Narrative Update • Jun 06

The Broadline Retail industry has stayed flat over the last week. As for the the longer term, the industry is up 21% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | zł54.3b | zł31.6b | zł2.8b | 19.7x | 19.7x | 1.7x |
| Wed, 13 May 2026 | zł46.7b | zł30.8b | zł2.4b | 20.5x | 19.4x | 1.5x |
| Fri, 10 Apr 2026 | zł43.5b | zł30.7b | zł2.4b | 19.1x | 18.1x | 1.4x |
| Sun, 08 Mar 2026 | zł43.8b | zł30.9b | zł2.0b | 21x | 21.4x | 1.4x |
| Tue, 03 Feb 2026 | zł46.8b | zł30.7b | zł2.0b | 22.7x | 23x | 1.5x |
| Thu, 01 Jan 2026 | zł49.0b | zł30.6b | zł2.0b | 23.8x | 24.1x | 1.6x |
| Sat, 29 Nov 2025 | zł48.2b | zł38.3b | -zł2,585,074,953.87 | 24.5x | -18.7x | 1.3x |
| Mon, 27 Oct 2025 | zł51.9b | zł38.0b | -zł2,795,848,737.64 | 31.4x | -18.6x | 1.4x |
| Wed, 24 Sep 2025 | zł48.2b | zł38.2b | -zł2,811,020,651.91 | 31.4x | -17.1x | 1.3x |
| Fri, 22 Aug 2025 | zł53.3b | zł37.9b | -zł2,846,700,223.13 | 37.2x | -18.7x | 1.4x |
| Sun, 20 Jul 2025 | zł51.2b | zł37.8b | -zł2,835,441,985.05 | 35x | -18x | 1.4x |
| Tue, 17 Jun 2025 | zł46.4b | zł38.0b | -zł2,862,416,109.62 | 32x | -16.2x | 1.2x |
| Thu, 15 May 2025 | zł46.5b | zł37.0b | -zł1,782,975,937.18 | 34.2x | -26.1x | 1.3x |
| Sat, 12 Apr 2025 | zł40.6b | zł37.3b | -zł1,815,732,410.52 | 31.1x | -22.3x | 1.1x |
| Mon, 10 Mar 2025 | zł40.3b | zł36.6b | -zł2,229,281,640.78 | 55.7x | -18.1x | 1.1x |
| Wed, 05 Feb 2025 | zł40.1b | zł36.9b | -zł2,255,550,950.94 | 56.9x | -17.8x | 1.1x |
| Fri, 03 Jan 2025 | zł39.5b | zł37.2b | -zł2,291,865,611.54 | 54.4x | -17.3x | 1.1x |
| Sun, 01 Dec 2024 | zł39.6b | zł36.8b | zł1.0b | 36.6x | 37.9x | 1.1x |
| Tue, 29 Oct 2024 | zł47.3b | zł36.9b | zł1.1b | 40.6x | 43.5x | 1.3x |
| Thu, 26 Sep 2024 | zł50.0b | zł36.5b | zł1.1b | 43.2x | 46.4x | 1.4x |
| Sat, 24 Aug 2024 | zł50.5b | zł36.2b | zł862.4m | 64.4x | 58.5x | 1.4x |
| Mon, 22 Jul 2024 | zł48.2b | zł36.3b | zł865.0m | 61.1x | 55.8x | 1.3x |
| Wed, 19 Jun 2024 | zł51.9b | zł36.6b | zł873.0m | 65.4x | 59.5x | 1.4x |
| Fri, 17 May 2024 | zł53.2b | zł34.3b | zł692.3m | 85.3x | 76.8x | 1.5x |
| Sun, 14 Apr 2024 | zł44.2b | zł34.5b | zł695.2m | 70x | 63.5x | 1.3x |
| Tue, 12 Mar 2024 | zł43.6b | zł34.5b | zł1.1b | 35.7x | 39.3x | 1.3x |
| Thu, 08 Feb 2024 | zł45.9b | zł34.9b | zł1.1b | 38.1x | 41x | 1.3x |
| Sat, 06 Jan 2024 | zł45.8b | zł34.9b | zł1.1b | 38.4x | 40.9x | 1.3x |
| Mon, 04 Dec 2023 | zł44.8b | zł33.2b | zł1.4b | 32.1x | 32.8x | 1.3x |
| Wed, 01 Nov 2023 | zł41.9b | zł33.8b | -zł1,054,806,906.00 | 13.8x | -39.7x | 1.2x |
| Fri, 29 Sep 2023 | zł45.8b | zł34.0b | -zł1,208,720,058.00 | 16.2x | -37.9x | 1.3x |
| Sun, 27 Aug 2023 | zł52.6b | zł33.1b | -zł1,235,382,700.00 | 25.3x | -42.6x | 1.6x |
| Tue, 25 Jul 2023 | zł55.2b | zł33.0b | -zł1,234,964,751.00 | 28.9x | -44.7x | 1.7x |
| Thu, 22 Jun 2023 | zł57.0b | zł32.6b | -zł1,226,979,728.00 | 31.3x | -46.5x | 1.7x |
-46.5x
How does Polish Broadline Retail compare with similar industries?
| PL Market | 2.24% | |
| Consumer Discretionary | -1.03% | |
| General Merchandise and Department Stores | -0.49% | |
| Broadline Retail | -0.49% | |
| 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 | zł34.82 | 1.1% +zł380.0m | 5.2% | PE19.3x | |
| PCO Pepco Group | zł34.60 | 1.2% +zł225.9m | 77.0% | PE20.1x | |
| MO2 Moliera2 | zł0.076 | 2.7% +zł1.4m | -20.4% | PS1x |