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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies735
  • 7D-1.8%
  • 3M-1.7%
  • 1Y16.9%
  • YTD-1.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.8%, driven by declines in Sumitomo Electric Industries and Sony Group of 16% and 7.5%, respectively. In the past year, the industry has gained 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Jun 2026JP¥200.0tJP¥253.8tJP¥10.3t13.8x19.3x0.8x
Tue, 12 May 2026JP¥197.8tJP¥251.0tJP¥10.6t14.5x18.7x0.8x
Thu, 09 Apr 2026JP¥205.1tJP¥250.4tJP¥10.6t15x19.4x0.8x
Sat, 07 Mar 2026JP¥208.4tJP¥250.5tJP¥10.6t14.9x19.7x0.8x
Mon, 02 Feb 2026JP¥200.1tJP¥248.6tJP¥12.1t14.8x16.5x0.8x
Wed, 31 Dec 2025JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Fri, 28 Nov 2025JP¥203.1tJP¥249.3tJP¥12.1t14.6x16.8x0.8x
Sun, 26 Oct 2025JP¥200.3tJP¥247.5tJP¥11.5t15.1x17.4x0.8x
Tue, 23 Sep 2025JP¥195.2tJP¥246.9tJP¥11.5t15.3x17x0.8x
Thu, 21 Aug 2025JP¥193.8tJP¥246.7tJP¥11.5t15x16.9x0.8x
Sat, 19 Jul 2025JP¥172.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Mon, 16 Jun 2025JP¥172.1tJP¥245.6tJP¥12.5t13.7x13.7x0.7x
Wed, 14 May 2025JP¥179.0tJP¥245.0tJP¥13.7t14.2x13.1x0.7x
Fri, 11 Apr 2025JP¥166.1tJP¥242.9tJP¥13.8t13.3x12x0.7x
Sun, 09 Mar 2025JP¥175.7tJP¥242.9tJP¥13.8t14.4x12.7x0.7x
Tue, 04 Feb 2025JP¥176.5tJP¥241.0tJP¥12.9t14.3x13.7x0.7x
Thu, 02 Jan 2025JP¥185.3tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Sat, 30 Nov 2024JP¥169.4tJP¥241.8tJP¥12.8t13.9x13.3x0.7x
Mon, 28 Oct 2024JP¥165.9tJP¥240.8tJP¥14.0t13.2x11.9x0.7x
Wed, 25 Sep 2024JP¥170.9tJP¥240.4tJP¥14.0t13.4x12.3x0.7x
Fri, 23 Aug 2024JP¥170.2tJP¥240.0tJP¥13.9t13.3x12.2x0.7x
Sun, 21 Jul 2024JP¥182.4tJP¥235.9tJP¥13.9t14.1x13.1x0.8x
Tue, 18 Jun 2024JP¥173.9tJP¥235.6tJP¥13.9t13.7x12.6x0.7x
Thu, 16 May 2024JP¥183.1tJP¥235.9tJP¥13.4t13.7x13.6x0.8x
Sat, 13 Apr 2024JP¥192.3tJP¥232.1tJP¥12.8t14x15.1x0.8x
Mon, 11 Mar 2024JP¥186.0tJP¥231.7tJP¥12.7t13.5x14.6x0.8x
Wed, 07 Feb 2024JP¥177.5tJP¥226.2tJP¥11.8t14.2x15x0.8x
Fri, 05 Jan 2024JP¥163.5tJP¥226.1tJP¥11.8t13.5x13.9x0.7x
Sun, 03 Dec 2023JP¥167.5tJP¥226.0tJP¥11.8t13.4x14.2x0.7x
Tue, 31 Oct 2023JP¥157.2tJP¥219.8tJP¥10.5t13.2x14.9x0.7x
Thu, 28 Sep 2023JP¥168.9tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Sat, 26 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.7x15.1x0.7x
Mon, 24 Jul 2023JP¥158.6tJP¥211.4tJP¥9.1t14.4x17.3x0.8x
Wed, 21 Jun 2023JP¥158.1tJP¥211.1tJP¥9.2t14.1x17.3x0.7x
Price to Earnings Ratio

