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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies738
  • 7D-1.3%
  • 3M8.2%
  • 1Y22.7%
  • YTD5.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by a pullback from Toyota Motor of 3.7%. On the other hand Sumitomo Electric Industries is actually up 13%. This takes the industry's 12 month performance to a gain of 23%. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
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
Price to Earnings Ratio

14.8x


Total Market Cap: JP¥136.2tTotal Earnings: JP¥9.2tTotal Revenue: JP¥205.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.7x202420252026
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 20.3x which is higher than its 3-year average PE of 14.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.5% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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-0.13%
Consumer Discretionary-1.27%
Luxury4.92%
Auto Components2.88%
Consumer Services2.58%
Retail Distributors1.46%
General Merchandise and Department Stores0.30%
Leisure0.045%
Online Retail and Ecommerce0%0
Hospitality-0.85%
Specialty Stores-1.64%
Consumer Durables-2.72%
Auto-3.41%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 18.8x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings decline of 12.2% per year.
  • Investors are most pessimistic about the Retail Distributors 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 18% over the next 5 years.
  • This is better than its past earnings growth rate of 8.5% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 6.3% 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
5802 Sumitomo Electric IndustriesJP¥9.75k13.4%
+JP¥900.8b		256.5%PE29.5x
7936 ASICSJP¥4.81k9.4%
+JP¥293.4b		36.3%PE34.5x
5101 Yokohama Rubber CompanyJP¥7.98k18.0%
+JP¥191.6b		135.3%PE11.9x
6752 Panasonic HoldingsJP¥2.51k3.3%
+JP¥187.9b		37.0%PE28.9x
5334 NiterraJP¥7.79k9.8%
+JP¥136.6b		73.4%PE15.1x

Latest News

5101
JP¥7,982.00
Yokohama Rubber Company
7D
18.0%
1Y
135.3%
5334
JP¥7,793.00
Niterra
7D
9.8%
1Y
73.4%
9983
JP¥66,960.00
Fast Retailing
7D
-3.2%
1Y
42.5%
5108
JP¥3,620.00
Bridgestone
7D
-5.2%
1Y
21.7%

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Feb 18
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4755
JP¥822.40
Rakuten Group
7D
-6.6%
1Y
-16.3%

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Analysts have trimmed their fair value estimate for Rakuten Group from ¥1,019.69 to ¥1,014.64. This reflects slightly lower assumed revenue growth and a modestly reduced future P/E, partly offset by a small uplift in projected profit margins and a lower discount rate.
6758
JP¥3,336.00
Sony Group
7D
-6.1%
1Y
-12.5%

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7532
JP¥1,005.00
Pan Pacific International Holdings
7D
2.8%
1Y
23.9%
7267
JP¥1,543.00
Honda Motor
7D
-3.6%
1Y
11.8%

7267: Higher Future P E Assumptions Will Outrun Compressed Profit Margins

Analysts have adjusted their price target on Honda Motor to ¥1,300 from ¥1,400, reflecting updated assumptions for higher revenue growth, a lower discount rate, compressed profit margins and a higher expected future P/E. What's in the News Honda revised consolidated earnings guidance for the year ending March 31, 2026, now expecting net sales of ¥21,100,000m, operating profit of ¥550,000m, profit for the year of ¥360,000m, profit attributable to owners of parent of ¥300,000m and basic earnings per share of ¥75.05 (company guidance).
7203
JP¥3,635.00
Toyota Motor
7D
-3.7%
1Y
34.3%
7936
JP¥4,810.00
ASICS
7D
9.4%
1Y
36.3%

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Feb 17
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9843
JP¥3,237.00
Nitori Holdings
7D
5.9%
1Y
1.6%

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Feb 16
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4661
JP¥2,710.50
Oriental Land
7D
-3.8%
1Y
-10.6%

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Feb 16
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7269
JP¥2,294.00
Suzuki Motor
7D
-3.7%
1Y
22.0%

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Feb 13
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5802
JP¥9,748.00
Sumitomo Electric Industries
7D
13.4%
1Y
256.5%

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Feb 10
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6752
JP¥2,510.50
Panasonic Holdings
7D
3.3%
1Y
37.0%

6752: India Expansion And Group Reform Will Drive Long-Term Upside

Analysts have raised their price target on Panasonic Holdings from ¥2,500 to ¥3,000, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate, a modestly stronger profit margin and a marginally higher future P/E multiple. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending March 31, 2026, keeping net sales at ¥7,700,000b but lowering expected operating profit to ¥290,000m, net profit attributable to the company to ¥240,000m, and basic EPS to ¥102.80 from ¥320,000m, ¥260,000m, and ¥111.36 respectively (Corporate guidance).
7259
JP¥2,682.00
Aisin
7D
-8.1%
1Y
53.3%

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Feb 05
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