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

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies740
  • 7D3.8%
  • 3M11.5%
  • 1Y29.2%
  • YTD9.1%

In the last week, the Consumer Discretionary industry is up 3.8%, with Toyota Motor up 5.2%. In the same time, Takashimaya Company was down 14%. This means that the industry has gained 29% over the past year. 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
Mon, 02 Mar 2026JP¥221.4tJP¥250.5tJP¥10.5t15.5x21x0.9x
Wed, 28 Jan 2026JP¥200.7tJP¥248.8tJP¥12.1t14.8x16.6x0.8x
Fri, 26 Dec 2025JP¥202.9tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Sun, 23 Nov 2025JP¥198.4tJP¥249.3tJP¥12.1t14.5x16.4x0.8x
Tue, 21 Oct 2025JP¥192.8tJP¥247.5tJP¥11.5t14.8x16.7x0.8x
Thu, 18 Sep 2025JP¥194.9tJP¥246.9tJP¥11.5t15.3x17x0.8x
Sat, 16 Aug 2025JP¥191.9tJP¥246.7tJP¥11.5t14.5x16.7x0.8x
Mon, 14 Jul 2025JP¥173.1tJP¥246.0tJP¥12.5t14.2x13.8x0.7x
Wed, 11 Jun 2025JP¥175.7tJP¥245.5tJP¥12.5t13.9x14x0.7x
Fri, 09 May 2025JP¥172.7tJP¥243.5tJP¥13.9t14.2x12.4x0.7x
Sun, 06 Apr 2025JP¥160.2tJP¥242.8tJP¥13.8t13.2x11.6x0.7x
Tue, 04 Mar 2025JP¥177.6tJP¥243.1tJP¥13.9t14.2x12.8x0.7x
Thu, 30 Jan 2025JP¥181.7tJP¥241.0tJP¥12.7t15x14.3x0.8x
Sat, 28 Dec 2024JP¥187.1tJP¥240.8tJP¥12.7t14.8x14.8x0.8x
Mon, 25 Nov 2024JP¥170.9tJP¥241.8tJP¥12.8t13.9x13.4x0.7x
Wed, 23 Oct 2024JP¥167.6tJP¥240.8tJP¥14.0t13.4x12x0.7x
Fri, 20 Sep 2024JP¥164.7tJP¥240.4tJP¥14.0t13.5x11.8x0.7x
Sun, 18 Aug 2024JP¥170.1tJP¥239.0tJP¥13.9t13.2x12.3x0.7x
Tue, 16 Jul 2024JP¥186.4tJP¥235.8tJP¥13.9t13.9x13.4x0.8x
Thu, 13 Jun 2024JP¥181.4tJP¥235.5tJP¥13.8t13.8x13.1x0.8x
Sat, 11 May 2024JP¥182.9tJP¥233.8tJP¥13.3t13.8x13.8x0.8x
Mon, 08 Apr 2024JP¥188.3tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Wed, 06 Mar 2024JP¥188.6tJP¥231.6tJP¥12.7t13.5x14.9x0.8x
Fri, 02 Feb 2024JP¥175.5tJP¥226.4tJP¥11.8t14x14.8x0.8x
Sun, 31 Dec 2023JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Tue, 28 Nov 2023JP¥167.3tJP¥226.0tJP¥11.8t13.5x14.2x0.7x
Thu, 26 Oct 2023JP¥160.6tJP¥219.8tJP¥10.6t13.3x15.2x0.7x
Sat, 23 Sep 2023JP¥169.2tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Mon, 21 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Wed, 19 Jul 2023JP¥156.9tJP¥211.4tJP¥9.1t14.2x17.2x0.7x
Fri, 16 Jun 2023JP¥160.4tJP¥211.1tJP¥9.1t13.9x17.5x0.8x
Sun, 14 May 2023JP¥146.3tJP¥209.1tJP¥9.3t13.9x15.7x0.7x
Tue, 11 Apr 2023JP¥136.2tJP¥204.4tJP¥9.2t13.3x14.8x0.7x
Thu, 09 Mar 2023JP¥141.3tJP¥205.0tJP¥9.2t13.4x15.3x0.7x
Price to Earnings Ratio

