Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJul 03, 2025
DataAggregated Company Financials
Companies754
  • 7D-1.3%
  • 3M9.1%
  • 1Y-2.7%
  • YTD-3.1%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Yokohama Rubber Company gained 8.1%. As for the longer term, the industry has declined 3.2% in the last year. Looking forward, earnings are forecast to grow by 6.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 05 Jul 2025JP¥173.9tJP¥245.9tJP¥12.5t13.9x13.9x0.7x
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
Mon, 10 Jul 2023JP¥158.1tJP¥211.2tJP¥9.1t14.6x17.3x0.7x
Wed, 07 Jun 2023JP¥153.6tJP¥211.1tJP¥9.2t13.9x16.8x0.7x
Fri, 05 May 2023JP¥143.3tJP¥205.4tJP¥9.2t14x15.6x0.7x
Sun, 02 Apr 2023JP¥138.9tJP¥204.3tJP¥9.2t13.2x15.1x0.7x
Tue, 28 Feb 2023JP¥136.2tJP¥205.0tJP¥9.2t13.2x14.8x0.7x
Thu, 26 Jan 2023JP¥133.4tJP¥196.6tJP¥9.3t12.9x14.4x0.7x
Sat, 24 Dec 2022JP¥127.6tJP¥196.5tJP¥9.3t12.5x13.7x0.6x
Mon, 21 Nov 2022JP¥137.2tJP¥196.4tJP¥9.3t13x14.8x0.7x
Wed, 19 Oct 2022JP¥133.6tJP¥187.5tJP¥9.0t13.3x14.8x0.7x
Fri, 16 Sep 2022JP¥137.3tJP¥187.4tJP¥9.0t13.6x15.2x0.7x
Sun, 14 Aug 2022JP¥140.1tJP¥187.2tJP¥9.0t13.3x15.6x0.7x
Tue, 12 Jul 2022JP¥134.5tJP¥184.1tJP¥9.3t13x14.5x0.7x
Price to Earnings Ratio

14.5x


Total Market Cap: JP¥134.5tTotal Earnings: JP¥9.3tTotal Revenue: JP¥184.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 14.3x.
  • 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 11% per year over the last three years.
  • Revenues for these companies have grown 10% 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-0.47%
Consumer Discretionary-1.25%
Auto Components0.98%
Online Retail and Ecommerce0%0
Retail Distributors-0.51%
General Merchandise and Department Stores-0.68%
Luxury-0.81%
Consumer Services-0.95%
Hospitality-1.18%
Auto-1.35%
Consumer Durables-1.55%
Specialty Stores-2.19%
Leisure-3.50%
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 16.5x.
    • Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings growth of 2.6% per year.
  • Investors are most pessimistic about the Auto industry, which is trading below 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 19% over the next 5 years.
  • This is better than its past earnings growth rate of 2.6% per year.
  • In contrast, the Auto industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
5101 Yokohama Rubber CompanyJP¥4.21k8.1%
+JP¥50.0b
22.2%PE10.4x
5108 BridgestoneJP¥6.01k2.2%
+JP¥43.1b
-4.5%PE14.7x
7564 WorkmanLtdJP¥6.52k8.1%
+JP¥40.0b
76.9%PE31.5x
8227 SHIMAMURAJP¥10.57k5.3%
+JP¥39.4b
49.1%PE18.4x
3563 Food & Life CompaniesJP¥7.29k4.8%
+JP¥37.7b
176.7%PE42.9x

Latest News