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Japanese (NIKKEI) Consumer Discretionary Sector Analysis
UpdatedAug 20, 2025
DataAggregated Company Financials
Companies754
- 7D2.7%
- 3M11.8%
- 1Y17.7%
- YTD8.2%
The Consumer Discretionary industry is up 4.5% in the last week, with Sony Group up 4.6%. This takes the industry's 12 month performance to a gain of 20%. Earnings are forecast to grow by 7.9% annually.
Sector Valuation and Performance
Has the Japanese Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 Aug 2025 | JP¥193.7t | JP¥246.7t | JP¥11.5t | 14.9x | 16.9x | 0.8x |
| Fri, 18 Jul 2025 | JP¥173.4t | JP¥246.1t | JP¥12.5t | 14x | 13.8x | 0.7x |
| Sun, 15 Jun 2025 | JP¥172.1t | JP¥245.5t | JP¥12.5t | 13.7x | 13.7x | 0.7x |
| Tue, 13 May 2025 | JP¥176.3t | JP¥244.9t | JP¥13.5t | 14.2x | 13.1x | 0.7x |
| Thu, 10 Apr 2025 | JP¥153.9t | JP¥242.8t | JP¥13.8t | 12.6x | 11.1x | 0.6x |
| Sat, 08 Mar 2025 | JP¥175.7t | JP¥242.9t | JP¥13.8t | 14.4x | 12.7x | 0.7x |
| Mon, 03 Feb 2025 | JP¥182.4t | JP¥241.0t | JP¥12.9t | 14.3x | 14.2x | 0.8x |
| Wed, 01 Jan 2025 | JP¥185.4t | JP¥240.8t | JP¥12.7t | 14.8x | 14.6x | 0.8x |
| Fri, 29 Nov 2024 | JP¥170.7t | JP¥241.8t | JP¥12.8t | 13.8x | 13.4x | 0.7x |
| Sun, 27 Oct 2024 | JP¥165.9t | JP¥240.8t | JP¥14.0t | 13.2x | 11.9x | 0.7x |
| Tue, 24 Sep 2024 | JP¥170.6t | JP¥240.4t | JP¥14.0t | 13.4x | 12.2x | 0.7x |
| Thu, 22 Aug 2024 | JP¥169.7t | JP¥240.0t | JP¥13.9t | 13.2x | 12.2x | 0.7x |
| Sat, 20 Jul 2024 | JP¥181.9t | JP¥235.9t | JP¥13.9t | 14.1x | 13.1x | 0.8x |
| Mon, 17 Jun 2024 | JP¥177.7t | JP¥235.6t | JP¥13.9t | 13.7x | 12.8x | 0.8x |
| Wed, 15 May 2024 | JP¥180.4t | JP¥235.8t | JP¥13.4t | 13.6x | 13.4x | 0.8x |
| Fri, 12 Apr 2024 | JP¥192.1t | JP¥232.1t | JP¥12.8t | 13.9x | 15.1x | 0.8x |
| Sun, 10 Mar 2024 | JP¥186.0t | JP¥231.7t | JP¥12.7t | 13.5x | 14.6x | 0.8x |
| Tue, 06 Feb 2024 | JP¥176.7t | JP¥226.2t | JP¥11.8t | 14.2x | 14.9x | 0.8x |
| Thu, 04 Jan 2024 | JP¥162.5t | JP¥226.1t | JP¥11.8t | 13.4x | 13.8x | 0.7x |
| Sat, 02 Dec 2023 | JP¥167.5t | JP¥226.0t | JP¥11.8t | 13.4x | 14.2x | 0.7x |
| Mon, 30 Oct 2023 | JP¥160.1t | JP¥219.8t | JP¥10.5t | 13.5x | 15.2x | 0.7x |
| Wed, 27 Sep 2023 | JP¥168.3t | JP¥219.5t | JP¥10.5t | 14.1x | 16x | 0.8x |
| Fri, 25 Aug 2023 | JP¥159.2t | JP¥219.3t | JP¥10.5t | 13.7x | 15.2x | 0.7x |
| Sun, 23 Jul 2023 | JP¥158.6t | JP¥211.4t | JP¥9.1t | 14.3x | 17.3x | 0.8x |
| Tue, 20 Jun 2023 | JP¥158.4t | JP¥211.1t | JP¥9.2t | 14.1x | 17.3x | 0.8x |
| Thu, 18 May 2023 | JP¥147.4t | JP¥210.6t | JP¥9.2t | 13.8x | 16.1x | 0.7x |
| Sat, 15 Apr 2023 | JP¥140.1t | JP¥204.4t | JP¥9.2t | 13.3x | 15.2x | 0.7x |
| Mon, 13 Mar 2023 | JP¥140.1t | JP¥205.1t | JP¥9.2t | 13.3x | 15.2x | 0.7x |
| Wed, 08 Feb 2023 | JP¥136.2t | JP¥198.4t | JP¥9.3t | 12.8x | 14.7x | 0.7x |
| Fri, 06 Jan 2023 | JP¥127.5t | JP¥196.4t | JP¥9.3t | 12.3x | 13.7x | 0.6x |
| Sun, 04 Dec 2022 | JP¥135.4t | JP¥196.3t | JP¥9.2t | 12.8x | 14.6x | 0.7x |
| Tue, 01 Nov 2022 | JP¥135.5t | JP¥188.8t | JP¥9.2t | 13.3x | 14.7x | 0.7x |
| Thu, 29 Sep 2022 | JP¥129.6t | JP¥187.4t | JP¥9.0t | 12.9x | 14.4x | 0.7x |
| Sat, 27 Aug 2022 | JP¥140.5t | JP¥187.3t | JP¥9.0t | 13.4x | 15.6x | 0.8x |
Price to Earnings Ratio
15.6x
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 16.9x which is higher than its 3-year average PE of 14.3x.
- The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 8.5% per year over the last three years.
- Revenues for these companies have grown 9.6% 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 Market | 1.61% | |
| Consumer Discretionary | 2.71% | |
| Luxury | 10.52% | |
| Consumer Services | 6.29% | |
| Hospitality | 3.74% | |
| Consumer Durables | 3.42% | |
| Auto | 2.35% | |
| Auto Components | 2.18% | |
| Specialty Stores | 2.09% | |
| General Merchandise and Department Stores | 1.14% | |
| Leisure | 0.71% | |
| Retail Distributors | 0.70% | |
| Online Retail and Ecommerce | 0% | 0 |
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 18.4x.
- Analysts are expecting annual earnings growth of 20.3%, which is higher than its past year's earnings growth of 4.1% 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 9.0x.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 20% over the next 5 years.
- This is better than its past earnings growth rate of 4.1% per year.
- In contrast, the Auto 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7203 Toyota Motor | JP¥2.93k | 1.8% +JP¥690.8b | 8.7% | PE8.9x | |
| 4661 Oriental Land | JP¥3.68k | 11.4% +JP¥618.0b | -9.4% | PE47.4x | |
| 7269 Suzuki Motor | JP¥1.98k | 8.2% +JP¥289.4b | 16.7% | PE9.5x | |
| 7267 Honda Motor | JP¥1.70k | 3.3% +JP¥213.6b | 8.7% | PE10.6x | |
| 9983 Fast Retailing | JP¥48.96k | 0.7% +JP¥98.2b | 11.4% | PE37.7x |
