Narrative Update • Sep 03

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Ripley gained 3.4%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to decline by 1.4% per year.
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 16 Sep 2026 | CL$27.0t | CL$49.1t | CL$2.6t | 12.5x | 10.5x | 0.6x |
| Fri, 14 Aug 2026 | CL$26.1t | CL$45.5t | CL$2.4t | 13.9x | 10.9x | 0.6x |
| Sun, 12 Jul 2026 | CL$25.2t | CL$45.8t | CL$2.4t | 14.2x | 10.4x | 0.5x |
| Tue, 09 Jun 2026 | CL$24.1t | CL$45.6t | CL$2.4t | 14.8x | 9.9x | 0.5x |
| Thu, 07 May 2026 | CL$23.6t | CL$44.2t | CL$2.3t | 14x | 10.3x | 0.5x |
| Sat, 04 Apr 2026 | CL$25.6t | CL$45.1t | CL$2.3t | 18.1x | 11.1x | 0.6x |
| Mon, 02 Mar 2026 | CL$28.2t | CL$43.6t | CL$2.2t | 17.6x | 12.7x | 0.6x |
| Wed, 28 Jan 2026 | CL$29.3t | CL$41.7t | CL$1.8t | 19.8x | 16.6x | 0.7x |
| Fri, 26 Dec 2025 | CL$27.0t | CL$43.0t | CL$1.8t | 18.9x | 14.9x | 0.6x |
| Sun, 23 Nov 2025 | CL$26.1t | CL$43.9t | CL$1.9t | 15.9x | 14x | 0.6x |
| Tue, 21 Oct 2025 | CL$25.6t | CL$44.1t | CL$2.0t | 16.4x | 12.8x | 0.6x |
| Thu, 18 Sep 2025 | CL$26.2t | CL$43.9t | CL$2.0t | 16.6x | 13.2x | 0.6x |
| Sat, 16 Aug 2025 | CL$24.7t | CL$44.2t | CL$1.7t | 13.7x | 14.3x | 0.6x |
| Mon, 14 Jul 2025 | CL$22.5t | CL$43.8t | CL$1.8t | 13.2x | 12.6x | 0.5x |
| Wed, 11 Jun 2025 | CL$22.6t | CL$43.3t | CL$1.8t | 12.7x | 12.8x | 0.5x |
| Fri, 09 May 2025 | CL$22.0t | CL$42.8t | CL$1.6t | 15.3x | 13.6x | 0.5x |
| Sun, 06 Apr 2025 | CL$20.2t | CL$44.0t | CL$1.7t | 14.2x | 12.2x | 0.5x |
| Tue, 04 Mar 2025 | CL$20.3t | CL$42.6t | CL$1.4t | 21.5x | 14.3x | 0.5x |
| Thu, 30 Jan 2025 | CL$19.8t | CL$44.8t | CL$1.4t | 19.3x | 14.4x | 0.4x |
| Sat, 28 Dec 2024 | CL$18.4t | CL$44.8t | CL$1.3t | 18.6x | 13.6x | 0.4x |
| Mon, 25 Nov 2024 | CL$18.2t | CL$44.6t | CL$1.3t | 18.8x | 13.6x | 0.4x |
| Wed, 23 Oct 2024 | CL$18.9t | CL$43.3t | CL$748.1b | 26.5x | 25.3x | 0.4x |
| Fri, 20 Sep 2024 | CL$17.0t | CL$42.8t | CL$738.1b | 23.8x | 23.1x | 0.4x |
| Sun, 18 Aug 2024 | CL$18.2t | CL$42.9t | CL$527.7b | 28.9x | 34.4x | 0.4x |
| Tue, 16 Jul 2024 | CL$9.5t | CL$15.5t | -CL$16,114,001,000.00 | 39.8x | -591.3x | 0.6x |
| Thu, 13 Jun 2024 | CL$9.0t | CL$15.5t | -CL$17,588,293,000.00 | 39.8x | -511.4x | 0.6x |
| Sat, 11 May 2024 | CL$8.5t | CL$15.4t | -CL$11,953,285,000.00 | 39.8x | -713.4x | 0.6x |
| Mon, 08 Apr 2024 | CL$7.8t | CL$15.3t | -CL$123,128,359,000.00 | 43.6x | -63.2x | 0.5x |
| Wed, 06 Mar 2024 | CL$7.7t | CL$15.3t | -CL$100,678,306,000.00 | 14.6x | -76x | 0.5x |
| Fri, 02 Feb 2024 | CL$7.6t | CL$15.7t | -CL$240,479,026,000.00 | 15.1x | -31.6x | 0.5x |
| Sun, 31 Dec 2023 | CL$7.3t | CL$15.7t | -CL$240,479,026,000.00 | 14.6x | -30.5x | 0.5x |
| Tue, 28 Nov 2023 | CL$6.6t | CL$15.8t | -CL$201,124,767,000.00 | 14.8x | -33x | 0.4x |
| Thu, 26 Oct 2023 | CL$6.3t | CL$16.1t | -CL$204,054,995,000.00 | 15.7x | -31x | 0.4x |
| Sat, 23 Sep 2023 | CL$6.9t | CL$16.1t | -CL$204,054,995,000.00 | 16.5x | -33.9x | 0.4x |
-33.9x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | -0.17% | |
| Consumer Discretionary | -0.12% | |
| Consumer Durables | 5.73% | |
| Hospitality | 5.49% | |
| General Merchandise and Department Stores | 2.12% | |
| Luxury | -1.48% | |
| Specialty Stores | -4.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FALABELLA Falabella | CL$6.56k | 2.0% +CL$326.1b | 13.8% | PE12.4x | |
| RIPLEY Ripley | CL$440.00 | 4.8% +CL$38.7b | -5.8% | PE6.9x | |
| PAZ Paz | CL$1.09k | 7.1% +CL$20.6b | 64.4% | PE17.8x | |
| GOLF Sociedad Anonima de Deportes Club de Golf Santiago | CL$26.00m | 18.2% +CL$12.0b | 18.2% | PE7635.4x | |
| SOCOVESA Socovesa | CL$167.00 | 6.2% +CL$12.0b | 55.1% | PS0.8x |