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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies739
  • 7D-5.9%
  • 3M6.1%
  • 1Y20.5%
  • YTD2.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 5.9%, driven by a pullback from Toyota Motor of 8.1%. In the past year, the industry has gained 20%. Looking forward, 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
Sat, 07 Mar 2026JP¥208.4tJP¥250.5tJP¥10.6t14.9x19.7x0.8x
Mon, 02 Feb 2026JP¥200.1tJP¥248.6tJP¥12.1t14.8x16.5x0.8x
Wed, 31 Dec 2025JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Fri, 28 Nov 2025JP¥203.1tJP¥249.3tJP¥12.1t14.6x16.8x0.8x
Sun, 26 Oct 2025JP¥200.3tJP¥247.5tJP¥11.5t15.1x17.4x0.8x
Tue, 23 Sep 2025JP¥195.2tJP¥246.9tJP¥11.5t15.3x17x0.8x
Thu, 21 Aug 2025JP¥193.8tJP¥246.7tJP¥11.5t15x16.9x0.8x
Sat, 19 Jul 2025JP¥172.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Mon, 16 Jun 2025JP¥172.1tJP¥245.6tJP¥12.5t13.7x13.7x0.7x
Wed, 14 May 2025JP¥179.0tJP¥245.0tJP¥13.7t14.2x13.1x0.7x
Fri, 11 Apr 2025JP¥166.1tJP¥242.9tJP¥13.8t13.3x12x0.7x
Sun, 09 Mar 2025JP¥175.7tJP¥242.9tJP¥13.8t14.4x12.7x0.7x
Tue, 04 Feb 2025JP¥176.5tJP¥241.0tJP¥12.9t14.3x13.7x0.7x
Thu, 02 Jan 2025JP¥185.3tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Sat, 30 Nov 2024JP¥169.4tJP¥241.8tJP¥12.8t13.9x13.3x0.7x
Mon, 28 Oct 2024JP¥165.9tJP¥240.8tJP¥14.0t13.2x11.9x0.7x
Wed, 25 Sep 2024JP¥170.9tJP¥240.4tJP¥14.0t13.4x12.3x0.7x
Fri, 23 Aug 2024JP¥170.2tJP¥240.0tJP¥13.9t13.3x12.2x0.7x
Sun, 21 Jul 2024JP¥182.4tJP¥235.9tJP¥13.9t14.1x13.1x0.8x
Tue, 18 Jun 2024JP¥173.9tJP¥235.6tJP¥13.9t13.7x12.6x0.7x
Thu, 16 May 2024JP¥183.1tJP¥235.9tJP¥13.4t13.7x13.6x0.8x
Sat, 13 Apr 2024JP¥192.3tJP¥232.1tJP¥12.8t14x15.1x0.8x
Mon, 11 Mar 2024JP¥186.0tJP¥231.7tJP¥12.7t13.5x14.6x0.8x
Wed, 07 Feb 2024JP¥177.5tJP¥226.2tJP¥11.8t14.2x15x0.8x
Fri, 05 Jan 2024JP¥163.5tJP¥226.1tJP¥11.8t13.5x13.9x0.7x
Sun, 03 Dec 2023JP¥167.5tJP¥226.0tJP¥11.8t13.4x14.2x0.7x
Tue, 31 Oct 2023JP¥157.2tJP¥219.8tJP¥10.5t13.2x14.9x0.7x
Thu, 28 Sep 2023JP¥168.9tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Sat, 26 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.7x15.1x0.7x
Mon, 24 Jul 2023JP¥158.6tJP¥211.4tJP¥9.1t14.4x17.3x0.8x
Wed, 21 Jun 2023JP¥158.1tJP¥211.1tJP¥9.2t14.1x17.3x0.7x
Fri, 19 May 2023JP¥149.6tJP¥210.9tJP¥9.2t13.7x16.3x0.7x
Sun, 16 Apr 2023JP¥140.1tJP¥204.6tJP¥9.2t13.5x15.2x0.7x
Tue, 14 Mar 2023JP¥138.0tJP¥205.1tJP¥9.2t13.1x15x0.7x
Price to Earnings Ratio

