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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedSep 19, 2026
DataAggregated Company Financials
Companies728
  • 7D0.8%
  • 3M1.9%
  • 1Y8.2%
  • YTD2.8%

The Consumer Discretionary industry has been flat over the last week, but Zensho Holdings has lost 7.0%. The past year has been better, since the industry has gained 8.2% in that time. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Sep 2026JP¥203.0tJP¥258.1tJP¥12.1t13.9x16.8x0.8x
Mon, 17 Aug 2026JP¥214.4tJP¥258.0tJP¥12.1t14.1x17.7x0.8x
Wed, 15 Jul 2026JP¥203.2tJP¥253.8tJP¥10.4t14.1x19.5x0.8x
Fri, 12 Jun 2026JP¥198.4tJP¥253.9tJP¥10.4t13.8x19.2x0.8x
Sun, 10 May 2026JP¥196.5tJP¥251.1tJP¥10.6t14.5x18.5x0.8x
Tue, 07 Apr 2026JP¥198.5tJP¥250.3tJP¥10.6t14.7x18.8x0.8x
Thu, 05 Mar 2026JP¥206.0tJP¥250.4tJP¥10.5t14.5x19.6x0.8x
Sat, 31 Jan 2026JP¥200.1tJP¥248.6tJP¥12.1t14.7x16.5x0.8x
Mon, 29 Dec 2025JP¥203.0tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Wed, 26 Nov 2025JP¥198.1tJP¥249.3tJP¥12.1t14.4x16.4x0.8x
Fri, 24 Oct 2025JP¥199.9tJP¥247.5tJP¥11.5t15.1x17.4x0.8x
Sun, 21 Sep 2025JP¥193.5tJP¥246.9tJP¥11.5t15.3x16.9x0.8x
Tue, 19 Aug 2025JP¥193.6tJP¥246.7tJP¥11.5t14.8x16.9x0.8x
Thu, 17 Jul 2025JP¥172.0tJP¥246.1tJP¥12.5t14x13.7x0.7x
Sat, 14 Jun 2025JP¥172.1tJP¥245.5tJP¥12.5t13.8x13.7x0.7x
Mon, 12 May 2025JP¥175.5tJP¥244.9tJP¥13.5t14.2x13x0.7x
Wed, 09 Apr 2025JP¥158.5tJP¥242.8tJP¥13.8t13.1x11.5x0.7x
Fri, 07 Mar 2025JP¥178.2tJP¥242.6tJP¥13.8t14.5x12.9x0.7x
Sun, 02 Feb 2025JP¥182.4tJP¥241.0tJP¥12.9t14.3x14.2x0.8x
Tue, 31 Dec 2024JP¥185.4tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Thu, 28 Nov 2024JP¥169.4tJP¥241.8tJP¥12.8t13.8x13.3x0.7x
Sat, 26 Oct 2024JP¥166.0tJP¥240.8tJP¥14.0t13.1x11.9x0.7x
Mon, 23 Sep 2024JP¥170.6tJP¥240.4tJP¥14.0t13.4x12.2x0.7x
Wed, 21 Aug 2024JP¥169.9tJP¥239.9tJP¥13.9t13.1x12.2x0.7x
Fri, 19 Jul 2024JP¥182.8tJP¥235.9tJP¥13.9t14.1x13.1x0.8x
Sun, 16 Jun 2024JP¥177.7tJP¥235.6tJP¥13.8t13.8x12.8x0.8x
Tue, 14 May 2024JP¥179.3tJP¥235.8tJP¥13.4t13.7x13.4x0.8x
Thu, 11 Apr 2024JP¥192.1tJP¥231.5tJP¥12.7t13.9x15.1x0.8x
Sat, 09 Mar 2024JP¥186.0tJP¥231.7tJP¥12.7t13.5x14.6x0.8x
Mon, 05 Feb 2024JP¥175.6tJP¥227.4tJP¥11.9t14.1x14.8x0.8x
Wed, 03 Jan 2024JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Fri, 01 Dec 2023JP¥166.9tJP¥226.0tJP¥11.8t13.4x14.2x0.7x
Sun, 29 Oct 2023JP¥160.1tJP¥219.8tJP¥10.5t13.4x15.2x0.7x
Tue, 26 Sep 2023JP¥169.8tJP¥219.5tJP¥10.5t14.3x16.1x0.8x
Price to Earnings Ratio

