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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedAug 26, 2026
DataAggregated Company Financials
Companies727
  • 7D0.1%
  • 3M6.1%
  • 1Y13.9%
  • YTD6.9%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Fast Retailing declined by 3.3%. As for the the longer term, the industry is up 13% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 26 Aug 2026JP¥211.3tJP¥258.1tJP¥12.1t14.2x17.5x0.8x
Fri, 24 Jul 2026JP¥203.9tJP¥253.9tJP¥10.4t14.1x19.6x0.8x
Sun, 21 Jun 2026JP¥203.9tJP¥253.7tJP¥10.4t13.8x19.7x0.8x
Tue, 19 May 2026JP¥198.7tJP¥253.1tJP¥10.3t13.9x19.4x0.8x
Thu, 16 Apr 2026JP¥204.6tJP¥250.8tJP¥10.6t15.1x19.4x0.8x
Sat, 14 Mar 2026JP¥203.7tJP¥250.5tJP¥10.6t14.7x19.2x0.8x
Mon, 09 Feb 2026JP¥211.0tJP¥250.2tJP¥10.9t14.9x19.3x0.8x
Wed, 07 Jan 2026JP¥205.5tJP¥248.7tJP¥12.1t14.8x17x0.8x
Fri, 05 Dec 2025JP¥201.2tJP¥249.4tJP¥12.1t14.3x16.6x0.8x
Sun, 02 Nov 2025JP¥198.5tJP¥247.9tJP¥11.6t14.7x17.2x0.8x
Tue, 30 Sep 2025JP¥191.6tJP¥246.9tJP¥11.5t15.3x16.7x0.8x
Thu, 28 Aug 2025JP¥190.0tJP¥246.3tJP¥11.5t15x16.5x0.8x
Sat, 26 Jul 2025JP¥181.0tJP¥246.0tJP¥12.5t14.2x14.5x0.7x
Mon, 23 Jun 2025JP¥171.8tJP¥245.6tJP¥12.5t13.8x13.7x0.7x
Wed, 21 May 2025JP¥174.7tJP¥244.2tJP¥12.5t13.8x14x0.7x
Fri, 18 Apr 2025JP¥164.6tJP¥243.0tJP¥13.9t13.5x11.9x0.7x
Sun, 16 Mar 2025JP¥174.7tJP¥242.9tJP¥13.8t14.6x12.6x0.7x
Tue, 11 Feb 2025JP¥178.1tJP¥241.6tJP¥13.7t14x13x0.7x
Thu, 09 Jan 2025JP¥182.0tJP¥240.9tJP¥12.7t14.6x14.4x0.8x
Sat, 07 Dec 2024JP¥171.9tJP¥240.6tJP¥12.7t13.8x13.6x0.7x
Mon, 04 Nov 2024JP¥167.1tJP¥240.8tJP¥13.9t13.2x12x0.7x
Wed, 02 Oct 2024JP¥171.8tJP¥240.4tJP¥14.0t13.6x12.3x0.7x
Fri, 30 Aug 2024JP¥172.4tJP¥240.0tJP¥13.9t13.4x12.4x0.7x
Sun, 28 Jul 2024JP¥172.8tJP¥236.0tJP¥13.8t13.6x12.5x0.7x
Tue, 25 Jun 2024JP¥177.7tJP¥235.6tJP¥13.8t13.7x12.8x0.8x
Thu, 23 May 2024JP¥181.7tJP¥236.6tJP¥13.9t13.5x13.1x0.8x
Sat, 20 Apr 2024JP¥185.8tJP¥232.1tJP¥12.8t13.7x14.5x0.8x
Mon, 18 Mar 2024JP¥184.4tJP¥231.8tJP¥12.7t13.7x14.5x0.8x
Wed, 14 Feb 2024JP¥184.3tJP¥230.6tJP¥12.7t13.8x14.6x0.8x
Fri, 12 Jan 2024JP¥169.1tJP¥226.1tJP¥11.8t13.8x14.3x0.7x
Sun, 10 Dec 2023JP¥162.0tJP¥226.0tJP¥11.8t13.2x13.7x0.7x
Tue, 07 Nov 2023JP¥167.9tJP¥223.1tJP¥11.5t13.4x14.6x0.8x
Thu, 05 Oct 2023JP¥164.7tJP¥219.5tJP¥10.5t13.2x15.7x0.8x
Sat, 02 Sep 2023JP¥164.2tJP¥219.3tJP¥10.5t14.2x15.6x0.7x
Price to Earnings Ratio

