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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies739
  • 7D-0.05%
  • 3M-0.6%
  • 1Y18.2%
  • YTD-1.7%

Last week, the Consumer Discretionary industry hasn't moved much but Sony Group is up 3.4% in that time. The past year has been better, since the industry has gained 18% in that time. 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
Fri, 03 Apr 2026JP¥199.5tJP¥250.3tJP¥10.6t14.4x18.9x0.8x
Sun, 01 Mar 2026JP¥221.4tJP¥250.5tJP¥10.5t15.5x21x0.9x
Tue, 27 Jan 2026JP¥202.0tJP¥248.8tJP¥12.1t14.9x16.7x0.8x
Thu, 25 Dec 2025JP¥201.8tJP¥248.6tJP¥12.1t14.7x16.7x0.8x
Sat, 22 Nov 2025JP¥198.4tJP¥249.3tJP¥12.1t14.5x16.4x0.8x
Mon, 20 Oct 2025JP¥192.8tJP¥247.5tJP¥11.5t14.6x16.7x0.8x
Wed, 17 Sep 2025JP¥194.8tJP¥246.8tJP¥11.5t15.5x16.9x0.8x
Fri, 15 Aug 2025JP¥188.4tJP¥246.6tJP¥11.5t14.6x16.4x0.8x
Sun, 13 Jul 2025JP¥173.1tJP¥245.9tJP¥12.5t14.2x13.8x0.7x
Tue, 10 Jun 2025JP¥175.6tJP¥245.5tJP¥12.5t14x14x0.7x
Thu, 08 May 2025JP¥173.5tJP¥243.5tJP¥13.9t14.2x12.5x0.7x
Sat, 05 Apr 2025JP¥160.2tJP¥242.8tJP¥13.8t13.2x11.6x0.7x
Mon, 03 Mar 2025JP¥174.5tJP¥243.1tJP¥13.9t14x12.6x0.7x
Wed, 29 Jan 2025JP¥179.6tJP¥241.0tJP¥12.7t14.8x14.2x0.7x
Fri, 27 Dec 2024JP¥180.2tJP¥240.9tJP¥12.7t14.6x14.2x0.7x
Sun, 24 Nov 2024JP¥170.9tJP¥241.7tJP¥12.8t13.8x13.4x0.7x
Tue, 22 Oct 2024JP¥169.2tJP¥240.8tJP¥14.0t13.5x12.1x0.7x
Thu, 19 Sep 2024JP¥164.7tJP¥237.8tJP¥13.9t13.3x11.9x0.7x
Sat, 17 Aug 2024JP¥170.1tJP¥239.0tJP¥13.9t13.2x12.3x0.7x
Mon, 15 Jul 2024JP¥186.4tJP¥235.7tJP¥13.9t13.9x13.4x0.8x
Wed, 12 Jun 2024JP¥181.4tJP¥235.5tJP¥13.8t13.8x13.1x0.8x
Fri, 10 May 2024JP¥182.9tJP¥233.8tJP¥13.3t13.8x13.8x0.8x
Sun, 07 Apr 2024JP¥188.3tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Tue, 05 Mar 2024JP¥187.6tJP¥231.6tJP¥12.7t13.5x14.8x0.8x
Thu, 01 Feb 2024JP¥177.7tJP¥226.4tJP¥11.8t14x15x0.8x
Sat, 30 Dec 2023JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Mon, 27 Nov 2023JP¥168.4tJP¥226.0tJP¥11.8t13.5x14.3x0.7x
Wed, 25 Oct 2023JP¥159.3tJP¥219.8tJP¥10.6t13.2x15.1x0.7x
Fri, 22 Sep 2023JP¥169.5tJP¥219.5tJP¥10.5t14.1x16.1x0.8x
Sun, 20 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Tue, 18 Jul 2023JP¥155.9tJP¥211.4tJP¥9.1t14.1x17.1x0.7x
Thu, 15 Jun 2023JP¥160.6tJP¥211.1tJP¥9.1t13.9x17.6x0.8x
Sat, 13 May 2023JP¥146.3tJP¥207.5tJP¥9.2t14x15.9x0.7x
Mon, 10 Apr 2023JP¥136.2tJP¥204.4tJP¥9.2t13x14.8x0.7x
Price to Earnings Ratio

