Narrative Update • May 24

The Consumer Discretionary industry has stayed flat over the last week. The past year has been better, since the industry has gained 6.3% 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 |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | CL$25.1t | CL$44.9t | CL$2.4t | 13.9x | 10.5x | 0.6x |
| Thu, 23 Apr 2026 | CL$25.5t | CL$44.1t | CL$2.3t | 14x | 11.1x | 0.6x |
| Sat, 21 Mar 2026 | CL$26.2t | CL$45.2t | CL$2.3t | 18.1x | 11.3x | 0.6x |
| Mon, 16 Feb 2026 | CL$28.2t | CL$41.8t | CL$1.8t | 19.6x | 15.9x | 0.7x |
| Wed, 14 Jan 2026 | CL$28.2t | CL$42.4t | CL$1.8t | 19.1x | 15.7x | 0.7x |
| Fri, 12 Dec 2025 | CL$27.2t | CL$43.3t | CL$1.8t | 18.5x | 15x | 0.6x |
| Sun, 09 Nov 2025 | CL$26.8t | CL$43.8t | CL$2.0t | 17.5x | 13.5x | 0.6x |
| Tue, 07 Oct 2025 | CL$25.5t | CL$44.2t | CL$2.0t | 15.5x | 12.7x | 0.6x |
| Thu, 04 Sep 2025 | CL$26.0t | CL$44.4t | CL$2.0t | 15.1x | 13x | 0.6x |
| Sat, 02 Aug 2025 | CL$22.8t | CL$44.2t | CL$1.8t | 13.2x | 12.7x | 0.5x |
| Mon, 30 Jun 2025 | CL$22.9t | CL$43.3t | CL$1.8t | 12.9x | 13x | 0.5x |
| Wed, 28 May 2025 | CL$23.5t | CL$43.2t | CL$1.8t | 13.7x | 13.4x | 0.5x |
| Fri, 25 Apr 2025 | CL$21.3t | CL$42.8t | CL$1.6t | 15.3x | 13.2x | 0.5x |
| Sun, 23 Mar 2025 | CL$20.3t | CL$42.5t | CL$1.6t | 14.9x | 12.9x | 0.5x |
| Tue, 18 Feb 2025 | CL$19.7t | CL$43.5t | CL$1.3t | 21.2x | 14.9x | 0.5x |
| Thu, 16 Jan 2025 | CL$18.7t | CL$45.2t | CL$1.4t | 18.5x | 13.5x | 0.4x |
| Sat, 14 Dec 2024 | CL$18.6t | CL$44.6t | CL$1.3t | 18.4x | 13.9x | 0.4x |
| Mon, 11 Nov 2024 | CL$18.3t | CL$44.0t | CL$1.2t | 25.8x | 15.3x | 0.4x |
| Wed, 09 Oct 2024 | CL$18.4t | CL$42.9t | CL$739.2b | 25.7x | 24.9x | 0.4x |
| Fri, 06 Sep 2024 | CL$17.4t | CL$43.4t | CL$636.3b | 33.4x | 27.4x | 0.4x |
| Sun, 04 Aug 2024 | CL$17.9t | CL$43.1t | CL$299.0b | 32.9x | 59.8x | 0.4x |
| Tue, 02 Jul 2024 | CL$9.1t | CL$15.5t | -CL$17,247,427,000.00 | 39.8x | -527.7x | 0.6x |
| Thu, 30 May 2024 | CL$8.6t | CL$15.5t | CL$6.4b | 40.7x | 1347.7x | 0.6x |
| Sat, 27 Apr 2024 | CL$7.8t | CL$15.3t | -CL$123,134,171,000.00 | 43.6x | -63.2x | 0.5x |
| Mon, 25 Mar 2024 | CL$7.9t | CL$15.3t | -CL$106,736,607,000.00 | 29.8x | -74.1x | 0.5x |
| Wed, 21 Feb 2024 | CL$7.5t | CL$15.5t | -CL$244,005,000,000.00 | 15.3x | -30.7x | 0.5x |
| Fri, 19 Jan 2024 | CL$6.8t | CL$15.7t | -CL$240,479,026,000.00 | 14.7x | -28.4x | 0.4x |
| Sun, 17 Dec 2023 | CL$7.4t | CL$15.7t | -CL$240,479,026,000.00 | 13.9x | -30.9x | 0.5x |
| Tue, 14 Nov 2023 | CL$6.4t | CL$16.1t | -CL$205,814,130,000.00 | 15.4x | -31.3x | 0.4x |
| Thu, 12 Oct 2023 | CL$6.7t | CL$16.1t | -CL$204,054,995,000.00 | 15.7x | -32.7x | 0.4x |
| Sat, 09 Sep 2023 | CL$6.9t | CL$16.1t | -CL$195,569,087,000.00 | 16.9x | -35.4x | 0.4x |
| Mon, 07 Aug 2023 | CL$7.9t | CL$16.6t | -CL$97,706,469,000.00 | 14.4x | -80.7x | 0.5x |
| Wed, 05 Jul 2023 | CL$6.8t | CL$16.6t | -CL$86,744,481,000.00 | 14.4x | -79x | 0.4x |
| Fri, 02 Jun 2023 | CL$6.2t | CL$16.6t | -CL$71,307,130,000.00 | 13.3x | -87.4x | 0.4x |
-87.4x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | 2.54% | |
| Consumer Discretionary | 2.81% | |
| General Merchandise and Department Stores | 4.99% | |
| Hospitality | 0% | 0 |
| Luxury | -0.019% | |
| Consumer Durables | -0.046% | |
| Specialty Stores | -0.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FALABELLA Falabella | CL$5.93k | 4.9% +CL$700.0b | 22.1% | PE10.7x | |
| RIPLEY Ripley | CL$381.32 | 7.2% +CL$49.5b | -17.5% | PE6.5x | |
| SOCOVESA Socovesa | CL$122.77 | 3.1% +CL$4.5b | 49.5% | PS0.5x | |
| HITES Empresas Hites | CL$134.22 | 1.6% +CL$1.4b | 29.6% | PS0.3x |