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Polish (WIG) Consumer Discretionary Sector Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies67
- 7D-1.9%
- 3M-2.3%
- 1Y12.1%
- YTD10.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.9%, driven by LPP declining 4.5%. In the past year, the industry has gained 12%. Earnings are forecast to grow by 30% 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 |
|---|---|---|---|---|---|---|
| Sun, 16 Nov 2025 | zł132.6b | zł137.5b | zł3.0b | 13.3x | 44.6x | 1x |
| Tue, 14 Oct 2025 | zł133.5b | zł137.8b | zł2.9b | 13.4x | 45.3x | 1x |
| Thu, 11 Sep 2025 | zł136.1b | zł135.6b | zł3.2b | 12.5x | 43.1x | 1x |
| Sat, 09 Aug 2025 | zł138.0b | zł135.5b | zł3.0b | 12.2x | 46.4x | 1x |
| Mon, 07 Jul 2025 | zł131.9b | zł135.1b | zł2.9b | 11.8x | 44.9x | 1x |
| Wed, 04 Jun 2025 | zł125.6b | zł134.6b | zł2.8b | 11.8x | 44.7x | 0.9x |
| Fri, 02 May 2025 | zł126.7b | zł132.8b | zł3.5b | 12.9x | 36.7x | 1x |
| Sun, 30 Mar 2025 | zł128.3b | zł130.2b | zł3.6b | 10.7x | 35.6x | 1x |
| Tue, 25 Feb 2025 | zł123.5b | zł130.4b | zł3.3b | 10.1x | 37.3x | 0.9x |
| Thu, 23 Jan 2025 | zł114.4b | zł131.2b | zł3.2b | 9.5x | 35.2x | 0.9x |
| Sat, 21 Dec 2024 | zł115.3b | zł131.5b | zł3.2b | 9.1x | 35.8x | 0.9x |
| Mon, 18 Nov 2024 | zł116.0b | zł129.4b | zł6.2b | 9.7x | 18.7x | 0.9x |
| Wed, 16 Oct 2024 | zł125.8b | zł128.3b | zł6.1b | 10.4x | 20.6x | 1x |
| Fri, 13 Sep 2024 | zł120.5b | zł127.6b | zł5.6b | 11.5x | 21.6x | 0.9x |
| Sun, 11 Aug 2024 | zł117.9b | zł126.9b | zł5.8b | 11x | 20.3x | 0.9x |
| Tue, 09 Jul 2024 | zł126.5b | zł126.8b | zł5.8b | 11.5x | 21.8x | 1x |
| Thu, 06 Jun 2024 | zł132.9b | zł125.8b | zł5.5b | 11.6x | 24.2x | 1.1x |
| Sat, 04 May 2024 | zł120.6b | zł124.2b | zł5.6b | 10.8x | 21.5x | 1x |
| Mon, 01 Apr 2024 | zł115.2b | zł119.6b | zł5.1b | 11.8x | 22.6x | 1x |
| Wed, 28 Feb 2024 | zł125.5b | zł122.8b | zł5.3b | 12.9x | 23.8x | 1x |
| Fri, 26 Jan 2024 | zł115.5b | zł124.3b | zł5.6b | 12.9x | 20.6x | 0.9x |
| Sun, 24 Dec 2023 | zł125.4b | zł123.9b | zł5.6b | 13.4x | 22.3x | 1x |
| Tue, 21 Nov 2023 | zł113.7b | zł121.7b | zł5.8b | 11.9x | 19.7x | 0.9x |
| Thu, 19 Oct 2023 | zł109.1b | zł121.4b | zł3.3b | 11.5x | 32.7x | 0.9x |
| Sat, 16 Sep 2023 | zł116.8b | zł121.4b | zł2.6b | 11.9x | 44.2x | 1x |
| Mon, 14 Aug 2023 | zł122.6b | zł119.5b | zł2.4b | 11.8x | 50.4x | 1x |
| Wed, 12 Jul 2023 | zł121.3b | zł119.6b | zł2.4b | 12x | 50.2x | 1x |
| Fri, 09 Jun 2023 | zł123.5b | zł118.2b | zł2.6b | 12.2x | 48.4x | 1x |
| Sun, 07 May 2023 | zł116.9b | zł232.1b | zł6.0b | 11.9x | 19.6x | 0.5x |
| Tue, 04 Apr 2023 | zł109.3b | zł116.8b | zł2.6b | 11.8x | 41.3x | 0.9x |
| Thu, 02 Mar 2023 | zł106.4b | zł114.2b | zł2.4b | 12.4x | 44.6x | 0.9x |
| Sat, 28 Jan 2023 | zł106.7b | zł114.3b | zł2.4b | 11.7x | 44.7x | 0.9x |
| Mon, 26 Dec 2022 | zł100.7b | zł113.9b | zł2.4b | 9.9x | 42.1x | 0.9x |
| Wed, 23 Nov 2022 | zł95.1b | zł116.9b | zł7.5b | 10.2x | 12.6x | 0.8x |
Price to Earnings Ratio
12.6x
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 44.6x which is higher than its 3-year average PE of 33.8x.
- The industry is trading close to its 3-year average PS ratio of 0.95x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 27% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.6% 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 | 0.89% | |
| Consumer Discretionary | -1.86% | |
| Consumer Services | 12.46% | |
| Retail Distributors | 0.96% | |
| Consumer Durables | 0.93% | |
| Online Retail and Ecommerce | 0% | 0 |
| Leisure | -0.031% | |
| Auto Components | -1.25% | |
| General Merchandise and Department Stores | -1.70% | |
| Specialty Stores | -1.99% | |
| Hospitality | -2.80% | |
| Luxury | -3.96% | |
| Auto | -6.36% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry, which is trading close to its 3-year average PE ratio of 125x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 51% over the next 5 years.
- However this is lower than its past earnings growth rate of 89% per year.
- In contrast, the Hospitality industry is expected to see its earnings grow by 4.9% 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 | zł265.00 | 2.7% +zł180.6m | 26.2% | PE11.7x | |
| CAR Inter Cars | zł548.00 | 0.9% +zł70.8m | 14.2% | PE10.8x | |
| VRG VRG | zł4.83 | 6.2% +zł65.6m | 46.4% | PE12.3x | |
| ARH Archicom | zł48.70 | 1.5% +zł40.9m | 41.6% | PE31.9x | |
| RBW Rainbow Tours | zł124.80 | 1.5% +zł26.2m | 2.0% | PE6.7x |