17.3x


Total Market Cap: JP¥158.1tTotal Earnings: JP¥9.2tTotal Revenue: JP¥211.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.1x202420252026
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 15.1x.
  • 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-1.44%
Consumer Discretionary-1.79%
Hospitality3.01%
General Merchandise and Department Stores2.72%
Specialty Stores1.69%
Luxury0.66%
Online Retail and Ecommerce0%0
Retail Distributors-0.031%
Leisure-0.40%
Consumer Services-0.55%
Auto-2.26%
Consumer Durables-3.56%
Auto Components-6.79%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 25.7x.
    • Analysts are expecting annual earnings growth of 11.2%, 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 18% over the next 5 years.
  • This is better than its past earnings growth rate of 13% 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?

CompanyLast Price7D1YValuation
9983 Fast RetailingJP¥80.53k2.3%
+JP¥561.5b		73.5%PE51.6x
4661 Oriental LandJP¥2.26k3.9%
+JP¥137.7b		-28.5%PE30.5x
7453 Ryohin KeikakuJP¥3.72k6.0%
+JP¥110.9b		18.8%PE33.1x
6752 Panasonic HoldingsJP¥3.80k1.2%
+JP¥107.4b		153.6%PE46.8x
7309 ShimanoJP¥16.77k7.1%
+JP¥94.4b		-17.8%PE38.7x

Latest News

7220
JP¥4,885.00
Musashi Seimitsu Industry
7D
-40.4%
1Y
87.2%
7532
JP¥855.30
Pan Pacific International Holdings
7D
2.8%
1Y
-9.0%
6752
JP¥3,800.00
Panasonic Holdings
7D
1.2%
1Y
153.6%
7267
JP¥1,411.00
Honda Motor
7D
-2.3%
1Y
1.3%
7203
JP¥2,775.50
Toyota Motor
7D
-2.6%
1Y
8.6%
3099
JP¥3,755.00
Isetan Mitsukoshi Holdings
7D
6.4%
1Y
64.5%
6758
JP¥3,292.00
Sony Group
7D
-7.5%
1Y
-11.9%
5802
JP¥10,970.00
Sumitomo Electric Industries
7D
-15.7%
1Y
291.1%
6902
JP¥1,854.00
DENSO
7D
-1.7%
1Y
-2.0%
6674
JP¥6,197.00
GS Yuasa
7D
-14.9%
1Y
150.5%
4661
JP¥2,264.50
Oriental Land
7D
3.9%
1Y
-28.5%
Narrative Update • Jun 01

4661: Cruise Expansion And Rising Dividends Will Support Future Share Repricing

Analysts have trimmed their fair value estimate for Oriental Land from ¥5,359 to ¥4,808, reflecting updated assumptions that combine higher projected revenue growth with slightly lower profit margins and a modestly reduced future P/E multiple. What's in the News Board meeting scheduled for April 28, 2026 to consider dividends from surplus, with a record date of March 31, 2026, and other matters on the agenda (Board Meeting, Apr 28, 2026).
7550
JP¥7,927.00
Zensho Holdings
7D
5.2%
1Y
0.4%
Analysis Article • May 22

The Strong Earnings Posted By Zensho Holdings (TSE:7550) Are A Good Indication Of The Strength Of The Business

Even though Zensho Holdings Co., Ltd. ( TSE:7550 ) posted strong earnings, investors appeared to be underwhelmed. We...
9983
JP¥80,530.00
Fast Retailing
7D
2.3%
1Y
73.5%
7259
JP¥2,273.00
Aisin
7D
-5.0%
1Y
28.4%
7453
JP¥3,716.00
Ryohin Keikaku
7D
6.0%
1Y
18.8%
7309
JP¥16,770.00
Shimano
7D
7.1%
1Y
-17.8%
Analysis Article • Apr 25

Earnings Beat: Shimano Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Shimano Inc. ( TSE:7309 ) just released its first-quarter report and things are looking bullish. It was overall a...