Narrative Update • Jun 26

Over the last 7 days, the Hospitality industry has dropped 3.4%, driven by a pullback from AmRest Holdings of 4.4%. Overall the industry is down 16% in 12 months. Earnings are forecast to grow by 30% annually.
Has the Polish Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | zł5.8b | zł16.2b | zł227.8m | 24.7x | 25.3x | 0.4x |
| Wed, 03 Jun 2026 | zł5.7b | zł15.3b | zł308.9m | 34.6x | 18.5x | 0.4x |
| Fri, 01 May 2026 | zł4.5b | zł15.5b | zł339.9m | 21.1x | 13.2x | 0.3x |
| Sun, 29 Mar 2026 | zł4.5b | zł15.6b | zł339.6m | 21.3x | 13.1x | 0.3x |
| Tue, 24 Feb 2026 | zł5.3b | zł15.6b | zł366.0m | 19.1x | 14.5x | 0.3x |
| Thu, 22 Jan 2026 | zł5.2b | zł15.6b | zł365.0m | 27.5x | 14.4x | 0.3x |
| Sat, 20 Dec 2025 | zł5.2b | zł15.5b | zł364.7m | 28.1x | 14.1x | 0.3x |
| Mon, 17 Nov 2025 | zł4.9b | zł15.3b | zł412.7m | 22.8x | 11.9x | 0.3x |
| Wed, 15 Oct 2025 | zł5.2b | zł15.4b | zł413.9m | 24.4x | 12.7x | 0.3x |
| Fri, 12 Sep 2025 | zł5.3b | zł15.4b | zł446.7m | 22.6x | 11.9x | 0.3x |
| Sun, 10 Aug 2025 | zł5.2b | zł15.3b | zł308.9m | 34.8x | 16.8x | 0.3x |
| Tue, 08 Jul 2025 | zł5.4b | zł15.3b | zł308.9m | 36.7x | 17.6x | 0.4x |
| Thu, 05 Jun 2025 | zł5.6b | zł15.4b | zł309.8m | 46.9x | 18x | 0.4x |
| Sat, 03 May 2025 | zł6.0b | zł15.1b | zł321.0m | 58.9x | 18.8x | 0.4x |
| Mon, 31 Mar 2025 | zł5.9b | zł14.7b | zł299.1m | 82x | 19.6x | 0.4x |
| Wed, 26 Feb 2025 | zł5.7b | zł14.5b | zł239.8m | 35.9x | 23.8x | 0.4x |
| Fri, 24 Jan 2025 | zł5.4b | zł14.7b | zł239.4m | 17.3x | 22.4x | 0.4x |
| Sun, 22 Dec 2024 | zł6.0b | zł14.8b | zł239.0m | 16.2x | 25.2x | 0.4x |
| Tue, 19 Nov 2024 | zł6.4b | zł14.6b | zł190.8m | 8.4x | 33.4x | 0.4x |
| Thu, 17 Oct 2024 | zł6.4b | zł14.5b | zł193.7m | 7.7x | 33.3x | 0.4x |
| Sat, 14 Sep 2024 | zł6.3b | zł14.3b | zł170.4m | 7.6x | 36.9x | 0.4x |
| Mon, 12 Aug 2024 | zł6.4b | zł14.2b | zł350.5m | 12.2x | 18.3x | 0.5x |
| Wed, 10 Jul 2024 | zł7.1b | zł14.1b | zł348.2m | 11.9x | 20.3x | 0.5x |
| Fri, 07 Jun 2024 | zł7.1b | zł14.1b | zł349.0m | 12.5x | 20.5x | 0.5x |
| Sun, 05 May 2024 | zł7.1b | zł13.9b | zł344.1m | 16.5x | 20.5x | 0.5x |
| Tue, 02 Apr 2024 | zł6.5b | zł13.7b | zł319.0m | 16.5x | 20.5x | 0.5x |
| Thu, 29 Feb 2024 | zł7.0b | zł14.8b | zł199.6m | 13.4x | 35.3x | 0.5x |
| Sat, 27 Jan 2024 | zł10.4b | zł15.6b | zł372.1m | 22.6x | 28.1x | 0.7x |
| Mon, 25 Dec 2023 | zł10.5b | zł15.5b | zł371.8m | 22.6x | 28.3x | 0.7x |
| Wed, 22 Nov 2023 | zł10.3b | zł15.5b | zł328.9m | 30.7x | 31.3x | 0.7x |
| Fri, 20 Oct 2023 | zł10.5b | zł14.6b | zł462.0m | 24.4x | 22.7x | 0.7x |
| Sun, 17 Sep 2023 | zł11.0b | zł14.9b | zł432.4m | 25.5x | 25.4x | 0.7x |
| Tue, 15 Aug 2023 | zł10.8b | zł14.6b | zł195.6m | 24x | 55.4x | 0.7x |
| Thu, 13 Jul 2023 | zł10.0b | zł14.6b | zł195.6m | 24.2x | 51.1x | 0.7x |
51.1x
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | 3.10% | |
| Consumer Discretionary | 1.54% | |
| Hospitality | -3.51% | |
| Casinos and Gaming | 0% | 0 |
| Leisure Facilities | 0% | 0 |
| Hotels, Resorts and Cruise Lines | -2.29% | |
| Restaurants | -4.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SKN Sakana | zł0.35 | 4.2% +zł338.8k | -13.0% | PE8.3x | |
| MEX Mex Polska | zł3.73 | 0.8% +zł230.0k | -1.6% | PE24.7x |