Narrative Update • Jul 07

In the last week, Consumer Discretionary has been flat. The past year has been better, since the industry has gained 13% in that time. As for the next few years, earnings are expected to grow by 1.0% per annum.
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 20 Jul 2026 | CL$25.1t | CL$46.2t | CL$2.4t | 14.2x | 10.4x | 0.5x |
| Wed, 17 Jun 2026 | CL$25.1t | CL$44.7t | CL$2.4t | 15.7x | 10.6x | 0.6x |
| Fri, 15 May 2026 | CL$23.8t | CL$44.9t | CL$2.4t | 14.1x | 9.9x | 0.5x |
| Sun, 12 Apr 2026 | CL$26.3t | CL$44.3t | CL$2.3t | 17.7x | 11.5x | 0.6x |
| Tue, 10 Mar 2026 | CL$26.2t | CL$44.7t | CL$2.2t | 17.6x | 11.6x | 0.6x |
| Thu, 05 Feb 2026 | CL$29.2t | CL$41.7t | CL$1.8t | 20.2x | 16.5x | 0.7x |
| Sat, 03 Jan 2026 | CL$26.9t | CL$43.0t | CL$1.8t | 18.5x | 14.9x | 0.6x |
| Mon, 01 Dec 2025 | CL$26.3t | CL$43.7t | CL$1.8t | 17.8x | 14.4x | 0.6x |
| Wed, 29 Oct 2025 | CL$25.8t | CL$43.6t | CL$2.0t | 17x | 13x | 0.6x |
| Fri, 26 Sep 2025 | CL$27.0t | CL$44.1t | CL$2.0t | 15.9x | 13.5x | 0.6x |
| Sun, 24 Aug 2025 | CL$25.5t | CL$44.1t | CL$2.0t | 14x | 12.9x | 0.6x |
| Tue, 22 Jul 2025 | CL$22.3t | CL$43.7t | CL$1.8t | 13.2x | 12.5x | 0.5x |
| Thu, 19 Jun 2025 | CL$22.8t | CL$43.4t | CL$1.8t | 12.8x | 12.9x | 0.5x |
| Sat, 17 May 2025 | CL$23.3t | CL$43.4t | CL$1.7t | 16x | 13.3x | 0.5x |
| Mon, 14 Apr 2025 | CL$20.1t | CL$43.8t | CL$1.7t | 14.2x | 12.1x | 0.5x |
| Wed, 12 Mar 2025 | CL$20.2t | CL$42.6t | CL$1.6t | 19.7x | 12.9x | 0.5x |
| Fri, 07 Feb 2025 | CL$20.3t | CL$44.0t | CL$1.3t | 20.6x | 15.1x | 0.5x |
| Sun, 05 Jan 2025 | CL$18.2t | CL$45.5t | CL$1.4t | 18.7x | 13.3x | 0.4x |
| Tue, 03 Dec 2024 | CL$18.3t | CL$44.4t | CL$1.3t | 18.9x | 13.8x | 0.4x |
| Thu, 31 Oct 2024 | CL$18.6t | CL$43.6t | CL$754.4b | 25.8x | 24.7x | 0.4x |
| Sat, 28 Sep 2024 | CL$18.2t | CL$41.9t | CL$719.1b | 25.7x | 25.3x | 0.4x |
| Mon, 26 Aug 2024 | CL$17.8t | CL$42.1t | CL$517.7b | 28.8x | 34.3x | 0.4x |
| Wed, 24 Jul 2024 | CL$9.5t | CL$15.5t | -CL$16,114,001,000.00 | 39.8x | -592x | 0.6x |
| Fri, 21 Jun 2024 | CL$9.5t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -538.2x | 0.6x |
| Sun, 19 May 2024 | CL$8.7t | CL$15.5t | CL$4.8b | 40.6x | 1811.1x | 0.6x |
| Tue, 16 Apr 2024 | CL$7.8t | CL$15.3t | -CL$123,133,115,000.00 | 43.6x | -63.3x | 0.5x |
| Thu, 14 Mar 2024 | CL$8.0t | CL$15.3t | -CL$100,231,256,000.00 | 29.6x | -79.8x | 0.5x |
| Sat, 10 Feb 2024 | CL$7.3t | CL$15.5t | -CL$243,831,811,000.00 | 15.1x | -30x | 0.5x |
| Mon, 08 Jan 2024 | CL$7.2t | CL$15.7t | -CL$240,479,026,000.00 | 14.5x | -29.9x | 0.5x |
| Wed, 06 Dec 2023 | CL$7.2t | CL$15.7t | -CL$240,479,026,000.00 | 13.5x | -29.9x | 0.5x |
| Fri, 03 Nov 2023 | CL$6.3t | CL$16.0t | -CL$202,904,860,000.00 | 15.7x | -30.9x | 0.4x |
| Sun, 01 Oct 2023 | CL$6.8t | CL$16.1t | -CL$204,054,995,000.00 | 16.5x | -33.1x | 0.4x |
| Tue, 29 Aug 2023 | CL$7.2t | CL$16.6t | -CL$111,972,144,000.00 | 16.9x | -64.7x | 0.4x |
| Thu, 27 Jul 2023 | CL$7.4t | CL$16.6t | -CL$86,744,481,000.00 | 14.5x | -85.5x | 0.4x |
-85.5x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | -0.44% | |
| Consumer Discretionary | 0.30% | |
| Specialty Stores | 3.08% | |
| Consumer Durables | 0.25% | |
| Hospitality | 0% | 0 |
| Luxury | -0.03% | |
| General Merchandise and Department Stores | -1.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| COPEC Empresas Copec | CL$6.25k | 3.2% +CL$250.0b | 2.5% | PE9.2x | |
| PAZ Paz | CL$870.18 | 1.8% +CL$4.3b | 61.1% | PE14.6x | |
| HITES Empresas Hites | CL$132.09 | 3.3% +CL$2.9b | 27.0% | PS0.3x |