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Polish (WIG) Consumer Discretionary Sector Analysis

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies66
  • 7D6.3%
  • 3M-4.5%
  • 1Y-0.6%
  • YTD-6.3%

In the last week, the Consumer Discretionary industry is up 2.9%, with LPP up 15%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Apr 2026zł131.0bzł134.0bzł8.2b12.6x15.9x1x
Fri, 27 Feb 2026zł135.4bzł132.7bzł7.6b13.7x17.8x1x
Sun, 25 Jan 2026zł136.7bzł132.6bzł7.6b14.4x18x1x
Tue, 23 Dec 2025zł137.3bzł140.2bzł3.0b13.7x46.1x1x
Thu, 20 Nov 2025zł128.3bzł138.1bzł2.9b14x43.7x0.9x
Sat, 18 Oct 2025zł132.8bzł137.6bzł3.0b13.3x44.7x1x
Mon, 15 Sep 2025zł136.7bzł136.0bzł3.2b12.2x43.3x1x
Wed, 13 Aug 2025zł135.7bzł135.6bzł3.0b12.2x45.6x1x
Fri, 11 Jul 2025zł131.8bzł135.2bzł2.9b11.9x45x1x
Sun, 08 Jun 2025zł124.7bzł134.7bzł2.8b11.9x44.5x0.9x
Tue, 06 May 2025zł128.6bzł132.9bzł3.9b12.7x32.9x1x
Thu, 03 Apr 2025zł129.0bzł130.1bzł3.6b10.7x35.7x1x
Sat, 01 Mar 2025zł123.3bzł131.0bzł3.3b10.4x37x0.9x
Mon, 27 Jan 2025zł115.4bzł131.1bzł3.3b9.6x35.4x0.9x
Wed, 25 Dec 2024zł115.8bzł131.4bzł3.2b9x35.9x0.9x
Fri, 22 Nov 2024zł117.4bzł130.0bzł6.3b10.2x18.8x0.9x
Sun, 20 Oct 2024zł125.6bzł128.2bzł6.2b10.1x20.4x1x
Tue, 17 Sep 2024zł122.2bzł127.5bzł5.6b10.8x21.9x1x
Thu, 15 Aug 2024zł121.2bzł126.9bzł5.8b11.7x21.1x1x
Sat, 13 Jul 2024zł128.7bzł126.7bzł5.8b11.7x22.2x1x
Mon, 10 Jun 2024zł132.8bzł126.0bzł5.5b11.5x24.2x1.1x
Wed, 08 May 2024zł124.6bzł124.2bzł5.6b11x22.3x1x
Fri, 05 Apr 2024zł113.7bzł119.6bzł5.1b11.8x22.4x1x
Sun, 03 Mar 2024zł119.0bzł122.7bzł5.2b13.3x22.9x1x
Tue, 30 Jan 2024zł115.2bzł124.2bzł5.6b12.9x20.6x0.9x
Thu, 28 Dec 2023zł126.2bzł123.8bzł5.6b12.8x22.5x1x
Sat, 25 Nov 2023zł114.8bzł122.9bzł5.9b11.6x19.4x0.9x
Mon, 23 Oct 2023zł104.8bzł121.5bzł3.3b11.5x31.4x0.9x
Wed, 20 Sep 2023zł113.4bzł121.9bzł2.9b11.7x39.4x0.9x
Fri, 18 Aug 2023zł119.7bzł119.7bzł2.4b11.2x49.2x1x
Sun, 16 Jul 2023zł124.2bzł119.7bzł2.4b12.1x51.4x1x
Tue, 13 Jun 2023zł124.2bzł118.0bzł2.5b12.4x48.7x1.1x
Thu, 11 May 2023zł119.2bzł115.1bzł2.6b12.2x45.9x1x
Sat, 08 Apr 2023zł107.6bzł116.8bzł2.6b11.8x41x0.9x
Price to Earnings Ratio

