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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies751
  • 7D-4.3%
  • 3M-4.8%
  • 1Y10.1%
  • YTD8.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.2%, driven by declines in Toyota Motor and Sony Group of 3.9% and 8.6%, respectively. Over the past 12 months, the industry was up 13%. Looking forward, earnings are forecast to grow by 6.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024JP¥174.9tJP¥235.9tJP¥13.9t13.6x12.6x0.7x
Sun, 23 Jun 2024JP¥176.3tJP¥235.6tJP¥13.8t13.6x12.7x0.7x
Tue, 21 May 2024JP¥184.5tJP¥237.0tJP¥13.9t13.7x13.3x0.8x
Thu, 18 Apr 2024JP¥187.6tJP¥232.1tJP¥12.8t13.5x14.7x0.8x
Sat, 16 Mar 2024JP¥184.4tJP¥231.8tJP¥12.7t13.7x14.5x0.8x
Mon, 12 Feb 2024JP¥180.6tJP¥230.6tJP¥12.7t13.7x14.3x0.8x
Wed, 10 Jan 2024JP¥166.1tJP¥226.1tJP¥11.8t13.8x14.1x0.7x
Fri, 08 Dec 2023JP¥165.9tJP¥226.0tJP¥11.8t13.4x14.1x0.7x
Sun, 05 Nov 2023JP¥164.1tJP¥223.1tJP¥11.5t13.2x14.3x0.7x
Tue, 03 Oct 2023JP¥164.7tJP¥219.5tJP¥10.5t13.8x15.7x0.8x
Thu, 31 Aug 2023JP¥160.9tJP¥219.3tJP¥10.5t13.9x15.3x0.7x
Sat, 29 Jul 2023JP¥159.8tJP¥212.5tJP¥9.2t14.6x17.3x0.8x
Mon, 26 Jun 2023JP¥155.9tJP¥211.1tJP¥9.1t14.2x17.1x0.7x
Wed, 24 May 2023JP¥148.4tJP¥211.0tJP¥9.2t13.8x16.2x0.7x
Fri, 21 Apr 2023JP¥141.5tJP¥204.5tJP¥9.2t13.8x15.3x0.7x
Sun, 19 Mar 2023JP¥128.5tJP¥196.3tJP¥9.4t12.6x13.7x0.7x
Tue, 14 Feb 2023JP¥134.8tJP¥204.1tJP¥9.3t12.8x14.4x0.7x
Thu, 12 Jan 2023JP¥130.0tJP¥196.5tJP¥9.3t12.4x14x0.7x
Sat, 10 Dec 2022JP¥135.1tJP¥196.3tJP¥9.2t12.8x14.6x0.7x
Mon, 07 Nov 2022JP¥135.4tJP¥192.3tJP¥9.1t13.4x15x0.7x
Wed, 05 Oct 2022JP¥132.4tJP¥187.4tJP¥9.0t13.2x14.7x0.7x
Fri, 02 Sep 2022JP¥137.5tJP¥187.3tJP¥9.0t13.3x15.3x0.7x
Sun, 31 Jul 2022JP¥136.7tJP¥184.8tJP¥9.3t13x14.7x0.7x
Tue, 28 Jun 2022JP¥134.0tJP¥184.2tJP¥9.3t12.9x14.5x0.7x
Thu, 26 May 2022JP¥114.7tJP¥174.2tJP¥8.4t12.4x13.7x0.7x
Sat, 23 Apr 2022JP¥134.1tJP¥182.3tJP¥9.4t11.7x14.3x0.7x
Mon, 21 Mar 2022JP¥134.0tJP¥182.3tJP¥9.3t11.8x14.4x0.7x
Wed, 16 Feb 2022JP¥139.7tJP¥181.8tJP¥9.1t11.9x15.4x0.8x
Fri, 14 Jan 2022JP¥148.0tJP¥182.1tJP¥9.2t12.3x16.1x0.8x
Sun, 12 Dec 2021JP¥141.9tJP¥182.0tJP¥9.2t12.4x15.4x0.8x
Tue, 09 Nov 2021JP¥147.4tJP¥182.1tJP¥8.8t12.7x16.7x0.8x
Thu, 07 Oct 2021JP¥139.4tJP¥183.7tJP¥9.0t12.8x15.4x0.8x
Sat, 04 Sep 2021JP¥143.5tJP¥184.5tJP¥9.0t13.5x15.9x0.8x
Mon, 02 Aug 2021JP¥143.7tJP¥184.5tJP¥9.0t13.7x15.9x0.8x
Price to Earnings Ratio

15.9x


Total Market Cap: JP¥143.7tTotal Earnings: JP¥9.0tTotal Revenue: JP¥184.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15x202220232024
Current Industry PE
  • Investors are pessimistic on the Japanese 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 12.9x which is lower than its 3-year average PE of 15.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 8.5% 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 Japanese Consumer Discretionary sector?

