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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedAug 05, 2026
DataAggregated Company Financials
Companies728
  • 7D-1.4%
  • 3M7.5%
  • 1Y18.2%
  • YTD3.4%

The Consumer Discretionary is pretty flat in the last 7 days, but Panasonic Holdings has stood out, gaining 18%. The past year has been better, since the industry has gained 19% 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
Wed, 05 Aug 2026JP¥204.6tJP¥255.2tJP¥10.8t14.2x18.9x0.8x
Fri, 03 Jul 2026JP¥202.2tJP¥253.5tJP¥10.4t13.8x19.5x0.8x
Sun, 31 May 2026JP¥208.3tJP¥253.6tJP¥10.3t13.7x20.2x0.8x
Tue, 28 Apr 2026JP¥195.9tJP¥250.7tJP¥10.5t14.6x18.6x0.8x
Thu, 26 Mar 2026JP¥199.7tJP¥250.6tJP¥10.6t14.7x18.8x0.8x
Sat, 21 Feb 2026JP¥213.6tJP¥250.5tJP¥10.5t15x20.3x0.9x
Mon, 19 Jan 2026JP¥211.3tJP¥248.8tJP¥12.1t15.1x17.5x0.8x
Wed, 17 Dec 2025JP¥201.9tJP¥249.4tJP¥12.1t14.7x16.7x0.8x
Fri, 14 Nov 2025JP¥203.2tJP¥249.0tJP¥11.8t15.2x17.2x0.8x
Sun, 12 Oct 2025JP¥194.7tJP¥247.1tJP¥11.5t14.9x16.9x0.8x
Tue, 09 Sep 2025JP¥195.9tJP¥246.8tJP¥11.5t15.4x17x0.8x
Thu, 07 Aug 2025JP¥180.9tJP¥245.8tJP¥12.3t14.4x14.8x0.7x
Sat, 05 Jul 2025JP¥173.8tJP¥245.9tJP¥12.5t14x13.9x0.7x
Mon, 02 Jun 2025JP¥177.9tJP¥245.1tJP¥12.5t13.9x14.2x0.7x
Wed, 30 Apr 2025JP¥172.8tJP¥243.4tJP¥13.9t14.1x12.5x0.7x
Fri, 28 Mar 2025JP¥181.8tJP¥242.9tJP¥13.8t15x13.2x0.7x
Sun, 23 Feb 2025JP¥176.9tJP¥243.1tJP¥13.8t13.9x12.8x0.7x
Tue, 21 Jan 2025JP¥175.5tJP¥241.2tJP¥12.7t14.4x13.8x0.7x
Thu, 19 Dec 2024JP¥175.5tJP¥240.0tJP¥12.7t14.3x13.9x0.7x
Sat, 16 Nov 2024JP¥171.1tJP¥241.6tJP¥12.8t13.8x13.3x0.7x
Mon, 14 Oct 2024JP¥172.1tJP¥240.5tJP¥14.0t13.5x12.3x0.7x
Wed, 11 Sep 2024JP¥165.5tJP¥240.4tJP¥14.0t13.4x11.9x0.7x
Fri, 09 Aug 2024JP¥157.3tJP¥238.4tJP¥13.8t12.4x11.4x0.7x
Sun, 07 Jul 2024JP¥184.3tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Tue, 04 Jun 2024JP¥183.0tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Thu, 02 May 2024JP¥186.0tJP¥232.3tJP¥12.8t13.6x14.5x0.8x
Sat, 30 Mar 2024JP¥194.4tJP¥231.5tJP¥12.7t14x15.3x0.8x
Mon, 26 Feb 2024JP¥185.9tJP¥231.6tJP¥12.7t13.5x14.6x0.8x
Wed, 24 Jan 2024JP¥176.9tJP¥226.3tJP¥11.8t13.8x14.9x0.8x
Fri, 22 Dec 2023JP¥160.6tJP¥226.1tJP¥11.8t13.3x13.6x0.7x
Sun, 19 Nov 2023JP¥170.3tJP¥226.0tJP¥11.8t13.3x14.4x0.8x
Tue, 17 Oct 2023JP¥164.5tJP¥219.7tJP¥10.5t13.5x15.6x0.7x
Thu, 14 Sep 2023JP¥168.0tJP¥219.4tJP¥10.5t14.2x16x0.8x
Sat, 12 Aug 2023JP¥161.9tJP¥218.8tJP¥10.4t13.9x15.5x0.7x
Price to Earnings Ratio

15.5x


Total Market Cap: JP¥161.9tTotal Earnings: JP¥10.4tTotal Revenue: JP¥218.8tTotal 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 19.3x 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary sector?

JP Market0.13%
Consumer Discretionary-1.41%
Consumer Durables1.07%
Luxury0.34%
Leisure0.20%
Online Retail and Ecommerce0%0
Hospitality-0.28%
Retail Distributors-1.46%
Auto Components-1.80%
Consumer Services-1.80%
Specialty Stores-1.83%
General Merchandise and Department Stores-2.64%
Auto-3.24%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 27.7x.
    • Analysts expect its future annual earnings growth (9.5%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Auto Components 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 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 32% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.6% 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
6752 Panasonic HoldingsJP¥4.52k28.7%
+JP¥2.4t		198.7%PE41.6x
5802 Sumitomo Electric IndustriesJP¥2.37k14.2%
+JP¥918.7b		137.5%PE18.4x
5334 NiterraJP¥10.14k11.7%
+JP¥204.3b		104.5%PE10.6x
8050 Seiko GroupJP¥9.33k35.0%
+JP¥197.9b		330.9%PE34.7x
7272 Yamaha MotorJP¥1.51k12.8%
+JP¥165.9b		47.1%PE54.9x

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