15x


Total Market Cap: JP¥138.0tTotal Earnings: JP¥9.2tTotal Revenue: JP¥205.1tTotal 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 19.7x 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 4.6% 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 Market-5.40%
Consumer Discretionary-5.90%
Online Retail and Ecommerce0%0
Consumer Services-1.12%
Hospitality-1.32%
General Merchandise and Department Stores-1.75%
Leisure-3.00%
Retail Distributors-3.16%
Luxury-4.50%
Specialty Stores-4.58%
Consumer Durables-4.66%
Auto Components-8.26%
Auto-8.44%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 19.8x.
    • Analysts are expecting annual earnings growth of 15.4%, 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 17% 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 5.8% 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
7532 Pan Pacific International HoldingsJP¥1.06k1.8%
+JP¥55.3b		34.8%PE31.5x
2702 McDonald's Holdings Company (Japan)JP¥7.76k4.4%
+JP¥43.9b		37.8%PE30.4x
3092 ZOZOJP¥1.16k2.2%
+JP¥22.6b		-24.7%PE22.2x
8136 Sanrio CompanyJP¥5.82k1.6%
+JP¥21.8b		-7.5%PE27.3x
3350 MetaplanetJP¥341.005.2%
+JP¥20.2b		-17.4%PS926.8x

Latest News

7203
JP¥3,515.00
Toyota Motor
7D
-8.1%
1Y
25.4%
6902
JP¥2,034.00
DENSO
7D
-9.6%
1Y
4.3%
7269
JP¥2,122.50
Suzuki Motor
7D
-10.5%
1Y
17.8%
6758
JP¥3,473.00
Sony Group
7D
-4.7%
1Y
-2.7%

6758: Content Franchises And Buybacks Will Offset Emerging AI Music Risks

Narrative Update on Sony Group The analyst price target for Sony Group has shifted slightly from ¥4,990.87 to ¥4,969.13, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E, while also weighing fresh concerns around AI driven risks to the music business. Analyst Commentary Recent Street research around Sony Group focuses heavily on the music segment, where AI generated content is emerging as a key debate for both upside and risk to the equity story.
7267
JP¥1,462.00
Honda Motor
7D
-7.7%
1Y
2.2%

7267: Battery Recycling Advances Will Support Shares As Profitability Outlook Improves

Analysts have raised their price target on Honda Motor from ¥2,000 to about ¥2,166, reflecting updated views on its discount rate, revenue growth assumptions, profit margin outlook, and future P/E. What's in the News Honda revised its consolidated earnings guidance for the year ending March 31, 2026, now expecting net sales of ¥21,100b, operating profit of ¥550b, profit for the year of ¥360b, profit attributable to owners of parent of ¥300b, and basic earnings per share of ¥75.05 (Corporate Guidance).
5985
JP¥1,632.00
Suncall
7D
34.5%
1Y
373.0%
2702
JP¥7,760.00
McDonald's Holdings Company (Japan)
7D
4.4%
1Y
37.8%
5802
JP¥9,897.00
Sumitomo Electric Industries
7D
-4.6%
1Y
269.6%
5108
JP¥3,475.00
Bridgestone
7D
-8.5%
1Y
15.6%

5108: Buybacks And Performance Tire Expansion Will Support A Fairly Balanced Outlook

Analysts have raised their Bridgestone price target from ¥3,746 to ¥3,888, reflecting updated assumptions around fair value, discount rate, revenue, profit margin and future P/E expectations. What's in the News The Board of Directors authorized a new share buyback plan on February 16, 2026, signaling a continued focus on treasury stock management (Key Developments).
3092
JP¥1,164.50
ZOZO
7D
2.2%
1Y
-24.7%

3092: Higher Margin Outlook And Dividend Stability Will Support Upside Potential

Analysts now see ZOZO's fair value shifting from ¥1,437.47 to ¥1,365.71 as they factor in adjusted revenue growth expectations, a slightly higher discount rate, modestly higher profit margin assumptions, and a lower future P/E multiple. Valuation Changes Fair Value: Adjusted from ¥1,437.47 to ¥1,365.71, representing a modest move lower in the modelled estimate.
7685
JP¥6,260.00
BuySell TechnologiesLtd
7D
6.1%
1Y
164.6%
9983
JP¥65,430.00
Fast Retailing
7D
-5.2%
1Y
42.2%
3350
JP¥341.00
Metaplanet
7D
5.2%
1Y
-17.4%
7532
JP¥1,058.50
Pan Pacific International Holdings
7D
1.8%
1Y
34.8%
8136
JP¥5,816.00
Sanrio Company
7D
1.6%
1Y
-7.5%

Revenue Beat: Sanrio Company, Ltd. Exceeded Revenue Forecasts By 7.1% And Analysts Are Updating Their Estimates

Feb 15
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456A
JP¥3,650.00
HUMAN MADE
7D
13.0%
1Y
n/a