Narrative Update • May 06

Last week, the Specialty Stores industry hasn't moved much but Auto Partner is up 5.1% in that time. Unfortunately though, the industry is down 53% over the past 12 months. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Polish Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 May 2026 | zł12.1b | zł22.2b | zł1.1b | 14.8x | 11.4x | 0.5x |
| Wed, 08 Apr 2026 | zł12.2b | zł22.1b | zł1.1b | 11.9x | 11x | 0.6x |
| Fri, 06 Mar 2026 | zł13.8b | zł22.0b | zł1.1b | 12.4x | 12.2x | 0.6x |
| Sun, 01 Feb 2026 | zł15.3b | zł22.0b | zł1.1b | 13.3x | 13.6x | 0.7x |
| Tue, 30 Dec 2025 | zł14.8b | zł22.0b | zł1.1b | 12.8x | 13.1x | 0.7x |
| Thu, 27 Nov 2025 | zł14.7b | zł21.8b | zł1.2b | 12.4x | 12.7x | 0.7x |
| Sat, 25 Oct 2025 | zł16.2b | zł21.5b | zł1.1b | 13.2x | 14.1x | 0.8x |
| Mon, 22 Sep 2025 | zł19.4b | zł21.2b | zł1.3b | 13x | 14.4x | 0.9x |
| Wed, 20 Aug 2025 | zł19.1b | zł21.1b | zł1.3b | 12.7x | 14.5x | 0.9x |
| Fri, 18 Jul 2025 | zł20.8b | zł21.2b | zł1.3b | 12.7x | 16.3x | 1x |
| Sun, 15 Jun 2025 | zł20.1b | zł21.2b | zł1.3b | 12.1x | 15.7x | 0.9x |
| Tue, 13 May 2025 | zł21.0b | zł20.9b | zł1.2b | 15x | 17x | 1x |
| Thu, 10 Apr 2025 | zł18.8b | zł20.1b | zł804.8m | 11.3x | 23.4x | 0.9x |
| Sat, 08 Mar 2025 | zł17.4b | zł20.3b | zł808.9m | 12.9x | 21.5x | 0.9x |
| Mon, 03 Feb 2025 | zł16.4b | zł20.1b | zł849.5m | 10.7x | 19.3x | 0.8x |
| Wed, 01 Jan 2025 | zł17.4b | zł20.1b | zł849.5m | 11.4x | 20.5x | 0.9x |
| Fri, 29 Nov 2024 | zł18.7b | zł20.1b | zł851.0m | 12.5x | 22x | 0.9x |
| Sun, 27 Oct 2024 | zł16.9b | zł19.5b | zł701.8m | 12.9x | 24.1x | 0.9x |
| Tue, 24 Sep 2024 | zł15.7b | zł19.6b | zł421.5m | 13.4x | 37.3x | 0.8x |
| Thu, 22 Aug 2024 | zł15.0b | zł19.4b | zł457.3m | 14.2x | 32.8x | 0.8x |
| Sat, 20 Jul 2024 | zł13.6b | zł19.2b | zł486.8m | 13x | 27.9x | 0.7x |
| Mon, 17 Jun 2024 | zł5.5b | zł9.6b | zł345.8m | 13.2x | 16x | 0.6x |
| Wed, 15 May 2024 | zł5.5b | zł9.4b | zł359.3m | 14.3x | 15.4x | 0.6x |
| Fri, 12 Apr 2024 | zł5.4b | zł9.3b | zł348.0m | 14.7x | 15.6x | 0.6x |
| Sun, 10 Mar 2024 | zł5.7b | zł9.0b | zł351.5m | 15.3x | 16.3x | 0.6x |
| Tue, 06 Feb 2024 | zł5.6b | zł9.1b | zł489.0m | 15.4x | 11.5x | 0.6x |
| Thu, 04 Jan 2024 | zł5.7b | zł9.1b | zł482.6m | 15.4x | 11.7x | 0.6x |
| Sat, 02 Dec 2023 | zł5.5b | zł9.2b | zł502.3m | 16.5x | 11x | 0.6x |
| Mon, 30 Oct 2023 | zł5.0b | zł8.9b | zł512.7m | 12.7x | 9.8x | 0.6x |
| Wed, 27 Sep 2023 | zł5.1b | zł8.9b | zł508.4m | 13.2x | 10x | 0.6x |
| Fri, 25 Aug 2023 | zł5.0b | zł8.6b | zł494.6m | 12.9x | 10x | 0.6x |
| Sun, 23 Jul 2023 | zł5.4b | zł8.5b | zł501.1m | 14.9x | 10.7x | 0.6x |
| Tue, 20 Jun 2023 | zł4.8b | zł8.5b | zł511.5m | 12.6x | 9.4x | 0.6x |
| Thu, 18 May 2023 | zł4.9b | zł8.2b | zł513.6m | 14.2x | 9.5x | 0.6x |
9.5x
Which industries have driven the changes within the Polish Consumer Discretionary industry?
| PL Market | 1.21% | |
| Consumer Discretionary | -1.27% | |
| Specialty Stores | 0.33% | |
| Automotive Retail | 4.25% | |
| Computer and Electronics Retail | 0% | 0 |
| Home Improvement Retail | 0% | 0 |
| Home Furnishing Retail | 0% | 0 |
| Specialty Stores | -0.64% | |
| Apparel Retail | -1.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ANR Answear.com | zł19.28 | 2.0% +zł7.2m | -38.4% | PE39.3x | |
| BTF BTCS | zł4.64 | 4.0% +zł2.9m | 321.8% | PS31.4x | |
| 7FT 7FIT | zł17.00 | 9.7% +zł2.7m | 157.6% | PE14.7x | |
| OPN Oponeo.pl | zł85.10 | 0.2% +zł2.2m | -17.0% | PE18.4x | |
| OUT Outdoorzy | zł1.64 | 2.5% +zł1.0m | 292.3% | PS4.2x |