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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies734
  • 7D1.5%
  • 3M1.3%
  • 1Y18.6%
  • YTD0.7%

The Consumer Discretionary industry is up 1.5% in the last week, with Fast Retailing up 4.8%. Meanwhile, Sony Group actually underperformed within the industry, shrinking 5.2% in the last week. In the last 12 months, the industry was up 19%. 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, 16 Jun 2026JP¥204.4tJP¥253.8tJP¥10.3t13.8x19.8x0.8x
Thu, 14 May 2026JP¥201.7tJP¥251.6tJP¥10.7t14.4x18.9x0.8x
Sat, 11 Apr 2026JP¥204.6tJP¥250.5tJP¥10.6t15x19.3x0.8x
Mon, 09 Mar 2026JP¥208.4tJP¥250.5tJP¥10.6t14.9x19.7x0.8x
Wed, 04 Feb 2026JP¥204.1tJP¥248.6tJP¥12.1t14.8x16.9x0.8x
Fri, 02 Jan 2026JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Sun, 30 Nov 2025JP¥203.1tJP¥249.3tJP¥12.1t14.6x16.8x0.8x
Tue, 28 Oct 2025JP¥203.0tJP¥247.5tJP¥11.5t15.1x17.6x0.8x
Thu, 25 Sep 2025JP¥194.3tJP¥246.9tJP¥11.5t15.4x16.9x0.8x
Sat, 23 Aug 2025JP¥193.9tJP¥246.3tJP¥11.5t14.9x16.9x0.8x
Mon, 21 Jul 2025JP¥172.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Wed, 18 Jun 2025JP¥173.3tJP¥245.5tJP¥12.5t13.7x13.8x0.7x
Fri, 16 May 2025JP¥173.7tJP¥244.0tJP¥12.6t14.1x13.8x0.7x
Sun, 13 Apr 2025JP¥160.4tJP¥243.0tJP¥13.9t13.3x11.6x0.7x
Tue, 11 Mar 2025JP¥175.2tJP¥242.9tJP¥13.8t14.5x12.7x0.7x
Thu, 06 Feb 2025JP¥180.5tJP¥240.9tJP¥12.8t14.2x14.1x0.7x
Sat, 04 Jan 2025JP¥185.3tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Mon, 02 Dec 2024JP¥169.3tJP¥241.8tJP¥12.8t13.9x13.3x0.7x
Wed, 30 Oct 2024JP¥170.0tJP¥240.8tJP¥14.0t13.4x12.2x0.7x
Fri, 27 Sep 2024JP¥174.9tJP¥240.4tJP¥14.0t13.6x12.5x0.7x
Sun, 25 Aug 2024JP¥171.2tJP¥240.0tJP¥13.9t13.2x12.3x0.7x
Tue, 23 Jul 2024JP¥180.7tJP¥235.9tJP¥13.9t13.8x13x0.8x
Thu, 20 Jun 2024JP¥176.5tJP¥235.6tJP¥13.9t13.8x12.7x0.7x
Sat, 18 May 2024JP¥183.4tJP¥236.5tJP¥13.8t13.7x13.3x0.8x
Mon, 15 Apr 2024JP¥192.2tJP¥232.1tJP¥12.8t13.9x15x0.8x
Wed, 13 Mar 2024JP¥182.9tJP¥231.7tJP¥12.7t13.6x14.4x0.8x
Fri, 09 Feb 2024JP¥181.7tJP¥228.5tJP¥12.5t14x14.5x0.8x
Sun, 07 Jan 2024JP¥165.0tJP¥226.1tJP¥11.8t13.6x14x0.7x
Tue, 05 Dec 2023JP¥165.3tJP¥226.0tJP¥11.8t13.6x14x0.7x
Thu, 02 Nov 2023JP¥163.4tJP¥220.2tJP¥10.6t13.4x15.5x0.7x
Sat, 30 Sep 2023JP¥165.0tJP¥219.5tJP¥10.5t14x15.7x0.8x
Mon, 28 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.7x15.1x0.7x
Wed, 26 Jul 2023JP¥161.2tJP¥211.5tJP¥9.2t14.4x17.6x0.8x
Fri, 23 Jun 2023JP¥158.3tJP¥211.1tJP¥9.2t14.2x17.3x0.7x
Price to Earnings Ratio

17.3x


Total Market Cap: JP¥158.3tTotal Earnings: JP¥9.2tTotal Revenue: JP¥211.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.1x202420252026
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 19.8x which is higher than its 3-year average PE of 15.1x.
  • 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 4.1% per year over the last three years.
  • Revenues for these companies have grown 6.3% 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 Market4.16%
Consumer Discretionary1.45%
Luxury3.10%
Auto2.89%
Hospitality2.69%
General Merchandise and Department Stores2.19%
Specialty Stores1.70%
Consumer Services0.85%
Retail Distributors0.56%
Consumer Durables0.36%
Online Retail and Ecommerce0%0
Leisure-0.36%
Auto Components-0.44%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 11.2%, which is higher than its past year's earnings growth of 3.0% 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 18% over the next 5 years.
  • This is better than its past earnings growth rate of 13% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.0% 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
9983 Fast RetailingJP¥81.95k5.0%
+JP¥1.2t		76.6%PE52.5x
6752 Panasonic HoldingsJP¥4.08k4.0%
+JP¥361.9b		172.3%PE50.2x
7203 Toyota MotorJP¥2.85k0.6%
+JP¥228.1b		12.2%PE9.6x
5802 Sumitomo Electric IndustriesJP¥12.32k2.3%
+JP¥218.4b		322.0%PE26x
5101 Yokohama Rubber CompanyJP¥7.83k12.8%
+JP¥140.5b		127.2%PE11.1x

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