Narrative Update • Jul 06

In the last week, the Broadline Retail industry is up 2.9%, with Allegro.eu up 4.2%. During this same period, the hiPower Energy underperformed, falling 6.2%. This takes the industry's 12 month performance to a gain of 28%. 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 |
|---|---|---|---|---|---|---|
| Wed, 08 Jul 2026 | zł60.0b | zł31.8b | zł2.8b | 21.4x | 21.6x | 1.9x |
| Fri, 05 Jun 2026 | zł54.6b | zł31.6b | zł2.8b | 19.6x | 19.8x | 1.7x |
| Sun, 03 May 2026 | zł48.6b | zł30.7b | zł2.4b | 21.5x | 20.2x | 1.6x |
| Tue, 31 Mar 2026 | zł41.3b | zł30.9b | zł2.4b | 17.9x | 17.1x | 1.3x |
| Thu, 26 Feb 2026 | zł45.8b | zł30.6b | zł2.0b | 22.5x | 22.5x | 1.5x |
| Sat, 24 Jan 2026 | zł47.6b | zł30.6b | zł2.0b | 23.1x | 23.4x | 1.6x |
| Mon, 22 Dec 2025 | zł47.8b | zł38.1b | -zł2,557,108,544.68 | 23.6x | -18.7x | 1.3x |
| Wed, 19 Nov 2025 | zł48.3b | zł38.0b | -zł2,793,831,207.01 | 29.1x | -17.3x | 1.3x |
| Fri, 17 Oct 2025 | zł50.5b | zł38.1b | -zł2,800,659,735.49 | 30.5x | -18x | 1.3x |
| Sun, 14 Sep 2025 | zł49.3b | zł37.9b | -zł2,844,930,582.80 | 34.5x | -17.3x | 1.3x |
| Tue, 12 Aug 2025 | zł52.5b | zł37.9b | -zł2,847,387,294.85 | 36.1x | -18.5x | 1.4x |
| Thu, 10 Jul 2025 | zł49.6b | zł37.8b | -zł2,834,158,942.46 | 34x | -17.5x | 1.3x |
| Sat, 07 Jun 2025 | zł45.9b | zł38.1b | -zł2,876,999,825.31 | 32.7x | -15.9x | 1.2x |
| Mon, 05 May 2025 | zł45.8b | zł37.3b | -zł1,812,994,388.68 | 34x | -25.3x | 1.2x |
| Wed, 02 Apr 2025 | zł42.6b | zł36.7b | -zł1,750,121,139.39 | 32.7x | -24.3x | 1.2x |
| Fri, 28 Feb 2025 | zł39.5b | zł36.5b | -zł2,220,093,698.40 | 54.2x | -17.8x | 1.1x |
| Sun, 26 Jan 2025 | zł37.7b | zł36.9b | -zł2,254,070,567.01 | 52.6x | -16.7x | 1x |
| Tue, 24 Dec 2024 | zł38.9b | zł37.2b | -zł2,290,569,075.95 | 53.7x | -17x | 1x |
| Thu, 21 Nov 2024 | zł39.1b | zł37.1b | zł1.0b | 36x | 37.7x | 1.1x |
| Sat, 19 Oct 2024 | zł48.0b | zł36.7b | zł1.1b | 41.4x | 44.3x | 1.3x |
| Mon, 16 Sep 2024 | zł49.9b | zł36.3b | zł850.7m | 63.4x | 58.7x | 1.4x |
| Wed, 14 Aug 2024 | zł50.1b | zł36.3b | zł865.2m | 63.8x | 57.9x | 1.4x |
| Fri, 12 Jul 2024 | zł50.5b | zł36.1b | zł861.8m | 63.9x | 58.6x | 1.4x |
| Sun, 09 Jun 2024 | zł53.0b | zł36.3b | zł785.5m | 82.3x | 67.4x | 1.5x |
| Tue, 07 May 2024 | zł50.7b | zł34.6b | zł697.1m | 81.4x | 72.8x | 1.5x |
| Thu, 04 Apr 2024 | zł44.2b | zł34.5b | zł695.3m | 71.2x | 63.6x | 1.3x |
| Sat, 02 Mar 2024 | zł44.8b | zł34.7b | zł1.1b | 36.8x | 40.4x | 1.3x |
| Mon, 29 Jan 2024 | zł44.6b | zł35.0b | zł1.1b | 36.8x | 39.7x | 1.3x |
| Wed, 27 Dec 2023 | zł49.7b | zł34.9b | zł1.1b | 41.5x | 44.4x | 1.4x |
| Fri, 24 Nov 2023 | zł44.0b | zł33.5b | zł1.4b | 31.4x | 32.1x | 1.3x |
| Sun, 22 Oct 2023 | zł40.4b | zł33.8b | -zł1,053,993,298.00 | 13.9x | -38.3x | 1.2x |
| Tue, 19 Sep 2023 | zł48.4b | zł34.0b | -zł1,208,286,620.00 | 20.8x | -40.1x | 1.4x |
| Thu, 17 Aug 2023 | zł54.7b | zł33.1b | -zł1,230,581,715.00 | 25.8x | -44.4x | 1.7x |
| Sat, 15 Jul 2023 | zł55.6b | zł33.0b | -zł1,233,627,449.00 | 28.8x | -45.1x | 1.7x |
-45.1x
How does Polish Broadline Retail compare with similar industries?
| PL Market | 3.34% | |
| Consumer Discretionary | 2.77% | |
| General Merchandise and Department Stores | 2.94% | |
| Broadline Retail | 2.94% | |
| 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 | zł39.40 | 4.2% +zł1.6b | 12.6% | PE21.8x | |
| PCO Pepco Group | zł36.72 | 1.1% +zł214.9m | 73.8% | PE21x | |
| MO2 Moliera2 | zł0.082 | 14.7% +zł7.1m | -31.7% | PS1.1x |