15.6x


Total Market Cap: JP¥164.2tTotal Earnings: JP¥10.5tTotal Revenue: JP¥219.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.2x202420252026
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 17.6x which is higher than its 3-year average PE of 15.2x.
  • 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 4.8% 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 Market-1.15%
Consumer Discretionary0.099%
Leisure3.80%
Hospitality3.55%
Retail Distributors1.72%
Auto1.40%
Consumer Services1.21%
Consumer Durables0.51%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.89%
Specialty Stores-1.43%
Luxury-1.82%
Auto Components-3.01%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 38.9x.
    • Analysts are expecting annual earnings growth of 14.2%, which is lower than the prior year's growth of 17.7% 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 4.1% 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¥3.08k4.8%
+JP¥1.7t		6.1%PE8.1x
6758 Sony GroupJP¥3.90k5.8%
+JP¥1.3t		-4.8%PE20.6x
7269 Suzuki MotorJP¥2.15k6.2%
+JP¥242.1b		10.9%PE8x
4661 Oriental LandJP¥3.03k4.6%
+JP¥220.6b		-13.8%PE36.6x
7832 BANDAI NAMCO HoldingsJP¥5.67k5.9%
+JP¥202.0b		10.1%PE23.7x

Latest News

6752
JP¥4,328.00
Panasonic Holdings
7D
-0.3%
1Y
181.7%
6758
JP¥3,902.00
Sony Group
7D
5.8%
1Y
-4.8%
3350
JP¥307.00
Metaplanet
7D
40.8%
1Y
-65.5%
4661
JP¥3,032.00
Oriental Land
7D
4.6%
1Y
-13.8%
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.
7581
JP¥7,310.00
SaizeriyaLtd
7D
-1.9%
1Y
31.0%
7936
JP¥4,529.00
ASICS
7D
-6.7%
1Y
11.8%
9983
JP¥72,230.00
Fast Retailing
7D
-3.6%
1Y
52.6%
7203
JP¥3,081.00
Toyota Motor
7D
4.8%
1Y
6.1%
Narrative Update • Aug 20

7203: Share Buyback And Efficiency Drive Will Support Long Term Earnings Power

Analysts now set their price target for Toyota Motor at ¥4,520.58, compared with the prior ¥4,403.01. The revision reflects updated assumptions around revenue growth, profit margin and future P/E levels.
7272
JP¥1,975.50
Yamaha Motor
7D
5.4%
1Y
81.4%
Narrative Update • Aug 18

7272: Raised 2026 Guidance And Record Results Will Conceal Margin Risk

Analysts have raised their fair value estimate for Yamaha Motor from ¥1,316 to ¥1,465, citing updated assumptions that include a lower discount rate, a higher profit margin and a slightly different future P/E multiple. What's in the News for Yamaha Motor Yamaha Motor shares rose 13.40% to ¥1,511 after the company reported record first half results and raised its full year guidance, according to recent news reports.
5108
JP¥4,145.00
Bridgestone
7D
3.3%
1Y
24.4%
7269
JP¥2,147.50
Suzuki Motor
7D
6.2%
1Y
10.9%
4385
JP¥4,634.00
Mercari
7D
-2.4%
1Y
90.3%
Narrative Update • Aug 13

4385: Buybacks And Cross-Border Expansion Will Support Future Cash Flows

Analysts have raised their price target for Mercari to about ¥4,682 from roughly ¥4,415, citing updated assumptions for slightly higher revenue growth, stronger profit margins, and a lower future P/E multiple. What’s in the News for Mercari Mercari scheduled a board meeting on August 5, 2026 to consider the purchase and cancellation of treasury shares.
7832
JP¥5,674.00
BANDAI NAMCO Holdings
7D
5.9%
1Y
10.1%
5334
JP¥8,664.00
Niterra
7D
-2.6%
1Y
62.5%
5947
JP¥3,571.00
Rinnai
7D
-1.2%
1Y
-3.5%
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7220
JP¥3,165.00
Musashi Seimitsu Industry
7D
-6.4%
1Y
-5.5%