Narrative Update • Jul 06

In the last week, the Food Retail industry is up 2.0%, with Sonae SGPS up 3.0%. In the past year, the industry is down 12%. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Portuguese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | €14.2b | €48.2b | €841.9m | 17.9x | 16.9x | 0.3x |
| Sun, 07 Jun 2026 | €14.8b | €48.2b | €841.9m | 17.7x | 17.6x | 0.3x |
| Tue, 05 May 2026 | €16.2b | €47.5b | €845.2m | 19.1x | 19.2x | 0.3x |
| Thu, 02 Apr 2026 | €17.0b | €47.4b | €893.0m | 17.9x | 19x | 0.4x |
| Sat, 28 Feb 2026 | €17.9b | €46.5b | €920.3m | 17.9x | 19.4x | 0.4x |
| Mon, 26 Jan 2026 | €16.1b | €46.5b | €920.3m | 16x | 17.5x | 0.3x |
| Wed, 24 Dec 2025 | €15.7b | €46.5b | €920.3m | 15.4x | 17.1x | 0.3x |
| Fri, 21 Nov 2025 | €16.5b | €46.5b | €920.7m | 15.7x | 17.9x | 0.4x |
| Sun, 19 Oct 2025 | €15.5b | €45.6b | €867.2m | 15.7x | 17.9x | 0.3x |
| Tue, 16 Sep 2025 | €16.1b | €45.6b | €867.2m | 16.1x | 18.6x | 0.4x |
| Thu, 14 Aug 2025 | €15.6b | €45.6b | €867.7m | 15.7x | 18x | 0.3x |
| Sat, 12 Jul 2025 | €16.7b | €44.3b | €870.3m | 16.4x | 19.2x | 0.4x |
| Mon, 09 Jun 2025 | €15.8b | €44.3b | €870.3m | 15.6x | 18.2x | 0.4x |
| Wed, 07 May 2025 | €15.6b | €43.5b | €821.7m | 16.1x | 19x | 0.4x |
| Fri, 04 Apr 2025 | €15.1b | €43.4b | €822.0m | 15.5x | 18.3x | 0.3x |
| Sun, 02 Mar 2025 | €15.0b | €42.4b | €1.0b | 12.8x | 14.8x | 0.4x |
| Tue, 28 Jan 2025 | €13.5b | €42.4b | €1.0b | 11.7x | 13.3x | 0.3x |
| Thu, 26 Dec 2024 | €13.2b | €42.4b | €1.0b | 11.3x | 13.1x | 0.3x |
| Sat, 23 Nov 2024 | €13.0b | €42.4b | €1.0b | 11.1x | 12.7x | 0.3x |
| Mon, 21 Oct 2024 | €12.4b | €41.4b | €1.0b | 10.6x | 12.1x | 0.3x |
| Wed, 18 Sep 2024 | €12.5b | €41.3b | €1.0b | 10.6x | 12.1x | 0.3x |
| Fri, 16 Aug 2024 | €12.2b | €41.3b | €1.0b | 10.3x | 11.8x | 0.3x |
| Sun, 14 Jul 2024 | €14.1b | €40.6b | €1.1b | 11.1x | 13.1x | 0.3x |
| Tue, 11 Jun 2024 | €14.3b | €40.6b | €1.1b | 11.2x | 13.2x | 0.4x |
| Thu, 09 May 2024 | €14.2b | €40.4b | €1.1b | 11.2x | 13.2x | 0.4x |
| Sat, 06 Apr 2024 | €12.9b | €39.0b | €1.1b | 9.8x | 11.6x | 0.3x |
| Mon, 04 Mar 2024 | €15.3b | €38.0b | €939.5m | 13.3x | 16.3x | 0.4x |
| Wed, 31 Jan 2024 | €14.9b | €38.0b | €939.5m | 13.1x | 15.8x | 0.4x |
| Fri, 29 Dec 2023 | €16.3b | €38.0b | €939.5m | 14.1x | 17.4x | 0.4x |
| Sun, 26 Nov 2023 | €15.7b | €38.0b | €939.5m | 13.8x | 16.7x | 0.4x |
| Tue, 24 Oct 2023 | €14.6b | €36.3b | €921.7m | 13.1x | 15.9x | 0.4x |
| Thu, 21 Sep 2023 | €15.4b | €36.3b | €921.7m | 13.7x | 16.7x | 0.4x |
| Sat, 19 Aug 2023 | €16.5b | €36.4b | €921.5m | 14.6x | 17.9x | 0.5x |
| Mon, 17 Jul 2023 | €18.0b | €34.8b | €909.1m | 16x | 19.8x | 0.5x |
19.8x
How does Portuguese Food Retail compare with similar industries?
| PT Market | -0.20% | |
| Consumer Staples | -1.50% | |
| Food and Staples Retail | -1.50% | |
| Food Retail | -1.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SON Sonae SGPS | €2.13 | 2.4% +€97.2m | 69.0% | PE20.3x |