Narrative Update • Sep 03

In the last week, Consumer Discretionary has been flat. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to decline by 1.4% per year.
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Sep 2026 | CL$27.0t | CL$48.6t | CL$2.6t | 12.3x | 10.5x | 0.6x |
| Thu, 13 Aug 2026 | CL$26.4t | CL$45.5t | CL$2.4t | 13.9x | 11x | 0.6x |
| Sat, 11 Jul 2026 | CL$24.9t | CL$45.8t | CL$2.4t | 14.2x | 10.3x | 0.5x |
| Mon, 08 Jun 2026 | CL$24.1t | CL$45.5t | CL$2.4t | 14.8x | 9.9x | 0.5x |
| Wed, 06 May 2026 | CL$24.0t | CL$44.6t | CL$2.3t | 13.9x | 10.4x | 0.5x |
| Fri, 03 Apr 2026 | CL$25.6t | CL$45.0t | CL$2.3t | 18.1x | 11.1x | 0.6x |
| Sun, 01 Mar 2026 | CL$28.2t | CL$43.6t | CL$2.2t | 17.6x | 12.7x | 0.6x |
| Tue, 27 Jan 2026 | CL$29.1t | CL$41.8t | CL$1.8t | 19.7x | 16.4x | 0.7x |
| Thu, 25 Dec 2025 | CL$27.0t | CL$43.0t | CL$1.8t | 18.9x | 14.9x | 0.6x |
| Sat, 22 Nov 2025 | CL$26.1t | CL$44.0t | CL$1.9t | 15.9x | 14x | 0.6x |
| Mon, 20 Oct 2025 | CL$25.6t | CL$44.0t | CL$2.0t | 16.4x | 12.8x | 0.6x |
| Wed, 17 Sep 2025 | CL$26.5t | CL$43.8t | CL$2.0t | 15.5x | 13.3x | 0.6x |
| Fri, 15 Aug 2025 | CL$24.4t | CL$44.1t | CL$1.8t | 13.7x | 13.6x | 0.6x |
| Sun, 13 Jul 2025 | CL$22.5t | CL$43.8t | CL$1.8t | 13.2x | 12.6x | 0.5x |
| Tue, 10 Jun 2025 | CL$22.4t | CL$43.2t | CL$1.8t | 12.7x | 12.7x | 0.5x |
| Thu, 08 May 2025 | CL$21.5t | CL$43.1t | CL$1.6t | 15.3x | 13.2x | 0.5x |
| Sat, 05 Apr 2025 | CL$20.9t | CL$44.0t | CL$1.7t | 14.2x | 12.6x | 0.5x |
| Mon, 03 Mar 2025 | CL$20.2t | CL$42.8t | CL$1.4t | 21.5x | 14.1x | 0.5x |
| Wed, 29 Jan 2025 | CL$19.8t | CL$44.9t | CL$1.4t | 19x | 14.4x | 0.4x |
| Fri, 27 Dec 2024 | CL$18.3t | CL$44.8t | CL$1.3t | 18.4x | 13.6x | 0.4x |
| Sun, 24 Nov 2024 | CL$18.2t | CL$44.6t | CL$1.3t | 21x | 13.9x | 0.4x |
| Tue, 22 Oct 2024 | CL$18.9t | CL$43.4t | CL$750.0b | 26.6x | 25.1x | 0.4x |
| Thu, 19 Sep 2024 | CL$17.0t | CL$42.8t | CL$732.3b | 32x | 23.3x | 0.4x |
| Sat, 17 Aug 2024 | CL$17.9t | CL$42.9t | CL$527.7b | 28.9x | 34x | 0.4x |
| Mon, 15 Jul 2024 | CL$9.5t | CL$15.5t | -CL$16,114,001,000.00 | 39.8x | -591.3x | 0.6x |
| Wed, 12 Jun 2024 | CL$9.0t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -509.1x | 0.6x |
| Fri, 10 May 2024 | CL$8.6t | CL$15.4t | -CL$10,652,448,000.00 | 39.7x | -809x | 0.6x |
| Sun, 07 Apr 2024 | CL$7.8t | CL$15.3t | -CL$123,128,359,000.00 | 43.6x | -63.2x | 0.5x |
| Tue, 05 Mar 2024 | CL$7.7t | CL$15.3t | -CL$100,678,306,000.00 | 14.6x | -76.2x | 0.5x |
| Thu, 01 Feb 2024 | CL$7.4t | CL$15.7t | -CL$240,479,026,000.00 | 15.1x | -30.7x | 0.5x |
| Sat, 30 Dec 2023 | CL$7.3t | CL$15.7t | -CL$240,479,026,000.00 | 14.6x | -30.5x | 0.5x |
| Mon, 27 Nov 2023 | CL$6.6t | CL$15.8t | -CL$192,860,938,000.00 | 14.8x | -34.4x | 0.4x |
| Wed, 25 Oct 2023 | CL$6.4t | CL$16.1t | -CL$204,054,995,000.00 | 15.7x | -31.2x | 0.4x |
| Fri, 22 Sep 2023 | CL$6.9t | CL$16.1t | -CL$204,054,995,000.00 | 16.5x | -34x | 0.4x |
-34x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | -0.68% | |
| Consumer Discretionary | -0.31% | |
| Consumer Durables | 2.97% | |
| General Merchandise and Department Stores | 0.68% | |
| Hospitality | 0% | 0 |
| Luxury | -1.48% | |
| Specialty Stores | -2.31% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RIPLEY Ripley | CL$434.40 | 3.4% +CL$27.9b | -7.0% | PE6.8x | |
| SOCOVESA Socovesa | CL$169.00 | 8.2% +CL$15.7b | 59.5% | PS0.8x | |
| PAZ Paz | CL$1.07k | 5.1% +CL$14.7b | 61.3% | PE17.5x | |
| HITES Empresas Hites | CL$133.00 | 1.4% +CL$1.2b | 9.7% | PS0.3x |