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Brazilian (BOVESPA) Specialty Stores Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies15
  • 7D-0.4%
  • 3M17.7%
  • 1Y31.6%
  • YTD15.6%

The Specialty Stores industry has stayed flat over the last week. As for the the longer term, the industry is up 32% over the past 12 months. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026R$119.1bR$455.4b-R$5,943,405,000.0013.4x-20x0.3x
Thu, 05 Mar 2026R$118.5bR$433.6b-R$8,010,885,000.0012.4x-14.8x0.3x
Sat, 31 Jan 2026R$129.2bR$672.4b-R$17,361,880,000.0013.2x-7.4x0.2x
Mon, 29 Dec 2025R$112.3bR$672.9b-R$17,530,340,000.0013.1x-6.4x0.2x
Wed, 26 Nov 2025R$115.0bR$672.9b-R$17,530,340,000.0013.5x-6.6x0.2x
Fri, 24 Oct 2025R$99.1bR$682.2b-R$10,154,080,000.008.8x-9.8x0.1x
Sun, 21 Sep 2025R$74.7bR$500.5b-R$1,077,707,000.0010.7x-69.3x0.1x
Tue, 19 Aug 2025R$64.9bR$501.6b-R$1,238,072,000.009.6x-52.5x0.1x
Thu, 17 Jul 2025R$72.5bR$500.1bR$2.6b13.3x27.4x0.1x
Sat, 14 Jun 2025R$75.1bR$500.1bR$2.6b13x28.4x0.2x
Mon, 12 May 2025R$69.0bR$495.0bR$4.3b11.6x16x0.1x
Wed, 09 Apr 2025R$61.3bR$489.1bR$4.5b8.9x13.5x0.1x
Fri, 07 Mar 2025R$58.5bR$489.4bR$4.0b8.3x14.8x0.1x
Sun, 02 Feb 2025R$65.8bR$480.1bR$10.1b8.3x6.5x0.1x
Tue, 31 Dec 2024R$65.2bR$480.1bR$10.1b7.2x6.4x0.1x
Thu, 28 Nov 2024R$80.9bR$478.8bR$10.1b10.2x8x0.2x
Sat, 26 Oct 2024R$85.2bR$460.0bR$7.0b14.1x12.2x0.2x
Mon, 23 Sep 2024R$90.1bR$460.0bR$7.0b14.9x12.9x0.2x
Wed, 21 Aug 2024R$92.7bR$460.0bR$7.0b14.1x13.2x0.2x
Fri, 19 Jul 2024R$80.9bR$446.8bR$5.0b14.2x16.3x0.2x
Sun, 16 Jun 2024R$74.2bR$446.8bR$5.0b13.7x14.9x0.2x
Tue, 14 May 2024R$83.1bR$448.3bR$8.4b13.5x9.9x0.2x
Thu, 11 Apr 2024R$55.6bR$226.6bR$3.3b18.1x16.8x0.2x
Sat, 09 Mar 2024R$54.6bR$229.8bR$3.6b17.4x15.2x0.2x
Mon, 05 Feb 2024R$52.1bR$230.9bR$842.7m17.7x61.8x0.2x
Wed, 03 Jan 2024R$53.5bR$230.9bR$842.7m17.7x63.5x0.2x
Fri, 01 Dec 2023R$52.1bR$230.9bR$838.1m16.8x62.2x0.2x
Sun, 29 Oct 2023R$44.9bR$239.4bR$317.6m18.4x141.5x0.2x
Tue, 26 Sep 2023R$44.2bR$239.4bR$317.6m17.6x139.3x0.2x
Thu, 24 Aug 2023R$50.9bR$239.4bR$317.6m19.9x160.4x0.2x
Sat, 22 Jul 2023R$51.8bR$249.6bR$1.6b16x32.6x0.2x
Mon, 19 Jun 2023R$55.3bR$249.6bR$1.6b18x34.8x0.2x
Wed, 17 May 2023R$46.2bR$248.8bR$1.9b14.1x24x0.2x
Fri, 14 Apr 2023R$44.4bR$248.5bR$2.3b12.8x18.9x0.2x
Price to Earnings Ratio

