Narrative Update • Aug 20

Over the last 7 days, the Consumer Staples industry has risen 2.2%, driven by gains from Cencosud of 6.7%. In the same time, Inversiones Siemel was down 17%. In the past year, the industry is down 12%. Looking forward, earnings are forecast to grow by 22% annually.
Has the Chilean Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | CL$18.2t | CL$37.3t | CL$1.1t | 8.3x | 16.3x | 0.5x |
| Tue, 21 Jul 2026 | CL$18.0t | CL$37.3t | CL$1.3t | 9.6x | 14.3x | 0.5x |
| Thu, 18 Jun 2026 | CL$18.4t | CL$37.0t | CL$1.2t | 9.2x | 14.8x | 0.5x |
| Sat, 16 May 2026 | CL$18.9t | CL$37.1t | CL$1.3t | 10x | 15x | 0.5x |
| Mon, 13 Apr 2026 | CL$20.0t | CL$37.0t | CL$1.3t | 9.4x | 15.6x | 0.5x |
| Wed, 11 Mar 2026 | CL$19.6t | CL$37.0t | CL$1.3t | 9.5x | 14.8x | 0.5x |
| Fri, 06 Feb 2026 | CL$22.2t | CL$37.3t | CL$1.3t | 9.4x | 17.4x | 0.6x |
| Sun, 04 Jan 2026 | CL$20.7t | CL$37.6t | CL$1.3t | 9.3x | 15.6x | 0.6x |
| Tue, 02 Dec 2025 | CL$20.6t | CL$37.7t | CL$1.3t | 9.2x | 15.4x | 0.5x |
| Thu, 30 Oct 2025 | CL$20.5t | CL$37.3t | CL$1.4t | 9.5x | 14.9x | 0.5x |
| Sat, 27 Sep 2025 | CL$20.0t | CL$37.4t | CL$1.4t | 9.6x | 14.5x | 0.5x |
| Mon, 25 Aug 2025 | CL$20.7t | CL$37.4t | CL$1.4t | 8.3x | 15.1x | 0.6x |
| Wed, 23 Jul 2025 | CL$20.1t | CL$37.1t | CL$1.4t | 8.6x | 14.7x | 0.5x |
| Fri, 20 Jun 2025 | CL$21.0t | CL$37.0t | CL$1.4t | 9.2x | 15.4x | 0.6x |
| Sun, 18 May 2025 | CL$21.4t | CL$36.8t | CL$1.3t | 11.1x | 16.9x | 0.6x |
| Tue, 15 Apr 2025 | CL$20.1t | CL$36.7t | CL$1.1t | 11.3x | 17.6x | 0.5x |
| Thu, 13 Mar 2025 | CL$18.5t | CL$36.2t | CL$1.1t | 13.7x | 17.1x | 0.5x |
| Sat, 08 Feb 2025 | CL$18.4t | CL$34.3t | CL$1.1t | 13.3x | 16.6x | 0.5x |
| Mon, 06 Jan 2025 | CL$16.7t | CL$34.1t | CL$1.1t | 13.1x | 15.6x | 0.5x |
| Wed, 04 Dec 2024 | CL$16.1t | CL$33.8t | CL$1.1t | 11.5x | 15.1x | 0.5x |
| Fri, 01 Nov 2024 | CL$15.8t | CL$34.0t | CL$942.1b | 10.7x | 16.8x | 0.5x |
| Sun, 29 Sep 2024 | CL$15.4t | CL$33.6t | CL$964.1b | 11.4x | 15.9x | 0.5x |
| Tue, 27 Aug 2024 | CL$15.4t | CL$33.6t | CL$978.7b | 10x | 15.8x | 0.5x |
| Thu, 25 Jul 2024 | CL$15.3t | CL$34.3t | CL$821.0b | 11.3x | 18.7x | 0.4x |
| Sat, 22 Jun 2024 | CL$15.5t | CL$34.3t | CL$820.9b | 11.4x | 18.9x | 0.5x |
| Mon, 20 May 2024 | CL$15.8t | CL$33.9t | CL$839.8b | 12x | 18.8x | 0.5x |
| Wed, 17 Apr 2024 | CL$14.9t | CL$33.8t | CL$952.9b | 11.1x | 15.6x | 0.4x |
| Fri, 15 Mar 2024 | CL$15.0t | CL$33.7t | CL$978.8b | 13.5x | 15.3x | 0.4x |
| Sun, 11 Feb 2024 | CL$14.6t | CL$33.8t | CL$1.1t | 12.4x | 13.4x | 0.4x |
| Tue, 09 Jan 2024 | CL$14.9t | CL$34.4t | CL$993.6b | 12.2x | 15x | 0.4x |
| Thu, 07 Dec 2023 | CL$15.1t | CL$34.3t | CL$992.7b | 12.3x | 15.2x | 0.4x |
| Sat, 04 Nov 2023 | CL$14.0t | CL$34.5t | CL$1.1t | 12.2x | 12.5x | 0.4x |
| Mon, 02 Oct 2023 | CL$15.0t | CL$34.5t | CL$1.1t | 12.1x | 13.7x | 0.4x |
| Wed, 30 Aug 2023 | CL$15.8t | CL$34.2t | CL$1.1t | 10.3x | 13.9x | 0.5x |
13.9x
Which industries have driven the changes within the Chilean Consumer Staples sector?
| CL Market | 1.31% | |
| Consumer Staples | 2.29% | |
| Food and Staples Retail | 6.18% | |
| Beverage | 0.77% | |
| Household Products | 0% | 0 |
| Food | -0.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CENCOSUD Cencosud | CL$2.06k | 6.7% +CL$357.7b | -33.5% | PE35.6x | |
| CCU Compañía Cervecerías Unidas | CL$5.69k | 5.4% +CL$107.2b | -3.3% | PE20.3x | |
| SMU SMU | CL$126.95 | 2.4% +CL$16.7b | -20.4% | PE15.9x | |
| CONCHATORO Viña Concha y Toro | CL$865.44 | 1.2% +CL$7.4b | -22.0% | PE9.8x | |
| DUNCANFOX Duncan Fox | CL$1.45k | 3.6% +CL$5.0b | 39.5% | PE6.7x |