At zł209, Is It Time To Put CCC S.A. (WSE:CCC) On Your Watch List?
Jul 28
Have your own idea? Try our Stock Screener
Polish (WIG) Consumer Discretionary Sector Analysis
UpdatedAug 06, 2025
DataAggregated Company Financials
Companies70
- 7D-1.7%
- 3M2.1%
- 1Y14.6%
- YTD11.9%
Over the last 7 days, the Consumer Discretionary industry has remained flat. As for the the longer term, the industry is up 15% over the past 12 months. Looking forward, earnings are forecast to grow by 26% annually.
Sector Valuation and Performance
Has the Polish Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 06 Aug 2025 | zł134.7b | zł135.9b | zł2.9b | 12.2x | 45.8x | 1x |
| Fri, 04 Jul 2025 | zł132.5b | zł135.1b | zł2.9b | 11.8x | 45.1x | 1x |
| Sun, 01 Jun 2025 | zł126.9b | zł134.6b | zł2.9b | 11.9x | 43.3x | 0.9x |
| Tue, 29 Apr 2025 | zł129.0b | zł132.6b | zł3.5b | 12.3x | 36.5x | 1x |
| Thu, 27 Mar 2025 | zł127.7b | zł130.6b | zł3.6b | 10.3x | 35.4x | 1x |
| Sat, 22 Feb 2025 | zł125.6b | zł130.7b | zł3.3b | 10.2x | 38.1x | 1x |
| Mon, 20 Jan 2025 | zł113.9b | zł131.5b | zł3.2b | 9.2x | 35.3x | 0.9x |
| Wed, 18 Dec 2024 | zł116.6b | zł131.5b | zł3.2b | 9.3x | 36.2x | 0.9x |
| Fri, 15 Nov 2024 | zł118.5b | zł128.6b | zł6.2b | 9.9x | 19.1x | 0.9x |
| Sun, 13 Oct 2024 | zł126.5b | zł128.3b | zł6.1b | 10.4x | 20.7x | 1x |
| Tue, 10 Sep 2024 | zł119.0b | zł127.2b | zł5.5b | 11.4x | 21.5x | 0.9x |
| Thu, 08 Aug 2024 | zł117.0b | zł126.9b | zł5.8b | 10.7x | 20.2x | 0.9x |
| Sat, 06 Jul 2024 | zł125.6b | zł126.9b | zł5.8b | 11.6x | 21.6x | 1x |
| Mon, 03 Jun 2024 | zł133.2b | zł125.7b | zł5.5b | 11.5x | 24.3x | 1.1x |
| Wed, 01 May 2024 | zł120.6b | zł124.1b | zł5.6b | 10.8x | 21.6x | 1x |
| Fri, 29 Mar 2024 | zł115.2b | zł123.0b | zł5.1b | 11.9x | 22.4x | 0.9x |
| Sun, 25 Feb 2024 | zł123.4b | zł122.8b | zł5.3b | 12.7x | 23.3x | 1x |
| Tue, 23 Jan 2024 | zł116.7b | zł124.1b | zł5.6b | 13.1x | 20.8x | 0.9x |
| Thu, 21 Dec 2023 | zł127.1b | zł123.9b | zł5.7b | 13.5x | 22.5x | 1x |
| Sat, 18 Nov 2023 | zł112.5b | zł121.7b | zł3.1b | 12.3x | 35.8x | 0.9x |
| Mon, 16 Oct 2023 | zł105.9b | zł122.0b | zł3.4b | 11.5x | 31.6x | 0.9x |
| Wed, 13 Sep 2023 | zł117.7b | zł121.6b | zł2.6b | 11.9x | 44.5x | 1x |
| Fri, 11 Aug 2023 | zł124.1b | zł119.6b | zł2.4b | 12.2x | 50.9x | 1x |
| Sun, 09 Jul 2023 | zł119.9b | zł119.7b | zł2.4b | 12x | 49.6x | 1x |
| Tue, 06 Jun 2023 | zł125.1b | zł116.4b | zł2.6b | 12.4x | 47.4x | 1.1x |
| Thu, 04 May 2023 | zł116.2b | zł230.0b | zł5.9b | 12x | 19.7x | 0.5x |
| Sat, 01 Apr 2023 | zł107.8b | zł116.8b | zł2.6b | 11.7x | 40.7x | 0.9x |
| Mon, 27 Feb 2023 | zł105.2b | zł114.8b | zł2.4b | 12.3x | 44x | 0.9x |
| Wed, 25 Jan 2023 | zł105.8b | zł114.4b | zł2.4b | 11.4x | 44.2x | 0.9x |
| Fri, 23 Dec 2022 | zł100.6b | zł113.9b | zł2.4b | 9.8x | 42x | 0.9x |
| Sun, 20 Nov 2022 | zł95.5b | zł116.1b | zł7.5b | 10.2x | 12.7x | 0.8x |
| Tue, 18 Oct 2022 | zł80.7b | zł108.4b | zł5.4b | 8.7x | 14.8x | 0.7x |
| Thu, 15 Sep 2022 | zł94.7b | zł104.5b | zł5.6b | 8.4x | 16.8x | 0.9x |
| Sat, 13 Aug 2022 | zł103.5b | zł102.2b | zł5.8b | 9.4x | 17.7x | 1x |
Price to Earnings Ratio
17.7x
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 46.2x which is higher than its 3-year average PE of 31.2x.
- The industry is trading close to its 3-year average PS ratio of 0.94x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 20% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.9% 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 Market | -2.40% | |
| Consumer Discretionary | -1.74% | |
| Auto | 9.76% | |
| Luxury | 0.50% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.0016% | |
| Retail Distributors | -0.33% | |
| Auto Components | -0.49% | |
| Consumer Durables | -1.18% | |
| Leisure | -1.93% | |
| General Merchandise and Department Stores | -2.32% | |
| Consumer Services | -3.92% | |
| Specialty Stores | -5.34% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 32.5x.
- Analysts are expecting annual earnings growth of 14.4%, which is higher than its past year's earnings decline of 80.5% per year.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 44% over the next 5 years.
- However this is lower than its past earnings growth rate of 195% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LPP LPP | zł16.21k | 0.3% +zł83.5m | 13.0% | PE16.7x | |
| RBW Rainbow Tours | zł135.60 | 4.3% +zł81.5m | 38.4% | PE6.5x | |
| ARL Arlen | zł40.95 | 9.5% +zł78.6m | n/a | PE18.7x | |
| DOM Dom Development | zł240.00 | 1.3% +zł77.4m | 52.5% | PE10.7x | |
| IPO Intersport Polska | zł0.55 | 53.3% +zł23.4m | -29.2% | PS0.4x |
