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Polish (WIG) Consumer Discretionary Sector Analysis
UpdatedDec 30, 2025
DataAggregated Company Financials
Companies67
- 7D0.2%
- 3M-0.9%
- 1Y17.5%
- YTD14.1%
In the last week, Consumer Discretionary has been flat. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 35% 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 |
|---|---|---|---|---|---|---|
| Wed, 31 Dec 2025 | zł137.6b | zł140.3b | zł3.0b | 13.8x | 46.4x | 1x |
| Fri, 28 Nov 2025 | zł129.9b | zł138.8b | zł3.6b | 13.9x | 36.3x | 0.9x |
| Sun, 26 Oct 2025 | zł134.6b | zł137.6b | zł3.0b | 12.7x | 45.4x | 1x |
| Tue, 23 Sep 2025 | zł136.0b | zł136.9b | zł3.2b | 12.5x | 43x | 1x |
| Thu, 21 Aug 2025 | zł138.6b | zł135.6b | zł3.0b | 12.8x | 45.7x | 1x |
| Sat, 19 Jul 2025 | zł137.3b | zł135.1b | zł2.9b | 11.8x | 46.9x | 1x |
| Mon, 16 Jun 2025 | zł126.1b | zł135.3b | zł2.9b | 11.9x | 43.3x | 0.9x |
| Wed, 14 May 2025 | zł133.8b | zł133.2b | zł3.9b | 13.6x | 33.9x | 1x |
| Fri, 11 Apr 2025 | zł121.1b | zł131.7b | zł3.5b | 10.6x | 34.6x | 0.9x |
| Sun, 09 Mar 2025 | zł122.8b | zł131.1b | zł3.3b | 10.3x | 36.8x | 0.9x |
| Tue, 04 Feb 2025 | zł120.5b | zł131.3b | zł3.2b | 9.1x | 37.2x | 0.9x |
| Thu, 02 Jan 2025 | zł114.6b | zł131.7b | zł3.2b | 9.1x | 35.7x | 0.9x |
| Sat, 30 Nov 2024 | zł118.2b | zł130.2b | zł6.5b | 8.5x | 18.3x | 0.9x |
| Mon, 28 Oct 2024 | zł122.8b | zł128.6b | zł6.2b | 10.3x | 19.9x | 1x |
| Wed, 25 Sep 2024 | zł121.6b | zł127.3b | zł5.8b | 10.9x | 20.9x | 1x |
| Fri, 23 Aug 2024 | zł123.1b | zł126.9b | zł5.8b | 12.8x | 21.3x | 1x |
| Sun, 21 Jul 2024 | zł122.8b | zł127.0b | zł5.8b | 11.4x | 21.1x | 1x |
| Tue, 18 Jun 2024 | zł131.6b | zł127.7b | zł5.9b | 11.8x | 22.1x | 1x |
| Thu, 16 May 2024 | zł132.6b | zł123.9b | zł5.6b | 11.3x | 23.8x | 1.1x |
| Sat, 13 Apr 2024 | zł114.4b | zł120.3b | zł5.4b | 11.2x | 21.3x | 1x |
| Mon, 11 Mar 2024 | zł117.7b | zł121.7b | zł5.4b | 12.6x | 21.8x | 1x |
| Wed, 07 Feb 2024 | zł114.8b | zł123.4b | zł5.4b | 12.2x | 21.1x | 0.9x |
| Fri, 05 Jan 2024 | zł118.5b | zł124.0b | zł5.6b | 13.1x | 21.1x | 1x |
| Sun, 03 Dec 2023 | zł117.4b | zł122.4b | zł5.9b | 12.5x | 19.7x | 1x |
| Tue, 31 Oct 2023 | zł107.8b | zł121.3b | zł3.3b | 12x | 32.3x | 0.9x |
| Thu, 28 Sep 2023 | zł112.3b | zł121.6b | zł2.6b | 11.4x | 44x | 0.9x |
| Sat, 26 Aug 2023 | zł117.9b | zł119.8b | zł2.4b | 12.8x | 48.5x | 1x |
| Mon, 24 Jul 2023 | zł123.6b | zł119.7b | zł2.4b | 13.1x | 51.1x | 1x |
| Wed, 21 Jun 2023 | zł120.4b | zł118.8b | zł2.4b | 12.4x | 49.9x | 1x |
| Fri, 19 May 2023 | zł123.2b | zł115.8b | zł2.5b | 12.6x | 48.4x | 1.1x |
| Sun, 16 Apr 2023 | zł109.3b | zł116.2b | zł2.6b | 11.7x | 42.2x | 0.9x |
| Tue, 14 Mar 2023 | zł103.2b | zł114.9b | zł2.5b | 11.8x | 40.7x | 0.9x |
| Thu, 09 Feb 2023 | zł110.0b | zł114.6b | zł2.4b | 11.3x | 45.9x | 1x |
| Sat, 07 Jan 2023 | zł104.5b | zł114.2b | zł2.4b | 11.1x | 43.8x | 0.9x |
Price to Earnings Ratio
43.8x
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 46.4x which is higher than its 3-year average PE of 34.3x.
- 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 7.5% per year over the last three years.
- Revenues for these companies have grown 7.1% 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 | 0.21% | |
| Consumer Discretionary | 0.21% | |
| Auto | 17.62% | |
| Consumer Services | 8.84% | |
| Leisure | 2.78% | |
| Specialty Stores | 2.23% | |
| Hospitality | 1.76% | |
| Retail Distributors | 1.06% | |
| General Merchandise and Department Stores | 1.04% | |
| Auto Components | 0.096% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.48% | |
| Luxury | -1.78% | |
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.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 54% over the next 5 years.
- However this is lower than its past earnings growth rate of 143% per year.
- In contrast, the Hospitality industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| ALE Allegro.eu | zł31.02 | 1.3% +zł402.1m | 14.5% | PE23.7x | |
| CCC CCC | zł119.60 | 2.5% +zł242.4m | -34.9% | PE13.1x | |
| PCO Pepco Group | zł30.00 | 1.0% +zł172.8m | 82.7% | PS0.6x | |
| CAR Inter Cars | zł561.00 | 1.6% +zł126.2m | 7.7% | PE10.5x | |
| LPP LPP | zł20.81k | 0.2% +zł74.2m | 33.8% | PE31.3x |
