Narrative Update • Jul 07

In the last week, Consumer Discretionary has been flat. As for the the longer term, the industry is up 12% over the past 12 months. Looking forward, earnings are forecast to grow by 1.0% annually.
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 18 Jul 2026 | CL$25.0t | CL$46.2t | CL$2.4t | 14.2x | 10.3x | 0.5x |
| Mon, 15 Jun 2026 | CL$25.3t | CL$45.0t | CL$2.4t | 15.7x | 10.6x | 0.6x |
| Wed, 13 May 2026 | CL$24.6t | CL$45.0t | CL$2.4t | 14.3x | 10.2x | 0.5x |
| Fri, 10 Apr 2026 | CL$25.5t | CL$44.3t | CL$2.3t | 18x | 11.1x | 0.6x |
| Sun, 08 Mar 2026 | CL$26.2t | CL$44.8t | CL$2.3t | 17.7x | 11.6x | 0.6x |
| Tue, 03 Feb 2026 | CL$29.3t | CL$41.9t | CL$1.8t | 20.2x | 16.5x | 0.7x |
| Thu, 01 Jan 2026 | CL$27.5t | CL$42.9t | CL$1.8t | 18.9x | 15.2x | 0.6x |
| Sat, 29 Nov 2025 | CL$26.3t | CL$43.7t | CL$1.9t | 16.1x | 14.2x | 0.6x |
| Mon, 27 Oct 2025 | CL$25.8t | CL$43.6t | CL$2.0t | 16.5x | 13x | 0.6x |
| Wed, 24 Sep 2025 | CL$27.0t | CL$43.8t | CL$2.0t | 16.8x | 13.6x | 0.6x |
| Fri, 22 Aug 2025 | CL$24.9t | CL$44.4t | CL$2.0t | 13.9x | 12.5x | 0.6x |
| Sun, 20 Jul 2025 | CL$22.3t | CL$44.0t | CL$1.8t | 13.2x | 12.5x | 0.5x |
| Tue, 17 Jun 2025 | CL$23.0t | CL$43.2t | CL$1.8t | 12.5x | 13x | 0.5x |
| Thu, 15 May 2025 | CL$23.0t | CL$43.3t | CL$1.7t | 16.5x | 13.2x | 0.5x |
| Sat, 12 Apr 2025 | CL$20.0t | CL$43.8t | CL$1.7t | 14.2x | 12.1x | 0.5x |
| Mon, 10 Mar 2025 | CL$20.2t | CL$42.4t | CL$1.6t | 20.1x | 13x | 0.5x |
| Wed, 05 Feb 2025 | CL$19.5t | CL$44.2t | CL$1.4t | 20x | 14.4x | 0.4x |
| Fri, 03 Jan 2025 | CL$18.3t | CL$45.1t | CL$1.4t | 18.7x | 13.5x | 0.4x |
| Sun, 01 Dec 2024 | CL$17.9t | CL$44.3t | CL$1.3t | 18.6x | 13.5x | 0.4x |
| Tue, 29 Oct 2024 | CL$18.9t | CL$43.3t | CL$747.1b | 26.1x | 25.3x | 0.4x |
| Thu, 26 Sep 2024 | CL$18.1t | CL$42.3t | CL$727.5b | 24.8x | 24.9x | 0.4x |
| Sat, 24 Aug 2024 | CL$18.0t | CL$42.1t | CL$513.8b | 28.8x | 34.9x | 0.4x |
| Mon, 22 Jul 2024 | CL$9.5t | CL$15.5t | -CL$16,114,001,000.00 | 39.8x | -591.1x | 0.6x |
| Wed, 19 Jun 2024 | CL$9.5t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -539.6x | 0.6x |
| Fri, 17 May 2024 | CL$8.5t | CL$15.4t | -CL$11,953,285,000.00 | 39.7x | -714.1x | 0.6x |
| Sun, 14 Apr 2024 | CL$8.0t | CL$15.3t | -CL$123,133,115,000.00 | 43.6x | -64.9x | 0.5x |
| Tue, 12 Mar 2024 | CL$7.7t | CL$15.3t | -CL$100,231,256,000.00 | 29.6x | -77x | 0.5x |
| Thu, 08 Feb 2024 | CL$7.3t | CL$15.5t | -CL$243,831,811,000.00 | 15x | -29.8x | 0.5x |
| Sat, 06 Jan 2024 | CL$7.2t | CL$15.7t | -CL$240,479,026,000.00 | 14.5x | -29.9x | 0.5x |
| Mon, 04 Dec 2023 | CL$6.9t | CL$15.7t | -CL$240,479,026,000.00 | 13.5x | -28.9x | 0.4x |
| Wed, 01 Nov 2023 | CL$6.2t | CL$16.1t | -CL$204,054,995,000.00 | 15.7x | -30.6x | 0.4x |
| Fri, 29 Sep 2023 | CL$6.8t | CL$16.1t | -CL$204,054,995,000.00 | 16.5x | -33.3x | 0.4x |
| Sun, 27 Aug 2023 | CL$7.2t | CL$16.6t | -CL$98,840,776,000.00 | 16.9x | -73.3x | 0.4x |
| Tue, 25 Jul 2023 | CL$7.4t | CL$16.6t | -CL$86,744,481,000.00 | 14.5x | -85.8x | 0.4x |
-85.8x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | -0.91% | |
| Consumer Discretionary | -0.12% | |
| Specialty Stores | 1.75% | |
| Consumer Durables | 0.085% | |
| Hospitality | 0% | 0 |
| Luxury | -0.03% | |
| General Merchandise and Department Stores | -1.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| COPEC Empresas Copec | CL$6.25k | 1.8% +CL$143.8b | 2.4% | 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 | |
| RIPLEY Ripley | CL$382.96 | 0.1% +CL$890.6m | -0.3% | PE6.5x |