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Brazilian (BOVESPA) Apparel Retail Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies4
  • 7D-2.0%
  • 3M-16.3%
  • 1Y18.4%
  • YTDn/a

Over the last 7 days, the Apparel Retail industry has dropped 9.1%, driven by declines from every company within the industry. In the past year, the industry has gained 14%. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the Brazilian Apparel Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025R$19.5bR$26.2bR$2.1b13.1x9.3x0.7x
Sat, 22 Nov 2025R$22.8bR$26.2bR$2.1b13.8x10.9x0.9x
Mon, 20 Oct 2025R$22.7bR$25.9bR$2.0b10.5x11.6x0.9x
Wed, 17 Sep 2025R$25.8bR$25.9bR$2.0b12.5x13.1x1x
Fri, 15 Aug 2025R$23.7bR$25.8bR$2.0b11.8x12.1x0.9x
Sun, 13 Jul 2025R$27.0bR$24.9bR$1.6b14.8x16.4x1.1x
Tue, 10 Jun 2025R$26.2bR$24.9bR$1.6b14.1x15.9x1.1x
Thu, 08 May 2025R$21.4bR$24.3bR$1.5b12.6x14.2x0.9x
Sat, 05 Apr 2025R$19.1bR$24.3bR$1.5b11.1x12.7x0.8x
Mon, 03 Mar 2025R$17.2bR$23.9bR$1.3b10x13.7x0.7x
Wed, 29 Jan 2025R$20.7bR$23.6bR$1.3b12.6x16x0.9x
Fri, 27 Dec 2024R$18.0bR$23.6bR$1.3b10.7x13.9x0.8x
Sun, 24 Nov 2024R$21.2bR$23.6bR$1.3b12.5x16.4x0.9x
Tue, 22 Oct 2024R$22.9bR$21.7bR$1.5b14.1x14.8x1.1x
Thu, 19 Sep 2024R$23.3bR$21.7bR$1.5b15.4x15x1.1x
Sat, 17 Aug 2024R$20.2bR$21.7bR$1.5b13.4x13x0.9x
Mon, 15 Jul 2024R$17.9bR$21.4bR$1.4b15.1x13x0.8x
Wed, 12 Jun 2024R$17.0bR$21.4bR$1.4b15.6x12.3x0.8x
Fri, 10 May 2024R$21.7bR$21.2bR$1.2b15.8x18.3x1x
Sun, 07 Apr 2024R$21.7bR$21.1bR$1.1b16.6x19.9x1x
Tue, 05 Mar 2024R$20.5bR$23.0bR$475.2m17.4x43.2x0.9x
Thu, 01 Feb 2024R$19.3bR$22.6bR$519.4m18.2x37.1x0.9x
Sat, 30 Dec 2023R$21.6bR$22.6bR$519.4m20.5x41.7x1x
Mon, 27 Nov 2023R$18.6bR$22.7bR$514.8m18.1x36.1x0.8x
Wed, 25 Oct 2023R$15.6bR$22.7bR$678.8m18.5x23x0.7x
Fri, 22 Sep 2023R$17.1bR$22.7bR$678.8m17.7x25.2x0.8x
Sun, 20 Aug 2023R$20.9bR$22.7bR$678.8m19.3x30.8x0.9x
Tue, 18 Jul 2023R$21.0bR$23.0bR$826.4m19.7x25.5x0.9x
Thu, 15 Jun 2023R$24.3bR$23.0bR$826.4m18.2x29.4x1.1x
Sat, 13 May 2023R$19.1bR$23.0bR$884.7m15.8x21.6x0.8x
Mon, 10 Apr 2023R$17.9bR$22.8bR$998.0m15.9x18x0.8x
Wed, 08 Mar 2023R$20.5bR$20.0bR$1.4b18.1x14.8x1x
Fri, 03 Feb 2023R$24.0bR$19.8bR$1.3b17.9x19x1.2x
Sun, 01 Jan 2023R$22.2bR$19.8bR$1.3b16.6x17.5x1.1x
Price to Earnings Ratio

17.5x


Total Market Cap: R$22.2bTotal Earnings: R$1.3bTotal Revenue: R$19.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Apparel Retail Industry Price to Earnings3Y Average 19.6x202320242025
Current Industry PE
  • Investors are pessimistic on the Brazilian Apparel 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 9.6x which is lower than its 3-year average PE of 19.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
Past Earnings Growth
  • The earnings for companies in the Apparel Retail industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 9.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Brazilian Apparel Retail compare with similar industries?

BR Market-0.59%
Consumer Discretionary-2.58%
Specialty Stores-0.99%
Apparel Retail-1.96%
Home Furnishing Retail5.83%
Automotive Retail-0.70%
Home Improvement Retail-0.91%
Specialty Stores-2.08%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LREN3 Lojas RennerR$13.551.3%
+R$167.8m		7.7%PE9.6x
CEAB3 C&A ModasR$13.161.9%
+R$72.7m		49.5%PE7.5x

Latest News

CEAB3
R$13.16
C&A Modas
7D
1.9%
1Y
49.5%
LREN3
R$13.55
Lojas Renner
7D
1.3%
1Y
7.7%

LREN3: Stronger Top Line And Buyback Activity Will Support Future Upside

Analysts have trimmed their price target on Lojas Renner from approximately R$23.95 to R$22.00, reflecting expectations of stronger top line growth but lower profitability and a modestly higher risk profile, which together support a lower future earnings multiple. What's in the News Completed a major share buyback program, repurchasing a total of 64,865,400 shares (equivalent to 6.23% of its capital) for BRL 860.57 million under the program announced on February 20, 2025 (Key Developments) In the most recent tranche from July 1 to September 30, 2025, the company repurchased 12,870,000 shares (1.29% of its capital) for BRL 210.25 million (Key Developments) Held an Analyst and Investor Day event, providing updates on strategy, operations, and financial outlook to the market (Key Developments) Valuation Changes Fair Value Estimate reduced modestly from R$23.95 to R$22.00, implying a slightly lower target multiple on future earnings.