Narrative Update • Jun 26

The Luxury industry is up 1.2% in the last week, with LPP up 1.3%. In the same time, Novita was down 8.6%. This takes the industry's 12 month performance to a gain of 24%. Earnings are forecast to grow by 19% annually.
Has the Polish Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | zł36.8b | zł26.9b | zł1.8b | 11.7x | 20.3x | 1.4x |
| Wed, 03 Jun 2026 | zł42.5b | zł26.2b | zł1.7b | 13.3x | 25.3x | 1.6x |
| Fri, 01 May 2026 | zł43.2b | zł26.3b | zł1.7b | 11.9x | 25.5x | 1.6x |
| Sun, 29 Mar 2026 | zł42.8b | zł26.3b | zł1.7b | 12.8x | 25.4x | 1.6x |
| Tue, 24 Feb 2026 | zł40.2b | zł25.5b | zł1.4b | 12.8x | 28.3x | 1.6x |
| Thu, 22 Jan 2026 | zł39.7b | zł25.5b | zł1.4b | 12.8x | 28x | 1.6x |
| Sat, 20 Dec 2025 | zł41.5b | zł25.5b | zł1.4b | 12.4x | 29.2x | 1.6x |
| Mon, 17 Nov 2025 | zł33.2b | zł24.5b | zł2.0b | 13.9x | 16.5x | 1.4x |
| Wed, 15 Oct 2025 | zł33.5b | zł24.5b | zł2.0b | 11.3x | 16.6x | 1.4x |
| Fri, 12 Sep 2025 | zł36.5b | zł23.8b | zł2.0b | 10.3x | 17.9x | 1.5x |
| Sun, 10 Aug 2025 | zł33.7b | zł23.8b | zł2.0b | 9.3x | 16.5x | 1.4x |
| Tue, 08 Jul 2025 | zł29.1b | zł23.4b | zł2.0b | 7.8x | 14.6x | 1.2x |
| Thu, 05 Jun 2025 | zł28.0b | zł22.7b | zł1.9b | 8.1x | 14.5x | 1.2x |
| Sat, 03 May 2025 | zł30.7b | zł22.6b | zł1.9b | 8.3x | 15.9x | 1.4x |
| Mon, 31 Mar 2025 | zł34.7b | zł21.8b | zł2.0b | 8.4x | 17.6x | 1.6x |
| Wed, 26 Feb 2025 | zł35.0b | zł21.8b | zł2.0b | 8.6x | 17.8x | 1.6x |
| Fri, 24 Jan 2025 | zł30.9b | zł21.8b | zł2.0b | 7.6x | 15.7x | 1.4x |
| Sun, 22 Dec 2024 | zł30.6b | zł21.8b | zł2.0b | 8.3x | 15.5x | 1.4x |
| Tue, 19 Nov 2024 | zł28.5b | zł20.9b | zł2.0b | 8x | 14.4x | 1.4x |
| Thu, 17 Oct 2024 | zł31.5b | zł20.9b | zł1.9b | 8.9x | 16.1x | 1.5x |
| Sat, 14 Sep 2024 | zł28.3b | zł20.7b | zł1.9b | 11.6x | 15.2x | 1.4x |
| Mon, 12 Aug 2024 | zł27.7b | zł20.6b | zł1.9b | 14.6x | 14.8x | 1.3x |
| Wed, 10 Jul 2024 | zł33.3b | zł21.0b | zł1.9b | 16x | 17.5x | 1.6x |
| Fri, 07 Jun 2024 | zł44.5b | zł29.8b | zł1.7b | 15.5x | 26.5x | 1.5x |
| Sun, 05 May 2024 | zł37.0b | zł29.7b | zł1.7b | 16.1x | 21.9x | 1.2x |
| Tue, 02 Apr 2024 | zł34.7b | zł29.7b | zł1.6b | 13.8x | 22.3x | 1.2x |
| Thu, 29 Feb 2024 | zł40.5b | zł29.1b | zł1.5b | 14.9x | 26.4x | 1.4x |
| Sat, 27 Jan 2024 | zł33.3b | zł29.3b | zł1.5b | 10.5x | 21.5x | 1.1x |
| Mon, 25 Dec 2023 | zł36.7b | zł29.3b | zł1.5b | 10.9x | 23.7x | 1.3x |
| Wed, 22 Nov 2023 | zł31.9b | zł29.3b | zł1.4b | 8.5x | 23.4x | 1.1x |
| Fri, 20 Oct 2023 | zł28.3b | zł29.3b | zł1.4b | 8.6x | 20.4x | 1x |
| Sun, 17 Sep 2023 | zł28.7b | zł29.0b | zł889.5m | 9.4x | 32.2x | 1x |
| Tue, 15 Aug 2023 | zł29.4b | zł29.0b | zł876.0m | 9.2x | 33.6x | 1x |
| Thu, 13 Jul 2023 | zł31.5b | zł29.0b | zł871.3m | 8.1x | 36.2x | 1.1x |
36.2x
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | 3.10% | |
| Consumer Discretionary | 1.54% | |
| Luxury | 0.24% | |
| Footwear | 1.17% | |
| Apparel, Accessories and Luxury Goods | 0.25% | |
| Textiles | -1.93% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LPP LPP | zł18.55k | 0.3% +zł92.9m | 28.2% | PE21x | |
| VRG VRG | zł5.36 | 0.4% +zł4.7m | 41.1% | PE13.6x | |
| EAH ESOTIQ & Henderson | zł32.90 | 7.2% +zł4.3m | -8.6% | PE8.3x | |
| MON Monnari Trade | zł5.94 | 1.7% +zł2.6m | 23.2% | PE8.7x | |
| PRT Protektor | zł1.21 | 1.2% +zł445.6k | -20.9% | PS0.5x |