x
Mon, 10 Feb 2025R$62.4bR$480.1bR$10.1b8x6.2x0.1x
Wed, 08 Jan 2025R$65.7bR$480.1bR$10.1b7.3x6.5x0.1x
Fri, 06 Dec 2024R$75.0bR$478.8bR$10.1b9.6x7.4x0.2x
Sun, 03 Nov 2024R$83.7bR$460.0bR$7.0b13.2x12x0.2x
Tue, 01 Oct 2024R$87.9bR$460.0bR$7.0b14.1x12.6x0.2x
Thu, 29 Aug 2024R$93.7bR$460.0bR$7.0b14.6x13.4x0.2x
Sat, 27 Jul 2024R$80.3bR$446.8bR$5.0b13.2x16.2x0.2x
Mon, 24 Jun 2024R$74.8bR$446.8bR$5.0b13.4x15x0.2x
Wed, 22 May 2024R$81.1bR$446.8bR$5.0b15x16.3x0.2x
Fri, 19 Apr 2024R$51.7bR$226.6bR$3.3b15.9x15.6x0.2x
Sun, 17 Mar 2024R$55.3bR$230.2bR$3.6b17.2x15.3x0.2x
Tue, 13 Feb 2024R$52.8bR$230.9bR$842.7m16.1x62.7x0.2x
Thu, 11 Jan 2024R$52.9bR$230.9bR$842.7m16.9x62.8x0.2x
Sat, 09 Dec 2023R$52.5bR$230.9bR$838.1m16.9x62.7x0.2x
Mon, 06 Nov 2023R$45.8bR$239.4bR$312.9m19.7x146.4x0.2x
Wed, 04 Oct 2023R$43.3bR$239.4bR$317.6m18.2x136.2x0.2x
Fri, 01 Sep 2023R$49.1bR$239.4bR$317.6m19.3x154.5x0.2x
Sun, 30 Jul 2023R$52.5bR$249.6bR$1.6b16.7x33.1x0.2x
Tue, 27 Jun 2023R$56.4bR$249.6bR$1.6b18x35.5x0.2x
Thu, 25 May 2023R$50.3bR$249.6bR$1.6b15.3x31.7x0.2x
Sat, 22 Apr 2023R$41.1bR$248.5bR$2.3b11.5x17.5x0.2x
Mon, 20 Mar 2023R$46.4bR$242.8bR$3.0b13.7x15.4x0.2x
Wed, 15 Feb 2023R$46.8bR$237.4bR$3.6b14.9x13.1x0.2x
Fri, 13 Jan 2023R$50.3bR$237.4bR$3.6b16.8x14x0.2x
Sun, 11 Dec 2022R$48.9bR$237.4bR$3.6b15.7x13.7x0.2x
Tue, 08 Nov 2022R$67.7bR$222.3bR$4.1b16.6x16.4x0.3x
Thu, 06 Oct 2022R$70.5bR$221.8bR$4.3b15.7x16.5x0.3x
Sat, 03 Sep 2022R$66.1bR$221.9bR$4.3b13.9x15.5x0.3x
Mon, 01 Aug 2022R$35.8bR$190.2bR$3.0b9.2x11.9x0.2x
Wed, 29 Jun 2022R$35.2bR$190.2bR$3.0b8.4x11.7x0.2x
Fri, 27 May 2022R$43.0bR$190.1bR$3.0b10.2x14.3x0.2x
Sun, 24 Apr 2022R$48.2bR$176.8bR$3.3b12x14.5x0.3x
Tue, 22 Mar 2022R$49.7bR$161.0bR$5.1b20.3x9.7x0.3x
Price to Earnings Ratio

9.7x


Total Market Cap: R$49.7bTotal Earnings: R$5.1bTotal Revenue: R$161.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Specialty Stores Industry Price to Earnings3Y Average 30.8x202320242025
Current Industry PE
  • Investors are pessimistic on the Brazilian Specialty Retail 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 13.4x which is lower than its 3-year average PE of 30.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.21x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 4.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 45% 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 Market2.13%
Consumer Discretionary3.24%
Specialty Stores3.51%
Home Improvement Retail27.31%
Specialty Stores5.62%
Automotive Retail3.77%
Apparel Retail1.55%
Home Furnishing Retail-7.63%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 19.6x.
    • Analysts expect its future annual earnings growth (12.0%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 46% over the next 5 years.
  • This is better than its past earnings decline of 99% per year.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 12% 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
VBBR3 Vibra EnergiaR$17.535.2%
+R$958.5m		-30.7%PE3.1x
BHIA3 Grupo Casas BahiaR$5.5152.6%
+R$180.6m		-25.5%PS0.02x
PETZ3 Pet Center Comércio e ParticipaçõesR$4.649.2%
+R$175.9m		7.4%PE388.6x
LREN3 Lojas RennerR$12.030.9%
+R$115.7m		-14.1%PE10.6x
AMAR3 Marisa LojasR$1.5912.0%
+R$87.3m		-29.6%PS0.6x
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Latest News

AMAR3

R$1.59

Marisa Lojas

7D

12.0%

1Y

-29.6%

BHIA3

R$5.51

Grupo Casas Bahia

7D

52.6%

1Y

-25.5%

Is Grupo Casas Bahia (BVMF:BHIA3) Using Debt In A Risky Way?

Mar 12
Is Grupo Casas Bahia (BVMF:BHIA3) Using Debt In A Risky Way?

LREN3

R$12.03

Lojas Renner

7D

0.9%

1Y

-14.1%

Is Now The Time To Look At Buying Lojas Renner S.A. (BVMF:LREN3)?

Mar 10
Is Now The Time To Look At Buying Lojas Renner S.A. (BVMF:LREN3)?

CEAB3

R$10.79

C&A Modas

7D

2.6%

1Y

13.5%

LJQQ3

R$2.33

Lojas Quero-Quero

7D

6.9%

1Y

-60.8%

VBBR3

R$17.53

Vibra Energia

7D

5.2%

1Y

-30.7%

SBFG3

R$11.19

Grupo SBF

7D

3.0%

1Y

-11.7%

At R$10.15, Is Grupo SBF S.A. (BVMF:SBFG3) Worth Looking At Closely?

Feb 25
At R$10.15, Is Grupo SBF S.A. (BVMF:SBFG3) Worth Looking At Closely?

MBLY3

R$1.20

Mobly

7D

-9.1%

1Y

-43.7%

Mobly (BVMF:MBLY3) Is Making Moderate Use Of Debt

Feb 08
Mobly (BVMF:MBLY3) Is Making Moderate Use Of Debt

PETZ3

R$4.64

Pet Center Comércio e Participações

7D

9.2%

1Y

7.4%

WEST3

R$4.97

Westwing Comércio Varejista

7D

-4.1%

1Y

-57.5%