Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies735
  • 7D-1.3%
  • 3M-8.5%
  • 1Y15.7%
  • YTD-1.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by Sumitomo Electric Industries declining 11%. In the past year, the industry has gained 16%. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026JP¥199.1tJP¥253.6tJP¥10.3t13.9x19.3x0.8x
Sat, 18 Apr 2026JP¥205.1tJP¥250.7tJP¥10.5t15.1x19.4x0.8x
Mon, 16 Mar 2026JP¥203.7tJP¥250.5tJP¥10.6t14.8x19.2x0.8x
Wed, 11 Feb 2026JP¥215.0tJP¥250.2tJP¥10.9t15.1x19.7x0.9x
Fri, 09 Jan 2026JP¥200.6tJP¥248.6tJP¥12.1t14.9x16.6x0.8x
Sun, 07 Dec 2025JP¥197.6tJP¥249.3tJP¥12.1t14.3x16.3x0.8x
Tue, 04 Nov 2025JP¥198.5tJP¥247.9tJP¥11.6t14.7x17.2x0.8x
Thu, 02 Oct 2025JP¥188.7tJP¥246.8tJP¥11.5t15x16.4x0.8x
Sat, 30 Aug 2025JP¥190.2tJP¥246.3tJP¥11.5t15x16.6x0.8x
Mon, 28 Jul 2025JP¥181.0tJP¥246.0tJP¥12.5t14.2x14.5x0.7x
Wed, 25 Jun 2025JP¥171.7tJP¥245.6tJP¥12.5t13.9x13.7x0.7x
Fri, 23 May 2025JP¥172.2tJP¥244.3tJP¥12.5t13.6x13.8x0.7x
Sun, 20 Apr 2025JP¥166.9tJP¥243.0tJP¥13.9t13.8x12x0.7x
Tue, 18 Mar 2025JP¥176.1tJP¥242.9tJP¥13.8t14.6x12.7x0.7x
Thu, 13 Feb 2025JP¥177.5tJP¥241.6tJP¥13.7t13.9x13x0.7x
Sat, 11 Jan 2025JP¥176.7tJP¥240.9tJP¥12.7t14.7x14x0.7x
Mon, 09 Dec 2024JP¥171.9tJP¥240.8tJP¥12.7t13.8x13.6x0.7x
Wed, 06 Nov 2024JP¥169.4tJP¥240.8tJP¥13.9t13.3x12.2x0.7x
Fri, 04 Oct 2024JP¥170.9tJP¥240.4tJP¥14.0t13.6x12.3x0.7x
Sun, 01 Sep 2024JP¥174.4tJP¥240.0tJP¥13.9t13.5x12.5x0.7x
Tue, 30 Jul 2024JP¥176.1tJP¥236.0tJP¥13.8t13.8x12.8x0.7x
Thu, 27 Jun 2024JP¥180.1tJP¥235.6tJP¥13.9t13.7x13x0.8x
Sat, 25 May 2024JP¥181.2tJP¥235.4tJP¥13.8t13.6x13.1x0.8x
Mon, 22 Apr 2024JP¥182.5tJP¥232.1tJP¥12.8t13.5x14.3x0.8x
Wed, 20 Mar 2024JP¥191.8tJP¥231.8tJP¥12.7t14x15.1x0.8x
Fri, 16 Feb 2024JP¥181.1tJP¥231.3tJP¥12.7t13.4x14.3x0.8x
Sun, 14 Jan 2024JP¥173.3tJP¥226.2tJP¥11.8t13.8x14.7x0.8x
Tue, 12 Dec 2023JP¥164.1tJP¥226.0tJP¥11.8t13.4x13.9x0.7x
Thu, 09 Nov 2023JP¥165.1tJP¥223.6tJP¥11.5t13.2x14.4x0.7x
Sat, 07 Oct 2023JP¥159.7tJP¥219.5tJP¥10.5t13.5x15.2x0.7x
Mon, 04 Sep 2023JP¥164.2tJP¥219.3tJP¥10.5t14.2x15.6x0.7x
Wed, 02 Aug 2023JP¥165.1tJP¥213.4tJP¥9.5t14.5x17.4x0.8x
Fri, 30 Jun 2023JP¥159.6tJP¥211.2tJP¥9.1t14.4x17.5x0.8x
Sun, 28 May 2023JP¥147.7tJP¥211.0tJP¥9.2t13.6x16.1x0.7x
Price to Earnings Ratio

