Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies738
  • 7D-0.3%
  • 3M6.3%
  • 1Y23.3%
  • YTD5.1%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Sumitomo Electric Industries gained 20%. As for the the longer term, the industry is up 23% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 24 Feb 2026JP¥213.6tJP¥250.5tJP¥10.5t15x20.3x0.9x
Thu, 22 Jan 2026JP¥206.6tJP¥248.8tJP¥12.1t14.9x17.1x0.8x
Sat, 20 Dec 2025JP¥202.7tJP¥248.7tJP¥12.1t14.6x16.8x0.8x
Mon, 17 Nov 2025JP¥203.2tJP¥249.2tJP¥12.0t14.5x16.9x0.8x
Wed, 15 Oct 2025JP¥191.6tJP¥247.3tJP¥11.5t14.7x16.6x0.8x
Fri, 12 Sep 2025JP¥193.9tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Sun, 10 Aug 2025JP¥185.2tJP¥246.5tJP¥11.5t14.4x16.2x0.8x
Tue, 08 Jul 2025JP¥172.9tJP¥245.9tJP¥12.5t14x13.8x0.7x
Thu, 05 Jun 2025JP¥177.3tJP¥245.4tJP¥12.5t13.9x14.1x0.7x
Sat, 03 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Mon, 31 Mar 2025JP¥176.4tJP¥242.7tJP¥13.8t14.6x12.8x0.7x
Wed, 26 Feb 2025JP¥176.0tJP¥243.1tJP¥13.9t13.9x12.7x0.7x
Fri, 24 Jan 2025JP¥178.8tJP¥241.2tJP¥12.7t14.6x14.1x0.7x
Sun, 22 Dec 2024JP¥175.8tJP¥240.9tJP¥12.7t14.3x13.9x0.7x
Tue, 19 Nov 2024JP¥170.7tJP¥241.7tJP¥12.8t13.7x13.3x0.7x
Thu, 17 Oct 2024JP¥169.9tJP¥240.7tJP¥14.0t13.6x12.2x0.7x
Sat, 14 Sep 2024JP¥163.8tJP¥240.4tJP¥14.0t13.3x11.7x0.7x
Mon, 12 Aug 2024JP¥157.5tJP¥238.5tJP¥13.8t12.7x11.4x0.7x
Wed, 10 Jul 2024JP¥183.0tJP¥235.6tJP¥13.9t13.8x13.2x0.8x
Fri, 07 Jun 2024JP¥180.7tJP¥235.5tJP¥13.8t13.5x13.1x0.8x
Sun, 05 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Tue, 02 Apr 2024JP¥191.0tJP¥231.5tJP¥12.7t13.9x15x0.8x
Thu, 29 Feb 2024JP¥186.1tJP¥231.6tJP¥12.7t13.5x14.7x0.8x
Sat, 27 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Mon, 25 Dec 2023JP¥160.4tJP¥226.1tJP¥11.8t13.4x13.6x0.7x
Wed, 22 Nov 2023JP¥166.5tJP¥226.0tJP¥11.8t13.3x14.1x0.7x
Fri, 20 Oct 2023JP¥160.9tJP¥219.8tJP¥10.6t13.2x15.2x0.7x
Sun, 17 Sep 2023JP¥172.7tJP¥219.5tJP¥10.5t14x16.4x0.8x
Tue, 15 Aug 2023JP¥160.0tJP¥219.2tJP¥10.5t13.9x15.2x0.7x
Thu, 13 Jul 2023JP¥155.2tJP¥211.2tJP¥9.1t14.5x17x0.7x
Sat, 10 Jun 2023JP¥153.5tJP¥211.0tJP¥9.1t13.8x16.8x0.7x
Mon, 08 May 2023JP¥143.3tJP¥205.4tJP¥9.2t14x15.6x0.7x
Wed, 05 Apr 2023JP¥140.5tJP¥204.4tJP¥9.2t13x15.3x0.7x
Fri, 03 Mar 2023JP¥137.0tJP¥205.0tJP¥9.2t13.3x14.8x0.7x
Price to Earnings Ratio

