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Turkish (BIST) Consumer Discretionary Sector Analysis
UpdatedJan 29, 2026
DataAggregated Company Financials
Companies86
- 7D5.1%
- 3M3.3%
- 1Y5.9%
- YTD8.6%
Over the last 7 days, the Consumer Discretionary industry has risen 4.1%, driven by gains from Ford Otomotiv Sanayi of 6.0%. Meanwhile, Sönmez Pamuklu Sanayii actually underperformed within the industry, shrinking 7.6% in the last week. In the last 12 months, the industry was up 4.0%. Looking forward, earnings are forecast to grow by 68% 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 |
|---|---|---|---|---|---|---|
| Thu, 29 Jan 2026 | ₺1.5t | ₺2.2t | -₺21,303,476,056.00 | 24.9x | -69.1x | 0.7x |
| Sat, 27 Dec 2025 | ₺1.4t | ₺2.2t | -₺21,138,783,329.00 | 23.9x | -64x | 0.6x |
| Mon, 24 Nov 2025 | ₺1.4t | ₺2.2t | -₺21,194,455,897.00 | 23.7x | -65x | 0.6x |
| Wed, 22 Oct 2025 | ₺1.4t | ₺2.2t | -₺19,571,187,345.00 | 33.7x | -70.6x | 0.6x |
| Fri, 19 Sep 2025 | ₺1.5t | ₺2.2t | -₺20,128,329,782.00 | 33.4x | -74x | 0.7x |
| Sun, 17 Aug 2025 | ₺1.4t | ₺2.2t | -₺2,744,424,179.00 | 35.2x | -518.6x | 0.7x |
| Tue, 15 Jul 2025 | ₺1.3t | ₺2.1t | ₺24.5b | 24.9x | 53x | 0.6x |
| Thu, 12 Jun 2025 | ₺1.2t | ₺2.1t | ₺24.9b | 27.4x | 49.1x | 0.6x |
| Sat, 10 May 2025 | ₺1.3t | ₺2.1t | ₺41.5b | 28x | 30.4x | 0.6x |
| Mon, 07 Apr 2025 | ₺1.3t | ₺2.2t | ₺55.4b | 25.2x | 23.8x | 0.6x |
| Wed, 05 Mar 2025 | ₺1.3t | ₺2.0t | ₺68.2b | 21x | 18.5x | 0.6x |
| Fri, 31 Jan 2025 | ₺1.3t | ₺1.5t | ₺59.6b | 23.1x | 22.1x | 0.9x |
| Sun, 29 Dec 2024 | ₺1.4t | ₺1.5t | ₺59.8b | 22.4x | 23.2x | 0.9x |
| Tue, 26 Nov 2024 | ₺1.4t | ₺1.5t | ₺57.1b | 24.4x | 24.1x | 0.9x |
| Thu, 24 Oct 2024 | ₺1.3t | ₺1.5t | ₺97.1b | 16.1x | 13.4x | 0.8x |
| Sat, 21 Sep 2024 | ₺1.4t | ₺1.5t | ₺104.4b | 17.3x | 13.1x | 0.9x |
| Mon, 19 Aug 2024 | ₺1.4t | ₺1.6t | ₺109.8b | 17.4x | 12.7x | 0.9x |
| Wed, 17 Jul 2024 | ₺1.6t | ₺1.6t | ₺122.0b | 17.9x | 13.3x | 1x |
| Fri, 14 Jun 2024 | ₺1.6t | ₺1.6t | ₺117.6b | 19.3x | 13.4x | 1x |
| Sun, 12 May 2024 | ₺1.7t | ₺1.5t | ₺126.6b | 19.1x | 13.7x | 1.1x |
| Tue, 09 Apr 2024 | ₺1.6t | ₺1.5t | ₺134.4b | 18.3x | 12.3x | 1.1x |
| Thu, 07 Mar 2024 | ₺1.6t | ₺1.3t | ₺127.3b | 18.5x | 12.3x | 1.2x |
| Sat, 03 Feb 2024 | ₺1.4t | ₺1.1t | ₺114.1b | 15.7x | 12x | 1.2x |
| Mon, 01 Jan 2024 | ₺1.2t | ₺1.1t | ₺114.1b | 12.2x | 10.1x | 1x |
| Wed, 29 Nov 2023 | ₺1.4t | ₺1.1t | ₺113.2b | 14.3x | 12.1x | 1.2x |
| Fri, 27 Oct 2023 | ₺1.2t | ₺978.3b | ₺92.6b | 15.5x | 12.4x | 1.2x |
| Sun, 24 Sep 2023 | ₺1.2t | ₺952.7b | ₺91.1b | 17.5x | 13.4x | 1.3x |
| Tue, 22 Aug 2023 | ₺1.2t | ₺913.6b | ₺85.4b | 14.6x | 13.5x | 1.3x |
| Thu, 20 Jul 2023 | ₺1.0t | ₺828.2b | ₺76.9b | 13.2x | 13.3x | 1.2x |
| Sat, 17 Jun 2023 | ₺831.1b | ₺826.1b | ₺76.3b | 11.1x | 10.9x | 1x |
| Mon, 15 May 2023 | ₺1.1t | ₺824.0b | ₺76.4b | 9.3x | 14.8x | 1.4x |
| Wed, 12 Apr 2023 | ₺795.5b | ₺722.1b | ₺70.9b | 11.2x | 11.2x | 1.1x |
| Fri, 10 Mar 2023 | ₺839.7b | ₺703.9b | ₺68.1b | 11.8x | 12.3x | 1.2x |
| Sun, 05 Feb 2023 | ₺768.9b | ₺613.7b | ₺58.4b | 11.8x | 13.2x | 1.3x |
Price to Earnings Ratio
13.2x
Current Industry PE
- Investors are pessimistic on the Turkish Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.66x.
Past Earnings Growth
- Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 53% 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 | 4.12% | |
| Consumer Discretionary | 5.11% | |
| Retail Distributors | 10.62% | |
| Auto | 7.75% | |
| Consumer Durables | 4.07% | |
| Auto Components | 3.85% | |
| Specialty Stores | 3.78% | |
| Luxury | 3.44% | |
| Hospitality | 3.19% | |
| General Merchandise and Department Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 79.0x.
- 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 171% 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 7.0% 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 | ₺110.30 | 7.0% +₺25.3b | 19.7% | PE14.3x | |
| TOASO Tofas Türk Otomobil Fabrikasi Anonim Sirketi | ₺313.75 | 10.0% +₺14.2b | 46.1% | PE108.1x | |
| PKENT Petrokent Turizm | ₺148.80 | 4.0% +₺4.7b | -37.2% | PE1169.1x | |
| DOHOL Dogan Sirketler Grubu Holding | ₺21.42 | 7.0% +₺3.7b | 51.2% | PS0.8x | |
| ENSRI Ensari Sinai Yatirimlar Anonim Sirketi | ₺23.22 | 30.7% +₺3.0b | 504.7% | PE45x |
