Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Brazilian (BOVESPA) Food and Staples Retail Industry Analysis

UpdatedJun 14, 2026
DataAggregated Company Financials
Companies7
  • 7D-1.6%
  • 3M-21.3%
  • 1Y-8.8%
  • YTD-19.9%

Over the last 7 days, the Food and Staples Retail industry has dropped 1.6%, driven by Sendas Distribuidora declining 6.0%. On the other hand Dimed Distribuidora de Medicamentos is actually up 7.2%. The industry has fallen 8.8% in the last year. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

Has the Brazilian Food and Staples Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Jun 2026R$55.9bR$205.0bR$2.3b13.9x23.9x0.3x
Tue, 12 May 2026R$64.6bR$204.3bR$3.6b14.1x17.7x0.3x
Thu, 09 Apr 2026R$68.0bR$202.2bR$3.4b16.3x20.1x0.3x
Sat, 07 Mar 2026R$73.1bR$199.4bR$3.3b21.1x22.5x0.4x
Mon, 02 Feb 2026R$73.9bR$196.9bR$3.5b19.4x21.1x0.4x
Wed, 31 Dec 2025R$68.9bR$196.9bR$3.5b18.4x19.6x0.3x
Fri, 28 Nov 2025R$72.7bR$196.9bR$3.5b16x20.7x0.4x
Sun, 26 Oct 2025R$64.8bR$191.8bR$2.5b12.2x26x0.3x
Tue, 23 Sep 2025R$65.1bR$191.8bR$2.5b13.4x26.1x0.3x
Thu, 21 Aug 2025R$64.8bR$191.8bR$2.5b13.4x26x0.3x
Sat, 19 Jul 2025R$59.1bR$187.3bR$2.2b14.9x26.8x0.3x
Mon, 16 Jun 2025R$61.0bR$187.3bR$2.2b15.2x27.7x0.3x
Wed, 14 May 2025R$81.0bR$304.6bR$4.2b13.1x19.5x0.3x
Fri, 11 Apr 2025R$85.9bR$298.9bR$3.5b12.7x24.5x0.3x
Sun, 09 Mar 2025R$73.9bR$298.2bR$3.7b10.9x20.2x0.2x
Tue, 04 Feb 2025R$77.8bR$293.5bR$2.2b11.9x34.6x0.3x
Thu, 02 Jan 2025R$75.6bR$293.5bR$2.2b12x33.7x0.3x
Sat, 30 Nov 2024R$85.7bR$293.5bR$2.2b13.6x38.2x0.3x
Mon, 28 Oct 2024R$87.6bR$287.1bR$3.1b16.4x27.8x0.3x
Wed, 25 Sep 2024R$96.7bR$287.1bR$3.1b16.3x30.7x0.3x
Fri, 23 Aug 2024R$103.0bR$287.1bR$3.1b19.6x32.7x0.4x
Sun, 21 Jul 2024R$100.7bR$280.1bR$2.3b18.5x42.9x0.4x
Tue, 18 Jun 2024R$97.7bR$280.1bR$2.3b18.2x41.6x0.3x
Thu, 16 May 2024R$109.4bR$279.9bR$2.4b20x45.2x0.4x
Sat, 13 Apr 2024R$112.0bR$273.8bR$2.3b22.8x49.7x0.4x
Mon, 11 Mar 2024R$111.4bR$273.6bR$2.2b23.8x49.5x0.4x
Wed, 07 Feb 2024R$106.9bR$268.2bR$2.9b21.7x36.4x0.4x
Fri, 05 Jan 2024R$113.7bR$268.2bR$3.0b21.8x38.5x0.4x
Sun, 03 Dec 2023R$109.1bR$268.2bR$3.0b20.9x37x0.4x
Tue, 31 Oct 2023R$93.4bR$262.6bR$2.0b17.9x46.3x0.4x
Thu, 28 Sep 2023R$99.5bR$262.6bR$2.0b20.1x49.4x0.4x
Sat, 26 Aug 2023R$108.8bR$262.6bR$2.0b20.8x54x0.4x
Mon, 24 Jul 2023R$116.8bR$253.8bR$3.3b17.3x35.5x0.5x
Wed, 21 Jun 2023R$117.4bR$253.8bR$3.3b17.7x35.6x0.5x
Price to Earnings Ratio

35.6x


Total Market Cap: R$117.4bTotal Earnings: R$3.3bTotal Revenue: R$253.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Food and Staples Retail Industry Price to Earnings3Y Average 33.1x202420252026
Current Industry PE
  • Investors are pessimistic on the Brazilian Consumer Retailing 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 23.9x which is lower than its 3-year average PE of 33.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.35x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have declined 11% per year over the last three years,
  • Revenues have also declined 6.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Brazilian Consumer Staples industry?

BR Market1.46%
Consumer Staples1.14%
Food and Staples Retail-1.63%
Drug Retail0.29%
Big Box Super Stores-4.67%
Food Retail-7.74%
Industry PE
  • Investors are most optimistic about the Drug Retail industry even though it's trading below its 3-year average PE ratio of 35.4x.
    • Analysts are expecting annual earnings growth of 20.3%, which is lower than the prior year's growth of 24.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 120% over the next 5 years.
  • In contrast, the Big Box Super Stores industry is expected to see its earnings grow by 15% 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
PNVL3 Dimed Distribuidora de MedicamentosR$11.357.2%
+R$113.3m		38.8%PE12.8x
DMVF3 d1000 Varejo Farma ParticipaçõesR$7.073.2%
+R$11.1m		39.4%PE14.9x

Latest News

GMAT3
R$3.96
Grupo Mateus
7D
-2.9%
1Y
-49.1%
PGMN3
R$3.91
Empreendimentos Pague Menos
7D
-0.8%
1Y
17.1%
PNVL3
R$11.35
Dimed Distribuidora de Medicamentos
7D
7.2%
1Y
38.8%
Narrative Update • Jun 04

PNVL3: 2026 Shareholder Meetings Will Support Confident Repricing Case

Analysts have trimmed their price target on Dimed Distribuidora de Medicamentos slightly from R$18.80 to R$18.60, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Dimed Distribuidora de Medicamentos has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026, at Avenida Industrial Belgraf 865, Eldorado do Sul, Rio Grande do Sul, Brazil.
ASAI3
R$8.10
Sendas Distribuidora
7D
-6.0%
1Y
-25.8%
Narrative Update • Jun 01

ASAI3: Lower Discount Rate And Margins Will Support Future Rerating

Analysts made a small upward tweak to the Sendas Distribuidora price target to R$11.52, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News A board meeting is scheduled for March 16, 2026 to decide on the election of Mr. Anderson Barres Castilho as Commercial and Logistics Vice President, following the end of Mr. Wlamir dos Anjos' tenure, and to address other matters (Key Developments).
DMVF3
R$7.07
d1000 Varejo Farma Participações
7D
3.2%
1Y
39.4%
PCAR3
R$1.55
Companhia Brasileira De Distribuicao
7D
-7.7%
1Y
-49.2%