15.3x


Total Market Cap: JP¥141.3tTotal Earnings: JP¥9.2tTotal Revenue: JP¥205.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.7x202420252026
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 21.0x which is higher than its 3-year average PE of 14.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.5% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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 Market3.27%
Consumer Discretionary3.76%
Consumer Durables5.49%
Auto4.32%
Auto Components3.82%
Retail Distributors3.61%
Leisure3.01%
Specialty Stores2.76%
Hospitality2.68%
Luxury2.67%
Consumer Services2.27%
General Merchandise and Department Stores0.38%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 19.5x.
    • Analysts are expecting annual earnings growth of 15.3%, which is higher than its past year's earnings decline of 12.2% per year.
  • Investors are most pessimistic about the Retail Distributors industry, which is trading close to its 3-year average of 13.9x.
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 8.5% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 6.3% 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
7203 Toyota MotorJP¥3.93k8.2%
+JP¥3.9t		40.7%PE13.9x
6758 Sony GroupJP¥3.58k7.2%
+JP¥1.4t		-3.7%PE17.1x
5802 Sumitomo Electric IndustriesJP¥10.81k10.9%
+JP¥828.3b		309.4%PE32.8x
9983 Fast RetailingJP¥67.77k1.2%
+JP¥248.5b		44.3%PE46.4x
6752 Panasonic HoldingsJP¥2.58k2.9%
+JP¥171.6b		35.9%PE29.7x

Latest News

8233
JP¥1,932.00
Takashimaya Company
7D
-15.9%
1Y
55.7%
5802
JP¥10,810.00
Sumitomo Electric Industries
7D
10.9%
1Y
309.4%
8050
JP¥13,980.00
Seiko Group
7D
21.9%
1Y
206.2%
4661
JP¥2,785.50
Oriental Land
7D
2.8%
1Y
-9.3%

4661: Future P/E Expansion Will Support A More Optimistic Share Repricing

Analysts have trimmed their price target for Oriental Land to ¥5,359 from ¥5,428, citing updated assumptions that include slightly adjusted discount rates, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: Adjusted slightly from ¥5,428.20 to ¥5,359.27.
7203
JP¥3,933.00
Toyota Motor
7D
8.2%
1Y
40.7%

7203: US EV Expansion And Tariff Headwinds Will Shape Balanced Outlook

Analysts now place their price target for Toyota Motor at about ¥3,979, up from roughly ¥3,738. This reflects updated assumptions that factor in slightly higher modeled revenue growth, a modestly stronger profit margin, and a higher future P/E multiple.
6752
JP¥2,584.00
Panasonic Holdings
7D
2.9%
1Y
35.9%
7201
JP¥419.60
Nissan Motor
7D
-5.7%
1Y
-2.6%

7201: Policy Shifts And Reforms Will Support Future Recovery Potential

The analyst fair value estimate for Nissan Motor has changed from ¥460.00 to approximately ¥598.01. Analysts attribute this adjustment to revised assumptions on the discount rate, revenue growth, profit margin, and future P/E ratio.
5101
JP¥7,491.00
Yokohama Rubber Company
7D
-6.2%
1Y
121.0%
9983
JP¥67,770.00
Fast Retailing
7D
1.2%
1Y
44.3%
6758
JP¥3,577.00
Sony Group
7D
7.2%
1Y
-3.7%

6758: Content Franchises And Buybacks Will Support Future Earnings Re Rating

Narrative Update The analyst price target for Sony Group has been trimmed by analysts from about ¥5,093 to around ¥4,991. This reflects updated views on growth, margins and P/E assumptions highlighted in recent research.
1911
JP¥1,668.00
Sumitomo Forestry
7D
-5.6%
1Y
10.4%
7532
JP¥1,039.00
Pan Pacific International Holdings
7D
3.4%
1Y
28.1%
9843
JP¥3,084.00
Nitori Holdings
7D
-4.7%
1Y
-1.8%

What Nitori Holdings Co., Ltd.'s (TSE:9843) 27% Share Price Gain Is Not Telling You

Feb 16
What Nitori Holdings Co., Ltd.'s (TSE:9843) 27% Share Price Gain Is Not Telling You
7270
JP¥2,904.50
Subaru
7D
-3.9%
1Y
3.1%
7282
JP¥4,943.00
Toyoda Gosei
7D
1.2%
1Y
85.6%

Even With A 26% Surge, Cautious Investors Are Not Rewarding Toyoda Gosei Co., Ltd.'s (TSE:7282) Performance Completely

Feb 09
Even With A 26% Surge, Cautious Investors Are Not Rewarding Toyoda Gosei Co., Ltd.'s (TSE:7282) Performance Completely
6417
JP¥2,178.50
Sankyo
7D
0.3%
1Y
1.0%