14.8x


Total Market Cap: JP¥136.2tTotal Earnings: JP¥9.2tTotal Revenue: JP¥204.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.8x202420252026
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 18.9x which is higher than its 3-year average PE of 14.8x.
  • 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 4.8% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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 Market0.39%
Consumer Discretionary-0.05%
Consumer Durables2.90%
General Merchandise and Department Stores1.12%
Retail Distributors0.91%
Specialty Stores0.70%
Hospitality0.38%
Online Retail and Ecommerce0%0
Luxury-0.33%
Leisure-0.42%
Auto-1.11%
Consumer Services-1.68%
Auto Components-2.58%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 21.8x.
    • Analysts are expecting annual earnings growth of 15.5%, 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 14.0x.
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 12% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.9% 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
6758 Sony GroupJP¥3.33k3.4%
+JP¥655.7b		-5.2%PE15.8x
9983 Fast RetailingJP¥63.01k1.8%
+JP¥349.8b		39.1%PE43.1x
6752 Panasonic HoldingsJP¥2.74k1.8%
+JP¥114.4b		70.6%PE31.5x
4661 Oriental LandJP¥2.74k1.5%
+JP¥66.4b		-4.0%PE35x
4385 MercariJP¥3.90k9.0%
+JP¥53.1b		72.5%PE22x

Latest News

6752
JP¥2,743.00
Panasonic Holdings
7D
1.8%
1Y
70.6%
6674
JP¥5,663.00
GS Yuasa
7D
9.3%
1Y
144.0%
7267
JP¥1,273.00
Honda Motor
7D
-3.6%
1Y
-4.2%

7267: HEV Reallocation And Cost Discipline Will Support Future Upside Potential

Analysts have trimmed their price target on Honda Motor slightly to ¥1,579 from ¥1,595, reflecting updated assumptions around fair value, discount rate, profit margin, and future P/E that remain broadly consistent with prior views. What's in the News Honda cancelled the market launches and development of certain EV models planned for production in North America, and is reallocating resources toward hybrid electric vehicle (HEV) models and cost competitiveness in core regions including Japan, the United States, India, and broader Asia (company announcement, March 12, 2026).
7272
JP¥1,158.00
Yamaha Motor
7D
3.3%
1Y
2.6%
5802
JP¥9,104.00
Sumitomo Electric Industries
7D
-7.9%
1Y
301.3%
8136
JP¥990.00
Sanrio Company
7D
-4.8%
1Y
-24.4%
7203
JP¥3,262.00
Toyota Motor
7D
-3.7%
1Y
29.5%

7203: US EV Expansion And Buybacks Will Support Bullish Outlook

Analysts kept their fair value estimate for Toyota Motor steady at about ¥4,033 per share, citing small adjustments to assumed revenue growth, profit margin, and future P/E that largely offset each other in their price target work. What's in the News CEO transition planned for April 1, 2026, with current Chief Executive Officer Koji Sato stepping down and Chief Financial Officer Kenta Kon taking over.
4661
JP¥2,735.00
Oriental Land
7D
1.5%
1Y
-4.0%

4661: Cruise Subsidiary Expansion Will Support Future Upside Potential

Analysts have trimmed their price target for Oriental Land by about ¥185 to reflect an updated fair value of ¥3,584, citing slightly lower assumed profit margin and P/E multiples, while modeled revenue growth and discount rate inputs remain broadly similar to prior estimates. What's in the News A board meeting is scheduled for March 24, 2026, to review the establishment of a new subsidiary, ORIENTAL LAND CRUISE CO., LTD.
7309
JP¥16,820.00
Shimano
7D
3.3%
1Y
-18.7%
7269
JP¥1,860.50
Suzuki Motor
7D
-4.4%
1Y
4.0%
7532
JP¥936.50
Pan Pacific International Holdings
7D
-3.5%
1Y
15.5%
9843
JP¥2,507.50
Nitori Holdings
7D
-4.6%
1Y
-14.9%
6758
JP¥3,329.00
Sony Group
7D
3.4%
1Y
-5.2%

6758: Content Franchises Will Offset Memory And AI Risks Over Time

Analysts have nudged their fair value estimate for Sony Group lower from about ¥4,969 to roughly ¥4,887. This reflects slightly softer long term revenue growth assumptions, marginally slimmer profit margins, and a modestly reduced future P/E, as they factor in potential pressure on PlayStation hardware economics from higher memory costs and ongoing questions around AI risk for the music business.
4385
JP¥3,904.00
Mercari
7D
9.0%
1Y
72.5%

4385: Rich Profit Assumptions And Lower Future P/E Will Sustain Overvaluation Risk

Mercari's analyst price target is held at ¥2,500, as analysts balance a slightly higher discount rate with updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Mercari raised its consolidated revenue guidance for the year ending June 30, 2026 to a range of ¥210,000 million to ¥220,000 million, compared with the previous range of ¥200,000 million to ¥210,000 million (Key Developments).
5101
JP¥5,900.00
Yokohama Rubber Company
7D
-5.8%
1Y
90.6%
9983
JP¥63,010.00
Fast Retailing
7D
1.8%
1Y
39.1%