Analysis Article • May 28

In the last week, the Specialty Stores industry is up 1.6%, with Modivo leading the way, up 1.3%. In the past year, the industry is down 21%. As for the next few years, earnings are expected to grow by 42% per annum.
Has the Polish Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Aug 2026 | zł14.9b | zł22.7b | zł254.8m | 18.1x | 58.5x | 0.7x |
| Mon, 13 Jul 2026 | zł14.8b | zł22.7b | zł248.0m | 15.7x | 59.6x | 0.7x |
| Wed, 10 Jun 2026 | zł12.6b | zł22.6b | zł347.8m | 16.3x | 36.3x | 0.6x |
| Fri, 08 May 2026 | zł12.6b | zł22.2b | zł1.1b | 15.3x | 11.8x | 0.6x |
| Sun, 05 Apr 2026 | zł12.8b | zł22.1b | zł1.1b | 12.1x | 11.4x | 0.6x |
| Tue, 03 Mar 2026 | zł14.4b | zł22.0b | zł1.1b | 12.4x | 12.8x | 0.7x |
| Thu, 29 Jan 2026 | zł16.1b | zł22.0b | zł1.1b | 13.9x | 14.3x | 0.7x |
| Sat, 27 Dec 2025 | zł14.5b | zł22.0b | zł1.1b | 12.4x | 12.9x | 0.7x |
| Mon, 24 Nov 2025 | zł15.4b | zł21.8b | zł1.2b | 13.1x | 13.3x | 0.7x |
| Wed, 22 Oct 2025 | zł17.2b | zł21.5b | zł1.1b | 13.4x | 15x | 0.8x |
| Fri, 19 Sep 2025 | zł19.5b | zł21.1b | zł1.3b | 12.3x | 14.8x | 0.9x |
| Sun, 17 Aug 2025 | zł17.9b | zł21.0b | zł1.3b | 12.7x | 13.6x | 0.9x |
| Tue, 15 Jul 2025 | zł20.2b | zł21.2b | zł1.3b | 12.5x | 15.9x | 1x |
| Thu, 12 Jun 2025 | zł19.0b | zł21.1b | zł1.2b | 12.5x | 15.3x | 0.9x |
| Sat, 10 May 2025 | zł22.1b | zł20.9b | zł1.2b | 15.6x | 17.9x | 1.1x |
| Mon, 07 Apr 2025 | zł19.3b | zł20.1b | zł804.8m | 11.3x | 23.9x | 1x |
| Wed, 05 Mar 2025 | zł17.0b | zł20.3b | zł808.9m | 13x | 21x | 0.8x |
| Fri, 31 Jan 2025 | zł16.0b | zł20.1b | zł849.5m | 10.5x | 18.8x | 0.8x |
| Sun, 29 Dec 2024 | zł17.6b | zł20.1b | zł849.5m | 11.4x | 20.7x | 0.9x |
| Tue, 26 Nov 2024 | zł19.6b | zł19.7b | zł701.5m | 13.4x | 28x | 1x |
| Thu, 24 Oct 2024 | zł17.0b | zł19.5b | zł701.8m | 13.4x | 24.2x | 0.9x |
| Sat, 21 Sep 2024 | zł15.7b | zł19.6b | zł421.5m | 13.4x | 37.3x | 0.8x |
| Mon, 19 Aug 2024 | zł14.9b | zł19.4b | zł457.3m | 14.1x | 32.5x | 0.8x |
| Wed, 17 Jul 2024 | zł13.3b | zł19.2b | zł486.8m | 12.9x | 27.3x | 0.7x |
| Fri, 14 Jun 2024 | zł5.5b | zł9.6b | zł345.8m | 13.4x | 15.9x | 0.6x |
| Sun, 12 May 2024 | zł5.6b | zł9.4b | zł359.3m | 14.5x | 15.5x | 0.6x |
| Tue, 09 Apr 2024 | zł5.5b | zł9.1b | zł347.7m | 18.6x | 15.9x | 0.6x |
| Thu, 07 Mar 2024 | zł5.8b | zł9.0b | zł351.5m | 15.7x | 16.6x | 0.6x |
| Sat, 03 Feb 2024 | zł5.7b | zł9.1b | zł482.6m | 15.5x | 11.7x | 0.6x |
| Mon, 01 Jan 2024 | zł5.6b | zł9.1b | zł482.6m | 15.2x | 11.6x | 0.6x |
| Wed, 29 Nov 2023 | zł5.5b | zł9.2b | zł511.9m | 14.9x | 10.7x | 0.6x |
| Fri, 27 Oct 2023 | zł5.1b | zł8.9b | zł512.7m | 12.5x | 9.9x | 0.6x |
| Sun, 24 Sep 2023 | zł5.1b | zł8.9b | zł508.4m | 13.3x | 10x | 0.6x |
| Tue, 22 Aug 2023 | zł5.0b | zł8.6b | zł494.6m | 13.3x | 10.2x | 0.6x |
10.2x
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | 0.90% | |
| Consumer Discretionary | -0.58% | |
| Specialty Stores | 1.60% | |
| Automotive Retail | 2.38% | |
| Apparel Retail | 1.69% | |
| Home Improvement Retail | 0% | 0 |
| Home Furnishing Retail | 0% | 0 |
| Specialty Stores | -1.71% | |
| Computer and Electronics Retail | -4.60% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MDV Modivo | zł92.70 | 1.3% +zł100.3m | -43.5% | PS0.7x | |
| APR Auto Partner | zł30.70 | 2.5% +zł98.0m | 53.5% | PE18.1x | |
| ANR Answear.com | zł22.55 | 11.1% +zł42.9m | -16.2% | PS0.2x | |
| OPN Oponeo.pl | zł104.00 | 2.0% +zł22.5m | 13.0% | PE19x | |
| 7FT 7FIT | zł32.20 | 8.1% +zł4.3m | 230.3% | PE15.4x |