Narrative Update • May 06
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Polish (WIG) Consumer Discretionary Sector Analysis
UpdatedMay 17, 2026
DataAggregated Company Financials
Companies67
- 7D-0.07%
- 3M-0.5%
- 1Y1.9%
- YTD-2.0%
Last week, the Consumer Discretionary industry hasn't moved much but Allegro.eu is up 3.6% in that time. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 17% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 17 May 2026 | zł138.2b | zł135.3b | zł8.3b | 14x | 16.6x | 1x |
| Tue, 14 Apr 2026 | zł137.1b | zł133.7b | zł8.2b | 13.2x | 16.7x | 1x |
| Thu, 12 Mar 2026 | zł127.2b | zł132.8b | zł7.5b | 13.5x | 16.9x | 1x |
| Sat, 07 Feb 2026 | zł135.1b | zł132.6b | zł7.6b | 13.9x | 17.8x | 1x |
| Mon, 05 Jan 2026 | zł140.1b | zł132.6b | zł7.6b | 14.4x | 18.5x | 1.1x |
| Wed, 03 Dec 2025 | zł128.7b | zł139.3b | zł3.5b | 14x | 36.4x | 0.9x |
| Fri, 31 Oct 2025 | zł136.4b | zł137.7b | zł3.0b | 13x | 46x | 1x |
| Sun, 28 Sep 2025 | zł138.4b | zł137.5b | zł3.1b | 12.6x | 44.1x | 1x |
| Tue, 26 Aug 2025 | zł140.4b | zł135.7b | zł3.0b | 12.3x | 46.1x | 1x |
| Thu, 24 Jul 2025 | zł138.7b | zł135.2b | zł2.9b | 11.9x | 47.5x | 1x |
| Sat, 21 Jun 2025 | zł124.5b | zł135.3b | zł2.9b | 11.8x | 43x | 0.9x |
| Mon, 19 May 2025 | zł131.7b | zł133.8b | zł4.0b | 11.3x | 32.6x | 1x |
| Wed, 16 Apr 2025 | zł123.7b | zł132.5b | zł3.5b | 11.5x | 35.3x | 0.9x |
| Fri, 14 Mar 2025 | zł126.0b | zł131.2b | zł3.3b | 10.4x | 37.9x | 1x |
| Sun, 09 Feb 2025 | zł122.9b | zł130.9b | zł3.3b | 9.5x | 37.6x | 0.9x |
| Tue, 07 Jan 2025 | zł117.5b | zł131.6b | zł3.2b | 9.3x | 36.5x | 0.9x |
| Thu, 05 Dec 2024 | zł122.8b | zł130.1b | zł6.4b | 10x | 19.1x | 0.9x |
| Sat, 02 Nov 2024 | zł120.7b | zł128.7b | zł6.2b | 9.7x | 19.5x | 0.9x |
| Mon, 30 Sep 2024 | zł127.3b | zł128.0b | zł6.1b | 10.5x | 21x | 1x |
| Wed, 28 Aug 2024 | zł122.5b | zł126.9b | zł5.7b | 11.6x | 21.4x | 1x |
| Fri, 26 Jul 2024 | zł120.5b | zł126.6b | zł5.8b | 10.8x | 20.8x | 1x |
| Sun, 23 Jun 2024 | zł129.7b | zł127.3b | zł5.8b | 11.7x | 22.3x | 1x |
| Tue, 21 May 2024 | zł134.2b | zł123.5b | zł5.4b | 11.4x | 24.8x | 1.1x |
| Thu, 18 Apr 2024 | zł114.3b | zł120.6b | zł5.4b | 10.5x | 21.3x | 0.9x |
| Sat, 16 Mar 2024 | zł107.3b | zł121.7b | zł5.0b | 12.7x | 21.5x | 0.9x |
| Mon, 12 Feb 2024 | zł116.7b | zł123.0b | zł5.5b | 12.2x | 21.4x | 0.9x |
| Wed, 10 Jan 2024 | zł119.5b | zł123.9b | zł5.6b | 13.2x | 21.3x | 1x |
| Fri, 08 Dec 2023 | zł120.6b | zł122.5b | zł5.9b | 12.8x | 20.3x | 1x |
| Sun, 05 Nov 2023 | zł111.3b | zł121.4b | zł3.4b | 11.8x | 33.1x | 0.9x |
| Tue, 03 Oct 2023 | zł111.1b | zł122.6b | zł3.3b | 11.3x | 33.8x | 0.9x |
| Thu, 31 Aug 2023 | zł121.0b | zł119.8b | zł2.4b | 12.3x | 49.6x | 1x |
| Sat, 29 Jul 2023 | zł125.1b | zł119.3b | zł2.4b | 12.5x | 51.9x | 1x |
| Mon, 26 Jun 2023 | zł118.0b | zł118.8b | zł2.4b | 12.3x | 48.9x | 1x |
| Wed, 24 May 2023 | zł127.2b | zł116.3b | zł2.6b | 12.7x | 48.4x | 1.1x |
Price to Earnings Ratio
48.4x
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 16.6x which is lower than its 3-year average PE of 31.5x.
- The industry is trading close to its 3-year average PS ratio of 0.97x.
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 5.2% 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 | 0.24% | |
| Consumer Discretionary | -0.073% | |
| Auto | 11.90% | |
| Auto Components | 1.91% | |
| Specialty Stores | 1.77% | |
| General Merchandise and Department Stores | 1.14% | |
| Retail Distributors | 0.56% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -0.40% | |
| Hospitality | -0.67% | |
| Consumer Durables | -1.52% | |
| Luxury | -1.54% | |
| Leisure | -2.91% | |
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 15.0x.
Forecasted Growth
- Analysts are most optimistic on the Luxury industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 14% per year.
- In contrast, the Retail Distributors industry is expected to see its earnings grow by 13% 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 | zł30.92 | 3.6% +zł1.1b | -7.7% | PE17.1x | |
| APR Auto Partner | zł24.00 | 6.2% +zł182.9m | 14.8% | PE15.8x | |
| 1AT Atal | zł64.00 | 4.9% +zł129.8m | -1.5% | PE16.1x | |
| VRG VRG | zł5.50 | 4.6% +zł56.3m | 45.1% | PE13.1x | |
| CAR Inter Cars | zł773.00 | 0.5% +zł56.1m | 34.7% | PE13.4x |