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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies442
  • 7D1.1%
  • 3M-4.2%
  • 1Y9.4%
  • YTD-0.4%

In the last week, the Consumer Discretionary industry is up 1.5%, with BYD up 4.9%. Meanwhile, Pop Mart International Group actually underperformed within the industry, shrinking 9.3% in the last week. This takes the industry's 12 month performance to a gain of 11%. Earnings are forecast to grow by 24% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 17 Jan 2026HK$5.2tHK$5.1tHK$221.5b10.3x23.4x1x
Mon, 15 Dec 2025HK$5.2tHK$5.0tHK$218.9b10.6x23.7x1x
Wed, 12 Nov 2025HK$5.3tHK$5.0tHK$249.2b11.1x21.4x1.1x
Fri, 10 Oct 2025HK$5.6tHK$5.1tHK$251.5b10.7x22.1x1.1x
Sun, 07 Sep 2025HK$5.4tHK$4.7tHK$234.8b10.8x22.9x1.1x
Tue, 05 Aug 2025HK$5.3tHK$4.6tHK$248.1b11.1x21.2x1.1x
Thu, 03 Jul 2025HK$5.3tHK$4.6tHK$247.6b10.6x21.6x1.2x
Sat, 31 May 2025HK$5.3tHK$4.6tHK$242.3b10.8x22.1x1.2x
Mon, 28 Apr 2025HK$5.0tHK$4.5tHK$228.2b10x21.9x1.1x
Wed, 26 Mar 2025HK$5.2tHK$4.5tHK$228.9b10.9x22.7x1.2x
Fri, 21 Feb 2025HK$4.7tHK$4.3tHK$202.1b10.6x23.4x1.1x
Sun, 19 Jan 2025HK$4.2tHK$4.2tHK$199.4b10x20.8x1x
Tue, 17 Dec 2024HK$4.3tHK$4.3tHK$199.1b10.1x21.8x1x
Thu, 14 Nov 2024HK$4.4tHK$4.2tHK$192.4b9.4x23x1x
Sat, 12 Oct 2024HK$4.7tHK$4.3tHK$195.4b9.8x24x1.1x
Mon, 09 Sep 2024HK$3.6tHK$4.3tHK$195.6b8.7x18.5x0.8x
Wed, 07 Aug 2024HK$3.4tHK$4.1tHK$176.5b8.2x19.3x0.8x
Fri, 05 Jul 2024HK$3.8tHK$4.1tHK$173.6b9.1x21.6x0.9x
Sun, 02 Jun 2024HK$3.8tHK$4.0tHK$173.5b9.3x22.2x1x
Tue, 30 Apr 2024HK$3.9tHK$4.0tHK$172.9b9x22.6x1x
Thu, 28 Mar 2024HK$3.6tHK$4.0tHK$181.1b9.1x20.1x0.9x
Sat, 24 Feb 2024HK$3.4tHK$3.9tHK$156.7b9.5x21.9x0.9x
Mon, 22 Jan 2024HK$3.2tHK$3.9tHK$155.8b9.3x20.8x0.8x
Wed, 20 Dec 2023HK$3.5tHK$3.9tHK$155.8b10x22.4x0.9x
Fri, 17 Nov 2023HK$4.1tHK$3.8tHK$149.3b9.6x27.2x1.1x
Sun, 15 Oct 2023HK$4.1tHK$3.8tHK$141.4b9.7x29.1x1.1x
Tue, 12 Sep 2023HK$4.3tHK$3.8tHK$140.9b9.6x30.4x1.1x
Thu, 10 Aug 2023HK$4.7tHK$3.6tHK$123.9b10.5x37.7x1.3x
Sat, 08 Jul 2023HK$4.4tHK$3.6tHK$116.5b10.6x37.4x1.2x
Mon, 05 Jun 2023HK$4.4tHK$3.7tHK$116.8b10.4x37.6x1.2x
Wed, 03 May 2023HK$4.7tHK$3.8tHK$109.0b10.5x43.4x1.3x
Fri, 31 Mar 2023HK$4.9tHK$3.7tHK$109.9b10x44.2x1.3x
Sun, 26 Feb 2023HK$5.2tHK$3.6tHK$96.3b10.4x53.6x1.4x
Tue, 24 Jan 2023HK$5.7tHK$3.7tHK$102.7b10.6x55.7x1.6x
Price to Earnings Ratio

55.7x


Total Market Cap: HK$5.7tTotal Earnings: HK$102.7bTotal Revenue: HK$3.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 27x202420252026
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 23.6x which is lower than its 3-year average PE of 27.0x.
  • 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 29% 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 Market1.58%
Consumer Discretionary1.06%
Leisure4.25%
General Merchandise and Department Stores3.63%
Auto Components3.04%
Auto2.11%
Consumer Services1.29%
Hospitality1.20%
Luxury0.68%
Online Retail and Ecommerce0%0
Consumer Durables-0.32%
Specialty Stores-2.61%
Retail Distributors-4.40%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 48.4x.
    • Analysts are expecting annual earnings growth of 34.2%, which is higher than its past year's earnings growth of 15.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings growth rate of 0.08% 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
1211 BYDHK$99.204.9%
+HK$42.3b
12.8%PE21.1x
3690 MeituanHK$100.001.5%
+HK$9.2b
-32.3%PS1.5x
6862 Haidilao International HoldingHK$15.4810.7%
+HK$8.3b
9.3%PE17.4x
1929 Chow Tai Fook Jewellery GroupHK$13.234.3%
+HK$5.3b
95.4%PE22.1x
27 Galaxy Entertainment GroupHK$40.343.0%
+HK$5.2b
28.1%PE18.4x

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