Falabella stock weighs Mallplaza asset deals after Q2 growth

Published on 10/07/2026 at 03:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Falabella stock was last at CLP 6,563 on October 6, 2026, after a 0.60 percent daily gain. The CLP 16.5 trillion market value contrasts with a CLP 6,784.17 consensus target.

Falabella, CLP3880F1085, Illustration mit AI erstellt.

Falabella stock was last at CLP 6,563 on the Santiago exchange on October 6, 2026, up 0.60 percent from the prior close of CLP 6,524. The company is balancing a new real estate reorganization with strong second-quarter operating growth.

Mallplaza agreements reshape assets

According to Falabella on September 30, 2026, Falabella and subsidiary Mallplaza signed two non-binding memoranda of understanding to reorganize selected real estate assets. The stated aim is to simplify the structure and support the development and profitability of those assets.

The move puts Mallplaza at the center of the valuation debate because real estate operations can influence both recurring earnings and balance-sheet flexibility. The agreements are preliminary, so their financial effect depends on final terms and execution.

Q2 growth reaches multiple businesses

Quartr reported that Falabella's Q2 2026 consolidated revenue rose 9.7 percent year over year to USD 3.781 billion. EBITDA increased 7.0 percent to USD 549 million, equal to a 14.5 percent margin.

The quality of that growth matters more than the top-line figure alone. Adjusted net income excluding fair value effects reached USD 242 million, up 13.5 percent year over year, while online gross merchandise volume rose 19.4 percent to USD 996 million, according to Quartr.

That combination gives investors two separate signals: revenue is expanding across the ecosystem, while digital activity is growing faster than the group total. At the same time, the 14.5 percent EBITDA margin shows why execution and spending discipline remain important.

Consensus leaves limited upside

The analyst picture is balanced. Investing.com lists a Neutral consensus from 12 analysts, including 5 Buy, 6 Hold and 1 Sell ratings. The average 12-month target is CLP 6,784.17, with a high of CLP 7,550 and a low of CLP 5,870.

Against the October 6 price of CLP 6,563, the average target lies 3.37 percent above the price. The range shows that the valuation debate is wider than the average suggests, with the low target below the current quote and the high target above it.

Falabella stock holds below yearly high

Falabella stock was last at CLP 6,563 on October 6, 2026, at 4:01 p.m. CLST, with a 52-week range of CLP 5,237.70 to CLP 6,948.50. Its market capitalization was CLP 16.5 trillion, while volume reached 1,482,988 shares.