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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies738
  • 7D-0.7%
  • 3M-1.2%
  • 1Y25.7%
  • YTD-2.2%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Fast Retailing gained 4.1%. The past year has been better, since the industry has gained 26% in that time. 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, 05 Apr 2026JP¥198.3tJP¥250.3tJP¥10.6t14.5x18.7x0.8x
Tue, 03 Mar 2026JP¥221.4tJP¥250.5tJP¥10.5t15.5x21x0.9x
Thu, 29 Jan 2026JP¥196.9tJP¥248.8tJP¥12.1t14.6x16.3x0.8x
Sat, 27 Dec 2025JP¥203.0tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Mon, 24 Nov 2025JP¥198.4tJP¥249.3tJP¥12.1t14.5x16.4x0.8x
Wed, 22 Oct 2025JP¥197.5tJP¥247.5tJP¥11.5t15x17.1x0.8x
Fri, 19 Sep 2025JP¥196.0tJP¥246.9tJP¥11.5t15.5x17.1x0.8x
Sun, 17 Aug 2025JP¥191.9tJP¥246.7tJP¥11.5t14.6x16.7x0.8x
Tue, 15 Jul 2025JP¥173.2tJP¥246.0tJP¥12.5t14.1x13.8x0.7x
Thu, 12 Jun 2025JP¥175.7tJP¥245.5tJP¥12.5t14x14x0.7x
Sat, 10 May 2025JP¥175.5tJP¥244.9tJP¥13.4t14.2x13x0.7x
Mon, 07 Apr 2025JP¥160.2tJP¥242.8tJP¥13.8t13.2x11.6x0.7x
Wed, 05 Mar 2025JP¥175.3tJP¥243.1tJP¥13.9t14.2x12.7x0.7x
Fri, 31 Jan 2025JP¥182.7tJP¥241.1tJP¥12.7t14.9x14.4x0.8x
Sun, 29 Dec 2024JP¥187.1tJP¥240.8tJP¥12.7t14.8x14.8x0.8x
Tue, 26 Nov 2024JP¥172.5tJP¥241.8tJP¥12.8t13.8x13.5x0.7x
Thu, 24 Oct 2024JP¥167.9tJP¥240.8tJP¥14.0t13.2x12x0.7x
Sat, 21 Sep 2024JP¥170.6tJP¥240.4tJP¥14.0t13.4x12.2x0.7x
Mon, 19 Aug 2024JP¥170.1tJP¥239.1tJP¥13.9t13.2x12.3x0.7x
Wed, 17 Jul 2024JP¥185.6tJP¥235.9tJP¥13.9t14.2x13.3x0.8x
Fri, 14 Jun 2024JP¥177.7tJP¥235.5tJP¥13.8t13.6x12.8x0.8x
Sun, 12 May 2024JP¥179.9tJP¥234.3tJP¥13.3t13.8x13.6x0.8x
Tue, 09 Apr 2024JP¥190.9tJP¥231.5tJP¥12.7t13.9x15x0.8x
Thu, 07 Mar 2024JP¥190.1tJP¥231.6tJP¥12.7t13.6x15x0.8x
Sat, 03 Feb 2024JP¥175.6tJP¥226.5tJP¥11.9t14x14.8x0.8x
Mon, 01 Jan 2024JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Wed, 29 Nov 2023JP¥167.0tJP¥226.0tJP¥11.8t13.5x14.2x0.7x
Fri, 27 Oct 2023JP¥158.3tJP¥219.8tJP¥10.5t13.4x15.1x0.7x
Sun, 24 Sep 2023JP¥169.1tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Tue, 22 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Thu, 20 Jul 2023JP¥159.4tJP¥211.4tJP¥9.1t14.3x17.4x0.8x
Sat, 17 Jun 2023JP¥160.0tJP¥211.1tJP¥9.2t14.1x17.5x0.8x
Mon, 15 May 2023JP¥146.3tJP¥209.7tJP¥9.3t14x15.7x0.7x
Wed, 12 Apr 2023JP¥138.4tJP¥204.4tJP¥9.2t13.1x15x0.7x
Price to Earnings Ratio

