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Turkish (BIST) Consumer Discretionary Sector Analysis
UpdatedApr 11, 2026
DataAggregated Company Financials
Companies85
- 7D5.2%
- 3M7.2%
- 1Y4.8%
- YTD7.5%
The Consumer Discretionary industry is up 2.1% in the last week, with Ford Otomotiv Sanayi up 5.7%. Meanwhile, Bilici Yatirim Sanayi ve Ticaret actually underperformed within the industry, shrinking 27% in the last week. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 39% annually.
Sector Valuation and Performance
Has the Turkish Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Apr 2026 | ₺1.5t | ₺2.9t | ₺2.4b | 30.7x | 605.7x | 0.5x |
| Mon, 09 Mar 2026 | ₺1.4t | ₺2.8t | ₺2.2b | 24.1x | 640.3x | 0.5x |
| Wed, 04 Feb 2026 | ₺1.5t | ₺2.3t | -₺6,060,138,634.00 | 26.8x | -248.4x | 0.6x |
| Fri, 02 Jan 2026 | ₺1.3t | ₺2.2t | -₺21,138,783,329.00 | 23.3x | -63.8x | 0.6x |
| Sun, 30 Nov 2025 | ₺1.3t | ₺2.2t | -₺21,018,062,930.00 | 23.3x | -63.1x | 0.6x |
| Tue, 28 Oct 2025 | ₺1.4t | ₺2.2t | -₺18,854,326,709.00 | 34.1x | -75.3x | 0.7x |
| Thu, 25 Sep 2025 | ₺1.5t | ₺2.2t | -₺19,970,083,556.00 | 35.5x | -74.2x | 0.7x |
| Sat, 23 Aug 2025 | ₺1.5t | ₺2.2t | -₺3,698,669,703.00 | 33.8x | -403.3x | 0.7x |
| Mon, 21 Jul 2025 | ₺1.3t | ₺2.1t | ₺24.5b | 24.1x | 53.3x | 0.6x |
| Wed, 18 Jun 2025 | ₺1.2t | ₺2.1t | ₺24.6b | 21.8x | 47.6x | 0.6x |
| Fri, 16 May 2025 | ₺1.3t | ₺2.1t | ₺39.4b | 32.6x | 33.4x | 0.6x |
| Sun, 13 Apr 2025 | ₺1.3t | ₺2.2t | ₺55.4b | 26.4x | 23.9x | 0.6x |
| Tue, 11 Mar 2025 | ₺1.4t | ₺2.1t | ₺67.8b | 23.9x | 20.2x | 0.7x |
| Thu, 06 Feb 2025 | ₺1.3t | ₺1.6t | ₺63.1b | 21.6x | 20.6x | 0.8x |
| Sat, 04 Jan 2025 | ₺1.4t | ₺1.5t | ₺59.6b | 23.2x | 23.6x | 0.9x |
| Mon, 02 Dec 2024 | ₺1.4t | ₺1.5t | ₺58.5b | 19.9x | 23.1x | 0.9x |
| Wed, 30 Oct 2024 | ₺1.3t | ₺1.6t | ₺89.8b | 16x | 14.7x | 0.8x |
| Fri, 27 Sep 2024 | ₺1.3t | ₺1.5t | ₺103.0b | 18.3x | 13.1x | 0.9x |
| Sun, 25 Aug 2024 | ₺1.3t | ₺1.6t | ₺107.7b | 17.4x | 12.5x | 0.9x |
| Tue, 23 Jul 2024 | ₺1.6t | ₺1.6t | ₺122.0b | 18.4x | 13.3x | 1x |
| Thu, 20 Jun 2024 | ₺1.6t | ₺1.6t | ₺120.6b | 18.4x | 13.6x | 1x |
| Sat, 18 May 2024 | ₺1.8t | ₺1.5t | ₺126.4b | 18.8x | 13.9x | 1.1x |
| Mon, 15 Apr 2024 | ₺1.7t | ₺1.5t | ₺135.5b | 18.5x | 12.2x | 1.1x |
| Wed, 13 Mar 2024 | ₺1.6t | ₺1.3t | ₺127.8b | 19.4x | 12.6x | 1.3x |
| Fri, 09 Feb 2024 | ₺1.4t | ₺1.1t | ₺114.2b | 16.3x | 12.4x | 1.3x |
| Sun, 07 Jan 2024 | ₺1.2t | ₺1.1t | ₺114.1b | 12.2x | 10.3x | 1.1x |
| Tue, 05 Dec 2023 | ₺1.3t | ₺1.1t | ₺113.2b | 13.7x | 11.6x | 1.2x |
| Thu, 02 Nov 2023 | ₺1.2t | ₺1.0t | ₺104.9b | 15.3x | 11.2x | 1.1x |
| Sat, 30 Sep 2023 | ₺1.3t | ₺952.7b | ₺91.1b | 17.8x | 13.8x | 1.3x |
| Mon, 28 Aug 2023 | ₺1.2t | ₺945.3b | ₺90.6b | 14.5x | 13.1x | 1.3x |
| Wed, 26 Jul 2023 | ₺1.0t | ₺842.9b | ₺77.1b | 14.4x | 13.4x | 1.2x |
| Fri, 23 Jun 2023 | ₺852.9b | ₺826.5b | ₺76.5b | 10.5x | 11.2x | 1x |
| Sun, 21 May 2023 | ₺700.0b | ₺824.0b | ₺76.3b | 9.3x | 9.2x | 0.8x |
| Tue, 18 Apr 2023 | ₺843.5b | ₺723.0b | ₺71.0b | 11.2x | 11.9x | 1.2x |
Price to Earnings Ratio
11.9x
Current Industry PE
- Investors are optimistic on the Turkish Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 608x which is higher than its 3-year average PE of -36.8x.
- The industry is trading close to its 3-year average PS ratio of 1.00x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 68% per year over the last three years.
- Meanwhile revenues for these companies have grown 59% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Turkish Consumer Discretionary sector?
| TR Market | 6.59% | |
| Consumer Discretionary | 5.16% | |
| Retail Distributors | 8.21% | |
| Hospitality | 6.39% | |
| Auto | 6.26% | |
| Specialty Stores | 6.24% | |
| Consumer Durables | 5.94% | |
| Auto Components | 3.29% | |
| Luxury | 1.48% | |
| General Merchandise and Department Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 58.3x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 87% over the next 5 years.
- This is better than its past earnings decline of 37% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 32% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FROTO Ford Otomotiv Sanayi | ₺105.30 | 5.7% +₺20.0b | 6.0% | PE10.9x | |
| TOASO Tofas Türk Otomobil Fabrikasi Anonim Sirketi | ₺284.75 | 7.8% +₺10.2b | 78.1% | PE17x | |
| PKENT Petrokent Turizm | ₺163.80 | 4.9% +₺6.4b | -23.6% | PE761.1x | |
| AYCES Altin Yunus Çesme Turistik Tesisler | ₺1.15k | 20.3% +₺4.9b | 157.3% | PS75.7x | |
| ARCLK Arçelik Anonim Sirketi | ₺117.30 | 7.0% +₺4.7b | -10.5% | PS0.1x |