Narrative Update • Jun 08

Over the last 7 days, the Retail Distributors industry has dropped 1.6%, driven by a pullback from Inter Cars of 1.6%. In the past year, the industry has gained 40%. Earnings are forecast to grow by 14% annually.
Has the Polish Retail Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | zł11.3b | zł23.1b | zł864.4m | 22.6x | 13.1x | 0.5x |
| Sat, 16 May 2026 | zł11.1b | zł22.5b | zł795.7m | 13.4x | 14x | 0.5x |
| Mon, 13 Apr 2026 | zł10.0b | zł21.9b | zł740.9m | 13x | 13.6x | 0.5x |
| Wed, 11 Mar 2026 | zł9.1b | zł21.9b | zł738.1m | 11.8x | 12.4x | 0.4x |
| Fri, 06 Feb 2026 | zł8.9b | zł21.9b | zł737.3m | 13.7x | 12.1x | 0.4x |
| Sun, 04 Jan 2026 | zł8.4b | zł21.9b | zł737.3m | 13.9x | 11.4x | 0.4x |
| Tue, 02 Dec 2025 | zł8.4b | zł21.9b | zł737.3m | 14.1x | 11.5x | 0.4x |
| Thu, 30 Oct 2025 | zł8.2b | zł21.5b | zł708.5m | 14.7x | 11.6x | 0.4x |
| Sat, 27 Sep 2025 | zł8.2b | zł21.5b | zł708.5m | 13x | 11.6x | 0.4x |
| Mon, 25 Aug 2025 | zł8.6b | zł21.0b | zł707.5m | 13.5x | 12.2x | 0.4x |
| Wed, 23 Jul 2025 | zł9.0b | zł21.0b | zł705.8m | 16x | 12.7x | 0.4x |
| Fri, 20 Jun 2025 | zł8.1b | zł21.0b | zł705.8m | 15.6x | 11.5x | 0.4x |
| Sun, 18 May 2025 | zł8.5b | zł20.7b | zł720.6m | 14.7x | 11.7x | 0.4x |
| Tue, 15 Apr 2025 | zł7.9b | zł20.3b | zł667.9m | 13x | 11.9x | 0.4x |
| Thu, 13 Mar 2025 | zł8.1b | zł20.3b | zł673.2m | 12.1x | 12.1x | 0.4x |
| Sat, 08 Feb 2025 | zł8.5b | zł20.3b | zł659.4m | 11.8x | 12.9x | 0.4x |
| Mon, 06 Jan 2025 | zł7.9b | zł20.3b | zł659.4m | 11.5x | 12x | 0.4x |
| Wed, 04 Dec 2024 | zł7.6b | zł20.3b | zł659.4m | 12x | 11.5x | 0.4x |
| Fri, 01 Nov 2024 | zł7.0b | zł20.0b | zł684.4m | 11.4x | 10.2x | 0.3x |
| Sun, 29 Sep 2024 | zł7.6b | zł20.0b | zł684.4m | 11.2x | 11.1x | 0.4x |
| Tue, 27 Aug 2024 | zł7.4b | zł19.6b | zł652.8m | 11.9x | 11.4x | 0.4x |
| Thu, 25 Jul 2024 | zł7.4b | zł19.6b | zł653.4m | 10.4x | 11.3x | 0.4x |
| Sat, 22 Jun 2024 | zł7.8b | zł19.6b | zł654.0m | 10.2x | 11.9x | 0.4x |
| Mon, 20 May 2024 | zł8.1b | zł19.3b | zł712.0m | 9.5x | 11.4x | 0.4x |
| Wed, 17 Apr 2024 | zł7.7b | zł19.0b | zł800.0m | 8.2x | 9.6x | 0.4x |
| Fri, 15 Mar 2024 | zł8.0b | zł19.0b | zł802.8m | 9.8x | 9.9x | 0.4x |
| Sun, 11 Feb 2024 | zł7.9b | zł18.9b | zł812.8m | 11.7x | 9.8x | 0.4x |
| Tue, 09 Jan 2024 | zł8.6b | zł18.9b | zł811.8m | 10.5x | 10.6x | 0.5x |
| Thu, 07 Dec 2023 | zł9.2b | zł18.9b | zł814.8m | 11.2x | 11.2x | 0.5x |
| Sat, 04 Nov 2023 | zł8.2b | zł18.3b | zł813.1m | 10x | 10x | 0.4x |
| Mon, 02 Oct 2023 | zł8.5b | zł18.3b | zł813.1m | 10.4x | 10.4x | 0.5x |
| Wed, 30 Aug 2023 | zł8.4b | zł17.5b | zł867.4m | 9.6x | 9.7x | 0.5x |
| Fri, 28 Jul 2023 | zł9.2b | zł17.5b | zł872.9m | 10.5x | 10.5x | 0.5x |
| Sun, 25 Jun 2023 | zł8.0b | zł17.5b | zł872.9m | 9x | 9.2x | 0.5x |
9.2x
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | 2.54% | |
| Consumer Discretionary | -0.80% | |
| Retail Distributors | -1.63% | |
| Distributors | -1.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DEL Delko | zł5.98 | 0.5% +zł358.8k | -10.2% | PE25.2x |