Narrative Update • Jun 03
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Japanese (NIKKEI) Consumer Discretionary Sector Analysis
UpdatedJun 04, 2026
DataAggregated Company Financials
Companies735
- 7D1.2%
- 3M0.2%
- 1Y17.3%
- YTD1.8%
In the last week, the Consumer Discretionary industry is up 1.2%, with Sumitomo Electric Industries up 13%. During this same period, the Toyota Motor underperformed, falling 6.4%. In the last 12 months, the industry was up 17%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 04 Jun 2026 | JP¥206.6t | JP¥253.7t | JP¥10.3t | 13.7x | 20x | 0.8x |
| Sat, 02 May 2026 | JP¥194.7t | JP¥251.1t | JP¥10.6t | 14.4x | 18.3x | 0.8x |
| Mon, 30 Mar 2026 | JP¥198.2t | JP¥250.5t | JP¥10.6t | 14.5x | 18.7x | 0.8x |
| Wed, 25 Feb 2026 | JP¥214.0t | JP¥250.5t | JP¥10.5t | 15.1x | 20.3x | 0.9x |
| Fri, 23 Jan 2026 | JP¥206.9t | JP¥248.8t | JP¥12.1t | 15x | 17.1x | 0.8x |
| Sun, 21 Dec 2025 | JP¥202.7t | JP¥248.7t | JP¥12.1t | 14.6x | 16.8x | 0.8x |
| Tue, 18 Nov 2025 | JP¥198.4t | JP¥249.2t | JP¥12.0t | 14.3x | 16.5x | 0.8x |
| Thu, 16 Oct 2025 | JP¥193.6t | JP¥247.4t | JP¥11.5t | 14.8x | 16.8x | 0.8x |
| Sat, 13 Sep 2025 | JP¥194.6t | JP¥246.8t | JP¥11.5t | 15.3x | 16.9x | 0.8x |
| Mon, 11 Aug 2025 | JP¥185.2t | JP¥246.5t | JP¥11.4t | 14.5x | 16.2x | 0.8x |
| Wed, 09 Jul 2025 | JP¥173.5t | JP¥245.9t | JP¥12.5t | 14x | 13.8x | 0.7x |
| Fri, 06 Jun 2025 | JP¥174.4t | JP¥245.4t | JP¥12.5t | 13.9x | 13.9x | 0.7x |
| Sun, 04 May 2025 | JP¥175.3t | JP¥243.5t | JP¥13.9t | 14.1x | 12.6x | 0.7x |
| Tue, 01 Apr 2025 | JP¥171.5t | JP¥242.7t | JP¥13.8t | 14.3x | 12.4x | 0.7x |
| Thu, 27 Feb 2025 | JP¥176.8t | JP¥243.1t | JP¥13.9t | 13.9x | 12.8x | 0.7x |
| Sat, 25 Jan 2025 | JP¥177.8t | JP¥241.2t | JP¥12.7t | 14.6x | 14x | 0.7x |
| Mon, 23 Dec 2024 | JP¥175.8t | JP¥240.9t | JP¥12.7t | 14.3x | 13.9x | 0.7x |
| Wed, 20 Nov 2024 | JP¥172.2t | JP¥241.7t | JP¥12.8t | 13.7x | 13.5x | 0.7x |
| Fri, 18 Oct 2024 | JP¥169.7t | JP¥240.6t | JP¥14.0t | 13.5x | 12.1x | 0.7x |
| Sun, 15 Sep 2024 | JP¥163.8t | JP¥240.4t | JP¥14.0t | 13.3x | 11.7x | 0.7x |
| Tue, 13 Aug 2024 | JP¥157.5t | JP¥238.6t | JP¥13.8t | 12.6x | 11.4x | 0.7x |
| Thu, 11 Jul 2024 | JP¥185.7t | JP¥235.6t | JP¥13.9t | 13.9x | 13.4x | 0.8x |
| Sat, 08 Jun 2024 | JP¥180.2t | JP¥235.5t | JP¥13.8t | 13.6x | 13x | 0.8x |
| Mon, 06 May 2024 | JP¥185.5t | JP¥232.3t | JP¥12.8t | 13.7x | 14.5x | 0.8x |
| Wed, 03 Apr 2024 | JP¥189.6t | JP¥231.5t | JP¥12.7t | 13.8x | 14.9x | 0.8x |
| Fri, 01 Mar 2024 | JP¥186.9t | JP¥231.6t | JP¥12.7t | 13.6x | 14.7x | 0.8x |
| Sun, 28 Jan 2024 | JP¥173.1t | JP¥226.3t | JP¥11.8t | 13.7x | 14.6x | 0.8x |
| Tue, 26 Dec 2023 | JP¥161.0t | JP¥226.1t | JP¥11.8t | 13.4x | 13.7x | 0.7x |
| Thu, 23 Nov 2023 | JP¥167.3t | JP¥226.0t | JP¥11.8t | 13.5x | 14.2x | 0.7x |
| Sat, 21 Oct 2023 | JP¥159.8t | JP¥219.8t | JP¥10.6t | 13.2x | 15.1x | 0.7x |
| Mon, 18 Sep 2023 | JP¥172.7t | JP¥219.5t | JP¥10.5t | 14.1x | 16.4x | 0.8x |
| Wed, 16 Aug 2023 | JP¥160.6t | JP¥219.3t | JP¥10.5t | 14x | 15.3x | 0.7x |
| Fri, 14 Jul 2023 | JP¥156.6t | JP¥211.2t | JP¥9.1t | 14.7x | 17.1x | 0.7x |
| Sun, 11 Jun 2023 | JP¥153.5t | JP¥211.0t | JP¥9.1t | 13.8x | 16.8x | 0.7x |
Price to Earnings Ratio
16.8x
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 20.0x which is higher than its 3-year average PE of 15.0x.
- 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 4.1% per year over the last three years.
- Revenues for these companies have grown 6.3% 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 Market | 2.19% | |
| Consumer Discretionary | 1.23% | |
| Auto Components | 6.89% | |
| Consumer Durables | 3.40% | |
| General Merchandise and Department Stores | 2.24% | |
| Specialty Stores | 1.41% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.20% | |
| Leisure | -1.17% | |
| Retail Distributors | -1.34% | |
| Luxury | -2.11% | |
| Auto | -2.88% | |
| Consumer Services | -3.09% | |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 25.4x.
- Analysts are expecting annual earnings growth of 11.5%, which is higher than its past year's earnings growth of 3.0% 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 19% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5802 Sumitomo Electric Industries | JP¥13.47k | 12.6% +JP¥1.2t | 355.8% | PE28.4x | |
| 6752 Panasonic Holdings | JP¥3.80k | 7.1% +JP¥586.0b | 136.4% | PE46.7x | |
| 6758 Sony Group | JP¥3.52k | 2.0% +JP¥401.7b | -7.2% | PE20.2x | |
| 7267 Honda Motor | JP¥1.50k | 4.4% +JP¥245.2b | 8.7% | PS0.3x | |
| 9843 Nitori Holdings | JP¥2.75k | 9.1% +JP¥129.7b | -5.8% | PE17.4x |
