Narrative Update • Jul 07

The Broadline Retail industry is up 1.6% in the last week, with Pepco Group up 3.7%. This means that the industry has gained 28% over the past year. 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, 12 Jul 2026 | zł61.7b | zł32.0b | zł2.8b | 22x | 22.2x | 1.9x |
| Tue, 09 Jun 2026 | zł53.9b | zł31.6b | zł2.8b | 19.5x | 19.5x | 1.7x |
| Thu, 07 May 2026 | zł50.3b | zł30.7b | zł2.4b | 22.2x | 20.9x | 1.6x |
| Sat, 04 Apr 2026 | zł43.0b | zł30.9b | zł2.4b | 18.8x | 17.9x | 1.4x |
| Mon, 02 Mar 2026 | zł45.2b | zł30.7b | zł2.0b | 22.2x | 22.2x | 1.5x |
| Wed, 28 Jan 2026 | zł48.2b | zł30.5b | zł2.0b | 23.5x | 23.7x | 1.6x |
| Fri, 26 Dec 2025 | zł48.5b | zł38.1b | -zł2,568,479,315.35 | 23.4x | -18.9x | 1.3x |
| Sun, 23 Nov 2025 | zł47.4b | zł38.0b | -zł2,791,241,496.31 | 28.1x | -17x | 1.2x |
| Tue, 21 Oct 2025 | zł50.6b | zł38.1b | -zł2,797,150,611.21 | 30.4x | -18.1x | 1.3x |
| Thu, 18 Sep 2025 | zł49.1b | zł37.9b | -zł2,845,316,607.17 | 34.1x | -17.3x | 1.3x |
| Sat, 16 Aug 2025 | zł53.0b | zł37.9b | -zł2,848,985,060.68 | 36.4x | -18.6x | 1.4x |
| Mon, 14 Jul 2025 | zł49.1b | zł37.9b | -zł2,853,410,679.85 | 33.6x | -17.2x | 1.3x |
| Wed, 11 Jun 2025 | zł46.4b | zł37.9b | -zł2,846,859,260.29 | 32.9x | -16.3x | 1.2x |
| Fri, 09 May 2025 | zł46.3b | zł37.1b | -zł1,796,172,727.54 | 34.3x | -25.8x | 1.2x |
| Sun, 06 Apr 2025 | zł40.0b | zł37.3b | -zł1,812,337,395.60 | 30.6x | -22.1x | 1.1x |
| Tue, 04 Mar 2025 | zł39.6b | zł36.5b | -zł2,222,610,508.14 | 54.1x | -17.8x | 1.1x |
| Thu, 30 Jan 2025 | zł40.2b | zł36.9b | -zł2,253,897,712.00 | 55.6x | -17.8x | 1.1x |
| Sat, 28 Dec 2024 | zł38.8b | zł37.2b | -zł2,294,591,511.37 | 53.3x | -16.9x | 1x |
| Mon, 25 Nov 2024 | zł39.6b | zł37.1b | zł1.1b | 36.6x | 37.7x | 1.1x |
| Wed, 23 Oct 2024 | zł47.1b | zł36.8b | zł1.1b | 40.6x | 43.5x | 1.3x |
| Fri, 20 Sep 2024 | zł48.1b | zł36.2b | zł849.9m | 60.8x | 56.6x | 1.3x |
| Sun, 18 Aug 2024 | zł51.9b | zł36.2b | zł862.0m | 66.3x | 60.2x | 1.4x |
| Tue, 16 Jul 2024 | zł50.2b | zł36.1b | zł861.3m | 63.7x | 58.3x | 1.4x |
| Thu, 13 Jun 2024 | zł53.2b | zł36.4b | zł787.6m | 83.1x | 67.5x | 1.5x |
| Sat, 11 May 2024 | zł52.5b | zł34.6b | zł697.1m | 84.2x | 75.4x | 1.5x |
| Mon, 08 Apr 2024 | zł43.2b | zł34.5b | zł694.5m | 68.8x | 62.2x | 1.3x |
| Wed, 06 Mar 2024 | zł43.2b | zł34.7b | zł1.1b | 35.3x | 38.9x | 1.2x |
| Fri, 02 Feb 2024 | zł45.8b | zł34.7b | zł1.1b | 38.1x | 41.1x | 1.3x |
| Sun, 31 Dec 2023 | zł50.4b | zł34.9b | zł1.1b | 42.2x | 45.1x | 1.4x |
| Tue, 28 Nov 2023 | zł43.8b | zł33.3b | zł1.4b | 31.3x | 32x | 1.3x |
| Thu, 26 Oct 2023 | zł40.7b | zł33.9b | -zł1,051,434,966.00 | 14.1x | -38.7x | 1.2x |
| Sat, 23 Sep 2023 | zł46.7b | zł33.8b | -zł1,214,203,181.00 | 20.5x | -38.5x | 1.4x |
| Mon, 21 Aug 2023 | zł54.7b | zł33.0b | -zł1,231,634,693.00 | 25.4x | -44.4x | 1.7x |
| Wed, 19 Jul 2023 | zł55.4b | zł33.0b | -zł1,234,924,963.00 | 28.8x | -44.8x | 1.7x |
-44.8x
How does Polish Broadline Retail compare with similar industries?
| PL Market | 2.33% | |
| Consumer Discretionary | 2.94% | |
| General Merchandise and Department Stores | 3.71% | |
| Broadline Retail | 3.71% | |
| 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 | zł39.83 | 3.6% +zł1.4b | 14.6% | PE22.1x | |
| PCO Pepco Group | zł38.50 | 3.9% +zł793.6m | 82.3% | PE21.9x | |
| MO2 Moliera2 | zł0.08 | 19.4% +zł8.8m | -35.5% | PS1.1x |