Narrative Update • Jul 21
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Polish (WIG) General Merchandise and Department Stores Industry Analysis
UpdatedJul 31, 2026
DataAggregated Company Financials
Companies4
- 7D2.2%
- 3M47.4%
- 1Y40.4%
- YTD44.9%
The General Merchandise and Department Stores industry is up 1.6% in the last week, with Pepco Group up 5.2%. This takes the industry's 12 month performance to a gain of 39%. Earnings are forecast to grow by 14% annually.
Industry Valuation and Performance
Has the Polish General Merchandise and Department Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | zł69.4b | zł31.9b | zł2.8b | 25.1x | 25x | 2.2x |
| Sun, 28 Jun 2026 | zł58.4b | zł31.8b | zł2.8b | 21x | 21.1x | 1.8x |
| Tue, 26 May 2026 | zł53.7b | zł31.5b | zł2.8b | 19.4x | 19.5x | 1.7x |
| Thu, 23 Apr 2026 | zł47.1b | zł30.7b | zł2.4b | 20.3x | 19.6x | 1.5x |
| Sat, 21 Mar 2026 | zł40.8b | zł30.9b | zł2.4b | 17.4x | 16.9x | 1.3x |
| Mon, 16 Feb 2026 | zł45.9b | zł30.6b | zł2.0b | 22.2x | 22.5x | 1.5x |
| Wed, 14 Jan 2026 | zł50.2b | zł30.6b | zł2.0b | 24.2x | 24.7x | 1.6x |
| Fri, 12 Dec 2025 | zł48.8b | zł38.2b | -zł2,575,717,317.27 | 24.2x | -19x | 1.3x |
| Sun, 09 Nov 2025 | zł51.6b | zł38.0b | -zł2,792,450,591.42 | 31.3x | -18.5x | 1.4x |
| Tue, 07 Oct 2025 | zł49.8b | zł38.1b | -zł2,807,409,991.46 | 30.5x | -17.8x | 1.3x |
| Thu, 04 Sep 2025 | zł48.5b | zł37.9b | -zł2,844,473,893.60 | 33.4x | -17x | 1.3x |
| Sat, 02 Aug 2025 | zł51.1b | zł38.0b | -zł2,864,376,007.93 | 34.5x | -17.8x | 1.3x |
| Mon, 30 Jun 2025 | zł48.4b | zł37.8b | -zł2,832,012,231.89 | 32.8x | -17.1x | 1.3x |
| Wed, 28 May 2025 | zł45.6b | zł37.8b | -zł2,839,683,258.30 | 32.4x | -16.1x | 1.2x |
| Fri, 25 Apr 2025 | zł45.9b | zł37.3b | -zł1,810,790,920.03 | 34.4x | -25.3x | 1.2x |
| Sun, 23 Mar 2025 | zł42.5b | zł36.8b | -zł1,756,568,826.99 | 32.1x | -24.2x | 1.2x |
| Tue, 18 Feb 2025 | zł42.9b | zł36.5b | -zł2,218,813,442.57 | 59.6x | -19.3x | 1.2x |
| Thu, 16 Jan 2025 | zł37.6b | zł37.1b | -zł2,283,814,621.50 | 51.4x | -16.5x | 1x |
| Sat, 14 Dec 2024 | zł40.7b | zł37.2b | -zł2,290,005,369.60 | 56x | -17.8x | 1.1x |
| Mon, 11 Nov 2024 | zł47.0b | zł36.8b | zł1.1b | 40.5x | 43.3x | 1.3x |
| Wed, 09 Oct 2024 | zł48.1b | zł36.6b | zł1.1b | 41.6x | 44.5x | 1.3x |
| Fri, 06 Sep 2024 | zł49.5b | zł36.3b | zł851.0m | 62.6x | 58.2x | 1.4x |
| Sun, 04 Aug 2024 | zł48.7b | zł36.3b | zł865.7m | 61.8x | 56.2x | 1.3x |
| Tue, 02 Jul 2024 | zł51.4b | zł36.5b | zł869.0m | 64.9x | 59.1x | 1.4x |
| Thu, 30 May 2024 | zł55.4b | zł36.1b | zł780.8m | 86.4x | 70.9x | 1.5x |
| Sat, 27 Apr 2024 | zł46.7b | zł34.7b | zł698.3m | 74.3x | 66.9x | 1.3x |
| Mon, 25 Mar 2024 | zł45.6b | zł34.7b | zł698.9m | 73.1x | 65.2x | 1.3x |
| Wed, 21 Feb 2024 | zł46.4b | zł34.7b | zł1.1b | 38.4x | 41.8x | 1.3x |
| Fri, 19 Jan 2024 | zł45.9b | zł35.1b | zł1.1b | 38.1x | 40.9x | 1.3x |
| Sun, 17 Dec 2023 | zł51.4b | zł34.8b | zł1.1b | 42.9x | 46x | 1.5x |
| Tue, 14 Nov 2023 | zł42.8b | zł33.6b | -zł1,059,972,189.00 | 14.8x | -40.3x | 1.3x |
| Thu, 12 Oct 2023 | zł41.4b | zł34.2b | -zł1,043,323,506.00 | 15.2x | -39.7x | 1.2x |
| Sat, 09 Sep 2023 | zł51.6b | zł33.8b | -zł1,212,386,105.00 | 24.2x | -42.6x | 1.5x |
| Mon, 07 Aug 2023 | zł56.6b | zł32.9b | -zł1,236,887,306.00 | 27.5x | -45.8x | 1.7x |
Price to Earnings Ratio
-45.8x
Current Industry PE
- Investors are optimistic on the Polish Multiline Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.0x which is higher than its 3-year average PE of 11.4x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- Total earnings for the Multiline Retail industry have gone up over the last three years, and the industry is now profitable.
- Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | 1.80% | |
| Consumer Discretionary | 2.85% | |
| General Merchandise and Department Stores | 2.17% | |
| Broadline Retail | 2.17% | |
| General Merchandise Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 11.4x.
- Analysts are expecting annual earnings growth of 13.7%, which is lower than the prior year's growth of 62.2% per year.
- Investors are most pessimistic about the Broadline Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.4x.
Forecasted Growth
- Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 14% over the next 5 years.
- However this is lower than its past earnings growth rate of 62% per year.
- In contrast, the Broadline Retail industry is expected to see its earnings grow by 14% 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 | zł45.51 | 5.2% +zł1.3b | 94.8% | PE26x | |
| ALE Allegro.eu | zł45.12 | 0.5% +zł225.1m | 21.9% | PE24.2x |