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Polish (WIG) Consumer Discretionary Sector Analysis

UpdatedFeb 22, 2025
DataAggregated Company Financials
Companies64
  • 7D-0.5%
  • 3M6.1%
  • 1Y1.8%
  • YTD6.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.7%, driven by a pullback from Allegro.eu of 5.5%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 29% per annum.

Sector Valuation and Performance

Has the Polish Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 22 Feb 2025zł125.6bzł130.7bzł3.3b10.2x38.1x1x
Mon, 20 Jan 2025zł113.9bzł131.5bzł3.2b9.2x35.3x0.9x
Wed, 18 Dec 2024zł116.6bzł131.5bzł3.2b9.3x36.2x0.9x
Fri, 15 Nov 2024zł118.5bzł128.6bzł6.2b9.9x19.1x0.9x
Sun, 13 Oct 2024zł126.5bzł128.3bzł6.1b10.4x20.7x1x
Tue, 10 Sep 2024zł119.0bzł127.2bzł5.5b11.4x21.5x0.9x
Thu, 08 Aug 2024zł117.0bzł126.9bzł5.8b10.7x20.2x0.9x
Sat, 06 Jul 2024zł125.6bzł126.9bzł5.8b11.6x21.6x1x
Mon, 03 Jun 2024zł133.2bzł125.7bzł5.5b11.5x24.3x1.1x
Wed, 01 May 2024zł120.6bzł124.1bzł5.6b10.8x21.6x1x
Fri, 29 Mar 2024zł115.2bzł123.0bzł5.1b11.9x22.4x0.9x
Sun, 25 Feb 2024zł123.4bzł122.8bzł5.3b12.7x23.3x1x
Tue, 23 Jan 2024zł116.7bzł124.1bzł5.6b13.1x20.8x0.9x
Thu, 21 Dec 2023zł127.1bzł123.9bzł5.7b13.5x22.5x1x
Sat, 18 Nov 2023zł112.5bzł121.7bzł3.1b12.3x35.8x0.9x
Mon, 16 Oct 2023zł105.9bzł122.0bzł3.4b11.5x31.6x0.9x
Wed, 13 Sep 2023zł117.7bzł121.6bzł2.6b11.9x44.5x1x
Fri, 11 Aug 2023zł124.1bzł119.6bzł2.4b12.2x50.9x1x
Sun, 09 Jul 2023zł119.9bzł119.7bzł2.4b12x49.6x1x
Tue, 06 Jun 2023zł125.1bzł116.4bzł2.6b12.4x47.4x1.1x
Thu, 04 May 2023zł116.2bzł230.0bzł5.9b12x19.7x0.5x
Sat, 01 Apr 2023zł107.8bzł116.8bzł2.6b11.7x40.7x0.9x
Mon, 27 Feb 2023zł105.2bzł114.8bzł2.4b12.3x44x0.9x
Wed, 25 Jan 2023zł105.8bzł114.4bzł2.4b11.4x44.2x0.9x
Fri, 23 Dec 2022zł100.6bzł113.9bzł2.4b9.8x42x0.9x
Sun, 20 Nov 2022zł95.5bzł116.1bzł7.5b10.2x12.7x0.8x
Tue, 18 Oct 2022zł80.7bzł108.4bzł5.4b8.7x14.8x0.7x
Thu, 15 Sep 2022zł94.7bzł104.5bzł5.6b8.4x16.8x0.9x
Sat, 13 Aug 2022zł103.5bzł102.2bzł5.8b9.4x17.7x1x
Mon, 11 Jul 2022zł101.6bzł101.3bzł5.7b9.8x17.8x1x
Wed, 08 Jun 2022zł97.9bzł96.3bzł5.2b10.3x18.7x1x
Fri, 06 May 2022zł94.4bzł95.7bzł5.4b10.1x17.6x1x
Sun, 03 Apr 2022zł118.4bzł89.7bzł4.3b11.7x27.4x1.3x
Tue, 01 Mar 2022zł106.6bzł89.6bzł4.3b11.2x25x1.2x
Price to Earnings Ratio

25x


Total Market Cap: zł106.6bTotal Earnings: zł4.3bTotal Revenue: zł89.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Consumer Discretionary Sector Price to Earnings3Y Average 28.2x202320242025
Current Industry PE
  • Investors are optimistic on the Polish Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.6x which is higher than its 3-year average PE of 28.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 8.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 13% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Polish Consumer Discretionary sector?

PL Market1.46%
Consumer Discretionary-0.45%
Auto11.87%
Retail Distributors3.06%
Luxury2.60%
Leisure1.29%
Auto Components1.11%
Consumer Durables0.71%
Online Retail and Ecommerce0%0
Hospitality-1.64%
Specialty Stores-1.76%
General Merchandise and Department Stores-3.33%
Consumer Services-7.51%
Industry PE
  • Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 36.9x.
    • Analysts are expecting annual earnings growth of 33.7%, which is higher than its past year's earnings growth of 25.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LPP LPPzł18.28k2.6%
+zł872.3m		0.4%PE19x
CAR Inter Carszł593.003.1%
+zł255.0m		2.4%PE12.5x
DOM Dom Developmentzł209.004.5%
+zł232.2m		31.4%PE10.9x
OPN Oponeo.plzł95.408.4%
+zł83.1m		90.0%PE11.6x
APR Auto Partnerzł21.001.2%
+zł32.7m		-26.3%PE13.8x
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CAR

zł593.00

Inter Cars

7D

3.1%

1Y

2.4%

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CCC

zł193.30

CCC

7D

-3.4%

1Y

166.1%

EAT

zł17.62

AmRest Holdings

7D

-2.7%

1Y

-38.2%

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PRT

zł1.72

Protektor

7D

64.6%

1Y

-23.6%

DOM

zł209.00

Dom Development

7D

4.5%

1Y

31.4%

Dom Development (WSE:DOM) Might Become A Compounding Machine

Feb 18
Dom Development (WSE:DOM) Might Become A Compounding Machine

1AT

zł50.50

Atal

7D

-1.0%

1Y

-12.0%

ALE

zł29.65

Allegro.eu

7D

-4.1%

1Y

-9.8%

Revenues Tell The Story For Allegro.eu S.A. (WSE:ALE)

Feb 04
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LPP

zł18,280.00

LPP

7D

2.6%

1Y

0.4%

PCO

zł17.10

Pepco Group

7D

-0.6%

1Y

-22.6%

These 4 Measures Indicate That Pepco Group (WSE:PCO) Is Using Debt Reasonably Well

Jan 30
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MNC

zł22.30

Mennica Polska

7D

1.4%

1Y

33.5%

OPN

zł95.40

Oponeo.pl

7D

8.4%

1Y

90.0%

Oponeo.pl (WSE:OPN) Knows How To Allocate Capital Effectively

Dec 20
Oponeo.pl (WSE:OPN) Knows How To Allocate Capital Effectively

APR

zł21.00

Auto Partner

7D

1.2%

1Y

-26.3%

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Dec 17
There's Reason For Concern Over Auto Partner SA's (WSE:APR) Price

ARH

zł35.30

Archicom

7D

-2.5%

1Y

26.1%

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Dec 14
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TOA

zł7.31

TOYA

7D

-4.9%

1Y

-10.2%

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Nov 15
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DAD

zł25.40

Dadelo

7D

5.4%

1Y

54.9%

The Return Trends At Dadelo (WSE:DAD) Look Promising

Aug 28
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HPE

zł0.64

hiPower Energy

7D

-8.3%

1Y

-62.2%