Narrative Update • Jun 23
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Turkish (BIST) Consumer Discretionary Sector Analysis
UpdatedJul 22, 2026
DataAggregated Company Financials
Companies89
- 7D5.0%
- 3M-2.1%
- 1Y4.1%
- YTD3.1%
Over the last 7 days, the Consumer Discretionary industry has risen 5.3%, driven by gains from Bossa Ticaret ve Sanayi Isletmeleri T.A.S of 12%. This means that the industry has gained 5.5% over the past year. Earnings are forecast to grow by 41% 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | ₺2.3t | ₺2.8t | ₺12.0b | 19.1x | 191.4x | 0.8x |
| Fri, 19 Jun 2026 | ₺1.4t | ₺2.8t | ₺8.7b | 20.9x | 163.2x | 0.5x |
| Sun, 17 May 2026 | ₺1.4t | ₺2.8t | ₺10.1b | 26.9x | 138.5x | 0.5x |
| Tue, 14 Apr 2026 | ₺1.5t | ₺2.9t | ₺2.4b | 31.3x | 603.2x | 0.5x |
| Thu, 12 Mar 2026 | ₺1.5t | ₺2.8t | ₺4.8b | 28.5x | 306x | 0.5x |
| Sat, 07 Feb 2026 | ₺1.5t | ₺2.3t | -₺6,060,138,634.00 | 26.4x | -246x | 0.6x |
| Mon, 05 Jan 2026 | ₺1.4t | ₺2.2t | -₺21,138,783,329.00 | 23.5x | -64.1x | 0.6x |
| Wed, 03 Dec 2025 | ₺1.3t | ₺2.2t | -₺21,028,184,979.00 | 23.8x | -64x | 0.6x |
| Fri, 31 Oct 2025 | ₺1.4t | ₺2.2t | -₺19,002,787,598.00 | 35.1x | -74.6x | 0.7x |
| Sun, 28 Sep 2025 | ₺1.5t | ₺2.2t | -₺20,158,752,966.00 | 35.7x | -72.4x | 0.7x |
| Tue, 26 Aug 2025 | ₺1.5t | ₺2.2t | -₺3,297,197,112.00 | 33.5x | -458.6x | 0.7x |
| Thu, 24 Jul 2025 | ₺1.3t | ₺2.1t | ₺24.5b | 25.6x | 53.9x | 0.6x |
| Sat, 21 Jun 2025 | ₺1.2t | ₺2.1t | ₺24.6b | 22.1x | 47.2x | 0.6x |
| Mon, 19 May 2025 | ₺1.3t | ₺2.1t | ₺39.4b | 33x | 33.8x | 0.6x |
| Wed, 16 Apr 2025 | ₺1.3t | ₺2.2t | ₺55.4b | 27.2x | 23.5x | 0.6x |
| Fri, 14 Mar 2025 | ₺1.4t | ₺2.1t | ₺54.7b | 23.7x | 25.8x | 0.7x |
| Sun, 09 Feb 2025 | ₺1.3t | ₺1.6t | ₺63.1b | 22.9x | 20.8x | 0.8x |
| Tue, 07 Jan 2025 | ₺1.4t | ₺1.5t | ₺59.6b | 23.3x | 23.7x | 0.9x |
| Thu, 05 Dec 2024 | ₺1.4t | ₺1.5t | ₺58.9b | 22.7x | 23.4x | 0.9x |
| Sat, 02 Nov 2024 | ₺1.3t | ₺1.6t | ₺85.7b | 17.8x | 15.3x | 0.8x |
| Mon, 30 Sep 2024 | ₺1.4t | ₺1.5t | ₺98.0b | 18.3x | 13.8x | 0.9x |
| Wed, 28 Aug 2024 | ₺1.4t | ₺1.6t | ₺109.2b | 17.8x | 12.4x | 0.9x |
| Fri, 26 Jul 2024 | ₺1.6t | ₺1.6t | ₺122.0b | 18.4x | 12.9x | 1x |
| Sun, 23 Jun 2024 | ₺1.7t | ₺1.6t | ₺120.2b | 18.3x | 13.9x | 1.1x |
| Tue, 21 May 2024 | ₺1.8t | ₺1.5t | ₺126.9b | 18.7x | 14.1x | 1.2x |
| Thu, 18 Apr 2024 | ₺1.6t | ₺1.5t | ₺135.5b | 18.2x | 11.9x | 1.1x |
| Sat, 16 Mar 2024 | ₺1.6t | ₺1.4t | ₺130.3b | 18.4x | 12.1x | 1.2x |
| Mon, 12 Feb 2024 | ₺1.4t | ₺1.1t | ₺114.2b | 16.4x | 12.6x | 1.3x |
| Wed, 10 Jan 2024 | ₺1.2t | ₺1.1t | ₺114.1b | 12.6x | 10.2x | 1x |
| Fri, 08 Dec 2023 | ₺1.3t | ₺1.1t | ₺113.2b | 13.4x | 11.3x | 1.2x |
| Sun, 05 Nov 2023 | ₺1.2t | ₺1.1t | ₺107.0b | 15.5x | 11.3x | 1.2x |
| Tue, 03 Oct 2023 | ₺1.3t | ₺952.7b | ₺91.1b | 18.2x | 13.8x | 1.3x |
| Thu, 31 Aug 2023 | ₺1.2t | ₺945.5b | ₺90.6b | 16.8x | 13.5x | 1.3x |
| Sat, 29 Jul 2023 | ₺1.1t | ₺850.9b | ₺80.2b | 15.2x | 13.9x | 1.3x |
Price to Earnings Ratio
13.9x
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 193x which is higher than its 3-year average PE of -7.6x.
- The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 47% per year over the last three years.
- Meanwhile revenues for these companies have grown 49% 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 | 0.49% | |
| Consumer Discretionary | 4.99% | |
| Luxury | 9.80% | |
| Retail Distributors | 4.71% | |
| Auto | 0.60% | |
| Hospitality | 0.016% | |
| General Merchandise and Department Stores | 0% | 0 |
| Specialty Stores | -0.14% | |
| Consumer Durables | -0.74% | |
| Auto Components | -1.54% | |
Industry PE
- Investors are most optimistic about the Luxury industry which is trading above its 3-year average PE ratio of 43.5x.
- Analysts are expecting annual earnings decline of 1.0%, which is less than its past year's earnings decline of 21.3%.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 114% over the next 5 years.
- This is better than its past earnings growth rate of 42% per year.
- In contrast, the Luxury industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| BOSSA Bossa Ticaret ve Sanayi Isletmeleri T.A.S | ₺7.16 | 12.4% +₺102.7b | 14.0% | PE3444.8x | |
| SUNTK Sun Tekstil Sanayi ve Ticaret | ₺41.30 | 19.7% +₺3.2b | -3.5% | PE32.7x | |
| PKENT Petrokent Turizm | ₺141.60 | 2.8% +₺3.2b | -37.6% | PE928.9x | |
| TOASO Tofas Türk Otomobil Fabrikasi Anonim Sirketi | ₺300.00 | 1.7% +₺2.5b | 42.6% | PE13x | |
| EBEBK Ebebek Magazacilik Anonim Sirketi | ₺86.30 | 8.9% +₺1.1b | 83.5% | PE74.2x |