Narrative Update • Jun 11

In the last week, the Consumer Staples industry is up 3.7%, with Cencosud up 7.8%. In contrast, the industry has lost 13% in the last 12 months. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Chilean Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | CL$19.3t | CL$37.1t | CL$1.2t | 9.9x | 15.4x | 0.5x |
| Thu, 14 May 2026 | CL$18.7t | CL$37.0t | CL$1.3t | 9.9x | 14.7x | 0.5x |
| Sat, 11 Apr 2026 | CL$19.7t | CL$37.0t | CL$1.3t | 9.4x | 15.4x | 0.5x |
| Mon, 09 Mar 2026 | CL$19.7t | CL$37.1t | CL$1.3t | 9.4x | 14.9x | 0.5x |
| Wed, 04 Feb 2026 | CL$22.2t | CL$37.3t | CL$1.3t | 9.6x | 16.9x | 0.6x |
| Fri, 02 Jan 2026 | CL$20.7t | CL$37.6t | CL$1.3t | 9.3x | 15.6x | 0.6x |
| Sun, 30 Nov 2025 | CL$20.6t | CL$37.7t | CL$1.3t | 9.2x | 15.4x | 0.5x |
| Tue, 28 Oct 2025 | CL$19.5t | CL$37.3t | CL$1.4t | 9.5x | 14.2x | 0.5x |
| Thu, 25 Sep 2025 | CL$20.0t | CL$37.4t | CL$1.4t | 9.6x | 14.5x | 0.5x |
| Sat, 23 Aug 2025 | CL$20.7t | CL$37.5t | CL$1.4t | 8.3x | 15.1x | 0.6x |
| Mon, 21 Jul 2025 | CL$20.3t | CL$37.1t | CL$1.4t | 8.6x | 14.8x | 0.5x |
| Wed, 18 Jun 2025 | CL$21.2t | CL$37.0t | CL$1.4t | 9.2x | 15.6x | 0.6x |
| Fri, 16 May 2025 | CL$21.8t | CL$36.8t | CL$1.3t | 11x | 17.4x | 0.6x |
| Sun, 13 Apr 2025 | CL$20.1t | CL$36.7t | CL$1.1t | 11x | 17.6x | 0.5x |
| Tue, 11 Mar 2025 | CL$18.5t | CL$36.1t | CL$1.1t | 13.7x | 17x | 0.5x |
| Thu, 06 Feb 2025 | CL$18.1t | CL$34.3t | CL$1.1t | 13.4x | 16.4x | 0.5x |
| Sat, 04 Jan 2025 | CL$16.7t | CL$34.1t | CL$1.1t | 13.1x | 15.6x | 0.5x |
| Mon, 02 Dec 2024 | CL$16.0t | CL$33.8t | CL$1.1t | 11.5x | 15x | 0.5x |
| Wed, 30 Oct 2024 | CL$15.9t | CL$33.9t | CL$969.3b | 11.6x | 16.4x | 0.5x |
| Fri, 27 Sep 2024 | CL$15.2t | CL$33.6t | CL$963.7b | 11.2x | 15.8x | 0.5x |
| Sun, 25 Aug 2024 | CL$15.4t | CL$33.6t | CL$978.9b | 10x | 15.8x | 0.5x |
| Tue, 23 Jul 2024 | CL$15.4t | CL$34.3t | CL$821.0b | 11.3x | 18.7x | 0.4x |
| Thu, 20 Jun 2024 | CL$15.5t | CL$34.2t | CL$821.0b | 11.5x | 18.9x | 0.5x |
| Sat, 18 May 2024 | CL$15.8t | CL$33.9t | CL$839.8b | 12x | 18.8x | 0.5x |
| Mon, 15 Apr 2024 | CL$15.1t | CL$33.7t | CL$951.4b | 11.2x | 15.8x | 0.4x |
| Wed, 13 Mar 2024 | CL$14.9t | CL$33.8t | CL$975.8b | 13.2x | 15.3x | 0.4x |
| Fri, 09 Feb 2024 | CL$14.5t | CL$33.8t | CL$1.1t | 12.5x | 13.4x | 0.4x |
| Sun, 07 Jan 2024 | CL$14.9t | CL$34.4t | CL$993.6b | 12.2x | 15x | 0.4x |
| Tue, 05 Dec 2023 | CL$14.9t | CL$34.2t | CL$991.9b | 12.3x | 15x | 0.4x |
| Thu, 02 Nov 2023 | CL$14.0t | CL$34.5t | CL$1.1t | 12.2x | 12.8x | 0.4x |
| Sat, 30 Sep 2023 | CL$15.0t | CL$34.5t | CL$1.1t | 12.1x | 13.7x | 0.4x |
| Mon, 28 Aug 2023 | CL$16.0t | CL$34.1t | CL$1.1t | 10.4x | 14x | 0.5x |
| Wed, 26 Jul 2023 | CL$16.4t | CL$33.8t | CL$1.2t | 9.7x | 13.2x | 0.5x |
| Fri, 23 Jun 2023 | CL$14.9t | CL$33.6t | CL$1.2t | 9.2x | 12.1x | 0.4x |
12.1x
Which industries have driven the changes within the Chilean Consumer Staples sector?
| CL Market | 4.33% | |
| Consumer Staples | 3.73% | |
| Food and Staples Retail | 6.50% | |
| Beverage | 4.16% | |
| Household Products | 0% | 0 |
| Food | -0.52% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CENCOSUD Cencosud | CL$2.27k | 7.8% +CL$454.1b | -27.9% | PE22.2x | |
| CCU Compañía Cervecerías Unidas | CL$5.21k | 2.5% +CL$46.7b | -15.2% | PE17x | |
| CONCHATORO Viña Concha y Toro | CL$860.00 | 1.9% +CL$11.6b | -23.9% | PE10.2x |