Narrative Update • Jun 22

Over the last 7 days, the Specialty Stores industry has remained flat, although notably Oponeo.pl declined by 4.9%. As for the longer term, the industry has declined 33% in the last year. Earnings are forecast to grow by 38% annually.
Has the Polish Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | zł13.9b | zł22.7b | zł248.0m | 15.9x | 56x | 0.6x |
| Sat, 23 May 2026 | zł13.0b | zł22.3b | zł1.1b | 18.2x | 12.2x | 0.6x |
| Mon, 20 Apr 2026 | zł13.8b | zł22.2b | zł1.1b | 12.9x | 12.6x | 0.6x |
| Wed, 18 Mar 2026 | zł13.1b | zł22.0b | zł1.1b | 12.4x | 11.7x | 0.6x |
| Fri, 13 Feb 2026 | zł15.0b | zł22.0b | zł1.1b | 13.1x | 13.4x | 0.7x |
| Sun, 11 Jan 2026 | zł16.8b | zł22.0b | zł1.1b | 14.2x | 14.9x | 0.8x |
| Tue, 09 Dec 2025 | zł14.4b | zł22.0b | zł1.1b | 12.3x | 12.9x | 0.7x |
| Thu, 06 Nov 2025 | zł16.9b | zł21.5b | zł1.1b | 13.7x | 14.8x | 0.8x |
| Sat, 04 Oct 2025 | zł18.7b | zł21.5b | zł1.1b | 14.8x | 16.2x | 0.9x |
| Mon, 01 Sep 2025 | zł18.2b | zł21.1b | zł1.3b | 12.7x | 13.7x | 0.9x |
| Wed, 30 Jul 2025 | zł20.5b | zł21.2b | zł1.3b | 12.7x | 16.1x | 1x |
| Fri, 27 Jun 2025 | zł20.3b | zł21.2b | zł1.3b | 12.4x | 15.9x | 1x |
| Sun, 25 May 2025 | zł20.8b | zł21.1b | zł1.2b | 12.7x | 16.7x | 1x |
| Tue, 22 Apr 2025 | zł20.7b | zł20.6b | zł801.8m | 13.3x | 25.8x | 1x |
| Thu, 20 Mar 2025 | zł20.0b | zł20.3b | zł808.9m | 12.3x | 24.8x | 1x |
| Sat, 15 Feb 2025 | zł18.9b | zł20.1b | zł851.4m | 12.2x | 22.2x | 0.9x |
| Mon, 13 Jan 2025 | zł17.5b | zł20.1b | zł849.5m | 11x | 20.6x | 0.9x |
| Wed, 11 Dec 2024 | zł18.1b | zł20.1b | zł851.0m | 12.3x | 21.3x | 0.9x |
| Fri, 08 Nov 2024 | zł17.4b | zł19.5b | zł701.8m | 13.9x | 24.9x | 0.9x |
| Sun, 06 Oct 2024 | zł17.0b | zł19.5b | zł701.8m | 13.6x | 24.3x | 0.9x |
| Tue, 03 Sep 2024 | zł16.5b | zł19.4b | zł457.3m | 14.5x | 36.1x | 0.8x |
| Thu, 01 Aug 2024 | zł13.7b | zł19.2b | zł486.8m | 12.9x | 28.2x | 0.7x |
| Sat, 29 Jun 2024 | zł5.4b | zł9.6b | zł343.4m | 13.3x | 15.8x | 0.6x |
| Mon, 27 May 2024 | zł5.5b | zł9.6b | zł353.5m | 13.9x | 15.5x | 0.6x |
| Wed, 24 Apr 2024 | zł5.6b | zł9.3b | zł339.7m | 15x | 16.4x | 0.6x |
| Fri, 22 Mar 2024 | zł5.7b | zł9.1b | zł351.7m | 15.6x | 16.3x | 0.6x |
| Sun, 18 Feb 2024 | zł5.8b | zł9.0b | zł351.5m | 14.4x | 16.4x | 0.6x |
| Tue, 16 Jan 2024 | zł5.3b | zł9.1b | zł482.6m | 14x | 11.1x | 0.6x |
| Thu, 14 Dec 2023 | zł5.8b | zł9.2b | zł502.3m | 16.1x | 11.5x | 0.6x |
| Sat, 11 Nov 2023 | zł5.4b | zł9.0b | zł502.1m | 14.1x | 10.8x | 0.6x |
| Mon, 09 Oct 2023 | zł5.0b | zł8.9b | zł512.7m | 12.5x | 9.7x | 0.6x |
| Wed, 06 Sep 2023 | zł5.0b | zł8.6b | zł494.6m | 13.2x | 10.1x | 0.6x |
| Fri, 04 Aug 2023 | zł5.3b | zł8.5b | zł501.1m | 14.8x | 10.5x | 0.6x |
| Sun, 02 Jul 2023 | zł5.0b | zł8.5b | zł501.1m | 13.9x | 9.9x | 0.6x |
9.9x
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | -4.03% | |
| Consumer Discretionary | -1.49% | |
| Specialty Stores | 0.36% | |
| Apparel Retail | 1.04% | |
| Automotive Retail | 0.059% | |
| Home Improvement Retail | 0% | 0 |
| Home Furnishing Retail | 0% | 0 |
| Computer and Electronics Retail | -1.11% | |
| Specialty Stores | -3.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MDV Modivo | zł96.00 | 1.5% +zł122.0m | -51.0% | PS0.7x | |
| APR Auto Partner | zł25.45 | 0.8% +zł26.1m | 26.3% | PE15x | |
| 7FT 7FIT | zł25.40 | 5.8% +zł2.5m | 260.3% | PE12.1x | |
| BTF BTCS | zł4.30 | 3.4% +zł2.2m | 388.6% | PS45.6x | |
| IPO Intersport Polska | zł0.38 | 2.3% +zł1.3m | -1.4% | PS0.3x |