Subdued Growth No Barrier To Empresas La Polar S.A. (SNSE:NUEVAPOLAR) With Shares Advancing 29%
Jul 20
Chilean (IPSA) Consumer Discretionary Sector Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies22
- 7D0.07%
- 3M22.1%
- 1Y34.8%
- YTD36.5%
In the last week, the Consumer Discretionary industry is flat overall, with Paz standing out by going down 8.2%. As for the the longer term, the industry is up 35% over the past 12 months. As for the next few years, earnings are expected to grow by 25% per annum.
Sector Valuation and Performance
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | CL$9.6t | CL$15.5t | -CL$16,114,001,000.00 | 39.8x | -597.2x | 0.6x |
| Sun, 23 Jun 2024 | CL$9.3t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -529x | 0.6x |
| Tue, 21 May 2024 | CL$8.7t | CL$15.5t | CL$4.8b | 41x | 1811.1x | 0.6x |
| Thu, 18 Apr 2024 | CL$7.7t | CL$15.3t | -CL$123,133,115,000.00 | 43.6x | -62.2x | 0.5x |
| Sat, 16 Mar 2024 | CL$7.9t | CL$15.3t | -CL$100,231,256,000.00 | 29.9x | -78.9x | 0.5x |
| Mon, 12 Feb 2024 | CL$7.3t | CL$15.5t | -CL$244,005,000,000.00 | 15.1x | -30x | 0.5x |
| Wed, 10 Jan 2024 | CL$7.4t | CL$15.7t | -CL$240,479,026,000.00 | 14.5x | -30.9x | 0.5x |
| Fri, 08 Dec 2023 | CL$7.2t | CL$15.7t | -CL$240,479,026,000.00 | 13.7x | -30.1x | 0.5x |
| Sun, 05 Nov 2023 | CL$6.5t | CL$16.0t | -CL$202,904,860,000.00 | 15.7x | -31.9x | 0.4x |
| Tue, 03 Oct 2023 | CL$6.8t | CL$16.1t | -CL$204,054,995,000.00 | 16.3x | -33.1x | 0.4x |
| Thu, 31 Aug 2023 | CL$7.1t | CL$16.6t | -CL$111,394,986,000.00 | 16.9x | -63.5x | 0.4x |
| Sat, 29 Jul 2023 | CL$7.4t | CL$16.6t | -CL$86,744,481,000.00 | 14.5x | -85.5x | 0.4x |
| Mon, 26 Jun 2023 | CL$6.5t | CL$16.6t | -CL$86,188,872,000.00 | 17.2x | -74.9x | 0.4x |
| Wed, 24 May 2023 | CL$6.4t | CL$16.6t | -CL$5,842,591,000.00 | 12.7x | -1099.3x | 0.4x |
| Fri, 21 Apr 2023 | CL$6.2t | CL$16.8t | CL$131.7b | 15.1x | 46.8x | 0.4x |
| Sun, 19 Mar 2023 | CL$1.5t | CL$1.7t | CL$65.7b | 12.3x | 22.2x | 0.8x |
| Tue, 14 Feb 2023 | CL$6.6t | CL$17.2t | CL$474.4b | 10.2x | 13.9x | 0.4x |
| Thu, 12 Jan 2023 | CL$6.1t | CL$17.2t | CL$474.4b | 9.7x | 12.9x | 0.4x |
| Sat, 10 Dec 2022 | CL$5.5t | CL$17.2t | CL$474.5b | 9.1x | 11.6x | 0.3x |
| Mon, 07 Nov 2022 | CL$6.2t | CL$17.3t | CL$805.1b | 6.7x | 7.8x | 0.4x |
| Wed, 05 Oct 2022 | CL$6.6t | CL$17.3t | CL$804.6b | 6.1x | 8.2x | 0.4x |
| Fri, 02 Sep 2022 | CL$7.3t | CL$16.8t | CL$907.1b | 5.5x | 8.1x | 0.4x |
| Sun, 31 Jul 2022 | CL$6.6t | CL$16.7t | CL$903.5b | 4.7x | 7.3x | 0.4x |
| Tue, 28 Jun 2022 | CL$6.9t | CL$16.7t | CL$903.3b | 5.1x | 7.6x | 0.4x |
| Thu, 26 May 2022 | CL$7.3t | CL$16.5t | CL$861.4b | 4.6x | 8.5x | 0.4x |
| Sat, 23 Apr 2022 | CL$7.8t | CL$16.0t | CL$920.2b | 4.6x | 8.5x | 0.5x |
| Mon, 21 Mar 2022 | CL$8.0t | CL$15.9t | CL$896.5b | 5.4x | 8.9x | 0.5x |
| Wed, 16 Feb 2022 | CL$8.3t | CL$15.1t | CL$747.5b | 8.8x | 11.1x | 0.5x |
| Fri, 14 Jan 2022 | CL$8.4t | CL$15.1t | CL$747.5b | 8.5x | 11.3x | 0.6x |
| Sun, 12 Dec 2021 | CL$8.4t | CL$15.1t | CL$744.5b | 8.8x | 11.3x | 0.6x |
| Tue, 09 Nov 2021 | CL$7.9t | CL$14.3t | CL$435.4b | 11.3x | 18.2x | 0.6x |
| Thu, 07 Oct 2021 | CL$8.2t | CL$14.3t | CL$435.4b | 11.3x | 18.8x | 0.6x |
| Sat, 04 Sep 2021 | CL$9.5t | CL$14.2t | CL$398.5b | 18.7x | 23.7x | 0.7x |
| Mon, 02 Aug 2021 | CL$9.2t | CL$14.2t | CL$398.5b | 16.8x | 23.1x | 0.7x |
Price to Earnings Ratio
23.1x
Current Industry PE
- Investors are optimistic on the Chilean Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading close to its 3-year average PS ratio of 0.47x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 3.1% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | -1.74% | |
| Consumer Discretionary | 0.073% | |
| Specialty Stores | 1.16% | |
| General Merchandise and Department Stores | 0.31% | |
| Auto Components | 0% | |
| Auto | 0% | |
| Leisure | 0% | |
| Consumer Services | 0% | |
| Retail Distributors | 0% | |
| Online Retail and Ecommerce | 0% | |
| Hospitality | -0.096% | |
| Luxury | -0.11% | |
| Consumer Durables | -5.53% | |
Industry PE
- Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 0.68x.
- Analysts are expecting annual earnings growth of 26.1%, which is lower than the prior year's growth of 395.5% per year.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 26% over the next 5 years.
- In contrast, the Luxury industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| FALABELLA Falabella | CL$3.09k | 0.7% +CL$54.9b | 40.9% | PE44.8x | |
| NUEVAPOLAR Empresas La Polar | CL$9.80 | 9.1% +CL$4.6b | 63.3% | PS0.2x | |
| TRICOT Empresas Tricot | CL$435.00 | 1.2% +CL$2.1b | 51.6% | PE14.2x |
