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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies747
  • 7D0.6%
  • 3M5.0%
  • 1Y20.1%
  • YTD11.9%

Over the last 7 days, the Consumer Discretionary industry has risen 2.4%, driven by gains from Sumitomo Electric Industries of 11%. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 9.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Dec 2025JP¥199.7tJP¥249.3tJP¥12.1t14.4x16.5x0.8x
Thu, 30 Oct 2025JP¥198.3tJP¥247.5tJP¥11.5t14.6x17.2x0.8x
Sat, 27 Sep 2025JP¥196.1tJP¥246.9tJP¥11.5t15.5x17.1x0.8x
Mon, 25 Aug 2025JP¥193.9tJP¥246.3tJP¥11.5t14.9x16.9x0.8x
Wed, 23 Jul 2025JP¥171.7tJP¥246.1tJP¥12.5t13.9x13.7x0.7x
Fri, 20 Jun 2025JP¥173.6tJP¥245.6tJP¥12.5t13.9x13.9x0.7x
Sun, 18 May 2025JP¥174.0tJP¥244.2tJP¥12.6t14x13.8x0.7x
Tue, 15 Apr 2025JP¥160.9tJP¥243.0tJP¥13.9t13.5x11.6x0.7x
Thu, 13 Mar 2025JP¥174.7tJP¥242.9tJP¥13.8t14.3x12.6x0.7x
Sat, 08 Feb 2025JP¥179.1tJP¥241.9tJP¥13.4t14.2x13.4x0.7x
Mon, 06 Jan 2025JP¥185.3tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Wed, 04 Dec 2024JP¥171.8tJP¥240.6tJP¥12.7t14x13.5x0.7x
Fri, 01 Nov 2024JP¥170.6tJP¥240.8tJP¥13.9t13.2x12.2x0.7x
Sun, 29 Sep 2024JP¥176.7tJP¥240.4tJP¥14.0t13.6x12.7x0.7x
Tue, 27 Aug 2024JP¥169.5tJP¥240.0tJP¥13.9t13.4x12.2x0.7x
Thu, 25 Jul 2024JP¥178.8tJP¥235.9tJP¥13.9t13.8x12.9x0.8x
Sat, 22 Jun 2024JP¥176.3tJP¥235.6tJP¥13.9t13.6x12.7x0.7x
Mon, 20 May 2024JP¥183.4tJP¥236.8tJP¥13.8t13.6x13.3x0.8x
Wed, 17 Apr 2024JP¥191.5tJP¥232.1tJP¥12.8t13.7x15x0.8x
Fri, 15 Mar 2024JP¥183.2tJP¥231.8tJP¥12.7t13.6x14.4x0.8x
Sun, 11 Feb 2024JP¥180.6tJP¥230.6tJP¥12.6t13.7x14.3x0.8x
Tue, 09 Jan 2024JP¥165.0tJP¥226.1tJP¥11.8t13.6x14x0.7x
Thu, 07 Dec 2023JP¥168.2tJP¥226.0tJP¥11.8t13.5x14.3x0.7x
Sat, 04 Nov 2023JP¥164.1tJP¥222.8tJP¥11.4t13.3x14.3x0.7x
Mon, 02 Oct 2023JP¥165.0tJP¥219.5tJP¥10.5t14x15.7x0.8x
Wed, 30 Aug 2023JP¥160.5tJP¥219.3tJP¥10.5t13.9x15.3x0.7x
Fri, 28 Jul 2023JP¥160.8tJP¥212.3tJP¥9.2t14.7x17.4x0.8x
Sun, 25 Jun 2023JP¥155.9tJP¥211.1tJP¥9.2t14.2x17x0.7x
Tue, 23 May 2023JP¥149.9tJP¥211.0tJP¥9.2t13.8x16.4x0.7x
Thu, 20 Apr 2023JP¥141.5tJP¥204.5tJP¥9.2t13.7x15.3x0.7x
Sat, 18 Mar 2023JP¥134.4tJP¥205.1tJP¥9.2t12.8x14.6x0.7x
Mon, 13 Feb 2023JP¥135.2tJP¥204.1tJP¥9.3t12.8x14.5x0.7x
Wed, 11 Jan 2023JP¥128.8tJP¥196.5tJP¥9.3t12.3x13.9x0.7x
Fri, 09 Dec 2022JP¥134.7tJP¥196.3tJP¥9.2t12.8x14.6x0.7x
Price to Earnings Ratio

14.6x


Total Market Cap: JP¥134.7tTotal Earnings: JP¥9.2tTotal Revenue: JP¥196.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.4x202320242025
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 16.4x which is higher than its 3-year average PE of 14.4x.
  • 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 9.3% per year over the last three years.
  • Revenues for these companies have grown 8.3% 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 Market1.06%
Consumer Discretionary0.64%
Auto Components2.89%
General Merchandise and Department Stores1.80%
Retail Distributors1.68%
Specialty Stores1.00%
Leisure0.94%
Online Retail and Ecommerce0%0
Auto-0.003%
Luxury-0.0078%
Consumer Durables-0.088%
Consumer Services-0.14%
Hospitality-0.42%
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 22.8x.
    • Analysts are expecting annual earnings growth of 22.5%, which is higher than its past year's earnings growth of 11.4% 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 23% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 6.5% 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
5802 Sumitomo Electric IndustriesJP¥6.59k8.7%
+JP¥411.0b		118.8%PE23.8x
9983 Fast RetailingJP¥57.02k1.8%
+JP¥316.0b		10.3%PE40.4x
6758 Sony GroupJP¥4.44k1.2%
+JP¥310.2b		44.6%PE21.9x
6752 Panasonic HoldingsJP¥1.83k4.4%
+JP¥179.8b		24.2%PE13.4x
5108 BridgestoneJP¥7.29k1.4%
+JP¥63.8b		35.8%PE19.9x

