Narrative Update • Jun 18

Over the last 7 days, the Consumer Discretionary industry has risen 1.0%, driven by gains from Falabella of 3.4%. This means that the industry has gained 12% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | CL$25.3t | CL$45.1t | CL$2.4t | 15.7x | 10.6x | 0.6x |
| Sun, 17 May 2026 | CL$24.1t | CL$45.3t | CL$2.4t | 14.1x | 10x | 0.5x |
| Tue, 14 Apr 2026 | CL$26.3t | CL$44.2t | CL$2.3t | 17.7x | 11.5x | 0.6x |
| Thu, 12 Mar 2026 | CL$26.5t | CL$44.3t | CL$2.2t | 17.5x | 11.8x | 0.6x |
| Sat, 07 Feb 2026 | CL$28.6t | CL$41.7t | CL$1.8t | 20x | 16.1x | 0.7x |
| Mon, 05 Jan 2026 | CL$26.9t | CL$43.0t | CL$1.8t | 18.5x | 14.9x | 0.6x |
| Wed, 03 Dec 2025 | CL$26.3t | CL$43.5t | CL$1.8t | 17.8x | 14.4x | 0.6x |
| Fri, 31 Oct 2025 | CL$26.1t | CL$43.6t | CL$2.0t | 17.2x | 13.2x | 0.6x |
| Sun, 28 Sep 2025 | CL$26.4t | CL$44.1t | CL$2.0t | 15.9x | 13.2x | 0.6x |
| Tue, 26 Aug 2025 | CL$25.5t | CL$44.3t | CL$2.0t | 14x | 12.8x | 0.6x |
| Thu, 24 Jul 2025 | CL$22.0t | CL$43.6t | CL$1.8t | 13.2x | 12.4x | 0.5x |
| Sat, 21 Jun 2025 | CL$22.7t | CL$43.4t | CL$1.8t | 12.8x | 12.8x | 0.5x |
| Mon, 19 May 2025 | CL$23.4t | CL$43.4t | CL$1.7t | 16x | 13.4x | 0.5x |
| Wed, 16 Apr 2025 | CL$20.2t | CL$43.8t | CL$1.7t | 14.6x | 12.3x | 0.5x |
| Fri, 14 Mar 2025 | CL$20.4t | CL$42.6t | CL$1.6t | 19.9x | 13.1x | 0.5x |
| Sun, 09 Feb 2025 | CL$19.8t | CL$44.0t | CL$1.3t | 20.4x | 14.7x | 0.5x |
| Tue, 07 Jan 2025 | CL$18.5t | CL$45.4t | CL$1.4t | 18.8x | 13.5x | 0.4x |
| Thu, 05 Dec 2024 | CL$18.4t | CL$44.3t | CL$1.3t | 18.7x | 13.8x | 0.4x |
| Sat, 02 Nov 2024 | CL$18.3t | CL$43.7t | CL$754.7b | 25.8x | 24.3x | 0.4x |
| Mon, 30 Sep 2024 | CL$18.3t | CL$41.9t | CL$719.1b | 25.7x | 25.4x | 0.4x |
| Wed, 28 Aug 2024 | CL$17.6t | CL$42.2t | CL$525.1b | 28.2x | 33.6x | 0.4x |
| 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 |
-74.9x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | 0.46% | |
| Consumer Discretionary | -0.34% | |
| Consumer Durables | 2.06% | |
| General Merchandise and Department Stores | 1.96% | |
| Hospitality | 0% | 0 |
| Luxury | -1.87% | |
| Specialty Stores | -4.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FALABELLA Falabella | CL$6.05k | 3.4% +CL$496.8b | 23.3% | PE10.9x | |
| RIPLEY Ripley | CL$388.00 | 3.2% +CL$23.4b | -6.5% | PE6.6x | |
| PAZ Paz | CL$836.35 | 0.2% +CL$374.0m | 48.0% | PE14x |