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Polish (WIG) Consumer Discretionary Sector Analysis
UpdatedSep 22, 2025
DataAggregated Company Financials
Companies67
- 7D-0.9%
- 3M9.5%
- 1Y11.2%
- YTD12.4%
The Consumer Discretionary is pretty flat in the last 7 days, but Pepco Group has stood out, gaining 8.4%. The past year has been better, since the industry has gained 11% in that time. Earnings are forecast to grow by 26% 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Sep 2025 | zł134.3b | zł136.8b | zł3.2b | 12.7x | 41.5x | 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 |
| Mon, 05 Dec 2022 | zł95.4b | zł111.4b | zł2.7b | 10.1x | 35.4x | 0.9x |
| Wed, 02 Nov 2022 | zł86.6b | zł107.9b | zł5.3b | 9.6x | 16.3x | 0.8x |
| Fri, 30 Sep 2022 | zł84.9b | zł105.7b | zł5.6b | 9x | 15.3x | 0.8x |
Price to Earnings Ratio
15.3x
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 41.5x which is higher than its 3-year average PE of 32.3x.
- 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 16% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.1% 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 | -0.77% | |
| Consumer Discretionary | -0.86% | |
| Consumer Durables | 1.92% | |
| Leisure | 1.55% | |
| Retail Distributors | 1.27% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.59% | |
| Specialty Stores | -0.80% | |
| Auto Components | -1.42% | |
| Luxury | -1.58% | |
| General Merchandise and Department Stores | -1.60% | |
| Consumer Services | -3.28% | |
| Auto | -15.56% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry even though it's trading below its 3-year average PE ratio of 127x.
- 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 47% 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 3.5% 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 | zł21.78 | 8.4% +zł967.7m | 24.0% | PS0.5x | |
| CAR Inter Cars | zł562.00 | 3.1% +zł240.9m | 10.2% | PE11x | |
| ARH Archicom | zł49.50 | 7.8% +zł210.6m | 66.7% | PE29x | |
| DOM Dom Development | zł237.00 | 3.5% +zł206.4m | 33.1% | PE10.5x | |
| VKT Vakomtek | zł10.50 | 84.2% +zł76.8m | 1,041.3% | PS50.8x |