JP Market-5.18%
Consumer Discretionary-4.35%
Online Retail and Ecommerce0%
Leisure-0.83%
Consumer Services-2.49%
Specialty Stores-2.58%
Hospitality-2.73%
General Merchandise and Department Stores-2.89%
Retail Distributors-3.12%
Luxury-4.09%
Auto Components-4.38%
Auto-5.02%
Consumer Durables-6.55%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 3.7x.
    • Analysts expect its future annual earnings growth (23.8%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 9.8x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Auto 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?

CompanyLast Price7D1YValuation
9843 Nitori HoldingsJP¥17.73k1.8%
+JP¥34.5b		1.1%PE23.2x
3738 T-GaiaJP¥3.60k15.4%
+JP¥26.8b		101.8%PE28.7x
2670 ABC-MartIncJP¥2.91k3.7%
+JP¥25.8b		11.2%PE17.5x
3350 MetaplanetJP¥232.0060.0%
+JP¥14.1b		954.5%PS128.2x
4680 Round OneJP¥894.004.2%
+JP¥9.8b		59.1%PE15.4x
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Latest News

3738

JP¥3,600.00

T-Gaia

7D

15.4%

1Y

101.8%

T-Gaia (TSE:3738) Has Announced A Dividend Of ¥37.50

Jul 26
T-Gaia (TSE:3738) Has Announced A Dividend Of ¥37.50

7269

JP¥1,686.50

Suzuki Motor

7D

-8.0%

1Y

21.5%

Are Suzuki Motor Corporation (TSE:7269) Investors Paying Above The Intrinsic Value?

Jul 26
Are Suzuki Motor Corporation (TSE:7269) Investors Paying Above The Intrinsic Value?

7220

JP¥2,028.00

Musashi Seimitsu Industry

7D

6.1%

1Y

16.8%

Is Musashi Seimitsu Industry Co., Ltd. (TSE:7220) Potentially Undervalued?

Jul 25
Is Musashi Seimitsu Industry Co., Ltd. (TSE:7220) Potentially Undervalued?

2670

JP¥2,905.00

ABC-MartInc

7D

3.7%

1Y

11.2%

ABC-MartInc's (TSE:2670) Dividend Will Be Reduced To ¥33.00

Jul 22
ABC-MartInc's (TSE:2670) Dividend Will Be Reduced To ¥33.00

7267

JP¥1,580.50

Honda Motor

7D

-5.0%

1Y

7.8%

9843

JP¥17,725.00

Nitori Holdings

7D

1.8%

1Y

1.1%

Here's Why Nitori Holdings (TSE:9843) Can Manage Its Debt Responsibly

Jul 17
Here's Why Nitori Holdings (TSE:9843) Can Manage Its Debt Responsibly

7203

JP¥2,909.00

Toyota Motor

7D

-7.1%

1Y

25.9%

7201

JP¥466.20

Nissan Motor

7D

-13.7%

1Y

-24.6%

9983

JP¥40,850.00

Fast Retailing

7D

-2.0%

1Y

17.1%

Fast Retailing's (TSE:9983) Dividend Will Be Increased To ¥225.00

Jul 15
Fast Retailing's (TSE:9983) Dividend Will Be Increased To ¥225.00

7936

JP¥2,292.00

ASICS

7D

-13.9%

1Y

111.8%

2678

JP¥2,223.00

ASKUL

7D

4.1%

1Y

12.5%

Statutory Earnings May Not Be The Best Way To Understand ASKUL's (TSE:2678) True Position

Jul 12
Statutory Earnings May Not Be The Best Way To Understand ASKUL's (TSE:2678) True Position

6902

JP¥2,371.50

DENSO

7D

-5.5%

1Y

-0.4%

6758

JP¥13,220.00

Sony Group

7D

-9.9%

1Y

1.4%

2782

JP¥3,380.00

Seria

7D

3.8%

1Y

39.7%

4680

JP¥894.00

Round One

7D

4.2%

1Y

59.1%

3350

JP¥232.00

Metaplanet

7D

60.0%

1Y

954.5%