Narrative Update • Aug 20

In the last week, the Consumer Staples industry is up 3.3%, with Cencosud up 8.5%. In the same time, Inversiones Siemel was down 10%. In the past year, the industry is down 11%. As for the next few years, earnings are expected to grow by 23% per annum.
Has the Chilean Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | CL$18.4t | CL$37.3t | CL$1.1t | 8.4x | 16.5x | 0.5x |
| Sat, 25 Jul 2026 | CL$17.9t | CL$37.4t | CL$1.3t | 9.6x | 14.3x | 0.5x |
| Mon, 22 Jun 2026 | CL$18.3t | CL$37.1t | CL$1.2t | 9.6x | 14.6x | 0.5x |
| Wed, 20 May 2026 | CL$19.0t | CL$37.1t | CL$1.3t | 10.2x | 15.1x | 0.5x |
| Fri, 17 Apr 2026 | CL$19.8t | CL$37.0t | CL$1.3t | 9.8x | 15.4x | 0.5x |
| Sun, 15 Mar 2026 | CL$19.7t | CL$37.1t | CL$1.3t | 9.4x | 14.8x | 0.5x |
| Tue, 10 Feb 2026 | CL$22.0t | CL$37.3t | CL$1.3t | 9.4x | 17.3x | 0.6x |
| Thu, 08 Jan 2026 | CL$21.6t | CL$37.6t | CL$1.3t | 9.6x | 16.3x | 0.6x |
| Sat, 06 Dec 2025 | CL$20.6t | CL$37.7t | CL$1.3t | 9.1x | 15.5x | 0.5x |
| Mon, 03 Nov 2025 | CL$20.4t | CL$37.4t | CL$1.4t | 10x | 14.7x | 0.5x |
| Wed, 01 Oct 2025 | CL$19.8t | CL$37.5t | CL$1.4t | 9.6x | 14.3x | 0.5x |
| Fri, 29 Aug 2025 | CL$20.6t | CL$37.4t | CL$1.4t | 9.2x | 15.1x | 0.6x |
| Sun, 27 Jul 2025 | CL$19.9t | CL$37.1t | CL$1.4t | 8.6x | 14.6x | 0.5x |
| Tue, 24 Jun 2025 | CL$21.0t | CL$37.0t | CL$1.4t | 9x | 15.4x | 0.6x |
| Thu, 22 May 2025 | CL$21.7t | CL$36.8t | CL$1.3t | 11.1x | 17.1x | 0.6x |
| Sat, 19 Apr 2025 | CL$20.9t | CL$36.7t | CL$1.1t | 11.5x | 18.4x | 0.6x |
| Mon, 17 Mar 2025 | CL$18.7t | CL$36.1t | CL$1.1t | 14x | 17.3x | 0.5x |
| Wed, 12 Feb 2025 | CL$18.4t | CL$34.3t | CL$1.1t | 13.2x | 16.6x | 0.5x |
| Fri, 10 Jan 2025 | CL$17.0t | CL$34.1t | CL$1.1t | 13.1x | 15.8x | 0.5x |
| Sun, 08 Dec 2024 | CL$16.3t | CL$33.9t | CL$1.1t | 11.6x | 15.3x | 0.5x |
| Tue, 05 Nov 2024 | CL$15.7t | CL$33.9t | CL$936.3b | 11x | 16.7x | 0.5x |
| Thu, 03 Oct 2024 | CL$15.2t | CL$33.6t | CL$964.4b | 11.6x | 15.7x | 0.5x |
| Sat, 31 Aug 2024 | CL$15.3t | CL$33.6t | CL$982.5b | 11.8x | 15.6x | 0.5x |
| Mon, 29 Jul 2024 | CL$15.3t | CL$34.4t | CL$821.0b | 11.3x | 18.6x | 0.4x |
| Wed, 26 Jun 2024 | CL$15.3t | CL$34.3t | CL$821.0b | 11.3x | 18.6x | 0.4x |
| Fri, 24 May 2024 | CL$15.9t | CL$34.0t | CL$840.4b | 12x | 18.9x | 0.5x |
| Sun, 21 Apr 2024 | CL$14.9t | CL$33.6t | CL$950.6b | 11.2x | 15.7x | 0.4x |
| Tue, 19 Mar 2024 | CL$15.0t | CL$33.7t | CL$978.7b | 12.5x | 15.3x | 0.4x |
| Thu, 15 Feb 2024 | CL$14.3t | CL$34.1t | CL$1.1t | 13.2x | 13.5x | 0.4x |
| Sat, 13 Jan 2024 | CL$15.0t | CL$34.5t | CL$994.7b | 12x | 15.1x | 0.4x |
| Mon, 11 Dec 2023 | CL$15.1t | CL$34.3t | CL$992.7b | 12.3x | 15.2x | 0.4x |
| Wed, 08 Nov 2023 | CL$14.2t | CL$34.5t | CL$1.1t | 12.2x | 12.7x | 0.4x |
| Fri, 06 Oct 2023 | CL$14.8t | CL$34.6t | CL$1.1t | 12.2x | 13.5x | 0.4x |
| Sun, 03 Sep 2023 | CL$15.9t | CL$34.2t | CL$1.1t | 10.5x | 14.2x | 0.5x |
14.2x
Which industries have driven the changes within the Chilean Consumer Staples sector?
| CL Market | 1.71% | |
| Consumer Staples | 3.33% | |
| Food and Staples Retail | 7.75% | |
| Beverage | 1.69% | |
| Household Products | 0% | 0 |
| Food | -0.26% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CENCOSUD Cencosud | CL$2.12k | 8.5% +CL$454.4b | -31.8% | PE36.5x | |
| CCU Compañía Cervecerías Unidas | CL$5.80k | 8.3% +CL$163.9b | -1.2% | PE20.7x | |
| CONCHATORO Viña Concha y Toro | CL$902.01 | 4.8% +CL$29.1b | -18.7% | PE10.2x | |
| SMU SMU | CL$126.50 | 2.8% +CL$20.0b | -22.1% | PE15.8x | |
| BLUMAR Blumar | CL$278.00 | 1.5% +CL$6.5b | 39.0% | PE86x |