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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJul 29, 2026
DataAggregated Company Financials
Companies728
  • 7D1.2%
  • 3M7.2%
  • 1Y19.5%
  • YTD4.9%

In the last week, the Consumer Discretionary industry is up 1.7%, with Sony Group up 5.9%. Meanwhile, Panasonic Holdings actually underperformed within the industry, shrinking 12% in the last week. This means that the industry has gained 18% over the past year. 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
Wed, 29 Jul 2026JP¥208.1tJP¥253.9tJP¥10.4t14.4x20x0.8x
Fri, 26 Jun 2026JP¥200.4tJP¥253.7tJP¥10.4t13.7x19.3x0.8x
Sun, 24 May 2026JP¥202.0tJP¥253.6tJP¥10.3t14x19.6x0.8x
Tue, 21 Apr 2026JP¥206.8tJP¥250.7tJP¥10.5t15x19.6x0.8x
Thu, 19 Mar 2026JP¥204.1tJP¥250.5tJP¥10.6t15x19.3x0.8x
Sat, 14 Feb 2026JP¥216.0tJP¥250.1tJP¥10.8t15.4x20x0.9x
Mon, 12 Jan 2026JP¥204.9tJP¥248.7tJP¥12.1t14.9x17x0.8x
Wed, 10 Dec 2025JP¥198.8tJP¥249.3tJP¥12.1t14.4x16.4x0.8x
Fri, 07 Nov 2025JP¥197.9tJP¥248.8tJP¥11.9t14.8x16.7x0.8x
Sun, 05 Oct 2025JP¥189.1tJP¥246.9tJP¥11.5t15.1x16.5x0.8x
Tue, 02 Sep 2025JP¥189.7tJP¥246.3tJP¥11.5t15x16.5x0.8x
Thu, 31 Jul 2025JP¥179.0tJP¥246.0tJP¥12.5t14.2x14.4x0.7x
Sat, 28 Jun 2025JP¥176.4tJP¥245.9tJP¥12.5t14x14.1x0.7x
Mon, 26 May 2025JP¥172.9tJP¥244.3tJP¥12.5t13.7x13.8x0.7x
Wed, 23 Apr 2025JP¥164.2tJP¥243.0tJP¥13.9t14x11.9x0.7x
Fri, 21 Mar 2025JP¥180.0tJP¥242.9tJP¥13.8t14.7x13x0.7x
Sun, 16 Feb 2025JP¥180.2tJP¥242.9tJP¥13.9t14.2x13x0.7x
Tue, 14 Jan 2025JP¥177.0tJP¥238.3tJP¥12.5t14.7x14.1x0.7x
Thu, 12 Dec 2024JP¥175.4tJP¥240.8tJP¥12.7t14.1x13.8x0.7x
Sat, 09 Nov 2024JP¥170.2tJP¥241.2tJP¥12.8t13.6x13.2x0.7x
Mon, 07 Oct 2024JP¥171.6tJP¥240.4tJP¥14.0t13.6x12.3x0.7x
Wed, 04 Sep 2024JP¥175.3tJP¥240.0tJP¥13.9t13.5x12.6x0.7x
Fri, 02 Aug 2024JP¥168.5tJP¥236.1tJP¥13.8t13.4x12.2x0.7x
Sun, 30 Jun 2024JP¥181.7tJP¥235.6tJP¥13.8t13.9x13.1x0.8x
Tue, 28 May 2024JP¥182.7tJP¥235.4tJP¥13.8t13.6x13.2x0.8x
Thu, 25 Apr 2024JP¥188.0tJP¥232.1tJP¥12.8t13.8x14.7x0.8x
Sat, 23 Mar 2024JP¥197.2tJP¥231.7tJP¥12.7t14.1x15.5x0.9x
Mon, 19 Feb 2024JP¥182.8tJP¥231.6tJP¥12.7t13.4x14.4x0.8x
Wed, 17 Jan 2024JP¥173.2tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Fri, 15 Dec 2023JP¥163.0tJP¥226.0tJP¥11.8t13.4x13.8x0.7x
Sun, 12 Nov 2023JP¥166.3tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Tue, 10 Oct 2023JP¥159.7tJP¥219.5tJP¥10.5t13.5x15.2x0.7x
Thu, 07 Sep 2023JP¥168.4tJP¥219.3tJP¥10.5t14.2x16x0.8x
Sat, 05 Aug 2023JP¥160.4tJP¥216.0tJP¥10.1t14.2x15.8x0.7x
Price to Earnings Ratio

15.8x


Total Market Cap: JP¥160.4tTotal Earnings: JP¥10.1tTotal Revenue: JP¥216.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.2x202420252026
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 19.9x which is higher than its 3-year average PE of 15.2x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.5% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary sector?

JP Market-1.75%
Consumer Discretionary1.20%
Leisure5.45%
Hospitality4.12%
Auto2.31%
Retail Distributors0.59%
Specialty Stores0.46%
Consumer Durables0.40%
Consumer Services0.22%
General Merchandise and Department Stores0.096%
Online Retail and Ecommerce0%0
Luxury-0.20%
Auto Components-0.45%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 27.5x.
    • Analysts are expecting annual earnings growth of 11.0%, 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 13.9x.
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.
  • However this is lower than its past earnings growth rate of 29% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.6% 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
7203 Toyota MotorJP¥3.22k9.7%
+JP¥3.4t		17.5%PE9.9x
6758 Sony GroupJP¥3.81k10.6%
+JP¥2.1t		4.6%PE21.7x
6902 DENSOJP¥2.21k11.0%
+JP¥588.2b		6.8%PE13.4x
4661 Oriental LandJP¥3.03k13.3%
+JP¥584.6b		-1.4%PE40.8x
9983 Fast RetailingJP¥80.40k2.3%
+JP¥558.5b		73.8%PE47.4x

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