Narrative Update • Jul 26

The Consumer Discretionary industry is up 2.4% in the last week, with Falabella up 5.2%. This takes the industry's 12 month performance to a gain of 17%. In the next few years, earnings are forecast to decline by 2.4% annually.
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | CL$25.6t | CL$46.3t | CL$2.4t | 14.2x | 10.5x | 0.6x |
| Thu, 25 Jun 2026 | CL$24.4t | CL$45.7t | CL$2.4t | 14.4x | 10.1x | 0.5x |
| Sat, 23 May 2026 | CL$24.8t | CL$45.1t | CL$2.4t | 14.1x | 10.3x | 0.5x |
| Mon, 20 Apr 2026 | CL$26.2t | CL$43.8t | CL$2.3t | 13.9x | 11.5x | 0.6x |
| Wed, 18 Mar 2026 | CL$26.4t | CL$44.7t | CL$2.3t | 18x | 11.5x | 0.6x |
| Fri, 13 Feb 2026 | CL$28.3t | CL$41.6t | CL$1.8t | 19.7x | 16x | 0.7x |
| Sun, 11 Jan 2026 | CL$28.0t | CL$42.7t | CL$1.8t | 19x | 15.5x | 0.7x |
| Tue, 09 Dec 2025 | CL$26.8t | CL$43.5t | CL$1.8t | 18.1x | 14.7x | 0.6x |
| Thu, 06 Nov 2025 | CL$26.3t | CL$43.7t | CL$2.0t | 17.3x | 13.3x | 0.6x |
| Sat, 04 Oct 2025 | CL$25.6t | CL$44.3t | CL$2.0t | 15.5x | 12.8x | 0.6x |
| Mon, 01 Sep 2025 | CL$25.6t | CL$44.3t | CL$2.0t | 14.5x | 12.8x | 0.6x |
| Wed, 30 Jul 2025 | CL$22.0t | CL$44.2t | CL$1.8t | 13.2x | 12.2x | 0.5x |
| Fri, 27 Jun 2025 | CL$22.9t | CL$43.1t | CL$1.8t | 12.7x | 13x | 0.5x |
| Sun, 25 May 2025 | CL$23.6t | CL$43.3t | CL$1.8t | 13.7x | 13.4x | 0.5x |
| Tue, 22 Apr 2025 | CL$20.9t | CL$43.5t | CL$1.6t | 14.9x | 12.7x | 0.5x |
| Thu, 20 Mar 2025 | CL$20.9t | CL$42.2t | CL$1.6t | 17.3x | 13.3x | 0.5x |
| Sat, 15 Feb 2025 | CL$19.9t | CL$43.3t | CL$1.3t | 21.3x | 15.1x | 0.5x |
| Mon, 13 Jan 2025 | CL$18.8t | CL$45.4t | CL$1.4t | 18.2x | 13.5x | 0.4x |
| Wed, 11 Dec 2024 | CL$18.3t | CL$44.3t | CL$1.3t | 22.3x | 13.9x | 0.4x |
| Fri, 08 Nov 2024 | CL$18.6t | CL$43.3t | CL$747.8b | 26x | 24.9x | 0.4x |
| Sun, 06 Oct 2024 | CL$18.4t | CL$42.6t | CL$734.0b | 25.8x | 25.1x | 0.4x |
| Tue, 03 Sep 2024 | CL$17.7t | CL$42.7t | CL$627.9b | 25.2x | 28.2x | 0.4x |
| Thu, 01 Aug 2024 | CL$9.7t | CL$15.5t | -CL$16,114,001,000.00 | 39.8x | -601.5x | 0.6x |
| Sat, 29 Jun 2024 | CL$9.2t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -525x | 0.6x |
| Mon, 27 May 2024 | CL$8.6t | CL$15.5t | CL$7.2b | 39.7x | 1191.2x | 0.6x |
| Wed, 24 Apr 2024 | CL$7.8t | CL$15.3t | -CL$123,133,115,000.00 | 43.6x | -63.4x | 0.5x |
| Fri, 22 Mar 2024 | CL$7.9t | CL$15.3t | -CL$106,736,607,000.00 | 29.8x | -74.2x | 0.5x |
| Sun, 18 Feb 2024 | CL$7.4t | CL$15.5t | -CL$244,005,000,000.00 | 15.6x | -30.5x | 0.5x |
| Tue, 16 Jan 2024 | CL$7.2t | CL$15.7t | -CL$240,479,026,000.00 | 14.4x | -29.9x | 0.5x |
| Thu, 14 Dec 2023 | CL$7.2t | CL$15.7t | -CL$240,479,026,000.00 | 13.7x | -30.1x | 0.5x |
| Sat, 11 Nov 2023 | CL$6.5t | CL$16.1t | -CL$205,814,130,000.00 | 15.4x | -31.4x | 0.4x |
| Mon, 09 Oct 2023 | CL$6.6t | CL$16.1t | -CL$204,054,995,000.00 | 15.7x | -32.5x | 0.4x |
| Wed, 06 Sep 2023 | CL$7.1t | CL$16.1t | -CL$195,569,087,000.00 | 16.9x | -36.2x | 0.4x |
| Fri, 04 Aug 2023 | CL$7.8t | CL$16.6t | -CL$97,706,469,000.00 | 14.5x | -80.1x | 0.5x |
-80.1x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | 0.41% | |
| Consumer Discretionary | 2.36% | |
| General Merchandise and Department Stores | 4.88% | |
| Hospitality | 0.30% | |
| Specialty Stores | -1.47% | |
| Consumer Durables | -2.04% | |
| Luxury | -2.83% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FALABELLA Falabella | CL$6.10k | 3.1% +CL$456.6b | 30.8% | PE11x | |
| RIPLEY Ripley | CL$383.00 | 0.5% +CL$3.9b | -4.0% | PE6.5x | |
| POLO Club de Polo y Equitación San Cristóbal | CL$2.95m | 1.7% +CL$580.8m | 7.3% | PS357x |