15x


Total Market Cap: JP¥138.4tTotal Earnings: JP¥9.2tTotal Revenue: JP¥204.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.9x202420252026
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 18.7x which is higher than its 3-year average PE of 14.9x.
  • 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 4.8% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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-0.14%
Consumer Discretionary-0.71%
Consumer Durables2.44%
Specialty Stores1.96%
Leisure0.24%
Hospitality0.13%
General Merchandise and Department Stores0.052%
Online Retail and Ecommerce0%0
Retail Distributors-0.23%
Luxury-0.69%
Auto Components-1.05%
Consumer Services-1.17%
Auto-4.22%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 22.0x.
    • Analysts are expecting annual earnings growth of 15.4%, 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 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 12% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 5.1% 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¥64.30k4.1%
+JP¥773.2b		43.2%PE44x
6758 Sony GroupJP¥3.32k3.6%
+JP¥679.3b		-0.6%PE15.8x
6752 Panasonic HoldingsJP¥2.72k1.8%
+JP¥110.9b		76.0%PE31.2x
7309 ShimanoJP¥17.03k4.5%
+JP¥63.0b		-21.2%PE43.2x
6674 GS YuasaJP¥5.86k8.3%
+JP¥44.9b		168.6%PE17.2x

Latest News

4385
JP¥3,963.00
Mercari
7D
5.3%
1Y
83.5%

4385: Raised Guidance And Rich Margin Assumptions Will Sustain Overvaluation Risk

Analysts have kept Mercari's price target at ¥2,500.00. They point to slightly different assumptions on discount rate, revenue growth, profit margin, and future P/E that still support the same overall valuation view.
7272
JP¥1,184.00
Yamaha Motor
7D
3.9%
1Y
13.1%

7272: Airbag Safety Initiative And Earnings Reset Will Shape A Balanced Outlook

Analysts have lifted their price target for Yamaha Motor from ¥1,116.67 to ¥1,162.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as key drivers of the revision. What's in the News Autoliv and Yamaha Motor co-developed an airbag system for the updated Tricity 300 commuter scooter, designed to protect riders in front collisions and scheduled for market availability in the first half of 2026, with validation including simulations and full scale crash tests (Key Developments).
6752
JP¥2,715.00
Panasonic Holdings
7D
1.8%
1Y
76.0%
6674
JP¥5,859.00
GS Yuasa
7D
8.3%
1Y
168.6%
7267
JP¥1,269.00
Honda Motor
7D
-5.3%
1Y
1.0%

7267: HEV Reallocation And Cost Discipline Will Support Future Upside Potential

Analysts have trimmed their price target on Honda Motor slightly to ¥1,579 from ¥1,595, reflecting updated assumptions around fair value, discount rate, profit margin, and future P/E that remain broadly consistent with prior views. What's in the News Honda cancelled the market launches and development of certain EV models planned for production in North America, and is reallocating resources toward hybrid electric vehicle (HEV) models and cost competitiveness in core regions including Japan, the United States, India, and broader Asia (company announcement, March 12, 2026).
5802
JP¥9,400.00
Sumitomo Electric Industries
7D
-0.8%
1Y
350.3%
8136
JP¥992.40
Sanrio Company
7D
-6.4%
1Y
-18.7%
7203
JP¥3,255.00
Toyota Motor
7D
-4.5%
1Y
35.2%

7203: US EV Expansion And Buybacks Will Support Bullish Outlook

Analysts kept their fair value estimate for Toyota Motor steady at about ¥4,033 per share, citing small adjustments to assumed revenue growth, profit margin, and future P/E that largely offset each other in their price target work. What's in the News CEO transition planned for April 1, 2026, with current Chief Executive Officer Koji Sato stepping down and Chief Financial Officer Kenta Kon taking over.
7309
JP¥17,025.00
Shimano
7D
4.5%
1Y
-21.2%
7269
JP¥1,832.50
Suzuki Motor
7D
-5.2%
1Y
7.6%
6902
JP¥1,923.00
DENSO
7D
-1.6%
1Y
12.1%
7532
JP¥950.80
Pan Pacific International Holdings
7D
-3.3%
1Y
14.8%
9843
JP¥2,379.00
Nitori Holdings
7D
-9.9%
1Y
-23.3%
6758
JP¥3,324.00
Sony Group
7D
3.6%
1Y
-0.6%

6758: Content Franchises Will Offset Memory And AI Risks Over Time

Analysts have nudged their fair value estimate for Sony Group lower from about ¥4,969 to roughly ¥4,887. This reflects slightly softer long term revenue growth assumptions, marginally slimmer profit margins, and a modestly reduced future P/E, as they factor in potential pressure on PlayStation hardware economics from higher memory costs and ongoing questions around AI risk for the music business.
6753
JP¥637.40
Sharp
7D
8.5%
1Y
-20.6%
9983
JP¥64,300.00
Fast Retailing
7D
4.1%
1Y
43.2%