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Polish (WIG) Consumer Discretionary Sector Analysis
UpdatedJun 10, 2025
DataAggregated Company Financials
Companies67
- 7D-1.3%
- 3M2.5%
- 1Y-6.1%
- YTD6.1%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.8%, driven by Allegro.eu declining 4.1%. However, the industry is down 6.6% over the past year. Earnings are forecast to grow by 28% 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 |
|---|---|---|---|---|---|---|
| Tue, 10 Jun 2025 | zł125.1b | zł134.6b | zł2.8b | 11.8x | 44.3x | 0.9x |
| Thu, 08 May 2025 | zł129.2b | zł133.4b | zł4.0b | 12.6x | 32.7x | 1x |
| Sat, 05 Apr 2025 | zł118.9b | zł131.9b | zł3.5b | 10.5x | 34x | 0.9x |
| Mon, 03 Mar 2025 | zł123.0b | zł131.2b | zł3.3b | 10.4x | 37.3x | 0.9x |
| Wed, 29 Jan 2025 | zł115.2b | zł131.0b | zł3.3b | 9.5x | 35.3x | 0.9x |
| Fri, 27 Dec 2024 | zł115.8b | zł131.5b | zł3.2b | 9x | 35.9x | 0.9x |
| Sun, 24 Nov 2024 | zł118.4b | zł130.1b | zł6.3b | 10.2x | 18.8x | 0.9x |
| Tue, 22 Oct 2024 | zł125.3b | zł128.3b | zł6.2b | 10.1x | 20.3x | 1x |
| Thu, 19 Sep 2024 | zł124.2b | zł127.4b | zł5.5b | 11.2x | 22.5x | 1x |
| Sat, 17 Aug 2024 | zł124.4b | zł126.7b | zł5.8b | 11.6x | 21.6x | 1x |
| Mon, 15 Jul 2024 | zł128.7b | zł126.7b | zł5.8b | 11.7x | 22.1x | 1x |
| Wed, 12 Jun 2024 | zł131.7b | zł126.2b | zł5.5b | 11.7x | 24x | 1x |
| Fri, 10 May 2024 | zł127.9b | zł124.0b | zł5.6b | 11.1x | 22.9x | 1x |
| Sun, 07 Apr 2024 | zł111.7b | zł119.3b | zł5.1b | 11.5x | 22x | 0.9x |
| Tue, 05 Mar 2024 | zł117.5b | zł122.8b | zł5.2b | 12.8x | 22.6x | 1x |
| Thu, 01 Feb 2024 | zł118.0b | zł123.8b | zł5.6b | 13x | 21.1x | 1x |
| Sat, 30 Dec 2023 | zł125.1b | zł124.0b | zł5.6b | 13.4x | 22.3x | 1x |
| Mon, 27 Nov 2023 | zł114.8b | zł122.7b | zł5.9b | 12x | 19.4x | 0.9x |
| Wed, 25 Oct 2023 | zł103.5b | zł121.5b | zł3.3b | 11.8x | 31x | 0.9x |
| Fri, 22 Sep 2023 | zł113.1b | zł121.2b | zł2.6b | 12x | 42.8x | 0.9x |
| Sun, 20 Aug 2023 | zł119.8b | zł119.7b | zł2.4b | 10.9x | 49.5x | 1x |
| Tue, 18 Jul 2023 | zł124.3b | zł119.6b | zł2.4b | 11.9x | 51.4x | 1x |
| Thu, 15 Jun 2023 | zł120.9b | zł118.0b | zł2.5b | 12.2x | 47.4x | 1x |
| Sat, 13 May 2023 | zł122.5b | zł115.1b | zł2.6b | 12.2x | 47.2x | 1.1x |
| Mon, 10 Apr 2023 | zł107.6b | zł116.8b | zł2.6b | 11.8x | 41x | 0.9x |
| Wed, 08 Mar 2023 | zł107.3b | zł114.9b | zł2.4b | 12.3x | 44.9x | 0.9x |
| Fri, 03 Feb 2023 | zł109.5b | zł114.2b | zł2.4b | 11.6x | 45.9x | 1x |
| Sun, 01 Jan 2023 | zł100.7b | zł114.2b | zł2.4b | 10.1x | 42.2x | 0.9x |
| Tue, 29 Nov 2022 | zł95.5b | zł116.6b | zł7.5b | 10.2x | 12.7x | 0.8x |
| Thu, 27 Oct 2022 | zł84.6b | zł107.9b | zł5.4b | 8.5x | 15.6x | 0.8x |
| Sat, 24 Sep 2022 | zł91.3b | zł104.9b | zł5.5b | 9.4x | 16.5x | 0.9x |
| Mon, 22 Aug 2022 | zł102.6b | zł102.8b | zł5.9b | 9x | 17.5x | 1x |
| Wed, 20 Jul 2022 | zł95.8b | zł101.3b | zł5.7b | 9.9x | 16.8x | 0.9x |
| Fri, 17 Jun 2022 | zł89.1b | zł100.9b | zł5.6b | 9.5x | 15.8x | 0.9x |
Price to Earnings Ratio
15.8x
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 44.5x which is higher than its 3-year average PE of 29.7x.
- 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 21% per year over the last three years.
- Meanwhile revenues for these companies have grown 10% 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 | -0.76% | |
| Consumer Discretionary | -1.30% | |
| Auto | 39.43% | |
| Consumer Durables | 4.00% | |
| Auto Components | 1.36% | |
| Leisure | 0.73% | |
| Luxury | 0.16% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -0.26% | |
| Hospitality | -1.55% | |
| General Merchandise and Department Stores | -3.18% | |
| Specialty Stores | -3.62% | |
| Consumer Services | -8.36% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 32.8x.
- Analysts are expecting annual earnings growth of 50.4%, which is higher than its past year's earnings decline of 11.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 50% over the next 5 years.
- This is better than its past earnings decline of 12% 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 | |
|---|---|---|---|---|---|
| DOM Dom Development | zł242.00 | 4.1% +zł245.1m | 35.7% | PE10.8x | |
| 1AT Atal | zł65.50 | 5.1% +zł138.3m | 9.2% | PE13.1x | |
| ARH Archicom | zł45.70 | 3.9% +zł99.4m | 35.2% | PE103.6x | |
| DAD Dadelo | zł39.60 | 18.6% +zł72.4m | 90.4% | PE35.7x | |
| PCO Pepco Group | zł17.35 | 0.5% +zł49.0m | -27.2% | PS0.4x |
