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Brazilian (BOVESPA) Specialty Stores Industry Analysis
UpdatedJan 07, 2026
DataAggregated Company Financials
Companies14
- 7D-0.5%
- 3M-1.6%
- 1Y-7.0%
- YTD-0.4%
The Specialty Stores industry has been flat over the last week, but C&A Modas has lost 18%. Unfortunately though, the industry is down 6.6% over the past 12 months. As for the next few years, earnings are expected to grow by 34% per annum.
Industry Valuation and Performance
Has the Brazilian Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 07 Jan 2026 | R$108.7b | R$669.4b | -R$17,533,984,000.00 | 9.2x | -6.2x | 0.2x |
| Fri, 05 Dec 2025 | R$122.0b | R$672.9b | -R$17,530,340,000.00 | 13.7x | -7x | 0.2x |
| Sun, 02 Nov 2025 | R$102.0b | R$682.2b | -R$10,154,080,000.00 | 8.8x | -10x | 0.1x |
| Tue, 30 Sep 2025 | R$70.9b | R$500.5b | -R$1,077,707,000.00 | 10.2x | -65.8x | 0.1x |
| Thu, 28 Aug 2025 | R$66.7b | R$501.6b | -R$1,238,072,000.00 | 10x | -53.9x | 0.1x |
| Sat, 26 Jul 2025 | R$69.3b | R$500.1b | R$2.6b | 12.4x | 26.2x | 0.1x |
| Mon, 23 Jun 2025 | R$74.4b | R$500.1b | R$2.6b | 13.2x | 28.1x | 0.1x |
| Wed, 21 May 2025 | R$71.9b | R$499.9b | R$2.7b | 13.7x | 27.1x | 0.1x |
| Fri, 18 Apr 2025 | R$64.1b | R$489.1b | R$4.5b | 9.9x | 14.1x | 0.1x |
| Sun, 16 Mar 2025 | R$62.8b | R$490.0b | R$4.5b | 8.9x | 13.9x | 0.1x |
| Tue, 11 Feb 2025 | R$62.4b | R$480.1b | R$10.1b | 8.3x | 6.2x | 0.1x |
| Thu, 09 Jan 2025 | R$66.8b | R$480.1b | R$10.1b | 6.9x | 6.6x | 0.1x |
| Sat, 07 Dec 2024 | R$75.7b | R$478.8b | R$10.1b | 9.2x | 7.5x | 0.2x |
| Mon, 04 Nov 2024 | R$83.7b | R$460.0b | R$7.0b | 13.2x | 12x | 0.2x |
| Wed, 02 Oct 2024 | R$87.6b | R$460.0b | R$7.0b | 14.2x | 12.5x | 0.2x |
| Fri, 30 Aug 2024 | R$93.2b | R$460.0b | R$7.0b | 14.1x | 13.3x | 0.2x |
| Sun, 28 Jul 2024 | R$80.3b | R$446.8b | R$5.0b | 13.2x | 16.2x | 0.2x |
| Tue, 25 Jun 2024 | R$75.3b | R$446.8b | R$5.0b | 13.8x | 15.1x | 0.2x |
| Thu, 23 May 2024 | R$79.9b | R$446.8b | R$5.0b | 14x | 16.1x | 0.2x |
| Sat, 20 Apr 2024 | R$51.7b | R$226.6b | R$3.3b | 15.9x | 15.6x | 0.2x |
| Mon, 18 Mar 2024 | R$55.3b | R$230.2b | R$3.6b | 17.2x | 15.3x | 0.2x |
| Wed, 14 Feb 2024 | R$52.8b | R$230.9b | R$842.7m | 16.1x | 62.7x | 0.2x |
| Fri, 12 Jan 2024 | R$52.6b | R$230.9b | R$842.7m | 16.9x | 62.4x | 0.2x |
| Sun, 10 Dec 2023 | R$53.0b | R$230.9b | R$838.1m | 16.9x | 63.3x | 0.2x |
| Tue, 07 Nov 2023 | R$45.8b | R$239.4b | R$312.9m | 19.6x | 146.4x | 0.2x |
| Thu, 05 Oct 2023 | R$43.3b | R$239.4b | R$317.6m | 18.2x | 136.2x | 0.2x |
| Sat, 02 Sep 2023 | R$49.7b | R$239.4b | R$317.6m | 19.2x | 156.5x | 0.2x |
| Mon, 31 Jul 2023 | R$52.5b | R$249.6b | R$1.6b | 16.7x | 33.1x | 0.2x |
| Wed, 28 Jun 2023 | R$54.4b | R$249.6b | R$1.6b | 17.6x | 34.3x | 0.2x |
| Fri, 26 May 2023 | R$50.3b | R$249.6b | R$1.6b | 15.3x | 31.7x | 0.2x |
| Sun, 23 Apr 2023 | R$41.1b | R$248.5b | R$2.3b | 11.5x | 17.5x | 0.2x |
| Tue, 21 Mar 2023 | R$44.8b | R$242.8b | R$3.0b | 13.2x | 14.9x | 0.2x |
| Thu, 16 Feb 2023 | R$48.2b | R$237.4b | R$3.6b | 15.3x | 13.5x | 0.2x |
| Sat, 14 Jan 2023 | R$48.6b | R$237.4b | R$3.6b | 15.9x | 13.6x | 0.2x |
Price to Earnings Ratio
13.6x
Current Industry PE
- Investors are relatively neutral on the Brazilian Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- 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 42% 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 | 0.94% | |
| Consumer Discretionary | -0.56% | |
| Specialty Stores | -0.48% | |
| Specialty Stores | 0.39% | |
| Automotive Retail | 0.14% | |
| Home Improvement Retail | -1.98% | |
| Apparel Retail | -3.16% | |
| Home Furnishing Retail | -3.24% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 16.8x.
- Analysts are expecting annual earnings growth of 38.5%, which is higher than its past year's earnings decline of 34.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 63% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VBBR3 Vibra Energia | R$25.58 | 1.0% +R$319.4m | 52.0% | PE17.8x | |
| UGPA3 Ultrapar Participações | R$21.08 | 0.9% +R$192.3m | 28.4% | PE7.5x | |
| AMOB3 Automob Participações | R$13.77 | 10.6% +R$50.0m | -21.3% | n/a | |
| SBFG3 Grupo SBF | R$13.01 | 0.4% +R$10.8m | 9.8% | PE8.4x | |
| AMAR3 Marisa Lojas | R$1.02 | 1.0% +R$5.1m | -7.3% | PE16.9x |
