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Polish (WIG) Consumer Discretionary Sector Analysis
UpdatedAug 18, 2026
DataAggregated Company Financials
Companies67
- 7D-2.1%
- 3M17.7%
- 1Y21.4%
- YTD17.4%
The Consumer Discretionary industry has been flat over the last week, but Pepco Group has lost 4.4%. The past year has been better, since the industry has gained 24% in that time. As for the next few years, earnings are expected to grow by 18% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | zł168.1b | zł141.3b | zł8.3b | 14.4x | 20.2x | 1.2x |
| Thu, 16 Jul 2026 | zł162.5b | zł141.4b | zł8.4b | 13.8x | 19.4x | 1.1x |
| Sat, 13 Jun 2026 | zł144.9b | zł137.9b | zł8.0b | 15x | 18.1x | 1.1x |
| Mon, 11 May 2026 | zł137.0b | zł134.8b | zł8.2b | 14.1x | 16.8x | 1x |
| Wed, 08 Apr 2026 | zł131.0b | zł133.9b | zł8.2b | 12.9x | 16x | 1x |
| Fri, 06 Mar 2026 | zł128.3b | zł132.9b | zł7.6b | 13.7x | 17x | 1x |
| Sun, 01 Feb 2026 | zł135.4b | zł132.6b | zł7.6b | 13.8x | 17.9x | 1x |
| Tue, 30 Dec 2025 | zł137.6b | zł140.3b | zł3.0b | 13.8x | 46.4x | 1x |
| Thu, 27 Nov 2025 | zł130.2b | zł138.9b | zł3.6b | 14x | 36.4x | 0.9x |
| Sat, 25 Oct 2025 | zł134.6b | zł137.6b | zł3.0b | 12.7x | 45.4x | 1x |
| Mon, 22 Sep 2025 | zł134.3b | zł136.8b | zł3.2b | 12.7x | 41.5x | 1x |
| Wed, 20 Aug 2025 | zł140.0b | zł135.6b | zł3.0b | 12.3x | 46.1x | 1x |
| Fri, 18 Jul 2025 | zł133.7b | zł135.2b | zł2.9b | 12.1x | 45.9x | 1x |
| Sun, 15 Jun 2025 | zł126.1b | zł135.3b | zł2.9b | 11.9x | 43.3x | 0.9x |
| Tue, 13 May 2025 | zł132.7b | zł133.3b | zł3.9b | 13.2x | 33.6x | 1x |
| Thu, 10 Apr 2025 | zł118.4b | zł131.6b | zł3.5b | 10.6x | 33.8x | 0.9x |
| Sat, 08 Mar 2025 | zł122.8b | zł131.0b | zł3.3b | 10.3x | 37x | 0.9x |
| Mon, 03 Feb 2025 | zł120.5b | zł131.1b | zł3.3b | 9.2x | 37x | 0.9x |
| Wed, 01 Jan 2025 | zł114.6b | zł131.7b | zł3.2b | 9.1x | 35.7x | 0.9x |
| Fri, 29 Nov 2024 | zł116.8b | zł130.4b | zł6.5b | 8.7x | 18.1x | 0.9x |
| Sun, 27 Oct 2024 | zł122.8b | zł128.6b | zł6.2b | 10.3x | 19.9x | 1x |
| Tue, 24 Sep 2024 | zł119.6b | zł127.6b | zł5.8b | 10.8x | 20.7x | 0.9x |
| Thu, 22 Aug 2024 | zł123.3b | zł126.8b | zł5.8b | 12.4x | 21.4x | 1x |
| Sat, 20 Jul 2024 | zł122.8b | zł127.0b | zł5.8b | 11.4x | 21.1x | 1x |
| Mon, 17 Jun 2024 | zł128.8b | zł128.0b | zł5.9b | 11.8x | 21.7x | 1x |
| Wed, 15 May 2024 | zł131.9b | zł123.9b | zł5.6b | 10.9x | 23.6x | 1.1x |
| Fri, 12 Apr 2024 | zł114.4b | zł120.0b | zł5.4b | 11.2x | 21.3x | 1x |
| Sun, 10 Mar 2024 | zł117.7b | zł121.7b | zł5.4b | 12.6x | 21.8x | 1x |
| Tue, 06 Feb 2024 | zł113.8b | zł123.3b | zł5.4b | 12.4x | 20.9x | 0.9x |
| Thu, 04 Jan 2024 | zł119.2b | zł124.1b | zł5.6b | 13.2x | 21.2x | 1x |
| Sat, 02 Dec 2023 | zł117.4b | zł122.5b | zł6.0b | 12.5x | 19.6x | 1x |
| Mon, 30 Oct 2023 | zł106.1b | zł121.5b | zł3.3b | 12.1x | 31.8x | 0.9x |
| Wed, 27 Sep 2023 | zł113.2b | zł121.4b | zł2.5b | 11.3x | 44.4x | 0.9x |
| Fri, 25 Aug 2023 | zł119.0b | zł119.9b | zł2.4b | 11.6x | 48.9x | 1x |
Price to Earnings Ratio
48.9x
Current Industry PE
- Investors are pessimistic on the Polish Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 20.5x which is lower than its 3-year average PE of 28.9x.
- The 3-year average PS ratio of 0.98x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 51% per year over the last three years.
- Revenues for these companies have grown 5.7% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Polish Consumer Discretionary sector?
| PL Market | -0.55% | |
| Consumer Discretionary | -2.13% | |
| Auto | 2.22% | |
| Auto Components | 1.56% | |
| Consumer Durables | 1.42% | |
| Hospitality | 0.09% | |
| Online Retail and Ecommerce | 0% | 0 |
| Specialty Stores | -0.43% | |
| Leisure | -0.70% | |
| Retail Distributors | -1.12% | |
| Consumer Services | -1.97% | |
| General Merchandise and Department Stores | -2.99% | |
| Luxury | -3.67% | |
Industry PE
- Investors are most optimistic about the Auto industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Leisure industry, which is trading below its 3-year average of 11.7x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 42% over the next 5 years.
- This is better than its past earnings growth rate of 32% per year.
- In contrast, the Consumer Durables 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 | |
|---|---|---|---|---|---|
| ARH Archicom | zł54.00 | 4.2% +zł128.7m | 12.5% | PE16x | |
| DOM Dom Development | zł257.00 | 1.6% +zł103.2m | 6.0% | PE9.7x | |
| EAT AmRest Holdings | zł11.16 | 2.8% +zł64.2m | -27.3% | PE63.6x | |
| ROB Robyg | zł32.20 | 1.1% +zł38.0m | n/a | PE10.3x | |
| ANR Answear.com | zł21.80 | 6.9% +zł26.7m | -18.5% | PS0.2x |
