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Polish (WIG) Consumer Discretionary Sector Analysis

UpdatedFeb 15, 2026
DataAggregated Company Financials
Companies67
  • 7D1.4%
  • 3M5.1%
  • 1Y6.3%
  • YTD-2.1%

Over the last 7 days, the Consumer Discretionary industry has risen 1.4%, driven by gains in LPP and Allegro.eu of 1.5% and 1.7%, respectively. This means that the industry has gained 6.3% over the past year. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Feb 2026zł137.0bzł132.6bzł7.6b14.7x18.1x1x
Tue, 13 Jan 2026zł142.7bzł132.6bzł7.6b15.1x18.8x1.1x
Thu, 11 Dec 2025zł128.9bzł139.2bzł3.5b13.6x36.4x0.9x
Sat, 08 Nov 2025zł134.4bzł137.6bzł3.0b12.9x45.3x1x
Mon, 06 Oct 2025zł136.1bzł137.7bzł3.0b12.5x46x1x
Wed, 03 Sep 2025zł133.9bzł135.6bzł3.0b12.4x44x1x
Fri, 01 Aug 2025zł138.2bzł135.8bzł2.9b12.2x47x1x
Sun, 29 Jun 2025zł131.7bzł135.0bzł2.9b12x45x1x
Tue, 27 May 2025zł129.8bzł134.4bzł2.9b12.3x44.4x1x
Thu, 24 Apr 2025zł128.0bzł132.8bzł3.5b11.9x36.3x1x
Sat, 22 Mar 2025zł128.1bzł131.6bzł3.9b10.3x33.1x1x
Mon, 17 Feb 2025zł126.1bzł129.8bzł3.3b9.9x38.2x1x
Wed, 15 Jan 2025zł112.2bzł131.5bzł3.2b9.3x34.8x0.9x
Fri, 13 Dec 2024zł119.4bzł131.6bzł3.2b9.7x37.1x0.9x
Sun, 10 Nov 2024zł122.5bzł128.5bzł6.2b9.6x19.7x1x
Tue, 08 Oct 2024zł124.9bzł128.5bzł6.1b10.4x20.5x1x
Thu, 05 Sep 2024zł123.9bzł127.1bzł5.7b11.9x21.6x1x
Sat, 03 Aug 2024zł118.9bzł126.6bzł5.8b11x20.5x0.9x
Mon, 01 Jul 2024zł129.5bzł127.2bzł5.8b12x22.3x1x
Wed, 29 May 2024zł135.7bzł125.8bzł5.5b12.1x24.9x1.1x
Fri, 26 Apr 2024zł116.5bzł123.6bzł5.7b10.8x20.6x0.9x
Sun, 24 Mar 2024zł112.7bzł122.0bzł5.0b12.8x22.4x0.9x
Tue, 20 Feb 2024zł119.5bzł123.0bzł5.3b12.9x22.5x1x
Thu, 18 Jan 2024zł116.0bzł124.5bzł5.6b12.4x20.7x0.9x
Sat, 16 Dec 2023zł125.7bzł123.9bzł5.7b13.8x22.1x1x
Mon, 13 Nov 2023zł111.2bzł121.2bzł3.4b11.8x33.2x0.9x
Wed, 11 Oct 2023zł106.1bzł122.0bzł3.3b11.5x32.4x0.9x
Fri, 08 Sep 2023zł119.1bzł120.7bzł2.7b11.8x44.6x1x
Sun, 06 Aug 2023zł124.7bzł119.5bzł2.4b12.3x51.2x1x
Tue, 04 Jul 2023zł121.1bzł119.5bzł2.4b12.5x50.1x1x
Thu, 01 Jun 2023zł120.2bzł116.7bzł2.6b12.6x45.9x1x
Sat, 29 Apr 2023zł115.8bzł228.9bzł5.9b11.8x19.5x0.5x
Mon, 27 Mar 2023zł103.0bzł115.4bzł2.7b11.9x38.7x0.9x
Wed, 22 Feb 2023zł104.9bzł114.7bzł2.4b12.3x43.7x0.9x
Price to Earnings Ratio

