Narrative Update • Sep 03

In the last week, Consumer Discretionary has been flat. The past year has been better, since the industry has gained 3.9% in that time. In the next few years, earnings are forecast to decline by 1.4% annually.
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 10 Sep 2026 | CL$27.5t | CL$48.1t | CL$2.6t | 12.3x | 10.8x | 0.6x |
| Sat, 08 Aug 2026 | CL$26.5t | CL$45.5t | CL$2.4t | 14.2x | 11x | 0.6x |
| Mon, 06 Jul 2026 | CL$24.6t | CL$45.7t | CL$2.4t | 14.3x | 10.2x | 0.5x |
| Wed, 03 Jun 2026 | CL$24.8t | CL$44.8t | CL$2.4t | 15.7x | 10.4x | 0.6x |
| Fri, 01 May 2026 | CL$24.6t | CL$44.4t | CL$2.3t | 13.9x | 10.7x | 0.6x |
| Sun, 29 Mar 2026 | CL$24.1t | CL$45.2t | CL$2.3t | 17.7x | 10.4x | 0.5x |
| Tue, 24 Feb 2026 | CL$27.7t | CL$41.9t | CL$1.8t | 19.2x | 15.6x | 0.7x |
| Thu, 22 Jan 2026 | CL$28.5t | CL$42.1t | CL$1.8t | 19.2x | 16x | 0.7x |
| Sat, 20 Dec 2025 | CL$26.8t | CL$43.2t | CL$1.8t | 18.8x | 14.8x | 0.6x |
| Mon, 17 Nov 2025 | CL$26.4t | CL$43.6t | CL$1.9t | 16.1x | 14.3x | 0.6x |
| Wed, 15 Oct 2025 | CL$25.2t | CL$44.2t | CL$2.0t | 15.7x | 12.6x | 0.6x |
| Fri, 12 Sep 2025 | CL$26.3t | CL$43.9t | CL$2.0t | 15.5x | 13.2x | 0.6x |
| Sun, 10 Aug 2025 | CL$23.7t | CL$44.1t | CL$1.8t | 13.3x | 13.2x | 0.5x |
| Tue, 08 Jul 2025 | CL$23.1t | CL$43.4t | CL$1.8t | 13.2x | 13.1x | 0.5x |
| Thu, 05 Jun 2025 | CL$22.0t | CL$43.2t | CL$1.8t | 13.4x | 12.4x | 0.5x |
| Sat, 03 May 2025 | CL$21.5t | CL$43.1t | CL$1.6t | 15.3x | 13.2x | 0.5x |
| Mon, 31 Mar 2025 | CL$20.8t | CL$43.1t | CL$1.6t | 15.8x | 12.9x | 0.5x |
| Wed, 26 Feb 2025 | CL$19.9t | CL$43.4t | CL$1.3t | 20.6x | 15x | 0.5x |
| Fri, 24 Jan 2025 | CL$19.7t | CL$44.7t | CL$1.4t | 18.9x | 14.4x | 0.4x |
| Sun, 22 Dec 2024 | CL$18.2t | CL$44.7t | CL$1.3t | 18.5x | 13.5x | 0.4x |
| Tue, 19 Nov 2024 | CL$18.1t | CL$44.4t | CL$1.3t | 20.5x | 13.9x | 0.4x |
| Thu, 17 Oct 2024 | CL$18.8t | CL$43.0t | CL$742.4b | 26.2x | 25.3x | 0.4x |
| Sat, 14 Sep 2024 | CL$17.0t | CL$42.7t | CL$735.4b | 32.4x | 23.2x | 0.4x |
| Mon, 12 Aug 2024 | CL$17.6t | CL$42.6t | CL$291.6b | 32.8x | 60.3x | 0.4x |
| Wed, 10 Jul 2024 | CL$9.6t | CL$15.5t | -CL$17,247,427,000.00 | 39.8x | -553.9x | 0.6x |
| Fri, 07 Jun 2024 | CL$8.9t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -503.3x | 0.6x |
| Sun, 05 May 2024 | CL$8.1t | CL$15.3t | -CL$123,134,171,000.00 | 43.6x | -65.6x | 0.5x |
| Tue, 02 Apr 2024 | CL$8.0t | CL$15.3t | -CL$123,100,854,000.00 | 44.3x | -65.4x | 0.5x |
| Thu, 29 Feb 2024 | CL$7.5t | CL$15.5t | -CL$244,005,000,000.00 | 16.1x | -30.8x | 0.5x |
| Sat, 27 Jan 2024 | CL$7.4t | CL$15.7t | -CL$240,479,026,000.00 | 15.2x | -30.6x | 0.5x |
| Mon, 25 Dec 2023 | CL$7.3t | CL$15.7t | -CL$240,479,026,000.00 | 14.6x | -30.3x | 0.5x |
| Wed, 22 Nov 2023 | CL$6.8t | CL$15.8t | -CL$193,511,305,000.00 | 15.4x | -35.1x | 0.4x |
| Fri, 20 Oct 2023 | CL$6.6t | CL$16.1t | -CL$204,054,995,000.00 | 15.7x | -32.2x | 0.4x |
| Sun, 17 Sep 2023 | CL$7.1t | CL$16.1t | -CL$204,012,490,000.00 | 16.9x | -34.6x | 0.4x |
-34.6x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | -0.33% | |
| Consumer Discretionary | -0.80% | |
| Consumer Durables | 0.88% | |
| Hospitality | 0% | 0 |
| General Merchandise and Department Stores | -0.37% | |
| Luxury | -1.48% | |
| Specialty Stores | -1.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PAZ Paz | CL$1.04k | 2.7% +CL$7.8b | 56.2% | PE17.1x | |
| SOCOVESA Socovesa | CL$163.57 | 0.04% +CL$85.7m | 58.8% | PS0.8x |