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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies730
  • 7D-2.6%
  • 3M1.8%
  • 1Y20.0%
  • YTD2.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.6%, driven by Fast Retailing declining 9.3%. On the other hand Oriental Land is actually up 6.8%. In the past year, the industry has gained 20%. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026JP¥202.6tJP¥253.7tJP¥10.4t14.1x19.5x0.8x
Thu, 11 Jun 2026JP¥200.5tJP¥253.9tJP¥10.4t13.9x19.4x0.8x
Sat, 09 May 2026JP¥196.5tJP¥251.1tJP¥10.6t14.5x18.5x0.8x
Mon, 06 Apr 2026JP¥198.3tJP¥250.3tJP¥10.6t14.5x18.7x0.8x
Wed, 04 Mar 2026JP¥210.5tJP¥250.4tJP¥10.5t14.9x20x0.8x
Fri, 30 Jan 2026JP¥197.9tJP¥248.5tJP¥12.1t14.6x16.4x0.8x
Sun, 28 Dec 2025JP¥203.0tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Tue, 25 Nov 2025JP¥198.4tJP¥249.3tJP¥12.1t14.5x16.4x0.8x
Thu, 23 Oct 2025JP¥200.2tJP¥247.5tJP¥11.5t15x17.4x0.8x
Sat, 20 Sep 2025JP¥193.5tJP¥246.9tJP¥11.5t15.3x16.9x0.8x
Mon, 18 Aug 2025JP¥191.9tJP¥246.7tJP¥11.5t14.6x16.7x0.8x
Wed, 16 Jul 2025JP¥173.0tJP¥246.1tJP¥12.5t14x13.8x0.7x
Fri, 13 Jun 2025JP¥174.4tJP¥245.5tJP¥12.5t13.9x13.9x0.7x
Sun, 11 May 2025JP¥175.5tJP¥244.9tJP¥13.5t14.1x13x0.7x
Tue, 08 Apr 2025JP¥149.7tJP¥242.8tJP¥13.8t12.4x10.8x0.6x
Thu, 06 Mar 2025JP¥176.5tJP¥242.6tJP¥13.8t14.3x12.8x0.7x
Sat, 01 Feb 2025JP¥182.4tJP¥241.0tJP¥12.7t14.6x14.4x0.8x
Mon, 30 Dec 2024JP¥187.1tJP¥240.8tJP¥12.7t14.8x14.8x0.8x
Wed, 27 Nov 2024JP¥172.2tJP¥241.8tJP¥12.8t13.9x13.5x0.7x
Fri, 25 Oct 2024JP¥167.2tJP¥240.8tJP¥14.0t13.2x12x0.7x
Sun, 22 Sep 2024JP¥170.6tJP¥240.4tJP¥14.0t13.4x12.2x0.7x
Tue, 20 Aug 2024JP¥167.0tJP¥239.1tJP¥13.9t12.8x12x0.7x
Thu, 18 Jul 2024JP¥186.6tJP¥235.9tJP¥13.9t14.2x13.4x0.8x
Sat, 15 Jun 2024JP¥177.7tJP¥235.5tJP¥13.8t13.8x12.8x0.8x
Mon, 13 May 2024JP¥179.9tJP¥235.8tJP¥13.4t13.6x13.4x0.8x
Wed, 10 Apr 2024JP¥192.8tJP¥231.5tJP¥12.7t14x15.1x0.8x
Fri, 08 Mar 2024JP¥187.0tJP¥231.6tJP¥12.7t13.5x14.7x0.8x
Sun, 04 Feb 2024JP¥175.6tJP¥226.7tJP¥11.9t14x14.8x0.8x
Tue, 02 Jan 2024JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Thu, 30 Nov 2023JP¥166.7tJP¥226.0tJP¥11.8t13.5x14.1x0.7x
Sat, 28 Oct 2023JP¥160.1tJP¥219.8tJP¥10.5t13.4x15.2x0.7x
Mon, 25 Sep 2023JP¥169.1tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Wed, 23 Aug 2023JP¥156.9tJP¥219.3tJP¥10.5t13.5x15x0.7x
Fri, 21 Jul 2023JP¥158.4tJP¥211.4tJP¥9.1t14.5x17.3x0.7x
Price to Earnings Ratio

