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

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMay 17, 2026
DataAggregated Company Financials
Companies737
  • 7D3.0%
  • 3M-6.2%
  • 1Y17.7%
  • YTD-0.2%

In the last week, the Consumer Discretionary industry is up 3.0%, with Sony Group up 15%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 17 May 2026JP¥202.5tJP¥252.6tJP¥10.2t14.1x19.9x0.8x
Tue, 14 Apr 2026JP¥202.6tJP¥250.6tJP¥10.6t15x19.1x0.8x
Thu, 12 Mar 2026JP¥208.1tJP¥250.5tJP¥10.6t14.8x19.6x0.8x
Sat, 07 Feb 2026JP¥211.0tJP¥248.9tJP¥12.0t14.9x17.6x0.8x
Mon, 05 Jan 2026JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Wed, 03 Dec 2025JP¥199.2tJP¥249.4tJP¥12.1t14.4x16.5x0.8x
Fri, 31 Oct 2025JP¥198.7tJP¥247.5tJP¥11.5t14.7x17.2x0.8x
Sun, 28 Sep 2025JP¥196.1tJP¥246.9tJP¥11.5t15.5x17.1x0.8x
Tue, 26 Aug 2025JP¥193.6tJP¥246.3tJP¥11.5t15x16.9x0.8x
Thu, 24 Jul 2025JP¥182.1tJP¥246.1tJP¥12.5t14.1x14.5x0.7x
Sat, 21 Jun 2025JP¥171.8tJP¥245.6tJP¥12.5t13.8x13.7x0.7x
Mon, 19 May 2025JP¥174.0tJP¥244.2tJP¥12.6t14x13.8x0.7x
Wed, 16 Apr 2025JP¥164.0tJP¥243.2tJP¥13.9t13.5x11.8x0.7x
Fri, 14 Mar 2025JP¥173.8tJP¥242.9tJP¥13.8t14.4x12.6x0.7x
Sun, 09 Feb 2025JP¥179.0tJP¥241.6tJP¥13.7t14x13.1x0.7x
Tue, 07 Jan 2025JP¥181.8tJP¥240.8tJP¥12.7t14.7x14.4x0.8x
Thu, 05 Dec 2024JP¥172.1tJP¥240.6tJP¥12.7t13.8x13.6x0.7x
Sat, 02 Nov 2024JP¥167.2tJP¥240.6tJP¥13.9t13.1x12x0.7x
Mon, 30 Sep 2024JP¥176.7tJP¥240.4tJP¥14.0t13.6x12.7x0.7x
Wed, 28 Aug 2024JP¥171.5tJP¥240.0tJP¥13.9t13.5x12.3x0.7x
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
Price to Earnings Ratio

16.2x


Total Market Cap: JP¥148.4tTotal Earnings: JP¥9.2tTotal Revenue: JP¥211.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15x202420252026
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 19.9x which is higher than its 3-year average PE of 15.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 3.7% per year over the last three years.
  • Revenues for these companies have grown 6.2% 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 Market0.56%
Consumer Discretionary2.98%
Retail Distributors10.08%
Consumer Durables7.86%
Auto6.81%
Auto Components1.77%
Consumer Services0.75%
Leisure0.55%
General Merchandise and Department Stores0.49%
Online Retail and Ecommerce0%0
Luxury-1.42%
Hospitality-2.47%
Specialty Stores-2.51%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 24.7x.
    • Analysts are expecting annual earnings growth of 11.6%, which is higher than its past year's earnings growth of 9.4% per year.
  • Investors are most pessimistic about the Retail Distributors industry, which is trading close to its 3-year average of 14.0x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.7% 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
6758 Sony GroupJP¥3.58k14.8%
+JP¥2.7t		-0.7%PE20.5x
7203 Toyota MotorJP¥3.09k5.9%
+JP¥2.2t		16.7%PE10.4x
7267 Honda MotorJP¥1.43k12.7%
+JP¥626.7b		1.7%PS0.3x
7272 Yamaha MotorJP¥1.33k18.8%
+JP¥203.3b		23.6%PE79.8x
5334 NiterraJP¥9.68k11.5%
+JP¥195.7b		102.6%PE16.8x

Latest News

7272
JP¥1,325.50
Yamaha Motor
7D
18.8%
1Y
23.6%
7550
JP¥7,750.00
Zensho Holdings
7D
-12.0%
1Y
-6.4%
Analysis Article • 21h

Analysts Are Updating Their Zensho Holdings Co., Ltd. (TSE:7550) Estimates After Its Yearly Results

It's been a mediocre week for Zensho Holdings Co., Ltd. ( TSE:7550 ) shareholders, with the stock dropping 12% to...
7270
JP¥2,567.50
Subaru
7D
8.9%
1Y
-1.8%
6758
JP¥3,576.00
Sony Group
7D
14.8%
1Y
-0.7%
7936
JP¥4,506.00
ASICS
7D
-2.9%
1Y
36.7%
Analysis Article • May 15

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

A week ago, ASICS Corporation ( TSE:7936 ) came out with a strong set of quarterly numbers that could potentially lead...
5334
JP¥9,679.00
Niterra
7D
11.5%
1Y
102.6%
7267
JP¥1,430.00
Honda Motor
7D
12.7%
1Y
1.7%
5802
JP¥10,980.00
Sumitomo Electric Industries
7D
-2.9%
1Y
313.6%
3103
JP¥1,415.00
Unitika
7D
-44.9%
1Y
824.8%
7203
JP¥3,085.00
Toyota Motor
7D
5.9%
1Y
16.7%
4661
JP¥2,161.00
Oriental Land
7D
-3.6%
1Y
-36.2%
Narrative Update • May 13

4661: New Cruise Subsidiary Will Support Future Earnings Upside Potential

Analysts have trimmed their price target on Oriental Land to ¥3,225 from ¥3,553, citing slightly lower assumed profit margins and a reduced future P/E multiple, even though they maintain similar views on revenue growth and discount rates. What's in the News Board meeting scheduled for April 28, 2026, to consider a dividend from surplus with a record date of March 31, 2026, alongside other agenda items (Board Meeting, April 28, 2026).
6752
JP¥3,293.00
Panasonic Holdings
7D
-0.8%
1Y
103.3%
5991
JP¥3,541.00
NHK Spring
7D
22.3%
1Y
130.1%
9983
JP¥71,630.00
Fast Retailing
7D
-4.5%
1Y
46.2%
7259
JP¥2,480.50
Aisin
7D
8.3%
1Y
36.2%
7453
JP¥3,360.00
Ryohin Keikaku
7D
-7.9%
1Y
28.9%