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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedDec 22, 2025
DataAggregated Company Financials
Companies443
  • 7D-1.5%
  • 3M-9.7%
  • 1Y4.0%
  • YTD8.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.5%, driven by a pullback from BYD of 4.9%. In contrast, Li Ning has gained 7.5%. Over the past 12 months, the industry was up 4.0%. Looking forward, earnings are forecast to grow by 27% annually.

Sector Valuation and Performance

Has the Hong Kong Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Dec 2025HK$5.1tHK$5.0tHK$219.2b10.6x23.5x1x
Wed, 19 Nov 2025HK$5.2tHK$5.0tHK$251.0b10.8x20.7x1x
Fri, 17 Oct 2025HK$5.5tHK$5.0tHK$254.6b10.9x21.5x1.1x
Sun, 14 Sep 2025HK$5.3tHK$4.7tHK$234.7b10.9x22.5x1.1x
Tue, 12 Aug 2025HK$5.3tHK$4.6tHK$248.1b11.3x21.4x1.2x
Thu, 10 Jul 2025HK$5.4tHK$4.6tHK$247.2b10.8x21.7x1.2x
Sat, 07 Jun 2025HK$5.4tHK$4.6tHK$242.6b10.6x22.4x1.2x
Mon, 05 May 2025HK$5.1tHK$4.5tHK$228.5b10.5x22.3x1.1x
Wed, 02 Apr 2025HK$5.3tHK$4.5tHK$228.1b10.8x23.2x1.2x
Fri, 28 Feb 2025HK$5.1tHK$4.3tHK$209.0b11.1x24.6x1.2x
Sun, 26 Jan 2025HK$4.2tHK$4.3tHK$201.4b10.4x21.1x1x
Tue, 24 Dec 2024HK$4.3tHK$4.2tHK$199.1b9.9x21.7x1x
Thu, 21 Nov 2024HK$4.4tHK$4.2tHK$193.6b9.5x22.5x1x
Sat, 19 Oct 2024HK$4.5tHK$4.3tHK$194.8b9.5x22.9x1x
Mon, 16 Sep 2024HK$3.5tHK$4.3tHK$195.6b8.4x18.1x0.8x
Wed, 14 Aug 2024HK$3.4tHK$4.1tHK$175.9b8.2x19.3x0.8x
Fri, 12 Jul 2024HK$3.7tHK$4.1tHK$173.7b9.1x21.5x0.9x
Sun, 09 Jun 2024HK$3.9tHK$4.0tHK$175.1b9.4x22.4x1x
Tue, 07 May 2024HK$4.0tHK$4.0tHK$173.0b9.3x23.4x1x
Thu, 04 Apr 2024HK$3.7tHK$4.0tHK$169.6b9.2x21.8x0.9x
Sat, 02 Mar 2024HK$3.5tHK$3.9tHK$164.1b9.6x21.5x0.9x
Mon, 29 Jan 2024HK$3.2tHK$3.9tHK$157.6b9.5x20.5x0.8x
Wed, 27 Dec 2023HK$3.5tHK$3.9tHK$156.1b9.9x22.3x0.9x
Fri, 24 Nov 2023HK$4.0tHK$3.8tHK$152.2b9.6x26.5x1x
Sun, 22 Oct 2023HK$4.0tHK$3.8tHK$141.5b9.2x28.3x1.1x
Tue, 19 Sep 2023HK$4.3tHK$3.8tHK$140.7b9.8x30.4x1.1x
Thu, 17 Aug 2023HK$4.4tHK$3.6tHK$123.7b10.3x35.6x1.2x
Sat, 15 Jul 2023HK$4.6tHK$3.6tHK$117.7b10.6x39.1x1.3x
Mon, 12 Jun 2023HK$4.5tHK$3.7tHK$115.0b10.2x38.7x1.2x
Wed, 10 May 2023HK$4.6tHK$3.8tHK$108.8b10.5x42.4x1.2x
Fri, 07 Apr 2023HK$4.8tHK$3.7tHK$110.9b10x42.9x1.3x
Sun, 05 Mar 2023HK$5.3tHK$3.6tHK$96.4b10x55.2x1.5x
Tue, 31 Jan 2023HK$5.8tHK$3.7tHK$103.2b10.8x56x1.6x
Thu, 29 Dec 2022HK$5.4tHK$3.6tHK$98.8b10x54.7x1.5x
Price to Earnings Ratio

54.7x


Total Market Cap: HK$5.4tTotal Earnings: HK$98.8bTotal Revenue: HK$3.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 27.7x202320242025
Current Industry PE
  • Investors are pessimistic on the Hong Kong Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 23.5x which is lower than its 3-year average PE of 27.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 30% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Hong Kong Consumer Discretionary sector?

HK Market-1.02%
Consumer Discretionary-1.52%
General Merchandise and Department Stores2.94%
Consumer Services1.11%
Retail Distributors1.09%
Online Retail and Ecommerce0%0
Leisure-0.06%
Luxury-0.18%
Auto Components-0.23%
Hospitality-0.33%
Specialty Stores-1.13%
Consumer Durables-1.70%
Auto-3.83%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 46.6x.
    • Analysts are expecting annual earnings growth of 40.0%, which is higher than its past year's earnings growth of 15.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings growth rate of 20% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
9992 Pop Mart International GroupHK$201.805.8%
+HK$14.7b
127.0%PE35.8x
3690 MeituanHK$102.801.9%
+HK$11.6b
-33.9%PS1.6x
2097 MIXUE GroupHK$435.005.9%
+HK$9.3b
n/aPE28.5x
6181 Laopu GoldHK$700.505.7%
+HK$6.7b
231.4%PE35.5x
1928 Sands ChinaHK$20.723.1%
+HK$5.0b
-3.4%PE23.5x

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