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Polish (WIG) Consumer Discretionary Sector Analysis
UpdatedJun 13, 2025
DataAggregated Company Financials
Companies68
- 7D-0.2%
- 3M-0.5%
- 1Y-3.4%
- YTD7.0%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Pepco Group gained 11%. Unfortunately though, the industry is down 5.5% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Fri, 13 Jun 2025 | zł126.1b | zł134.6b | zł2.8b | 11.3x | 44.7x | 0.9x |
| Sun, 11 May 2025 | zł133.3b | zł133.2b | zł4.0b | 13.3x | 33.7x | 1x |
| Tue, 08 Apr 2025 | zł116.8b | zł132.1b | zł3.5b | 10.5x | 33.5x | 0.9x |
| Thu, 06 Mar 2025 | zł122.3b | zł130.9b | zł3.3b | 10.1x | 36.8x | 0.9x |
| Sat, 01 Feb 2025 | zł120.5b | zł131.1b | zł3.3b | 9.2x | 37x | 0.9x |
| Mon, 30 Dec 2024 | zł116.1b | zł131.6b | zł3.2b | 9x | 36.1x | 0.9x |
| Wed, 27 Nov 2024 | zł118.6b | zł130.1b | zł6.3b | 10x | 18.8x | 0.9x |
| Fri, 25 Oct 2024 | zł122.8b | zł128.6b | zł6.2b | 10.1x | 19.9x | 1x |
| Sun, 22 Sep 2024 | zł119.6b | zł127.6b | zł5.8b | 10.8x | 20.7x | 0.9x |
| Tue, 20 Aug 2024 | zł123.1b | zł126.7b | zł5.8b | 13.1x | 21.4x | 1x |
| Thu, 18 Jul 2024 | zł122.1b | zł127.0b | zł5.8b | 11.4x | 21x | 1x |
| Sat, 15 Jun 2024 | zł128.8b | zł127.6b | zł6.0b | 11.8x | 21.6x | 1x |
| Mon, 13 May 2024 | zł130.4b | zł124.3b | zł5.6b | 10.8x | 23.4x | 1x |
| Wed, 10 Apr 2024 | zł112.2b | zł120.4b | zł5.5b | 10.7x | 20.6x | 0.9x |
| Fri, 08 Mar 2024 | zł117.5b | zł121.7b | zł5.4b | 12.6x | 21.8x | 1x |
| Sun, 04 Feb 2024 | zł119.7b | zł123.8b | zł5.6b | 13x | 21.4x | 1x |
| Tue, 02 Jan 2024 | zł125.1b | zł124.0b | zł5.6b | 13.4x | 22.3x | 1x |
| Thu, 30 Nov 2023 | zł113.6b | zł122.5b | zł5.9b | 12x | 19.2x | 0.9x |
| Sat, 28 Oct 2023 | zł106.1b | zł121.5b | zł3.3b | 12.1x | 31.8x | 0.9x |
| Mon, 25 Sep 2023 | zł114.5b | zł121.4b | zł2.5b | 12.1x | 45x | 0.9x |
| Wed, 23 Aug 2023 | zł118.3b | zł119.8b | zł2.4b | 11.3x | 48.9x | 1x |
| Fri, 21 Jul 2023 | zł122.8b | zł119.6b | zł2.4b | 13.1x | 50.8x | 1x |
| Sun, 18 Jun 2023 | zł121.8b | zł119.0b | zł2.4b | 12x | 50.4x | 1x |
| Tue, 16 May 2023 | zł123.0b | zł115.5b | zł2.6b | 12.5x | 47.3x | 1.1x |
| Thu, 13 Apr 2023 | zł109.7b | zł116.3b | zł2.6b | 11.9x | 42.5x | 0.9x |
| Sat, 11 Mar 2023 | zł105.2b | zł114.9b | zł2.5b | 12.2x | 41.5x | 0.9x |
| Mon, 06 Feb 2023 | zł110.4b | zł114.4b | zł2.4b | 11.4x | 46.2x | 1x |
| Wed, 04 Jan 2023 | zł103.2b | zł114.1b | zł2.4b | 10.8x | 43.3x | 0.9x |
| Fri, 02 Dec 2022 | zł95.7b | zł111.1b | zł2.8b | 10x | 34.5x | 0.9x |
| Sun, 30 Oct 2022 | zł84.9b | zł108.0b | zł5.3b | 9.7x | 16x | 0.8x |
| Tue, 27 Sep 2022 | zł90.9b | zł105.0b | zł5.5b | 9.2x | 16.4x | 0.9x |
| Thu, 25 Aug 2022 | zł98.7b | zł103.0b | zł5.9b | 9x | 16.8x | 1x |
| Sat, 23 Jul 2022 | zł98.7b | zł101.2b | zł5.7b | 9.6x | 17.3x | 1x |
| Mon, 20 Jun 2022 | zł89.6b | zł100.7b | zł5.7b | 9.5x | 15.7x | 0.9x |
Price to Earnings Ratio
15.7x
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 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 | -0.19% | |
| Consumer Services | 2.55% | |
| Consumer Durables | 2.09% | |
| Auto | 1.40% | |
| Retail Distributors | 1.21% | |
| Luxury | 0.98% | |
| Auto Components | 0.64% | |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | -0.65% | |
| Specialty Stores | -2.11% | |
| Hospitality | -3.07% | |
| Leisure | -3.70% | |
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 | |
|---|---|---|---|---|---|
| PCO Pepco Group | zł19.38 | 11.2% +zł1.1b | -16.6% | PS0.4x | |
| LPP LPP | zł14.47k | 1.1% +zł287.7m | -13.9% | PE15.4x | |
| DOM Dom Development | zł243.00 | 1.7% +zł103.2m | 32.4% | PE10.8x | |
| ARH Archicom | zł44.30 | 4.0% +zł99.4m | 33.4% | PE100.4x | |
| 1AT Atal | zł66.60 | 3.1% +zł86.4m | 14.8% | PE13.3x |
