Narrative Update • Jun 07

The Consumer Discretionary industry is up 4.3% in the last week, with Falabella up 7.0%. This takes the industry's 12 month performance to a gain of 9.7%. Earnings are forecast to be flat in the coming years.
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | CL$25.3t | CL$44.9t | CL$2.4t | 15.7x | 10.6x | 0.6x |
| Thu, 14 May 2026 | CL$24.3t | CL$44.7t | CL$2.4t | 14.1x | 10.2x | 0.5x |
| Sat, 11 Apr 2026 | CL$26.1t | CL$44.3t | CL$2.3t | 18x | 11.4x | 0.6x |
| Mon, 09 Mar 2026 | CL$26.2t | CL$44.8t | CL$2.3t | 17.7x | 11.6x | 0.6x |
| Wed, 04 Feb 2026 | CL$29.3t | CL$41.7t | CL$1.8t | 20.2x | 16.6x | 0.7x |
| Fri, 02 Jan 2026 | CL$27.5t | CL$42.9t | CL$1.8t | 18.9x | 15.2x | 0.6x |
| Sun, 30 Nov 2025 | CL$26.3t | CL$43.7t | CL$1.9t | 16.1x | 14.2x | 0.6x |
| Tue, 28 Oct 2025 | CL$25.8t | CL$43.6t | CL$2.0t | 16.9x | 13x | 0.6x |
| Thu, 25 Sep 2025 | CL$27.1t | CL$43.9t | CL$2.0t | 16.6x | 13.6x | 0.6x |
| Sat, 23 Aug 2025 | CL$24.9t | CL$44.1t | CL$2.0t | 14x | 12.6x | 0.6x |
| Mon, 21 Jul 2025 | CL$22.3t | CL$44.0t | CL$1.8t | 13.2x | 12.5x | 0.5x |
| Wed, 18 Jun 2025 | CL$22.8t | CL$43.2t | CL$1.8t | 12.4x | 13x | 0.5x |
| Fri, 16 May 2025 | CL$23.4t | CL$43.3t | CL$1.7t | 16.1x | 13.5x | 0.5x |
| Sun, 13 Apr 2025 | CL$20.1t | CL$43.8t | CL$1.7t | 14.2x | 12.1x | 0.5x |
| Tue, 11 Mar 2025 | CL$20.2t | CL$42.7t | CL$1.6t | 19.8x | 12.9x | 0.5x |
| Thu, 06 Feb 2025 | CL$19.9t | CL$44.2t | CL$1.4t | 20.1x | 14.7x | 0.5x |
| Sat, 04 Jan 2025 | CL$18.2t | CL$45.6t | CL$1.4t | 18.7x | 13.2x | 0.4x |
| Mon, 02 Dec 2024 | CL$17.9t | CL$44.3t | CL$1.3t | 18.6x | 13.5x | 0.4x |
| Wed, 30 Oct 2024 | CL$18.7t | CL$43.6t | CL$752.7b | 26.2x | 24.9x | 0.4x |
| Fri, 27 Sep 2024 | CL$18.0t | CL$41.9t | CL$720.6b | 25.1x | 25x | 0.4x |
| Sun, 25 Aug 2024 | CL$17.8t | CL$42.1t | CL$517.7b | 28.8x | 34.3x | 0.4x |
| Tue, 23 Jul 2024 | CL$9.5t | CL$15.5t | -CL$16,114,001,000.00 | 39.8x | -591.1x | 0.6x |
| Thu, 20 Jun 2024 | CL$9.5t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -538.2x | 0.6x |
| Sat, 18 May 2024 | CL$8.6t | CL$15.4t | -CL$11,953,285,000.00 | 40.6x | -715.7x | 0.6x |
| Mon, 15 Apr 2024 | CL$7.8t | CL$15.3t | -CL$123,133,115,000.00 | 43.6x | -63.3x | 0.5x |
| Wed, 13 Mar 2024 | CL$7.9t | CL$15.3t | -CL$100,231,256,000.00 | 29.6x | -78.4x | 0.5x |
| Fri, 09 Feb 2024 | CL$7.3t | CL$15.5t | -CL$243,831,811,000.00 | 15.1x | -29.9x | 0.5x |
| Sun, 07 Jan 2024 | CL$7.2t | CL$15.7t | -CL$240,479,026,000.00 | 14.5x | -29.9x | 0.5x |
| Tue, 05 Dec 2023 | CL$7.0t | CL$15.7t | -CL$240,479,026,000.00 | 13.5x | -28.9x | 0.4x |
| Thu, 02 Nov 2023 | CL$6.3t | CL$16.0t | -CL$202,904,860,000.00 | 15.7x | -30.9x | 0.4x |
| Sat, 30 Sep 2023 | CL$6.8t | CL$16.1t | -CL$204,054,995,000.00 | 16.5x | -33.2x | 0.4x |
| Mon, 28 Aug 2023 | CL$7.2t | CL$16.6t | -CL$100,242,633,000.00 | 16.9x | -72.3x | 0.4x |
| Wed, 26 Jul 2023 | CL$7.4t | CL$16.6t | -CL$86,744,481,000.00 | 14.5x | -85.4x | 0.4x |
| Fri, 23 Jun 2023 | CL$6.5t | CL$16.6t | -CL$86,188,872,000.00 | 17.2x | -75.7x | 0.4x |
-75.7x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | 4.33% | |
| Consumer Discretionary | 4.32% | |
| General Merchandise and Department Stores | 6.96% | |
| Specialty Stores | 0.32% | |
| Hospitality | 0% | 0 |
| Consumer Durables | -0.93% | |
| Luxury | -1.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FALABELLA Falabella | CL$5.97k | 7.0% +CL$978.4b | 22.6% | PE10.8x | |
| RIPLEY Ripley | CL$388.00 | 7.2% +CL$50.3b | -9.9% | PE6.6x | |
| COPEC Empresas Copec | CL$6.00k | 0.3% +CL$26.0b | -6.6% | PE9.3x | |
| HITES Empresas Hites | CL$134.20 | 3.9% +CL$3.4b | 27.1% | PS0.3x | |
| PAZ Paz | CL$836.35 | 0.2% +CL$374.0m | 48.0% | PE14x |