Narrative Update • Jul 21

Over the last 7 days, the Broadline Retail industry has risen 4.1%, driven by gains in Pepco Group and Allegro.eu of 6.0% and 3.1%, respectively. This takes the industry's 12 month performance to a gain of 41%. Looking forward, earnings are forecast to grow by 14% annually.
Has the Polish Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | zł68.1b | zł31.9b | zł2.8b | 24.5x | 24.5x | 2.1x |
| Thu, 25 Jun 2026 | zł57.6b | zł31.8b | zł2.8b | 20.5x | 20.8x | 1.8x |
| Sat, 23 May 2026 | zł53.3b | zł31.1b | zł2.5b | 22.5x | 21x | 1.7x |
| Mon, 20 Apr 2026 | zł47.3b | zł30.6b | zł2.4b | 20.3x | 19.7x | 1.5x |
| Wed, 18 Mar 2026 | zł43.1b | zł30.8b | zł2.4b | 18.7x | 17.9x | 1.4x |
| Fri, 13 Feb 2026 | zł46.4b | zł30.6b | zł2.0b | 22.3x | 22.8x | 1.5x |
| Sun, 11 Jan 2026 | zł50.8b | zł30.6b | zł2.0b | 24.7x | 25x | 1.7x |
| Tue, 09 Dec 2025 | zł47.4b | zł38.3b | -zł2,588,070,453.84 | 23.5x | -18.3x | 1.2x |
| Thu, 06 Nov 2025 | zł50.9b | zł38.1b | -zł2,805,178,688.37 | 30.9x | -18.2x | 1.3x |
| Sat, 04 Oct 2025 | zł50.8b | zł38.1b | -zł2,804,152,479.91 | 31.5x | -18.1x | 1.3x |
| Mon, 01 Sep 2025 | zł51.1b | zł37.9b | -zł2,852,132,101.85 | 35.3x | -17.9x | 1.3x |
| Wed, 30 Jul 2025 | zł52.1b | zł38.0b | -zł2,867,085,670.21 | 35.7x | -18.2x | 1.4x |
| Fri, 27 Jun 2025 | zł47.5b | zł37.8b | -zł2,832,469,321.27 | 32x | -16.8x | 1.3x |
| Sun, 25 May 2025 | zł44.6b | zł37.9b | -zł2,845,852,277.75 | 32x | -15.7x | 1.2x |
| Tue, 22 Apr 2025 | zł42.4b | zł37.3b | -zł1,811,874,344.30 | 31.7x | -23.4x | 1.1x |
| Thu, 20 Mar 2025 | zł42.4b | zł36.7b | -zł1,748,561,774.94 | 31.6x | -24.3x | 1.2x |
| Sat, 15 Feb 2025 | zł42.6b | zł36.6b | -zł2,220,676,835.18 | 59.6x | -19.2x | 1.2x |
| Mon, 13 Jan 2025 | zł37.6b | zł37.2b | -zł2,290,446,132.49 | 51.3x | -16.4x | 1x |
| Wed, 11 Dec 2024 | zł42.1b | zł36.6b | zł1.0b | 39.1x | 40.5x | 1.2x |
| Fri, 08 Nov 2024 | zł47.6b | zł36.7b | zł1.1b | 41x | 44x | 1.3x |
| Sun, 06 Oct 2024 | zł48.0b | zł36.7b | zł1.1b | 41.4x | 44.3x | 1.3x |
| Tue, 03 Sep 2024 | zł51.0b | zł36.2b | zł849.3m | 64.5x | 60x | 1.4x |
| Thu, 01 Aug 2024 | zł49.5b | zł36.3b | zł865.6m | 62.8x | 57.1x | 1.4x |
| Sat, 29 Jun 2024 | zł51.9b | zł36.5b | zł868.0m | 65.6x | 59.8x | 1.4x |
| Mon, 27 May 2024 | zł56.9b | zł35.9b | zł778.0m | 88.7x | 73.2x | 1.6x |
| Wed, 24 Apr 2024 | zł47.4b | zł34.6b | zł697.4m | 75.2x | 68x | 1.4x |
| Fri, 22 Mar 2024 | zł45.6b | zł34.6b | zł697.2m | 73x | 65.4x | 1.3x |
| Sun, 18 Feb 2024 | zł46.2b | zł34.8b | zł1.1b | 38.1x | 41.1x | 1.3x |
| Tue, 16 Jan 2024 | zł47.1b | zł35.0b | zł1.1b | 39.3x | 42x | 1.3x |
| Thu, 14 Dec 2023 | zł46.4b | zł34.7b | zł1.1b | 38.7x | 41.5x | 1.3x |
| Sat, 11 Nov 2023 | zł43.3b | zł33.6b | -zł1,059,829,705.00 | 14.9x | -40.9x | 1.3x |
| Mon, 09 Oct 2023 | zł41.2b | zł34.4b | -zł1,035,797,224.00 | 14.6x | -39.8x | 1.2x |
| Wed, 06 Sep 2023 | zł52.0b | zł33.2b | -zł1,231,151,202.00 | 26.4x | -42.3x | 1.6x |
| Fri, 04 Aug 2023 | zł56.2b | zł33.0b | -zł1,232,920,520.00 | 27.3x | -45.6x | 1.7x |
-45.6x
How does Polish Broadline Retail compare with similar industries?
| PL Market | 1.05% | |
| Consumer Discretionary | 2.04% | |
| General Merchandise and Department Stores | 4.09% | |
| Broadline Retail | 4.09% | |
| General Merchandise Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PCO Pepco Group | zł44.67 | 7.0% +zł1.6b | 101.4% | PE25.5x | |
| ALE Allegro.eu | zł45.00 | 2.3% +zł978.8m | 23.9% | PE24.1x | |
| MO2 Moliera2 | zł0.075 | 9.5% +zł4.4m | -53.4% | PS1x |