Latest News

5802
JP¥6,589.00
Sumitomo Electric Industries
7D
8.7%
1Y
118.8%
9983
JP¥57,020.00
Fast Retailing
7D
1.8%
1Y
10.3%
7832
JP¥4,418.00
BANDAI NAMCO Holdings
7D
-2.2%
1Y
38.1%
7267
JP¥1,518.50
Honda Motor
7D
-1.5%
1Y
15.0%

7267: Modest Margin Gains And Dividend Outlook Will Drive Steady Performance Ahead

Analysts have slightly lowered their price target for Honda Motor, reducing it from ¥1,738.04 to ¥1,732.16. This adjustment is based on revised projections for revenue growth, even though there has been a modest improvement in profit margins.
6902
JP¥2,023.50
DENSO
7D
-1.1%
1Y
-7.9%

DENSO (TSE:6902) Will Pay A Dividend Of ¥32.00

Nov 27
DENSO (TSE:6902) Will Pay A Dividend Of ¥32.00
6752
JP¥1,832.00
Panasonic Holdings
7D
4.4%
1Y
24.2%

6752: Chip Tariff Risk And Battery Collaboration Prospects Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,126.67 to ¥2,136.00. This reflects slight improvements in profit margin and a lower discount rate.
5108
JP¥7,287.00
Bridgestone
7D
1.4%
1Y
35.8%

5108: New Leadership And Share Buyback Will Balance Outlook Through 2026

Bridgestone's analyst fair value price target has been raised from ¥7,331.82 to ¥7,629.17, as analysts cite improved revenue growth forecasts and a strengthened profit margin in their updated outlooks. What's in the News Bridgestone revised its consolidated earnings guidance for the fiscal year ending December 31, 2025, due to deteriorating U.S. economic conditions and declining North American tire sales.
7259
JP¥2,767.50
Aisin
7D
2.5%
1Y
71.5%
7203
JP¥3,048.00
Toyota Motor
7D
-0.9%
1Y
14.9%

7203: Upcoming North Carolina Plant and Next-Gen Models Will Influence Performance Outlook

Toyota Motor Price Target Updated Amid Subtle Valuation Shifts Analysts have raised Toyota Motor's price target from ¥3,228 to ¥3,325, citing minor improvements in profit margin projections. This comes despite slightly lower expected revenue growth and a marginally higher discount rate.
5101
JP¥6,217.00
Yokohama Rubber Company
7D
4.5%
1Y
100.7%

Yokohama Rubber Company's (TSE:5101) Dividend Will Be Increased To ¥64.00

Nov 23
Yokohama Rubber Company's (TSE:5101) Dividend Will Be Increased To ¥64.00
6758
JP¥4,440.00
Sony Group
7D
1.2%
1Y
44.6%

6758: Future Performance Will Be Driven By Expanding Games and Entertainment Segments

Sony Group's analyst price target has increased from ¥4,867.50 to ¥5,076.80. Analysts highlight stronger earnings performance and continued strength in the company's games, anime, and music segments.
7906
JP¥3,260.00
YONEX
7D
-7.6%
1Y
61.1%

We Think You Should Be Aware Of Some Concerning Factors In YONEX's (TSE:7906) Earnings

Nov 17
We Think You Should Be Aware Of Some Concerning Factors In YONEX's (TSE:7906) Earnings
3099
JP¥2,321.50
Isetan Mitsukoshi Holdings
7D
-5.2%
1Y
4.4%
7270
JP¥3,354.00
Subaru
7D
-2.5%
1Y
33.6%

Earnings Miss: Subaru Corporation Missed EPS By 7.6% And Analysts Are Revising Their Forecasts

Nov 12
Earnings Miss: Subaru Corporation Missed EPS By 7.6% And Analysts Are Revising Their Forecasts
7309
JP¥16,260.00
Shimano
7D
4.2%
1Y
-24.6%

Shimano Inc. Just Missed EPS By 11%: Here's What Analysts Think Will Happen Next

Oct 31
Shimano Inc. Just Missed EPS By 11%: Here's What Analysts Think Will Happen Next
4661
JP¥2,930.50
Oriental Land
7D
-2.1%
1Y
-16.0%

4661: Future Outlook Will Improve With Upcoming Earnings And Leadership Decisions

Narrative Update on Oriental Land: Analyst Price Target Revision Analysts have raised their fair value estimate for Oriental Land from ¥3,882.93 to ¥3,964.84. This revision is based on modest adjustments in discount rate and profit assumptions that reflect a slightly more optimistic outlook for the company.