Narrative Update • May 18

In the last week, the Consumer Staples industry is up 2.9%, with Cencosud up 4.7%. Meanwhile, Empresas Iansa actually underperformed within the industry, shrinking 13% in the last week. In the past year, the industry is down 15%. 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 |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | CL$19.2t | CL$37.1t | CL$1.3t | 10.3x | 15.3x | 0.5x |
| Sun, 19 Apr 2026 | CL$20.5t | CL$36.9t | CL$1.3t | 10.2x | 16x | 0.6x |
| Tue, 17 Mar 2026 | CL$19.7t | CL$37.1t | CL$1.3t | 9.3x | 14.9x | 0.5x |
| Thu, 12 Feb 2026 | CL$22.0t | CL$37.3t | CL$1.3t | 9.4x | 17.3x | 0.6x |
| Sat, 10 Jan 2026 | CL$21.8t | CL$37.6t | CL$1.3t | 9.7x | 16.5x | 0.6x |
| Mon, 08 Dec 2025 | CL$20.6t | CL$37.7t | CL$1.3t | 9.1x | 15.5x | 0.5x |
| Wed, 05 Nov 2025 | CL$20.5t | CL$37.4t | CL$1.4t | 9.6x | 14.7x | 0.5x |
| Fri, 03 Oct 2025 | CL$19.6t | CL$37.5t | CL$1.4t | 9.5x | 14.2x | 0.5x |
| Sun, 31 Aug 2025 | CL$20.6t | CL$37.4t | CL$1.4t | 9.2x | 15.1x | 0.6x |
| Tue, 29 Jul 2025 | CL$19.9t | CL$37.1t | CL$1.4t | 8.6x | 14.6x | 0.5x |
| Thu, 26 Jun 2025 | CL$21.0t | CL$37.0t | CL$1.4t | 9x | 15.5x | 0.6x |
| Sat, 24 May 2025 | CL$21.7t | CL$36.8t | CL$1.3t | 11x | 17.2x | 0.6x |
| Mon, 21 Apr 2025 | CL$20.9t | CL$36.7t | CL$1.1t | 11.5x | 18.4x | 0.6x |
| Wed, 19 Mar 2025 | CL$18.7t | CL$36.1t | CL$1.1t | 13.8x | 17.8x | 0.5x |
| Fri, 14 Feb 2025 | CL$18.4t | CL$34.2t | CL$1.1t | 13x | 16.7x | 0.5x |
| Sun, 12 Jan 2025 | CL$16.9t | CL$34.1t | CL$1.1t | 13.2x | 15.8x | 0.5x |
| Tue, 10 Dec 2024 | CL$16.3t | CL$33.9t | CL$1.1t | 11.5x | 15.3x | 0.5x |
| Thu, 07 Nov 2024 | CL$15.5t | CL$33.9t | CL$939.1b | 11x | 16.5x | 0.5x |
| Sat, 05 Oct 2024 | CL$15.1t | CL$33.7t | CL$966.4b | 11.7x | 15.6x | 0.4x |
| Mon, 02 Sep 2024 | CL$15.2t | CL$33.6t | CL$974.8b | 11.4x | 15.6x | 0.5x |
| Wed, 31 Jul 2024 | CL$15.3t | CL$34.4t | CL$821.1b | 11.1x | 18.7x | 0.4x |
| Fri, 28 Jun 2024 | CL$15.2t | CL$34.4t | CL$821.0b | 11.4x | 18.5x | 0.4x |
| Sun, 26 May 2024 | CL$15.9t | CL$34.0t | CL$838.4b | 12x | 18.9x | 0.5x |
| Tue, 23 Apr 2024 | CL$14.9t | CL$33.6t | CL$950.6b | 11.2x | 15.6x | 0.4x |
| Thu, 21 Mar 2024 | CL$15.0t | CL$33.9t | CL$981.8b | 12.2x | 15.3x | 0.4x |
| Sat, 17 Feb 2024 | CL$15.0t | CL$34.7t | CL$1.1t | 12.8x | 13.9x | 0.4x |
| Mon, 15 Jan 2024 | CL$15.0t | CL$34.5t | CL$994.8b | 12x | 15.1x | 0.4x |
| Wed, 13 Dec 2023 | CL$15.0t | CL$34.3t | CL$993.0b | 12.2x | 15.1x | 0.4x |
| Fri, 10 Nov 2023 | CL$14.5t | CL$34.5t | CL$1.1t | 12.8x | 13.2x | 0.4x |
| Sun, 08 Oct 2023 | CL$14.7t | CL$34.6t | CL$1.1t | 12.2x | 13.4x | 0.4x |
| Tue, 05 Sep 2023 | CL$15.9t | CL$34.2t | CL$1.1t | 10.4x | 14.2x | 0.5x |
| Thu, 03 Aug 2023 | CL$16.2t | CL$33.9t | CL$1.2t | 9.6x | 13.4x | 0.5x |
| Sat, 01 Jul 2023 | CL$15.0t | CL$33.6t | CL$1.2t | 9.2x | 12.1x | 0.4x |
| Mon, 29 May 2023 | CL$14.7t | CL$33.4t | CL$1.2t | 9.2x | 11.9x | 0.4x |
11.9x
Which industries have driven the changes within the Chilean Consumer Staples sector?
| CL Market | 2.11% | |
| Consumer Staples | 2.70% | |
| Food and Staples Retail | 5.64% | |
| Beverage | 2.32% | |
| Household Products | 0% | 0 |
| Food | -0.53% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CENCOSUD Cencosud | CL$2.18k | 5.8% +CL$330.5b | -32.8% | PE21.3x | |
| SMU SMU | CL$138.75 | 4.4% +CL$33.7b | -25.8% | PE13.5x | |
| CCU Compañía Cervecerías Unidas | CL$5.25k | 1.4% +CL$26.8b | -19.6% | PE17.1x | |
| CONCHATORO Viña Concha y Toro | CL$871.00 | 3.1% +CL$19.3b | -24.6% | PE10.3x | |
| SIEMEL Inversiones Siemel | CL$379.00 | 8.3% +CL$10.5b | 28.5% | PE7.1x |