Narrative Update • Jun 23

Over the last 7 days, the Broadline Retail industry has risen 2.0%, driven by gains from Allegro.eu of 3.3%. This means that the industry has gained 26% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sun, 05 Jul 2026 | zł59.5b | zł31.8b | zł2.8b | 21.3x | 21.5x | 1.9x |
| Tue, 02 Jun 2026 | zł53.9b | zł31.5b | zł2.8b | 19.4x | 19.5x | 1.7x |
| Thu, 30 Apr 2026 | zł48.9b | zł30.8b | zł2.4b | 21.5x | 20.3x | 1.6x |
| Sat, 28 Mar 2026 | zł41.7b | zł30.9b | zł2.4b | 18x | 17.3x | 1.3x |
| Mon, 23 Feb 2026 | zł45.0b | zł30.7b | zł2.0b | 22.1x | 22.1x | 1.5x |
| Wed, 21 Jan 2026 | zł48.2b | zł30.7b | zł2.0b | 23.3x | 23.7x | 1.6x |
| Fri, 19 Dec 2025 | zł47.6b | zł38.1b | -zł2,554,696,559.18 | 23.3x | -18.6x | 1.3x |
| Sun, 16 Nov 2025 | zł50.8b | zł37.9b | -zł2,780,155,437.81 | 30.9x | -18.3x | 1.3x |
| Tue, 14 Oct 2025 | zł49.5b | zł38.2b | -zł2,812,017,803.50 | 30.2x | -17.6x | 1.3x |
| Thu, 11 Sep 2025 | zł49.9b | zł37.9b | -zł2,851,973,193.86 | 34.7x | -17.5x | 1.3x |
| Sat, 09 Aug 2025 | zł53.2b | zł37.8b | -zł2,836,719,228.48 | 36.5x | -18.7x | 1.4x |
| Mon, 07 Jul 2025 | zł49.0b | zł37.8b | -zł2,834,402,540.89 | 33.3x | -17.3x | 1.3x |
| Wed, 04 Jun 2025 | zł46.7b | zł38.0b | -zł2,865,536,785.80 | 33.4x | -16.3x | 1.2x |
| Fri, 02 May 2025 | zł45.2b | zł37.3b | -zł1,816,256,691.12 | 33.6x | -24.9x | 1.2x |
| Sun, 30 Mar 2025 | zł42.3b | zł36.7b | -zł1,748,092,024.52 | 32.1x | -24.2x | 1.2x |
| Tue, 25 Feb 2025 | zł40.0b | zł36.4b | -zł2,208,018,161.40 | 55.5x | -18.1x | 1.1x |
| Thu, 23 Jan 2025 | zł37.1b | zł37.0b | -zł2,264,780,694.47 | 51.9x | -16.4x | 1x |
| Sat, 21 Dec 2024 | zł38.9b | zł37.2b | -zł2,290,921,341.15 | 53.8x | -17x | 1x |
| Mon, 18 Nov 2024 | zł40.0b | zł37.0b | zł1.0b | 36.8x | 38.6x | 1.1x |
| Wed, 16 Oct 2024 | zł48.2b | zł36.6b | zł1.1b | 41.7x | 44.6x | 1.3x |
| Fri, 13 Sep 2024 | zł49.5b | zł36.3b | zł851.2m | 62.9x | 58.2x | 1.4x |
| Sun, 11 Aug 2024 | zł48.7b | zł36.5b | zł868.8m | 61.9x | 56x | 1.3x |
| Tue, 09 Jul 2024 | zł49.9b | zł36.2b | zł862.6m | 63.1x | 57.9x | 1.4x |
| Thu, 06 Jun 2024 | zł53.8b | zł36.2b | zł782.9m | 84x | 68.7x | 1.5x |
| Sat, 04 May 2024 | zł47.6b | zł34.7b | zł699.1m | 75.9x | 68.1x | 1.4x |
| Mon, 01 Apr 2024 | zł45.4b | zł34.5b | zł695.5m | 73.2x | 65.3x | 1.3x |
| Wed, 28 Feb 2024 | zł48.2b | zł34.6b | zł1.1b | 39.7x | 43.4x | 1.4x |
| Fri, 26 Jan 2024 | zł44.6b | zł35.0b | zł1.1b | 36.8x | 39.7x | 1.3x |
| Sun, 24 Dec 2023 | zł49.7b | zł34.8b | zł1.1b | 41.5x | 44.5x | 1.4x |
| Tue, 21 Nov 2023 | zł43.7b | zł33.4b | zł1.4b | 31.2x | 31.9x | 1.3x |
| Thu, 19 Oct 2023 | zł43.2b | zł33.8b | -zł1,055,520,087.00 | 17.5x | -40.9x | 1.3x |
| Sat, 16 Sep 2023 | zł49.6b | zł34.0b | -zł1,208,349,447.00 | 21.2x | -41.1x | 1.5x |
| Mon, 14 Aug 2023 | zł55.8b | zł32.9b | -zł1,236,002,526.00 | 26.5x | -45.1x | 1.7x |
| Wed, 12 Jul 2023 | zł54.8b | zł33.0b | -zł1,235,401,976.00 | 29.2x | -44.4x | 1.7x |
-44.4x
How does Polish Broadline Retail compare with similar industries?
| PL Market | 2.77% | |
| Consumer Discretionary | 1.67% | |
| General Merchandise and Department Stores | 1.96% | |
| Broadline Retail | 1.96% | |
| General Merchandise Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALE Allegro.eu | zł38.44 | 3.3% +zł1.3b | 11.7% | PE21.3x |