18.9x


Total Market Cap: R$44.4bTotal Earnings: R$2.3bTotal Revenue: R$248.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Specialty Stores Industry Price to Earnings3Y Average 24.3x202420252026
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 0.18x.
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 22% 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 Market0.46%
Consumer Discretionary-0.57%
Specialty Stores-0.44%
Home Furnishing Retail4.24%
Specialty Stores1.95%
Automotive Retail-0.20%
Home Improvement Retail-1.33%
Apparel Retail-2.04%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 16.5x.
    • Analysts are expecting annual earnings growth of 26.4%, which is higher than its past year's earnings decline of 22.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 84% over the next 5 years.
  • In contrast, the Apparel Retail industry is expected to see its earnings grow by 11% 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
UGPA3 Ultrapar ParticipaçõesR$29.302.0%
+R$619.8m		77.5%PE11.8x
AUAU3 Uniao Pet ParticipacoesR$3.603.7%
+R$111.9m		n/aPE28.3x
AMOB3 Automob ParticipaçõesR$13.696.1%
+R$29.9m		14.1%PS0.04x
AMAR3 Marisa LojasR$0.902.3%
+R$10.3m		-26.8%PE14.9x
TOKY3 Grupo TokyR$0.385.6%
+R$4.3m		-62.4%PS0.06x

Latest News

LREN3
R$14.65
Lojas Renner
7D
-2.1%
1Y
22.2%

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

Analysts have kept their price target for Lojas Renner steady at R$22.00, reflecting only small adjustments to assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Lojas Renner completed its share buyback program announced on February 20, 2025, reaching a total of 70,474,400 shares repurchased under the plan.
TOKY3
R$0.38
Grupo Toky
7D
5.6%
1Y
-62.4%
AUAU3
R$3.60
Uniao Pet Participacoes
7D
3.7%
1Y
n/a

Uniao Pet Participacoes' (BVMF:AUAU3) Conservative Accounting Might Explain Soft Earnings

Apr 05
Uniao Pet Participacoes' (BVMF:AUAU3) Conservative Accounting Might Explain Soft Earnings
LJQQ3
R$2.01
Lojas Quero-Quero
7D
0.5%
1Y
-21.8%

LJQQ3: Improved Margin Outlook And Governance Steps Will Support Future Upside

Analysts have lifted their price target for Lojas Quero-Quero to R$4.07, citing updated assumptions that include slightly higher projected revenue growth, a modestly stronger profit margin outlook, and a lower future P/E multiple. What's in the News Lojas Quero-Quero has called a Special and Extraordinary Shareholders Meeting for April 30, 2026, in Cachoeirinha, Rio Grande do Sul, Brazil, to address company matters requiring shareholder approval (Key Developments).
CEAB3
R$11.96
C&A Modas
7D
-1.2%
1Y
10.4%

CEAB3: Index Inclusion And Meeting Outlook Will Support Long Term Confidence

Analysts have trimmed their price target for C&A Modas slightly from R$20.16 to R$20.08, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News C&A Modas has a Special and Extraordinary Shareholders Meeting scheduled for April 29, 2026.
EPAR3
R$2.92
Embpar Participacoes
7D
-3.6%
1Y
-40.4%
AMAR3
R$0.90
Marisa Lojas
7D
2.3%
1Y
-26.8%
VBBR3
R$31.29
Vibra Energia
7D
-1.0%
1Y
95.5%

VBBR3: Tax Shift And Jefferies Upgrade Will Support Stronger Bullish Re Rating

Analysts have lifted their price target for Vibra Energia to R$38 from R$36.20, citing updated fair value estimates and recent upgrades that reflect changing views on Brazilian fuel retailers following government tax and subsidy measures. Analyst Commentary Recent Street research highlights a more constructive tone around Vibra Energia after the Brazilian government announced a temporary 12% oil export tax, alongside cuts in fuel taxes and diesel subsidies intended to contain the inflationary impact of the Iran war.
UGPA3
R$29.30
Ultrapar Participações
7D
2.0%
1Y
77.5%

UGPA3: Policy Shifts And Execution Risks Will Likely Restrain Future Returns

The updated analyst price target for Ultrapar Participações has shifted from R$22.25 to R$25.00. Analysts point to revised assumptions on the discount rate, revenue growth, profit margins and future P/E, alongside recent sector research highlighting changing views on Brazilian fuel retailers.
WEST3
R$8.08
Westwing Comércio Varejista
7D
3.1%
1Y
63.6%
SBFG3
R$12.28
Grupo SBF
7D
-0.08%
1Y
9.0%
CSAN3
R$5.27
Cosan
7D
-2.0%
1Y
-20.0%
BHIA3
R$2.83
Grupo Casas Bahia
7D
-1.7%
1Y
-56.5%
AMOB3
R$13.69
Automob Participações
7D
6.1%
1Y
14.1%