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Polish (WIG) Consumer Discretionary Sector Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies69
  • 7D1.9%
  • 3M9.5%
  • 1Y10.6%
  • YTD4.3%

Over the last 7 days, the Consumer Discretionary industry has risen 1.9%, driven by gains from Allegro.eu of 3.3%. Meanwhile, Mennica Polska actually underperformed within the industry, shrinking 5.3% in the last week. This takes the industry's 12 month performance to a gain of 11%. Looking forward, earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Jul 2026zł146.7bzł139.3bzł8.1b13.9x18.2x1.1x
Sat, 30 May 2026zł148.7bzł136.6bzł8.6b13.8x17.3x1.1x
Mon, 27 Apr 2026zł141.1bzł134.1bzł8.2b14.1x17.3x1.1x
Wed, 25 Mar 2026zł123.2bzł132.9bzł7.9b12.9x15.6x0.9x
Fri, 20 Feb 2026zł135.7bzł132.7bzł7.6b14.2x17.9x1x
Sun, 18 Jan 2026zł140.1bzł132.7bzł7.6b14.8x18.5x1.1x
Tue, 16 Dec 2025zł137.2bzł140.1bzł3.0b13.9x46.2x1x
Thu, 13 Nov 2025zł133.6bzł137.5bzł3.0b13.3x45x1x
Sat, 11 Oct 2025zł133.2bzł137.8bzł2.9b13x45.3x1x
Mon, 08 Sep 2025zł134.4bzł135.5bzł3.2b12.9x42.4x1x
Wed, 06 Aug 2025zł134.7bzł135.9bzł2.9b12.2x45.8x1x
Fri, 04 Jul 2025zł132.5bzł135.1bzł2.9b11.8x45.1x1x
Sun, 01 Jun 2025zł126.9bzł134.6bzł2.9b11.9x43.3x0.9x
Tue, 29 Apr 2025zł129.0bzł132.6bzł3.5b12.3x36.5x1x
Thu, 27 Mar 2025zł127.7bzł130.6bzł3.6b10.3x35.4x1x
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
Price to Earnings Ratio

49.6x


Total Market Cap: zł119.9bTotal Earnings: zł2.4bTotal Revenue: zł119.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Consumer Discretionary Sector Price to Earnings3Y Average 30.2x202420252026
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 18.2x which is lower than its 3-year average PE of 30.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 49% per year over the last three years.
  • Revenues for these companies have grown 5.2% 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 Market1.21%
Consumer Discretionary1.91%
Auto4.33%
General Merchandise and Department Stores3.23%
Auto Components2.56%
Luxury2.20%
Retail Distributors1.55%
Consumer Services1.26%
Specialty Stores0.99%
Online Retail and Ecommerce0%0
Consumer Durables-0.44%
Hospitality-2.52%
Leisure-5.27%
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 13.3x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Consumer Durables industry is expected to see its earnings grow by 9.4% 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
ALE Allegro.euzł38.573.3%
+zł1.3b		12.9%PE21.4x
LPP LPPzł18.50k2.2%
+zł743.5m		23.5%PE21x
PCO Pepco Groupzł36.693.1%
+zł600.7m		69.1%PE21x
CAR Inter Carszł807.001.6%
+zł182.2m		36.1%PE13.2x
MDV Modivozł93.641.5%
+zł118.7m		-53.5%PS0.7x

Latest News

PCO
zł36.69
Pepco Group
7D
3.1%
1Y
69.1%
MDV
zł93.64
Modivo
7D
1.5%
1Y
-53.5%
1AT
zł61.00
Atal
7D
-0.7%
1Y
-5.3%
MNC
zł39.50
Mennica Polska
7D
-5.3%
1Y
38.1%
VRG
zł5.44
VRG
7D
5.8%
1Y
44.7%
EAT
zł11.14
AmRest Holdings
7D
-1.8%
1Y
-29.3%
Narrative Update • Jun 26

EAT: Slower Revenue Outlook Will Pressure Future Earnings Multiple And Share Price

Analysts have revised their price target for AmRest Holdings from PLN 11.90 to PLN 10.40. This change reflects updated expectations around slower revenue growth, a higher projected profit margin, and a lower future P/E multiple.
LPP
zł18,500.00
LPP
7D
2.2%
1Y
23.5%
Narrative Update • Jun 26

LPP: Higher Profitability Assumptions Will Support Stronger Future Share Performance

The latest Narrative Update on LPP reflects a higher analyst price target of PLN 30,712.82 compared with PLN 26,747.23 previously, with analysts citing adjusted fair value assumptions, updated revenue growth expectations, and revised profit margin and future P/E inputs as key drivers of the change. What's in the News No recent news items for LPP are available in the provided sources, so there are currently no specific developments to highlight based on this data set.
CAR
zł807.00
Inter Cars
7D
1.6%
1Y
36.1%
Narrative Update • Jun 25

CAR: Future Upside Will Rely On Stable Margins And Discount Rate Assumptions

Inter Cars' analyst price target remains steady at PLN 727.8, as analysts keep their fair value view unchanged while only making marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and expected future P/E. What’s in the News for Inter Cars No recent Inter Cars news items were identified in the provided sources.
RBW
zł141.50
Rainbow Tours
7D
-3.4%
1Y
3.1%
ALE
zł38.57
Allegro.eu
7D
3.3%
1Y
12.9%
Narrative Update • Jun 23

ALE: Governance Revisions And Steady Assumptions Will Shape Future Return Potential

Analysts have trimmed their price target for Allegro.eu slightly to PLN38.65, reflecting updated assumptions for the discount rate, revenue, profit margin, and future P/E that broadly align with previous expectations. What’s in the News for Allegro.eu Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.
DOM
zł242.50
Dom Development
7D
-0.4%
1Y
3.2%
ARH
zł50.60
Archicom
7D
0.8%
1Y
17.7%
Analysis Article • Jun 07

We Think That There Are Issues Underlying Archicom's (WSE:ARH) Earnings

Despite posting some strong earnings, the market for Archicom S.A.'s ( WSE:ARH ) stock hasn't moved much. We did some...
NVT
zł102.50
Novita
7D
-4.7%
1Y
8.4%
DBC
zł95.80
Tire Company Debica
7D
4.1%
1Y
15.0%
DCR
zł73.30
Decora
7D
-2.5%
1Y
-4.3%
FTE
zł17.80
Fabryki Mebli FORTE
7D
-5.8%
1Y
-38.4%