Narrative Update • Jun 24

Over the last 7 days, the Food Retail industry has dropped 2.0%, driven by Jerónimo Martins SGPS declining 3.7%. Overall the industry is down 14% in 12 months. Earnings are forecast to grow by 15% annually.
Has the Portuguese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | €14.6b | €48.2b | €841.9m | 18.3x | 17.3x | 0.3x |
| Mon, 01 Jun 2026 | €15.1b | €48.2b | €841.2m | 18.1x | 18x | 0.3x |
| Wed, 29 Apr 2026 | €16.5b | €47.5b | €845.2m | 19.3x | 19.6x | 0.3x |
| Fri, 27 Mar 2026 | €16.8b | €47.4b | €893.0m | 17.5x | 18.8x | 0.4x |
| Sun, 22 Feb 2026 | €17.1b | €46.5b | €920.3m | 17.2x | 18.6x | 0.4x |
| Tue, 20 Jan 2026 | €16.2b | €46.5b | €920.3m | 16.1x | 17.6x | 0.3x |
| Thu, 18 Dec 2025 | €15.7b | €46.5b | €920.3m | 15.4x | 17.1x | 0.3x |
| Sat, 15 Nov 2025 | €16.4b | €46.5b | €920.7m | 15.6x | 17.8x | 0.4x |
| Mon, 13 Oct 2025 | €15.7b | €45.6b | €867.2m | 15.8x | 18.1x | 0.3x |
| Wed, 10 Sep 2025 | €16.1b | €45.6b | €867.2m | 16x | 18.6x | 0.4x |
| Fri, 08 Aug 2025 | €15.8b | €45.6b | €867.7m | 15.7x | 18.2x | 0.3x |
| Sun, 06 Jul 2025 | €17.0b | €44.3b | €870.3m | 16.7x | 19.5x | 0.4x |
| Tue, 03 Jun 2025 | €16.1b | €44.3b | €870.3m | 15.9x | 18.5x | 0.4x |
| Thu, 01 May 2025 | €15.6b | €43.5b | €821.7m | 16.1x | 18.9x | 0.4x |
| Sat, 29 Mar 2025 | €14.5b | €43.4b | €822.0m | 15x | 17.6x | 0.3x |
| Mon, 24 Feb 2025 | €14.4b | €42.4b | €1.0b | 12.3x | 14.2x | 0.3x |
| Wed, 22 Jan 2025 | €13.8b | €42.4b | €1.0b | 11.7x | 13.6x | 0.3x |
| Fri, 20 Dec 2024 | €13.2b | €42.4b | €1.0b | 11.3x | 13x | 0.3x |
| Sun, 17 Nov 2024 | €12.9b | €42.4b | €1.0b | 11.1x | 12.7x | 0.3x |
| Tue, 15 Oct 2024 | €12.8b | €41.4b | €1.0b | 10.8x | 12.5x | 0.3x |
| Thu, 12 Sep 2024 | €12.3b | €41.3b | €1.0b | 10.5x | 11.9x | 0.3x |
| Sat, 10 Aug 2024 | €11.9b | €41.3b | €1.0b | 10x | 11.5x | 0.3x |
| Mon, 08 Jul 2024 | €13.5b | €40.6b | €1.1b | 10.6x | 12.5x | 0.3x |
| Wed, 05 Jun 2024 | €14.6b | €40.6b | €1.1b | 11.4x | 13.4x | 0.4x |
| Fri, 03 May 2024 | €14.0b | €40.4b | €1.1b | 11x | 12.9x | 0.3x |
| Sun, 31 Mar 2024 | €13.2b | €39.0b | €1.1b | 10x | 11.9x | 0.3x |
| Tue, 27 Feb 2024 | €15.5b | €38.0b | €939.5m | 13.4x | 16.5x | 0.4x |
| Thu, 25 Jan 2024 | €14.9b | €38.0b | €939.5m | 13.2x | 15.9x | 0.4x |
| Sat, 23 Dec 2023 | €16.3b | €38.0b | €939.5m | 14.1x | 17.3x | 0.4x |
| Mon, 20 Nov 2023 | €15.4b | €38.0b | €939.5m | 13.6x | 16.4x | 0.4x |
| Wed, 18 Oct 2023 | €14.4b | €36.3b | €921.7m | 13x | 15.6x | 0.4x |
| Fri, 15 Sep 2023 | €15.6b | €36.4b | €921.5m | 14x | 16.9x | 0.4x |
| Sun, 13 Aug 2023 | €16.9b | €36.4b | €921.5m | 14.9x | 18.4x | 0.5x |
| Tue, 11 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 | 2.79% | |
| Consumer Staples | -2.12% | |
| Food and Staples Retail | -2.12% | |
| Food Retail | -2.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SON Sonae SGPS | €2.12 | 2.2% +€87.5m | 65.6% | PE20.2x |