16.1x


Total Market Cap: JP¥169.8tTotal Earnings: JP¥10.5tTotal Revenue: JP¥219.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.3x202420252026
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 16.8x which is higher than its 3-year average PE of 15.3x.
  • 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 4.7% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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 Market1.53%
Consumer Discretionary0.80%
Consumer Services3.58%
Leisure3.18%
Retail Distributors2.89%
Luxury2.81%
Consumer Durables1.63%
Specialty Stores1.24%
Auto Components0.71%
Auto0.21%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.079%
Hospitality-1.44%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 39.1x.
    • Analysts are expecting annual earnings growth of 13.6%, which is lower than the prior year's growth of 18.1% per year.
  • Investors are most pessimistic about the Auto industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.0x.
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.
  • However this is lower than its past earnings growth rate of 31% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 3.6% 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¥3.70k1.8%
+JP¥381.7b		-14.4%PE19.5x
9983 Fast RetailingJP¥67.68k1.8%
+JP¥368.2b		48.0%PE39.9x
6752 Panasonic HoldingsJP¥4.29k2.1%
+JP¥203.1b		175.2%PE39.5x
7832 BANDAI NAMCO HoldingsJP¥5.59k4.2%
+JP¥145.6b		15.4%PE23.3x
7267 Honda MotorJP¥1.69k1.5%
+JP¥97.3b		3.6%PS0.3x

Latest News

7550
JP¥10,450.00
Zensho Holdings
7D
-7.0%
1Y
6.0%
7203
JP¥3,025.00
Toyota Motor
7D
-0.2%
1Y
3.5%
6758
JP¥3,697.00
Sony Group
7D
1.8%
1Y
-14.4%
Narrative Update • Sep 17

6758: Higher FY26 Mix And Capital Returns Will Shape A Measured Outlook

Analysts have raised the Sony Group fair value estimate from ¥3,500 to ¥3,800, citing higher FY26 guidance and an improving earnings mix as the main reasons for the updated price target direction. What's in the News for Sony Group Sony Electronics and the NFL reported that the 2025 season was the first with full league wide use of Sony Hawk Eye replay and coach headset systems across all 32 teams, covering 130,000 AP images, over 1,100 hours of broadcast footage, more than 2,300 coach headsets and support for more than 600 officiating events.
7272
JP¥1,821.00
Yamaha Motor
7D
5.2%
1Y
64.6%
Narrative Update • Sep 17

7272: Outdoor Vehicle Reforms Will Support Margin Resilience And Bullish Case

Analysts have lifted the Yamaha Motor fair value estimate from ¥1,479.99 to ¥2,100, citing updated assumptions that include a slightly lower discount rate, adjusted revenue growth expectations, higher profit margin forecasts, and a revised future P/E of 11.13x. What's in the News Yamaha Motor plans structural reforms in its Outdoor Land Vehicle business, including discontinuing in house ROV production at Yamaha Motor Manufacturing Corporation of America in Georgia and shifting to an OEM based collaborative model with partner companies.
5108
JP¥3,730.00
Bridgestone
7D
-1.2%
1Y
6.3%
7267
JP¥1,689.00
Honda Motor
7D
1.5%
1Y
3.6%
7532
JP¥713.00
Pan Pacific International Holdings
7D
-1.8%
1Y
-27.7%
8050
JP¥9,820.00
Seiko Group
7D
10.1%
1Y
204.0%
7832
JP¥5,586.00
BANDAI NAMCO Holdings
7D
4.2%
1Y
15.4%
7936
JP¥4,066.00
ASICS
7D
1.9%
1Y
4.6%
6752
JP¥4,287.00
Panasonic Holdings
7D
2.1%
1Y
175.2%
Narrative Update • Sep 09

6752: Broadcast And TV Technology Expansion Will Drive Long-Term Upside

Analysts have lifted their price target on Panasonic Holdings to ¥5,500 from ¥5,320, reflecting updated views on its discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations. What's in the News for Panasonic Holdings Panasonic TV, brought to the U.S. market by partner SKYWORTH USA, announced an expanded 2026 television lineup that grows from two series in 2025 to six series, covering flagship OLED, QD-Mini LED, 4K QLED, lifestyle, and compact smart TVs. The flagship Z95B OLED model introduces a Primary RGB Tandem Panel with four-layer emission architecture, Panasonic's latest AI picture processor, ThermalFlow cooling system, and Game Mode Extreme with up to 144Hz refresh rates plus AMD FreeSync Premium and NVIDIA G-SYNC Compatible support.
7269
JP¥2,028.00
Suzuki Motor
7D
-0.9%
1Y
-4.9%
3563
JP¥4,938.00
Food & Life Companies
7D
-4.5%
1Y
25.1%
4661
JP¥3,035.00
Oriental Land
7D
-1.6%
1Y
-14.6%
Narrative Update • Aug 24

4661: Medium Term Earnings Guidance Will Confront Elevated Future P/E

Analysts have raised their price target for Oriental Land to ¥2,290 from ¥2,070, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E that they view as better aligned with the company’s current profile. What’s in the News for Oriental Land Oriental Land issued consolidated earnings guidance for the fiscal year ending March 31, 2027, giving investors a reference point for its medium term planning.
9983
JP¥67,680.00
Fast Retailing
7D
1.8%
1Y
48.0%
9843
JP¥3,030.00
Nitori Holdings
7D
-6.5%
1Y
3.9%