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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedSep 16, 2025
DataAggregated Company Financials
Companies437
- 7D-1.4%
- 3M-1.3%
- 1Y39.5%
- YTD17.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by Pop Mart International Group declining 11%. Over the past 12 months, the industry was up 40%. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the Hong Kong Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 17 Sep 2025 | HK$5.3t | HK$4.7t | HK$235.0b | 11.1x | 22.7x | 1.1x |
| Fri, 15 Aug 2025 | HK$5.4t | HK$4.6t | HK$249.6b | 11.3x | 21.7x | 1.2x |
| Sun, 13 Jul 2025 | HK$5.3t | HK$4.6t | HK$247.5b | 10.8x | 21.5x | 1.2x |
| Tue, 10 Jun 2025 | HK$5.5t | HK$4.6t | HK$242.7b | 10.6x | 22.6x | 1.2x |
| Thu, 08 May 2025 | HK$5.2t | HK$4.6t | HK$230.4b | 10.4x | 22.6x | 1.1x |
| Sat, 05 Apr 2025 | HK$5.2t | HK$4.5t | HK$228.9b | 10.2x | 22.7x | 1.2x |
| Mon, 03 Mar 2025 | HK$5.0t | HK$4.3t | HK$213.3b | 10.8x | 23.4x | 1.1x |
| Wed, 29 Jan 2025 | HK$4.3t | HK$4.3t | HK$201.4b | 10.1x | 21.1x | 1x |
| Fri, 27 Dec 2024 | HK$4.3t | HK$4.2t | HK$199.1b | 9.9x | 21.8x | 1x |
| Sun, 24 Nov 2024 | HK$4.2t | HK$4.2t | HK$193.6b | 9.8x | 21.9x | 1x |
| Tue, 22 Oct 2024 | HK$4.4t | HK$4.3t | HK$194.6b | 9.5x | 22.7x | 1x |
| Thu, 19 Sep 2024 | HK$3.6t | HK$4.3t | HK$195.3b | 8.6x | 18.4x | 0.8x |
| Sat, 17 Aug 2024 | HK$3.4t | HK$4.1t | HK$177.3b | 8.2x | 19.4x | 0.8x |
| Mon, 15 Jul 2024 | HK$3.8t | HK$4.1t | HK$174.1b | 9x | 22.1x | 0.9x |
| Wed, 12 Jun 2024 | HK$3.9t | HK$4.0t | HK$174.9b | 9.4x | 22.4x | 1x |
| Fri, 10 May 2024 | HK$4.0t | HK$4.0t | HK$172.6b | 9.3x | 23.4x | 1x |
| Sun, 07 Apr 2024 | HK$3.7t | HK$4.0t | HK$169.8b | 9.2x | 21.8x | 0.9x |
| Tue, 05 Mar 2024 | HK$3.5t | HK$3.9t | HK$164.0b | 9.5x | 21.4x | 0.9x |
| Thu, 01 Feb 2024 | HK$3.1t | HK$3.9t | HK$158.6b | 9.1x | 19.4x | 0.8x |
| Sat, 30 Dec 2023 | HK$3.6t | HK$3.9t | HK$156.9b | 10.2x | 23x | 0.9x |
| Mon, 27 Nov 2023 | HK$3.9t | HK$3.8t | HK$153.2b | 9.9x | 25.6x | 1x |
| Wed, 25 Oct 2023 | HK$4.0t | HK$3.8t | HK$141.5b | 9.1x | 28.1x | 1.1x |
| Fri, 22 Sep 2023 | HK$4.1t | HK$3.8t | HK$140.5b | 9.3x | 29.4x | 1.1x |
| Sun, 20 Aug 2023 | HK$4.3t | HK$3.6t | HK$126.2b | 10.3x | 34.4x | 1.2x |
| Tue, 18 Jul 2023 | HK$4.6t | HK$3.6t | HK$117.2b | 10.6x | 39.2x | 1.3x |
| Thu, 15 Jun 2023 | HK$4.5t | HK$3.6t | HK$114.5b | 10.5x | 39.3x | 1.2x |
| Sat, 13 May 2023 | HK$4.6t | HK$3.7t | HK$108.7b | 10.4x | 42.6x | 1.2x |
| Mon, 10 Apr 2023 | HK$4.8t | HK$3.7t | HK$109.1b | 10.5x | 43.9x | 1.3x |
| Wed, 08 Mar 2023 | HK$5.3t | HK$3.6t | HK$96.1b | 9.9x | 55.3x | 1.5x |
| Fri, 03 Feb 2023 | HK$5.9t | HK$3.7t | HK$103.6b | 10.7x | 56.8x | 1.6x |
| Sun, 01 Jan 2023 | HK$5.4t | HK$3.6t | HK$100.0b | 9.9x | 53.5x | 1.5x |
| Tue, 29 Nov 2022 | HK$4.5t | HK$3.5t | HK$91.7b | 9.1x | 49.2x | 1.3x |
| Thu, 27 Oct 2022 | HK$4.2t | HK$3.3t | HK$68.8b | 8.9x | 61.7x | 1.3x |
| Sat, 24 Sep 2022 | HK$4.7t | HK$3.4t | HK$69.5b | 9.5x | 67.8x | 1.4x |
Price to Earnings Ratio
67.8x
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 22.6x which is lower than its 3-year average PE of 31.2x.
- 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 50% 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 | 1.95% | |
| Consumer Discretionary | -1.38% | |
| Consumer Services | 4.63% | |
| Leisure | 1.71% | |
| General Merchandise and Department Stores | 1.60% | |
| Auto | 0.17% | |
| Auto Components | 0.082% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -0.42% | |
| Hospitality | -1.44% | |
| Luxury | -2.06% | |
| Consumer Durables | -4.07% | |
| Specialty Stores | -5.46% | |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 20.4x.
- Analysts are expecting annual earnings growth of 45.8%, which is higher than its past year's earnings decline of 1.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 46% over the next 5 years.
- This is better than its past earnings decline of 1.1% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1211 BYD | HK$109.90 | 3.8% +HK$36.4b | 35.8% | PE21.8x | |
| 179 Johnson Electric Holdings | HK$36.12 | 18.0% +HK$5.1b | 254.1% | PE16.3x | |
| 3690 Meituan | HK$100.30 | 0.7% +HK$4.0b | -22.0% | PE19x | |
| 1913 Prada | HK$46.88 | 2.9% +HK$3.3b | -6.0% | PE15.5x | |
| 2473 XXF Group Holdings | HK$9.47 | 26.8% +HK$3.1b | 281.3% | PE313.1x |
