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Brazilian (BOVESPA) Specialty Stores Industry Analysis

UpdatedJan 30, 2025
DataAggregated Company Financials
Companies15
  • 7D0.1%
  • 3M-24.3%
  • 1Y-31.4%
  • YTD0.5%

The Specialty Stores industry is up 4.2% in the last week, with Lojas Renner up 7.3%. In the past year, the industry is down 29%. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Jan 2025R$66.8bR$480.1bR$10.1b7.8x6.6x0.1x
Sat, 28 Dec 2024R$66.1bR$478.8bR$10.1b7.9x6.5x0.1x
Mon, 25 Nov 2024R$78.9bR$478.6bR$10.1b10.5x7.8x0.2x
Wed, 23 Oct 2024R$83.9bR$460.0bR$7.0b12.7x12x0.2x
Fri, 20 Sep 2024R$90.2bR$460.0bR$7.0b15.2x12.9x0.2x
Sun, 18 Aug 2024R$90.9bR$460.0bR$7.0b13.4x13x0.2x
Tue, 16 Jul 2024R$81.1bR$446.8bR$5.0b15.4x16.3x0.2x
Thu, 13 Jun 2024R$75.8bR$446.8bR$5.0b14.1x15.2x0.2x
Sat, 11 May 2024R$83.1bR$448.1bR$8.2b13.5x10.1x0.2x
Mon, 08 Apr 2024R$57.3bR$226.6bR$3.3b18x17.3x0.3x
Wed, 06 Mar 2024R$57.3bR$229.8bR$3.5b16.8x16.2x0.2x
Fri, 02 Feb 2024R$52.8bR$230.9bR$842.7m17.7x62.6x0.2x
Sun, 31 Dec 2023R$54.1bR$230.9bR$842.7m17.9x64.2x0.2x
Tue, 28 Nov 2023R$49.9bR$230.9bR$838.1m15.3x59.5x0.2x
Thu, 26 Oct 2023R$43.4bR$239.4bR$317.6m18x136.8x0.2x
Sat, 23 Sep 2023R$44.5bR$239.4bR$317.6m17.8x140.2x0.2x
Mon, 21 Aug 2023R$49.9bR$239.4bR$317.6m19.3x157.2x0.2x
Wed, 19 Jul 2023R$51.4bR$249.6bR$1.6b16.3x32.3x0.2x
Fri, 16 Jun 2023R$56.7bR$249.6bR$1.6b17.6x35.7x0.2x
Sun, 14 May 2023R$45.6bR$249.0bR$1.9b14x23.9x0.2x
Tue, 11 Apr 2023R$41.7bR$248.5bR$2.3b11.7x17.8x0.2x
Thu, 09 Mar 2023R$48.2bR$237.9bR$3.6b16.3x13.6x0.2x
Sat, 04 Feb 2023R$50.2bR$237.4bR$3.6b16.2x14x0.2x
Mon, 02 Jan 2023R$50.3bR$237.4bR$3.6b16.2x14x0.2x
Wed, 30 Nov 2022R$53.6bR$237.4bR$3.6b17.7x15x0.2x
Fri, 28 Oct 2022R$63.9bR$221.8bR$4.3b14.3x15x0.3x
Sun, 25 Sep 2022R$68.6bR$221.8bR$4.3b15x16.1x0.3x
Tue, 23 Aug 2022R$64.4bR$203.7bR$4.0b13.4x16.3x0.3x
Thu, 21 Jul 2022R$36.4bR$190.2bR$3.0b8.5x12.1x0.2x
Sat, 18 Jun 2022R$36.5bR$190.2bR$3.0b9.1x12.1x0.2x
Mon, 16 May 2022R$42.3bR$177.9bR$3.2b9.9x13.3x0.2x
Wed, 13 Apr 2022R$49.6bR$176.8bR$3.3b12.8x14.9x0.3x
Fri, 11 Mar 2022R$47.8bR$160.8bR$5.1b17.9x9.4x0.3x
Sun, 06 Feb 2022R$51.4bR$162.1bR$5.4b24.2x9.5x0.3x
Price to Earnings Ratio

9.5x


Total Market Cap: R$51.4bTotal Earnings: R$5.4bTotal Revenue: R$162.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Specialty Stores Industry Price to Earnings3Y Average 30.7x202320242025
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 6.7x 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 0.22x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 44% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Brazilian Consumer Discretionary industry?

BR Market0.58%
Consumer Discretionary1.10%
Specialty Stores0.11%
Home Improvement Retail5.65%
Apparel Retail2.81%
Specialty Stores2.72%
Home Furnishing Retail2.26%
Computer and Electronics Retail0%0
Automotive Retail-1.61%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 19.4x.
    • Analysts are expecting annual earnings growth of 13.8%, which is lower than the prior year's growth of 32.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishing Retail industry, expecting annual earnings growth of 46% over the next 5 years.
  • In contrast, the Automotive Retail industry is expected to see its earnings grow by 6.3% 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$13.392.0%
+R$301.0m		-8.2%PE12.5x
CEAB3 C&A ModasR$9.257.1%
+R$186.0m		26.7%PE7.7x
PETZ3 Pet Center Comércio e ParticipaçõesR$4.975.7%
+R$121.7m		51.5%PE416x
LJQQ3 Lojas Quero-QueroR$2.205.8%
+R$23.4m		-56.9%PE7.9x
AMAR3 Marisa LojasR$1.123.7%
+R$20.5m		-57.3%PS0.4x
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Latest News

LREN3

R$13.39

Lojas Renner

7D

2.0%

1Y

-8.2%

Lojas Renner (BVMF:LREN3) Has A Rock Solid Balance Sheet

Jan 29
Lojas Renner (BVMF:LREN3) Has A Rock Solid Balance Sheet

CEAB3

R$9.25

C&A Modas

7D

7.1%

1Y

26.7%

PETZ3

R$4.97

Pet Center Comércio e Participações

7D

5.7%

1Y

51.5%

SBFG3

R$11.03

Grupo SBF

7D

0.4%

1Y

-16.5%

BHIA3

R$3.45

Grupo Casas Bahia

7D

5.5%

1Y

-56.3%

LJQQ3

R$2.20

Lojas Quero-Quero

7D

5.8%

1Y

-56.9%

VBBR3

R$17.31

Vibra Energia

7D

-3.7%

1Y

-27.1%

AMAR3

R$1.12

Marisa Lojas

7D

3.7%

1Y

-57.3%

Marisa Lojas S.A.'s (BVMF:AMAR3) Shares May Have Run Too Fast Too Soon

Jan 10
Marisa Lojas S.A.'s (BVMF:AMAR3) Shares May Have Run Too Fast Too Soon

EPAR3

R$5.11

Embpar Participacoes

7D

-4.1%

1Y

-46.5%

Optimistic Investors Push Embpar Participacoes S.A. (BVMF:EPAR3) Shares Up 27% But Growth Is Lacking

Dec 17
Optimistic Investors Push Embpar Participacoes S.A. (BVMF:EPAR3) Shares Up 27% But Growth Is Lacking

MBLY3

R$1.52

Mobly

7D

2.7%

1Y

-25.9%

Take Care Before Jumping Onto Mobly S.A. (BVMF:MBLY3) Even Though It's 26% Cheaper

Dec 17
Take Care Before Jumping Onto Mobly S.A. (BVMF:MBLY3) Even Though It's 26% Cheaper