Narrative Update • Jun 07

Over the last 7 days, the Consumer Discretionary industry has risen 4.3%, driven by gains from Falabella of 7.0%. In the last 12 months, the industry was up 9.7%. Looking forward, earnings are expected to remain mostly flat in the next few years.
Has the Chilean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| 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 |
| Sat, 24 Jun 2023 | CL$6.5t | CL$16.6t | -CL$86,188,872,000.00 | 17.2x | -74.9x | 0.4x |
-74.9x
Which industries have driven the changes within the Chilean Consumer Discretionary sector?
| CL Market | 2.28% | |
| Consumer Discretionary | 3.18% | |
| General Merchandise and Department Stores | 6.05% | |
| Hospitality | 0% | 0 |
| Consumer Durables | -1.05% | |
| Specialty Stores | -1.45% | |
| Luxury | -1.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FALABELLA Falabella | CL$6.09k | 6.2% +CL$888.1b | 23.7% | PE11x | |
| RIPLEY Ripley | CL$393.00 | 5.1% +CL$36.8b | -7.5% | PE6.7x | |
| HITES Empresas Hites | CL$132.61 | 0.5% +CL$468.3m | 28.0% | PS0.3x | |
| PAZ Paz | CL$836.35 | 0.2% +CL$374.0m | 47.6% | PE14x | |
| MANQUEHUE Inmobiliaria Manquehue | CL$96.29 | 0.07% +CL$41.4m | 15.4% | PE141.2x |