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Brazilian (BOVESPA) Food Industry Analysis
UpdatedAug 18, 2026
DataAggregated Company Financials
Companies12
- 7D0.1%
- 3M-15.5%
- 1Y-26.2%
- YTD-19.1%
In the last week, the Food industry is flat overall, with Três Tentos Agroindustrial S/A standing out by going down 8.5%. As for the longer term, the industry has declined 27% in the last year. Earnings are forecast to grow by 51% annually.
Industry Valuation and Performance
Has the Brazilian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | R$50.6b | R$229.5b | R$3.0b | 13.3x | 17x | 0.2x |
| Thu, 16 Jul 2026 | R$52.7b | R$226.8b | R$3.7b | 14.8x | 14.4x | 0.2x |
| Sat, 13 Jun 2026 | R$56.9b | R$229.5b | R$3.9b | 12.8x | 14.5x | 0.2x |
| Mon, 11 May 2026 | R$60.7b | R$226.3b | R$3.9b | 15.5x | 15.4x | 0.3x |
| Wed, 08 Apr 2026 | R$66.1b | R$226.3b | R$3.9b | 15.8x | 16.8x | 0.3x |
| Fri, 06 Mar 2026 | R$65.9b | R$223.2b | R$5.2b | 13.6x | 12.6x | 0.3x |
| Sun, 01 Feb 2026 | R$63.9b | R$223.6b | R$4.8b | 13x | 13.3x | 0.3x |
| Tue, 30 Dec 2025 | R$64.0b | R$223.8b | R$4.8b | 12.1x | 13.3x | 0.3x |
| Thu, 27 Nov 2025 | R$62.7b | R$221.8b | R$4.8b | 11.9x | 13x | 0.3x |
| Sat, 25 Oct 2025 | R$48.3b | R$216.6b | R$5.1b | 11.6x | 9.4x | 0.2x |
| Mon, 22 Sep 2025 | R$84.8b | R$280.8b | R$8.8b | 11.3x | 9.7x | 0.3x |
| Wed, 20 Aug 2025 | R$87.4b | R$280.2b | R$8.7b | 10.5x | 10x | 0.3x |
| Fri, 18 Jul 2025 | R$88.9b | R$276.0b | R$8.9b | 10.6x | 10x | 0.3x |
| Sun, 15 Jun 2025 | R$92.0b | R$276.5b | R$9.4b | 10x | 9.8x | 0.3x |
| Tue, 13 May 2025 | R$178.1b | R$683.1b | R$18.1b | 9.9x | 9.8x | 0.3x |
| Thu, 10 Apr 2025 | R$178.6b | R$688.1b | R$15.7b | 9.8x | 11.4x | 0.3x |
| Sat, 08 Mar 2025 | R$147.4b | R$663.5b | R$16.0b | 8.6x | 9.2x | 0.2x |
| Mon, 03 Feb 2025 | R$166.7b | R$652.6b | R$15.3b | 10x | 10.9x | 0.3x |
| Wed, 01 Jan 2025 | R$173.4b | R$657.8b | R$21.1b | 8.4x | 8.2x | 0.3x |
| Fri, 29 Nov 2024 | R$174.0b | R$657.8b | R$21.1b | 8.7x | 8.3x | 0.3x |
| Sun, 27 Oct 2024 | R$168.5b | R$631.5b | R$9.8b | 10.3x | 17.2x | 0.3x |
| Tue, 24 Sep 2024 | R$166.6b | R$631.1b | R$9.7b | 10.9x | 17.1x | 0.3x |
| Thu, 22 Aug 2024 | R$181.3b | R$631.7b | R$10.2b | 12.5x | 17.9x | 0.3x |
| Sat, 20 Jul 2024 | R$160.2b | R$614.6b | R$4.7b | 11.7x | 33.9x | 0.3x |
| Mon, 17 Jun 2024 | R$148.2b | R$613.5b | R$4.2b | 10.7x | 35.5x | 0.2x |
| Wed, 15 May 2024 | R$141.2b | R$611.3b | R$863.7m | 11.4x | 163.5x | 0.2x |
| Fri, 12 Apr 2024 | R$134.2b | R$610.8b | -R$561,519,000.00 | 10.8x | -239.1x | 0.2x |
| Sun, 10 Mar 2024 | R$132.0b | R$614.0b | -R$3,015,161,000.00 | 10.6x | -43.8x | 0.2x |
| Tue, 06 Feb 2024 | R$130.6b | R$600.9b | -R$3,867,342,000.00 | 9.4x | -33.8x | 0.2x |
| Thu, 04 Jan 2024 | R$130.8b | R$602.7b | -R$3,848,941,000.00 | 10x | -34x | 0.2x |
| Sat, 02 Dec 2023 | R$132.3b | R$602.7b | -R$3,848,941,000.00 | 9.6x | -34.4x | 0.2x |
| Mon, 30 Oct 2023 | R$114.3b | R$610.0b | R$4.0b | 9.2x | 28.8x | 0.2x |
| Wed, 27 Sep 2023 | R$112.4b | R$609.8b | R$4.0b | 9.7x | 27.9x | 0.2x |
| Fri, 25 Aug 2023 | R$113.5b | R$609.6b | R$3.8b | 10.6x | 29.8x | 0.2x |
Price to Earnings Ratio
29.8x
Current Industry PE
- Investors are optimistic on the Brazilian Food industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.7x which is higher than its 3-year average PE of 2.1x.
- The industry is trading close to its 3-year average PS ratio of 0.26x.
Past Earnings Growth
- The earnings for companies in the Food industry have declined 3.3% per year over the last three years,
- Revenues have also declined 28% 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 Market | -0.88% | |
| Consumer Staples | -2.00% | |
| Food | 0.12% | |
| Agricultural Products | 0.41% | |
| Packaged Foods and Meats | 0.0029% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 9.9x.
- Analysts are expecting annual earnings growth of 59.3%, which is higher than its past year's earnings decline of 18.9% per year.
- Investors are most pessimistic about the Agricultural Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.7x.
Forecasted Growth
- Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings decline of 19% per year.
- In contrast, the Agricultural Products industry is expected to see its earnings grow by 31% 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 | |
|---|---|---|---|---|---|
| SLCE3 SLC Agrícola | R$13.74 | 3.3% +R$218.6m | -8.9% | PE17.6x | |
| SOJA3 Boa Safra Sementes | R$5.95 | 19.5% +R$136.8m | -37.9% | PE76x | |
| BEEF3 Minerva | R$3.39 | 3.7% +R$131.1m | -35.7% | PE7.3x | |
| CAML3 Camil Alimentos | R$4.64 | 4.0% +R$61.4m | 7.9% | PE14.4x | |
| SMTO3 São Martinho | R$15.11 | 0.7% +R$32.3m | -7.7% | PE6x |
