Narrative Update • Jul 21

In the last week, the Broadline Retail industry is up 3.9%, with Pepco Group up 9.6%. In the last 12 months, the industry was up 43%. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Polish Broadline Retail 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 |
-45.8x
How does Polish Broadline Retail compare with similar industries?
| PL Market | 1.80% | |
| Consumer Discretionary | 2.85% | |
| General Merchandise and Department Stores | 2.17% | |
| Broadline Retail | 2.17% | |
| 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 | zł45.51 | 5.2% +zł1.3b | 94.8% | PE26x | |
| ALE Allegro.eu | zł45.12 | 0.5% +zł225.1m | 21.9% | PE24.2x |