43.7x


Total Market Cap: zł104.9bTotal Earnings: zł2.4bTotal Revenue: zł114.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Polish Consumer Discretionary Sector Price to Earnings3Y Average 33.2x202420252026
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 18.1x which is lower than its 3-year average PE of 33.2x.
  • 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 47% per year over the last three years.
  • Revenues for these companies have grown 4.9% 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-0.55%
Consumer Discretionary1.42%
Auto9.94%
Consumer Services3.16%
Consumer Durables2.70%
Retail Distributors2.58%
General Merchandise and Department Stores1.70%
Luxury1.29%
Auto Components1.05%
Online Retail and Ecommerce0%0
Specialty Stores-0.029%
Hospitality-0.30%
Leisure-1.25%
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 16.8x.
Forecasted Growth
  • Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 31% 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 LPPzł20.89k1.5%
+zł556.8m		17.3%PE31.4x
ALE Allegro.euzł29.171.7%
+zł493.7m		-5.7%PE22.3x
PCO Pepco Groupzł28.171.7%
+zł272.7m		63.8%PE22.2x
ARH Archicomzł51.808.4%
+zł234.0m		43.1%PE52.9x
CAR Inter Carszł619.002.7%
+zł224.3m		7.7%PE11.5x

Latest News

ARH
zł51.80
Archicom
7D
8.4%
1Y
43.1%

Archicom (WSE:ARH) Seems To Be Using A Lot Of Debt

Feb 13
Archicom (WSE:ARH) Seems To Be Using A Lot Of Debt
PCO
zł28.17
Pepco Group
7D
1.7%
1Y
63.8%

Is Pepco Group (WSE:PCO) Using Too Much Debt?

Feb 12
Is Pepco Group (WSE:PCO) Using Too Much Debt?
DOM
zł273.50
Dom Development
7D
1.3%
1Y
36.8%

Dom Development S.A. (WSE:DOM) Shares Could Be 21% Below Their Intrinsic Value Estimate

Feb 12
Dom Development S.A. (WSE:DOM) Shares Could Be 21% Below Their Intrinsic Value Estimate
CAR
zł619.00
Inter Cars
7D
2.7%
1Y
7.7%

CAR: Fair Outlook Will Rely On Stable Margins And Earnings Multiple

Analysts have maintained their PLN 646.68 price target for Inter Cars, making only very small adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions. This suggests their core view on the stock remains effectively the same as before.
LPP
zł20,890.00
LPP
7D
1.5%
1Y
17.3%
ALE
zł29.17
Allegro.eu
7D
1.7%
1Y
-5.7%

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have made a small upward adjustment to their fair value estimate for Allegro.eu, now at €40.36 per share compared with the previous €40.29 per share, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan for Allegro.eu SA on November 18, 2025, setting the framework for future repurchases (Key Developments).
CCC
zł117.00
CCC
7D
-0.4%
1Y
-41.5%

CCC: Data Moat And Sticky Clients Will Support Future Upside Potential

Analysts have trimmed their price target on CCC, cutting Fair Value by about US$28 to US$254.60 as they factor in more modest revenue growth, lower profit margins despite roughly 40% historical levels cited in recent research, and a higher future P/E multiple that reflects both CCC's maturing core auto insurance and claims business and tempered expectations for incremental upside from AI and casualty opportunities. Analyst Commentary Recent Street research paints a mixed but constructive picture for CCC, with views ranging from cautious to optimistic on how the company can translate its existing scale in auto insurance and claims into future growth.
1AT
zł59.60
Atal
7D
1.5%
1Y
16.9%

1AT: Higher Discount Rate Will Be Offset By Stronger Revenue Outlook

Analysts have reduced their price target on Atal from $71.34 to $65.20, citing updated assumptions that combine expectations of faster revenue growth and a higher future P/E multiple with a higher discount rate and more conservative profit margins. Valuation Changes Fair value estimate was reduced from PLN 71.34 to PLN 65.20, representing a moderate cut to the implied upside in the model.
MNC
zł48.10
Mennica Polska
7D
-1.2%
1Y
118.6%

Mennica Polska (WSE:MNC) Seems To Use Debt Quite Sensibly

Jan 28
Mennica Polska (WSE:MNC) Seems To Use Debt Quite Sensibly
VRG
zł4.99
VRG
7D
-2.2%
1Y
44.6%
EAT
zł13.08
AmRest Holdings
7D
-2.4%
1Y
-27.7%
COS
zł0.39
Cosma
7D
-6.7%
1Y
-29.4%

Would Cosma (WSE:COS) Be Better Off With Less Debt?

Jan 12
Would Cosma (WSE:COS) Be Better Off With Less Debt?
ARL
zł33.85
Arlen
7D
-1.0%
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
RBW
zł160.90
Rainbow Tours
7D
2.2%
1Y
26.3%

We Like The Quality Of Rainbow Tours' (WSE:RBW) Earnings

Dec 05
We Like The Quality Of Rainbow Tours' (WSE:RBW) Earnings
LTX
zł6.56
Lentex
7D
-1.8%
1Y
-8.1%

Some May Be Optimistic About Lentex's (WSE:LTX) Earnings

Nov 29
Some May Be Optimistic About Lentex's (WSE:LTX) Earnings
TOA
zł9.50
TOYA
7D
-1.0%
1Y
23.5%