Narrative Update • Jul 21

In the last week, the Apparel Retail industry is up 2.6%, with Lojas Renner up 2.5%. In contrast, the industry has lost 23% in the last 12 months. Looking forward, earnings are forecast to grow by 10% annually.
Has the Brazilian Apparel Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | R$19.1b | R$26.5b | R$2.1b | 9.1x | 9.2x | 0.7x |
| Thu, 02 Jul 2026 | R$20.4b | R$26.5b | R$2.1b | 9.7x | 9.9x | 0.8x |
| Sat, 30 May 2026 | R$20.6b | R$26.5b | R$2.1b | 9.7x | 10x | 0.8x |
| Mon, 27 Apr 2026 | R$20.3b | R$26.3b | R$2.1b | 9.6x | 9.6x | 0.8x |
| Wed, 25 Mar 2026 | R$21.9b | R$26.4b | R$2.2b | 12.6x | 9.9x | 0.8x |
| Fri, 20 Feb 2026 | R$21.8b | R$26.2b | R$2.1b | 13.1x | 10.4x | 0.8x |
| Sun, 18 Jan 2026 | R$18.4b | R$26.2b | R$2.1b | 12.7x | 8.8x | 0.7x |
| Tue, 16 Dec 2025 | R$21.1b | R$26.2b | R$2.1b | 13.6x | 10.1x | 0.8x |
| Thu, 13 Nov 2025 | R$23.5b | R$26.1b | R$2.0b | 10.6x | 11.7x | 0.9x |
| Sat, 11 Oct 2025 | R$21.9b | R$25.9b | R$2.0b | 10.3x | 11.1x | 0.8x |
| Mon, 08 Sep 2025 | R$24.8b | R$25.9b | R$2.0b | 12.1x | 12.7x | 1x |
| Wed, 06 Aug 2025 | R$25.2b | R$24.9b | R$1.6b | 13.6x | 15.3x | 1x |
| Fri, 04 Jul 2025 | R$28.7b | R$24.9b | R$1.6b | 16.1x | 17.4x | 1.2x |
| Sun, 01 Jun 2025 | R$26.6b | R$24.9b | R$1.6b | 14.3x | 16.2x | 1.1x |
| Tue, 29 Apr 2025 | R$21.6b | R$24.3b | R$1.5b | 12.6x | 14.3x | 0.9x |
| Thu, 27 Mar 2025 | R$19.2b | R$24.3b | R$1.3b | 11.1x | 14.3x | 0.8x |
| Sat, 22 Feb 2025 | R$18.8b | R$23.9b | R$1.3b | 11.4x | 15.1x | 0.8x |
| Mon, 20 Jan 2025 | R$18.7b | R$23.6b | R$1.3b | 11.5x | 14.4x | 0.8x |
| Wed, 18 Dec 2024 | R$18.9b | R$23.6b | R$1.3b | 11.4x | 14.6x | 0.8x |
| Fri, 15 Nov 2024 | R$21.4b | R$23.1b | R$1.3b | 12.8x | 16.7x | 0.9x |
| Sun, 13 Oct 2024 | R$22.9b | R$21.7b | R$1.5b | 14x | 14.8x | 1.1x |
| Tue, 10 Sep 2024 | R$21.6b | R$21.7b | R$1.5b | 14.6x | 14x | 1x |
| Thu, 08 Aug 2024 | R$18.6b | R$21.4b | R$1.4b | 14.3x | 13.4x | 0.9x |
| Sat, 06 Jul 2024 | R$17.6b | R$21.4b | R$1.4b | 15.3x | 12.7x | 0.8x |
| Mon, 03 Jun 2024 | R$17.2b | R$21.4b | R$1.4b | 14.8x | 12.4x | 0.8x |
| Wed, 01 May 2024 | R$19.8b | R$21.1b | R$1.1b | 15.3x | 18.1x | 0.9x |
| Fri, 29 Mar 2024 | R$21.4b | R$21.1b | R$1.1b | 16.6x | 19.6x | 1x |
| Sun, 25 Feb 2024 | R$19.5b | R$22.6b | R$519.4m | 18.5x | 37.5x | 0.9x |
| Tue, 23 Jan 2024 | R$19.6b | R$22.6b | R$519.4m | 19x | 37.8x | 0.9x |
| Thu, 21 Dec 2023 | R$21.5b | R$22.7b | R$514.8m | 20x | 41.8x | 0.9x |
| Sat, 18 Nov 2023 | R$18.6b | R$22.7b | R$514.8m | 18.6x | 36.1x | 0.8x |
| Mon, 16 Oct 2023 | R$15.9b | R$22.7b | R$678.8m | 18.5x | 23.4x | 0.7x |
| Wed, 13 Sep 2023 | R$18.9b | R$22.7b | R$678.8m | 18.2x | 27.9x | 0.8x |
| Fri, 11 Aug 2023 | R$22.1b | R$22.7b | R$667.1m | 21.5x | 33.2x | 1x |
33.2x
How does Brazilian Apparel Retail compare with similar industries?
| BR Market | 0.86% | |
| Consumer Discretionary | 1.96% | |
| Specialty Stores | 2.33% | |
| Apparel Retail | 0.81% | |
| Specialty Stores | 6.29% | |
| Automotive Retail | 2.45% | |
| Home Improvement Retail | 0.72% | |
| Home Furnishing Retail | -10.84% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CEAB3 C&A Modas | R$9.78 | 2.5% +R$72.6m | -43.8% | PE5.1x |