14.8x


Total Market Cap: JP¥137.0tTotal Earnings: JP¥9.2tTotal Revenue: JP¥205.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.7x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.3x which is higher than its 3-year average PE of 14.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.5% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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 Market1.07%
Consumer Discretionary-0.32%
Auto Components3.35%
Luxury2.04%
General Merchandise and Department Stores1.88%
Consumer Services0.50%
Retail Distributors0.31%
Hospitality0.16%
Online Retail and Ecommerce0%0
Specialty Stores-0.95%
Leisure-0.96%
Consumer Durables-1.12%
Auto-1.99%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 19.0x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings decline of 12.2% per year.
  • Investors are most pessimistic about the Retail Distributors industry, which is trading close to its 3-year average of 13.9x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings growth rate of 8.5% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 6.3% 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
5802 Sumitomo Electric IndustriesJP¥10.36k19.8%
+JP¥1.3t		292.1%PE31.4x
6752 Panasonic HoldingsJP¥2.46k4.7%
+JP¥260.3b		32.7%PE28.3x
7532 Pan Pacific International HoldingsJP¥1.02k7.0%
+JP¥200.5b		24.0%PE30.4x
5101 Yokohama Rubber CompanyJP¥7.71k14.8%
+JP¥156.9b		127.2%PE11.5x
7936 ASICSJP¥4.81k4.0%
+JP¥131.1b		41.4%PE34.5x

Latest News

5802
JP¥10,360.00
Sumitomo Electric Industries
7D
19.8%
1Y
292.1%
6752
JP¥2,463.00
Panasonic Holdings
7D
4.7%
1Y
32.7%

6752: India Expansion And Higher Restructuring Costs Will Shape Measured Outlook

Analysts have adjusted their price target on Panasonic Holdings from ¥2,320 to about ¥2,463, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending 31 March 2026, keeping Net Sales at ¥7,700,000 million but updating Operating Profit to ¥290,000 million, net profit attributable to the company to ¥240,000 million, and basic earnings per share to ¥102.80, compared with prior figures of Operating Profit at ¥320,000 million, net profit at ¥260,000 million, and EPS at ¥111.36 (Key Developments).
5101
JP¥7,707.00
Yokohama Rubber Company
7D
14.8%
1Y
127.2%
6674
JP¥5,417.00
GS Yuasa
7D
21.9%
1Y
122.0%
5334
JP¥7,853.00
Niterra
7D
5.9%
1Y
74.8%
9983
JP¥66,690.00
Fast Retailing
7D
-1.1%
1Y
46.4%
5108
JP¥3,649.00
Bridgestone
7D
1.8%
1Y
22.8%

Bridgestone Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 18
Bridgestone Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
6758
JP¥3,301.00
Sony Group
7D
-5.3%
1Y
-13.1%

6758: Content Franchises And Buybacks Will Support Future Earnings Re Rating

Narrative Update The analyst price target for Sony Group has been trimmed by analysts from about ¥5,093 to around ¥4,991. This reflects updated views on growth, margins and P/E assumptions highlighted in recent research.
7532
JP¥1,020.00
Pan Pacific International Holdings
7D
7.0%
1Y
24.0%
7267
JP¥1,543.50
Honda Motor
7D
-1.7%
1Y
11.2%

7267: Higher Future P E Assumptions Will Outrun Compressed Profit Margins

Analysts have adjusted their price target on Honda Motor to ¥1,300 from ¥1,400, reflecting updated assumptions for higher revenue growth, a lower discount rate, compressed profit margins and a higher expected future P/E. What's in the News Honda revised consolidated earnings guidance for the year ending March 31, 2026, now expecting net sales of ¥21,100,000m, operating profit of ¥550,000m, profit for the year of ¥360,000m, profit attributable to owners of parent of ¥300,000m and basic earnings per share of ¥75.05 (company guidance).
7203
JP¥3,652.00
Toyota Motor
7D
-1.6%
1Y
34.7%
7936
JP¥4,806.00
ASICS
7D
4.0%
1Y
41.4%

ASICS Corporation Just Beat EPS By 7.2%: Here's What Analysts Think Will Happen Next

Feb 17
ASICS Corporation Just Beat EPS By 7.2%: Here's What Analysts Think Will Happen Next
9843
JP¥3,191.00
Nitori Holdings
7D
-7.0%
1Y
-1.9%

What Nitori Holdings Co., Ltd.'s (TSE:9843) 27% Share Price Gain Is Not Telling You

Feb 16
What Nitori Holdings Co., Ltd.'s (TSE:9843) 27% Share Price Gain Is Not Telling You
8136
JP¥5,251.00
Sanrio Company
7D
-11.6%
1Y
-24.9%

Revenue Beat: Sanrio Company, Ltd. Exceeded Revenue Forecasts By 7.1% And Analysts Are Updating Their Estimates

Feb 15
Revenue Beat: Sanrio Company, Ltd. Exceeded Revenue Forecasts By 7.1% And Analysts Are Updating Their Estimates
7270
JP¥2,922.50
Subaru
7D
-4.9%
1Y
6.4%
7259
JP¥2,669.00
Aisin
7D
-7.6%
1Y
52.6%

Aisin Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Feb 05
Aisin Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now