41x


Total Market Cap: zł107.6bTotal Earnings: zł2.6bTotal Revenue: zł116.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Consumer Discretionary Sector Price to Earnings3Y Average 32.3x202420252026
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 15.6x which is lower than its 3-year average PE of 32.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 46% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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 Market2.80%
Consumer Discretionary6.30%
Leisure18.75%
Luxury14.29%
Auto7.57%
General Merchandise and Department Stores3.05%
Retail Distributors2.10%
Specialty Stores1.99%
Consumer Durables1.84%
Hospitality0.18%
Online Retail and Ecommerce0%0
Auto Components-1.15%
Consumer Services-1.52%
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 15.8x.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 7.3% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 15% 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
LPP LPPzł22.30k15.2%
+zł5.5b		24.0%PE27.6x
ALE Allegro.euzł26.362.5%
+zł643.4m		-17.9%PE15.8x
PCO Pepco Groupzł26.694.1%
+zł602.2m		79.1%PE20.6x
MNC Mennica Polskazł45.8019.0%
+zł372.3m		83.2%PE4.7x
MDV Modivozł94.002.7%
+zł208.9m		-59.8%PE10.3x

Latest News

MNC
zł45.80
Mennica Polska
7D
19.0%
1Y
83.2%
TOA
zł8.50
TOYA
7D
-2.4%
1Y
22.3%
ARH
zł45.70
Archicom
7D
5.5%
1Y
6.3%
LPP
zł22,300.00
LPP
7D
15.2%
1Y
24.0%
PCO
zł26.69
Pepco Group
7D
4.1%
1Y
79.1%
MDV
zł94.00
Modivo
7D
2.7%
1Y
-59.8%

MDV: Data Moat And Sticky Clients Will Support Future Margin Quality

Analysts have revised their price target on Modivo to PLN 143.64 from PLN 181.31. This reflects updated assumptions around fair value, discount rate, growth, profitability and future P/E.
DOM
zł225.00
Dom Development
7D
-1.5%
1Y
4.7%

Impressive Earnings May Not Tell The Whole Story For Dom Development (WSE:DOM)

Mar 25
Impressive Earnings May Not Tell The Whole Story For Dom Development (WSE:DOM)
SNK
zł20.70
Sanok Rubber Company Spólka Akcyjna
7D
-1.4%
1Y
-1.4%
1AT
zł56.20
Atal
7D
8.5%
1Y
-4.3%

1AT: Stable Margins And Refined Risk Assumptions Will Support Undervalued Shares

Analysts have kept their PLN 65.32 price target for Atal unchanged, with only small tweaks to the discount rate and assumed future P/E. This reflects fine tuning of their valuation framework rather than a shift in overall view.
ALE
zł26.36
Allegro.eu
7D
2.5%
1Y
-17.9%
CAR
zł664.00
Inter Cars
7D
2.2%
1Y
25.8%

CAR: Fair Outlook Will Rely On Stable Margins And P/E Expectations

Analysts have kept their PLN 646.68 price target for Inter Cars unchanged, reflecting only marginal tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: PLN 646.68 remains unchanged, so the core valuation anchor is the same as before.
NVT
zł97.00
Novita
7D
-5.4%
1Y
-13.0%
DAD
zł71.00
Dadelo
7D
-2.7%
1Y
182.9%

Dadelo S.A.'s (WSE:DAD) P/E Is Still On The Mark Following 27% Share Price Bounce

Jan 17
Dadelo S.A.'s (WSE:DAD) P/E Is Still On The Mark Following 27% Share Price Bounce
ARL
zł30.00
Arlen
7D
-2.2%
1Y
n/a

Market Cool On Arlen S.A.'s (WSE:ARL) Earnings Pushing Shares 25% Lower

Dec 06
Market Cool On Arlen S.A.'s (WSE:ARL) Earnings Pushing Shares 25% Lower
DBC
zł82.60
Tire Company Debica
7D
-1.1%
1Y
-1.4%

Tire Company Debica's (WSE:DBC) Soft Earnings Are Actually Better Than They Appear

Nov 28
Tire Company Debica's (WSE:DBC) Soft Earnings Are Actually Better Than They Appear
DCR
zł70.80
Decora
7D
-1.1%
1Y
-3.0%