Narrative Update • Jun 18

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Falabella gained 3.4%. The past year has been better, since the industry has gained 11% in that time. 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 |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | CL$25.3t | CL$45.3t | CL$2.4t | 15.7x | 10.6x | 0.6x |
| Mon, 18 May 2026 | CL$24.1t | CL$45.3t | CL$2.4t | 14.1x | 10x | 0.5x |
| Wed, 15 Apr 2026 | CL$26.1t | CL$44.1t | CL$2.3t | 17.4x | 11.4x | 0.6x |
| Fri, 13 Mar 2026 | CL$26.3t | CL$45.0t | CL$2.3t | 17.9x | 11.4x | 0.6x |
| Sun, 08 Feb 2026 | CL$28.6t | CL$41.6t | CL$1.8t | 20x | 16.2x | 0.7x |
| Tue, 06 Jan 2026 | CL$27.5t | CL$43.0t | CL$1.8t | 18.7x | 15.2x | 0.6x |
| Thu, 04 Dec 2025 | CL$26.8t | CL$43.4t | CL$1.8t | 18x | 14.7x | 0.6x |
| Sat, 01 Nov 2025 | CL$26.2t | CL$43.6t | CL$2.0t | 17.2x | 13.2x | 0.6x |
| Mon, 29 Sep 2025 | CL$26.4t | CL$44.1t | CL$2.0t | 15.9x | 13.2x | 0.6x |
| Wed, 27 Aug 2025 | CL$25.7t | CL$44.3t | CL$2.0t | 14.2x | 12.9x | 0.6x |
| Fri, 25 Jul 2025 | CL$22.4t | CL$43.6t | CL$1.8t | 13.2x | 12.6x | 0.5x |
| Sun, 22 Jun 2025 | CL$22.7t | CL$43.4t | CL$1.8t | 12.8x | 12.8x | 0.5x |
| Tue, 20 May 2025 | CL$23.4t | CL$43.3t | CL$1.8t | 14x | 13.3x | 0.5x |
| Thu, 17 Apr 2025 | CL$20.6t | CL$43.7t | CL$1.6t | 14.6x | 12.5x | 0.5x |
| Sat, 15 Mar 2025 | CL$20.7t | CL$42.5t | CL$1.6t | 16.9x | 13.1x | 0.5x |
| Mon, 10 Feb 2025 | CL$19.8t | CL$44.0t | CL$1.3t | 20.4x | 14.7x | 0.5x |
| Wed, 08 Jan 2025 | CL$18.5t | CL$45.2t | CL$1.4t | 18.5x | 13.3x | 0.4x |
| Fri, 06 Dec 2024 | CL$18.4t | CL$44.2t | CL$1.3t | 18.6x | 13.9x | 0.4x |
| Sun, 03 Nov 2024 | CL$18.3t | CL$43.7t | CL$754.9b | 25.8x | 24.3x | 0.4x |
| Tue, 01 Oct 2024 | CL$18.3t | CL$41.8t | CL$718.4b | 25.3x | 25.5x | 0.4x |
| Thu, 29 Aug 2024 | CL$17.4t | CL$42.3t | CL$528.1b | 28.2x | 32.9x | 0.4x |
| Sat, 27 Jul 2024 | CL$9.6t | CL$15.5t | -CL$16,114,001,000.00 | 39.8x | -595.5x | 0.6x |
| Mon, 24 Jun 2024 | CL$9.3t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -529x | 0.6x |
| Wed, 22 May 2024 | CL$8.8t | CL$15.5t | CL$4.8b | 41x | 1831.3x | 0.6x |
| Fri, 19 Apr 2024 | CL$7.8t | CL$15.3t | -CL$123,133,115,000.00 | 43.6x | -63x | 0.5x |
| Sun, 17 Mar 2024 | CL$7.9t | CL$15.3t | -CL$100,231,256,000.00 | 29.9x | -78.4x | 0.5x |
| Tue, 13 Feb 2024 | CL$7.2t | CL$15.5t | -CL$244,005,000,000.00 | 15.3x | -29.7x | 0.5x |
| Thu, 11 Jan 2024 | CL$7.4t | CL$15.7t | -CL$240,479,026,000.00 | 14.5x | -30.6x | 0.5x |
| Sat, 09 Dec 2023 | CL$7.2t | CL$15.7t | -CL$240,479,026,000.00 | 13.7x | -30.1x | 0.5x |
| Mon, 06 Nov 2023 | CL$6.5t | CL$16.0t | -CL$202,904,860,000.00 | 15.7x | -31.9x | 0.4x |
| Wed, 04 Oct 2023 | CL$6.7t | CL$16.1t | -CL$204,054,995,000.00 | 16.3x | -32.6x | 0.4x |
| Fri, 01 Sep 2023 | CL$7.2t | CL$16.6t | -CL$111,394,986,000.00 | 16.9x | -64.4x | 0.4x |
| Sun, 30 Jul 2023 | CL$7.4t | CL$16.6t | -CL$86,744,481,000.00 | 14.5x | -85.5x | 0.4x |
| Tue, 27 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 | -0.24% | |
| Consumer Discretionary | -0.25% | |
| Consumer Durables | 1.83% | |
| General Merchandise and Department Stores | 1.77% | |
| Luxury | -1.97% | |
| Hospitality | -2.57% | |
| Specialty Stores | -4.11% | |
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 |