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Turkish (BIST) Consumer Discretionary Sector Analysis
UpdatedMar 08, 2026
DataAggregated Company Financials
Companies86
- 7D-5.1%
- 3M5.2%
- 1Y-2.1%
- YTD4.0%
Over the last 7 days, the Consumer Discretionary industry has dropped 5.1%, driven by Ford Otomotiv Sanayi declining 6.4%. On the other hand Altin Yunus Çesme Turistik Tesisler is actually up 12%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 49% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 08 Mar 2026 | ₺1.4t | ₺2.8t | ₺2.2b | 24.1x | 640.3x | 0.5x |
| Tue, 03 Feb 2026 | ₺1.5t | ₺2.2t | -₺21,303,476,056.00 | 25x | -69.8x | 0.7x |
| Thu, 01 Jan 2026 | ₺1.3t | ₺2.2t | -₺21,138,783,329.00 | 23.3x | -63.8x | 0.6x |
| Sat, 29 Nov 2025 | ₺1.3t | ₺2.2t | -₺21,018,062,930.00 | 23.3x | -63.1x | 0.6x |
| Mon, 27 Oct 2025 | ₺1.4t | ₺2.2t | -₺18,854,326,709.00 | 34.1x | -75.8x | 0.7x |
| Wed, 24 Sep 2025 | ₺1.5t | ₺2.2t | -₺19,970,083,556.00 | 36x | -74.6x | 0.7x |
| Fri, 22 Aug 2025 | ₺1.5t | ₺2.2t | -₺3,698,669,703.00 | 33.9x | -403.3x | 0.7x |
| Sun, 20 Jul 2025 | ₺1.3t | ₺2.1t | ₺24.5b | 24.1x | 53.3x | 0.6x |
| Tue, 17 Jun 2025 | ₺1.2t | ₺2.1t | ₺24.6b | 21.9x | 47.8x | 0.6x |
| Thu, 15 May 2025 | ₺1.3t | ₺2.1t | ₺39.5b | 32.6x | 33.5x | 0.6x |
| Sat, 12 Apr 2025 | ₺1.3t | ₺2.2t | ₺55.4b | 26.4x | 23.9x | 0.6x |
| Mon, 10 Mar 2025 | ₺1.4t | ₺2.1t | ₺68.8b | 23.6x | 19.8x | 0.7x |
| Wed, 05 Feb 2025 | ₺1.3t | ₺1.6t | ₺63.1b | 22.5x | 20.6x | 0.8x |
| Fri, 03 Jan 2025 | ₺1.4t | ₺1.5t | ₺59.6b | 23.4x | 23.4x | 0.9x |
| Sun, 01 Dec 2024 | ₺1.4t | ₺1.5t | ₺58.5b | 19.9x | 23.1x | 0.9x |
| Tue, 29 Oct 2024 | ₺1.3t | ₺1.6t | ₺89.8b | 16x | 14.7x | 0.8x |
| Thu, 26 Sep 2024 | ₺1.3t | ₺1.5t | ₺103.1b | 18.5x | 13x | 0.9x |
| Sat, 24 Aug 2024 | ₺1.4t | ₺1.6t | ₺108.4b | 17.7x | 12.6x | 0.9x |
| Mon, 22 Jul 2024 | ₺1.6t | ₺1.6t | ₺122.0b | 18.2x | 13.3x | 1x |
| Wed, 19 Jun 2024 | ₺1.6t | ₺1.6t | ₺119.6b | 18x | 13.7x | 1x |
| Fri, 17 May 2024 | ₺1.7t | ₺1.5t | ₺126.3b | 18.7x | 13.8x | 1.1x |
| Sun, 14 Apr 2024 | ₺1.7t | ₺1.5t | ₺135.5b | 18.5x | 12.2x | 1.1x |
| Tue, 12 Mar 2024 | ₺1.3t | ₺867.7b | ₺78.3b | 20.6x | 16x | 1.4x |
| Thu, 08 Feb 2024 | ₺1.4t | ₺1.1t | ₺114.1b | 16.2x | 12.3x | 1.3x |
| Sat, 06 Jan 2024 | ₺1.2t | ₺1.1t | ₺114.1b | 12.2x | 10.3x | 1.1x |
| Mon, 04 Dec 2023 | ₺1.3t | ₺1.1t | ₺113.2b | 13.7x | 11.7x | 1.2x |
| Wed, 01 Nov 2023 | ₺1.2t | ₺1.0t | ₺104.9b | 15.7x | 11.3x | 1.2x |
| Fri, 29 Sep 2023 | ₺1.2t | ₺952.7b | ₺91.1b | 17.6x | 13.6x | 1.3x |
| Sun, 27 Aug 2023 | ₺1.2t | ₺945.3b | ₺90.6b | 14.5x | 13x | 1.2x |
| Tue, 25 Jul 2023 | ₺1.1t | ₺842.9b | ₺77.1b | 14.5x | 13.7x | 1.3x |
| Thu, 22 Jun 2023 | ₺816.9b | ₺826.5b | ₺76.5b | 10.1x | 10.7x | 1x |
| Sat, 20 May 2023 | ₺700.0b | ₺824.0b | ₺76.3b | 9.3x | 9.2x | 0.8x |
| Mon, 17 Apr 2023 | ₺864.0b | ₺722.1b | ₺70.9b | 11.4x | 12.2x | 1.2x |
| Wed, 15 Mar 2023 | ₺3.7t | ₺716.2b | ₺68.6b | 11.3x | 54.5x | 5.2x |
Price to Earnings Ratio
54.5x
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 679x which is higher than its 3-year average PE of -11.8x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.51x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 69% per year over the last three years.
- Meanwhile revenues for these companies have grown 57% 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 | -5.44% | |
| Consumer Discretionary | -5.12% | |
| Retail Distributors | 1.04% | |
| General Merchandise and Department Stores | 0% | 0 |
| Hospitality | -2.27% | |
| Luxury | -3.01% | |
| Specialty Stores | -4.97% | |
| Consumer Durables | -6.17% | |
| Auto Components | -6.27% | |
| Auto | -7.06% | |
Industry PE
- Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 83.2x.
- 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 Auto Components industry, expecting annual earnings growth of 213% over the next 5 years.
- This is better than its past earnings decline of 28% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| AYCES Altin Yunus Çesme Turistik Tesisler | ₺587.00 | 12.0% +₺1.6b | 31.2% | PE2551.3x | |
| IEYHO Isiklar Enerji ve Yapi Holding | ₺84.50 | 1.6% +₺733.9m | 745.0% | PS16.9x | |
| TKNSA Teknosa Iç ve Dis Ticaret Anonim Sirketi | ₺25.76 | 14.0% +₺635.2m | -6.6% | PS0.06x | |
| ENSRI Ensari Sinai Yatirimlar Anonim Sirketi | ₺30.28 | 3.6% +₺567.8m | 685.5% | PS35.8x | |
| MERIT Merit Turizm Yatirim ve Isletme Anonim Sirketi | ₺17.24 | 8.4% +₺451.0m | 26.0% | PE13.3x |