16.1x


Total Market Cap: JP¥147.7tTotal Earnings: JP¥9.2tTotal Revenue: JP¥211.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15x202420252026
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 15.0x.
  • 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-3.06%
Consumer Discretionary-1.33%
Specialty Stores3.06%
Retail Distributors0.94%
Auto0.45%
Leisure0.17%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.13%
Hospitality-0.59%
Consumer Services-1.90%
Consumer Durables-2.20%
Luxury-4.70%
Auto Components-7.90%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 24.9x.
    • 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 Auto Components industry, which is trading close to its 3-year average of 14.1x.
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 3.8% 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¥3.55k3.2%
+JP¥644.0b		-2.8%PE20.4x
9983 Fast RetailingJP¥73.23k2.7%
+JP¥583.0b		56.9%PE46.9x
7267 Honda MotorJP¥1.39k5.0%
+JP¥256.9b		-2.0%PS0.2x
6752 Panasonic HoldingsJP¥3.43k1.6%
+JP¥123.7b		118.5%PE42.2x
9843 Nitori HoldingsJP¥2.47k9.1%
+JP¥115.8b		-18.2%PE15.6x

Latest News

7936
JP¥4,550.00
ASICS
7D
1.2%
1Y
34.6%
Analysis Article • 15h

ASICS' (TSE:7936) Earnings Are Of Questionable Quality

Investors were disappointed with ASICS Corporation's ( TSE:7936 ) earnings, despite the strong profit numbers. Our...
7272
JP¥1,262.50
Yamaha Motor
7D
8.3%
1Y
18.5%
7202
JP¥2,213.00
Isuzu Motors
7D
-6.9%
1Y
15.9%
Narrative Update • May 20

7202: Autonomous Buses And New Leadership Will Support Future Upside

Analysts have trimmed their price target for Isuzu Motors from ¥2,698 to ¥2,595, citing slightly softer assumptions for revenue growth, profit margins and fair value, partly offset by a modestly higher future P/E and lower discount rate in their updated models. What's in the News TIER IV and Isuzu Motors plan to deploy Level 4 autonomous buses in Isuzu ERGA electric and diesel models, using NVIDIA DRIVE Hyperion and DRIVE AGX Thor to support high-capacity public transit and address Japan's driver shortage (Client Announcements).
6752
JP¥3,430.00
Panasonic Holdings
7D
1.6%
1Y
118.5%
Narrative Update • May 20

6752: Governance Reforms And Execution On Earnings Drivers Will Support Long-Term Upside

Analysts have revised their price target on Panasonic Holdings to ¥4,000 from ¥3,000, citing updated assumptions around discount rates, revenue growth, margins and future P/E, even as some recent Street research has turned more cautious on the stock. Analyst Commentary While some recent research has turned more cautious, bullish analysts point to the revised ¥4,000 price target as a sign that they still see room for upside if Panasonic Holdings executes on its updated assumptions for revenue, margins and valuation multiples.
5802
JP¥10,760.00
Sumitomo Electric Industries
7D
-11.1%
1Y
299.6%
Analysis Article • May 19

We Think That There Are Issues Underlying Sumitomo Electric Industries' (TSE:5802) Earnings

Despite posting some strong earnings, the market for Sumitomo Electric Industries, Ltd.'s ( TSE:5802 ) stock hasn't...
7270
JP¥2,495.50
Subaru
7D
3.9%
1Y
-4.4%
Analysis Article • May 18

Subaru Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in Subaru Corporation ( TSE:7270 ) had a good week, as its shares rose 2.8% to close at JP¥2,385 following...
7269
JP¥1,789.00
Suzuki Motor
7D
-6.8%
1Y
0.2%
Analysis Article • May 17

Results: Suzuki Motor Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, Suzuki Motor Corporation ( TSE:7269 ) recently reported its yearly numbers. Revenues were JP¥6.3t...
7267
JP¥1,386.00
Honda Motor
7D
5.0%
1Y
-2.0%
Analysis Article • May 17

Honda Motor Co., Ltd. (TSE:7267) Annual Results: Here's What Analysts Are Forecasting For This Year

It's been a pretty great week for Honda Motor Co., Ltd. ( TSE:7267 ) shareholders, with its shares surging 13% to...
5108
JP¥3,344.00
Bridgestone
7D
-2.2%
1Y
10.5%
Analysis Article • May 16

Bridgestone Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

It's been a good week for Bridgestone Corporation ( TSE:5108 ) shareholders, because the company has just released its...
6758
JP¥3,553.00
Sony Group
7D
3.2%
1Y
-2.8%
9843
JP¥2,470.00
Nitori Holdings
7D
9.1%
1Y
-18.2%
7731
JP¥1,967.50
Nikon
7D
-15.4%
1Y
43.5%
6902
JP¥1,845.50
DENSO
7D
-2.0%
1Y
-2.8%
7203
JP¥2,996.50
Toyota Motor
7D
-0.4%
1Y
14.4%
9983
JP¥73,230.00
Fast Retailing
7D
2.7%
1Y
56.9%
1928
JP¥3,331.00
Sekisui House
7D
-2.7%
1Y
4.1%