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Brazilian (BOVESPA) Specialty Stores Industry Analysis

UpdatedAug 12, 2025
DataAggregated Company Financials
Companies14
  • 7D-3.9%
  • 3M-3.6%
  • 1Y-27.0%
  • YTD4.0%

Over the last 7 days, the Specialty Stores industry has dropped 1.7%, driven by a pullback from C&A Modas of 5.4%. However, the industry is down 24% over the past year. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 12 Aug 2025R$66.5bR$500.4bR$2.8b9.9x23.9x0.1x
Thu, 10 Jul 2025R$75.3bR$500.1bR$2.6b15x28.5x0.2x
Sat, 07 Jun 2025R$74.7bR$500.1bR$2.6b13.3x28.3x0.1x
Mon, 05 May 2025R$68.4bR$489.1bR$4.5b11x15.1x0.1x
Wed, 02 Apr 2025R$65.6bR$489.1bR$4.4b9.3x15x0.1x
Fri, 28 Feb 2025R$59.1bR$489.5bR$3.9b7.8x15x0.1x
Sun, 26 Jan 2025R$65.3bR$480.1bR$10.1b7.5x6.4x0.1x
Tue, 24 Dec 2024R$69.7bR$478.8bR$10.1b8.3x6.9x0.1x
Thu, 21 Nov 2024R$77.4bR$478.5bR$10.1b10.4x7.6x0.2x
Sat, 19 Oct 2024R$85.1bR$460.0bR$7.0b13.3x12.2x0.2x
Mon, 16 Sep 2024R$91.6bR$460.0bR$7.0b15.6x13.1x0.2x
Wed, 14 Aug 2024R$90.5bR$451.1bR$6.7b13x13.6x0.2x
Fri, 12 Jul 2024R$81.8bR$446.8bR$5.0b15.1x16.5x0.2x
Sun, 09 Jun 2024R$73.9bR$446.8bR$5.0b14.5x14.9x0.2x
Tue, 07 May 2024R$87.6bR$448.4bR$7.4b15.6x11.9x0.2x
Thu, 04 Apr 2024R$56.3bR$226.6bR$3.3b17.7x17x0.2x
Sat, 02 Mar 2024R$57.3bR$231.2bR$798.6m17.1x71.7x0.2x
Mon, 29 Jan 2024R$52.5bR$230.9bR$842.7m17.8x62.3x0.2x
Wed, 27 Dec 2023R$54.2bR$230.9bR$842.7m18x64.3x0.2x
Fri, 24 Nov 2023R$50.2bR$230.9bR$838.1m15.4x59.9x0.2x
Sun, 22 Oct 2023R$42.7bR$239.4bR$317.6m17.8x134.5x0.2x
Tue, 19 Sep 2023R$47.2bR$239.4bR$317.6m17.8x148.7x0.2x
Thu, 17 Aug 2023R$50.0bR$249.6bR$900.4m18.4x55.5x0.2x
Sat, 15 Jul 2023R$50.8bR$249.6bR$1.6b16.3x32x0.2x
Mon, 12 Jun 2023R$56.4bR$249.6bR$1.6b18.2x35.5x0.2x
Wed, 10 May 2023R$44.2bR$248.9bR$1.9b14.6x23.6x0.2x
Fri, 07 Apr 2023R$42.3bR$248.6bR$2.5b11.9x16.6x0.2x
Sun, 05 Mar 2023R$44.7bR$237.6bR$3.7b15.6x12.1x0.2x
Tue, 31 Jan 2023R$51.3bR$237.4bR$3.6b16.9x14.3x0.2x
Thu, 29 Dec 2022R$50.7bR$237.4bR$3.6b15.7x14.2x0.2x
Sat, 26 Nov 2022R$55.7bR$237.4bR$3.6b17.8x15.6x0.2x
Mon, 24 Oct 2022R$66.2bR$221.8bR$4.3b14.7x15.5x0.3x
Wed, 21 Sep 2022R$66.2bR$221.8bR$4.3b14.9x15.5x0.3x
Fri, 19 Aug 2022R$67.5bR$203.7bR$4.0b14.2x17.1x0.3x
Price to Earnings Ratio

17.1x


Total Market Cap: R$67.5bTotal Earnings: R$4.0bTotal Revenue: R$203.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Specialty Stores Industry Price to Earnings3Y Average 32x202320242025
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 23.5x which is lower than its 3-year average PE of 32.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.20x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have declined 10% per year over the last three years.
  • Meanwhile revenues for these companies have grown 35% 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 Market1.47%
Consumer Discretionary0.62%
Specialty Stores-3.85%
Specialty Stores0.075%
Home Improvement Retail-1.57%
Apparel Retail-2.44%
Home Furnishing Retail-5.13%
Automotive Retail-5.27%
Industry PE
  • Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 11.4x.
    • Analysts are expecting annual earnings growth of 24.1%, which is higher than its past year's earnings growth of 13.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 82% over the next 5 years.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 13% 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
AMAR3 Marisa LojasR$1.3710.5%
+R$66.7m		3.0%PS0.5x
PETZ3 Pet Center Comércio e ParticipaçõesR$4.282.4%
+R$45.1m		12.9%PS0.6x
LJQQ3 Lojas Quero-QueroR$2.541.6%
+R$8.3m		-42.5%PS0.2x
WEST3 Westwing Comércio VarejistaR$4.805.5%
+R$2.8m		-49.5%PS0.3x
EPAR3 Embpar ParticipacoesR$4.461.4%
+R$891.6k		-24.8%PS22.7x

Latest News

AMAR3
R$1.37
Marisa Lojas
7D
10.5%
1Y
3.0%
LREN3
R$16.42
Lojas Renner
7D
-2.8%
1Y
15.0%
PETZ3
R$4.28
Pet Center Comércio e Participações
7D
2.4%
1Y
12.9%
EPAR3
R$4.46
Embpar Participacoes
7D
1.4%
1Y
-24.8%
CEAB3
R$16.49
C&A Modas
7D
-5.3%
1Y
84.9%
WEST3
R$4.80
Westwing Comércio Varejista
7D
5.5%
1Y
-49.5%

Optimistic Investors Push Westwing Comércio Varejista S.A. (BVMF:WEST3) Shares Up 32% But Growth Is Lacking

Aug 05
Optimistic Investors Push Westwing Comércio Varejista S.A. (BVMF:WEST3) Shares Up 32% But Growth Is Lacking
TOKY3
R$1.18
Grupo Toky
7D
-8.5%
1Y
-57.7%

Is Grupo Toky (BVMF:TOKY3) A Risky Investment?

Aug 01
Is Grupo Toky (BVMF:TOKY3) A Risky Investment?
SBFG3
R$10.70
Grupo SBF
7D
-1.7%
1Y
-35.9%
BHIA3
R$2.81
Grupo Casas Bahia
7D
-7.3%
1Y
-45.3%
AMOB3
R$11.14
Automob Participações
7D
0.09%
1Y
n/a
LJQQ3
R$2.54
Lojas Quero-Quero
7D
1.6%
1Y
-42.5%
VBBR3
R$21.24
Vibra Energia
7D
-0.3%
1Y
-16.0%