17.3x


Total Market Cap: JP¥158.4tTotal Earnings: JP¥9.1tTotal Revenue: JP¥211.4tTotal 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 19.5x 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 4.4% 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 Market-2.63%
Consumer Discretionary-2.61%
General Merchandise and Department Stores5.14%
Hospitality2.31%
Luxury0.47%
Leisure0.45%
Retail Distributors0.30%
Online Retail and Ecommerce0%0
Consumer Services-0.04%
Consumer Durables-2.28%
Auto Components-3.80%
Auto-4.29%
Specialty Stores-5.00%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 26.9x.
    • Analysts are expecting annual earnings growth of 10.9%, which is higher than its past year's earnings growth of 3.0% per year.
  • Investors are most pessimistic about the Auto Components 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 roughly in line with its past earnings growth rate.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.4% 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
4661 Oriental LandJP¥2.76k6.8%
+JP¥286.1b		-7.9%PE37.1x
7453 Ryohin KeikakuJP¥4.28k12.4%
+JP¥250.0b		28.5%PE38.1x
7936 ASICSJP¥4.91k5.0%
+JP¥166.6b		34.9%PE30.7x
3563 Food & Life CompaniesJP¥5.24k9.7%
+JP¥105.4b		49.1%PE41.3x
3099 Isetan Mitsukoshi HoldingsJP¥4.03k7.3%
+JP¥95.9b		88.8%PE18.4x

Latest News

4661
JP¥2,759.00
Oriental Land
7D
6.8%
1Y
-7.9%
7453
JP¥4,282.00
Ryohin Keikaku
7D
12.4%
1Y
28.5%
3099
JP¥4,025.00
Isetan Mitsukoshi Holdings
7D
7.3%
1Y
88.8%
9983
JP¥79,710.00
Fast Retailing
7D
-9.3%
1Y
77.4%
Analysis Article • Jul 12

Fast Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Fast Retailing Co., Ltd. ( TSE:9983 ) just released its quarterly report and things are looking bullish. The company...
6758
JP¥3,374.00
Sony Group
7D
-3.7%
1Y
-5.4%
6752
JP¥4,175.00
Panasonic Holdings
7D
-5.1%
1Y
191.3%
7203
JP¥2,832.50
Toyota Motor
7D
-3.9%
1Y
11.9%
Narrative Update • Jul 09

7203: San Antonio Expansion Will Support Stronger Long Term Earnings Power

Analysts have lifted their price target on Toyota Motor from ¥3,900 to ¥4,500, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that support a higher valuation framework. What’s in the News for Toyota Motor Toyota Motor North America plans a ¥3.6b expansion of its San Antonio, Texas, campus, adding a second assembly line that will shift a significant portion of Tacoma pickup production from Mexico to the U.S. and create about 2,000 new jobs, according to recent company announcements.
7267
JP¥1,511.00
Honda Motor
7D
-3.8%
1Y
-1.0%
5334
JP¥10,040.00
Niterra
7D
-5.1%
1Y
100.1%
Analysis Article • Jul 04

Investors Shouldn't Be Too Comfortable With Niterra's (TSE:5334) Earnings

Niterra Co., Ltd.'s ( TSE:5334 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
4385
JP¥4,784.00
Mercari
7D
6.0%
1Y
97.0%
8136
JP¥1,207.00
Sanrio Company
7D
4.9%
1Y
-5.0%
7269
JP¥2,017.00
Suzuki Motor
7D
-5.3%
1Y
21.4%
5802
JP¥2,456.50
Sumitomo Electric Industries
7D
0.6%
1Y
200.4%
7936
JP¥4,914.00
ASICS
7D
5.0%
1Y
34.9%
6902
JP¥1,933.00
DENSO
7D
-2.6%
1Y
-1.9%
3563
JP¥5,243.00
Food & Life Companies
7D
9.7%
1Y
49.1%