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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedAug 01, 2026
DataAggregated Company Financials
Companies726
  • 7D4.5%
  • 3M10.4%
  • 1Y20.0%
  • YTD6.2%

Sony Group is up 11%, leading the way for the Consumer Discretionary industry, which has gained 4.5%. Meanwhile, Sumitomo Electric Industries actually underperformed within the industry, shrinking 12% in the last week. In the last 12 months, the industry was up 20%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Aug 2026JP¥210.6tJP¥254.0tJP¥10.5t14.2x20x0.8x
Mon, 29 Jun 2026JP¥193.4tJP¥253.7tJP¥10.4t13.7x18.7x0.8x
Wed, 27 May 2026JP¥203.0tJP¥253.6tJP¥10.3t13.8x19.7x0.8x
Fri, 24 Apr 2026JP¥197.4tJP¥250.7tJP¥10.5t14.7x18.7x0.8x
Sun, 22 Mar 2026JP¥198.9tJP¥250.6tJP¥10.6t14.4x18.8x0.8x
Tue, 17 Feb 2026JP¥213.9tJP¥250.4tJP¥10.5t15x20.3x0.9x
Thu, 15 Jan 2026JP¥210.5tJP¥248.8tJP¥12.1t15x17.4x0.8x
Sat, 13 Dec 2025JP¥203.2tJP¥249.3tJP¥12.1t14.8x16.8x0.8x
Mon, 10 Nov 2025JP¥197.9tJP¥248.7tJP¥11.8t14.8x16.8x0.8x
Wed, 08 Oct 2025JP¥197.1tJP¥246.9tJP¥11.5t15.2x17.2x0.8x
Fri, 05 Sep 2025JP¥192.4tJP¥246.8tJP¥11.5t15.2x16.7x0.8x
Sun, 03 Aug 2025JP¥180.7tJP¥245.9tJP¥12.3t14.4x14.6x0.7x
Tue, 01 Jul 2025JP¥176.0tJP¥245.9tJP¥12.5t14x14.1x0.7x
Thu, 29 May 2025JP¥174.7tJP¥245.5tJP¥12.5t13.9x13.9x0.7x
Sat, 26 Apr 2025JP¥170.2tJP¥243.1tJP¥13.9t14x12.3x0.7x
Mon, 24 Mar 2025JP¥179.9tJP¥242.9tJP¥13.8t14.7x13x0.7x
Wed, 19 Feb 2025JP¥180.4tJP¥243.1tJP¥13.9t14.1x13x0.7x
Fri, 17 Jan 2025JP¥175.6tJP¥241.2tJP¥12.7t14.4x13.8x0.7x
Sun, 15 Dec 2024JP¥175.9tJP¥240.9tJP¥12.7t14.1x13.9x0.7x
Tue, 12 Nov 2024JP¥171.4tJP¥241.4tJP¥12.9t13.7x13.3x0.7x
Thu, 10 Oct 2024JP¥172.3tJP¥240.4tJP¥14.0t13.7x12.3x0.7x
Sat, 07 Sep 2024JP¥167.2tJP¥240.1tJP¥13.9t13.2x12x0.7x
Mon, 05 Aug 2024JP¥161.1tJP¥237.8tJP¥13.7t12.9x11.7x0.7x
Wed, 03 Jul 2024JP¥183.7tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Fri, 31 May 2024JP¥179.5tJP¥235.4tJP¥13.8t13.4x13x0.8x
Sun, 28 Apr 2024JP¥183.9tJP¥232.1tJP¥12.7t13.6x14.4x0.8x
Tue, 26 Mar 2024JP¥194.9tJP¥231.6tJP¥12.7t14x15.3x0.8x
Thu, 22 Feb 2024JP¥183.2tJP¥231.6tJP¥12.7t13.4x14.4x0.8x
Sat, 20 Jan 2024JP¥174.9tJP¥226.3tJP¥11.8t13.7x14.8x0.8x
Mon, 18 Dec 2023JP¥161.3tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Wed, 15 Nov 2023JP¥167.0tJP¥225.7tJP¥11.7t13.2x14.2x0.7x
Fri, 13 Oct 2023JP¥166.8tJP¥219.6tJP¥10.5t13.6x15.8x0.8x
Sun, 10 Sep 2023JP¥165.6tJP¥219.4tJP¥10.5t14.1x15.8x0.8x
Tue, 08 Aug 2023JP¥160.9tJP¥216.2tJP¥10.1t14.2x15.9x0.7x
Price to Earnings Ratio

15.9x


Total Market Cap: JP¥160.9tTotal Earnings: JP¥10.1tTotal Revenue: JP¥216.2tTotal 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 20.0x 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-0.42%
Consumer Discretionary4.50%
Leisure9.05%
Hospitality8.35%
Consumer Durables8.19%
Auto5.80%
Specialty Stores2.55%
General Merchandise and Department Stores2.08%
Retail Distributors0.87%
Consumer Services0.47%
Luxury0.21%
Online Retail and Ecommerce0%0
Auto Components-0.81%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 27.6x.
    • Analysts are expecting annual earnings growth of 9.4%, 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
6758 Sony GroupJP¥3.79k11.1%
+JP¥2.2t		2.9%PE21.6x
7203 Toyota MotorJP¥3.07k5.9%
+JP¥2.0t		12.6%PE9.4x
6752 Panasonic HoldingsJP¥4.28k10.3%
+JP¥936.3b		190.4%PE39.5x
4661 Oriental LandJP¥3.17k18.1%
+JP¥794.8b		-0.3%PE38.3x
9983 Fast RetailingJP¥78.19k2.6%
+JP¥604.5b		66.7%PE46.1x

Latest News

5802
JP¥2,184.00
Sumitomo Electric Industries
7D
-11.5%
1Y
133.5%
6758
JP¥3,787.00
Sony Group
7D
11.1%
1Y
2.9%
6902
JP¥1,967.50
DENSO
7D
-0.5%
1Y
-5.9%
7267
JP¥1,625.50
Honda Motor
7D
5.8%
1Y
3.1%
7419
JP¥1,305.00
Nojima
7D
-9.3%
1Y
9.1%
7832
JP¥4,609.00
BANDAI NAMCO Holdings
7D
12.1%
1Y
-7.5%
4661
JP¥3,167.00
Oriental Land
7D
18.1%
1Y
-0.3%
7203
JP¥3,067.00
Toyota Motor
7D
5.9%
1Y
12.6%
6752
JP¥4,284.00
Panasonic Holdings
7D
10.3%
1Y
190.4%
Narrative Update • Jul 29

6752: AI Infrastructure Optimism Will Limit Future Returns Despite Battery Expansion

Analysts have raised their price target for Panasonic Holdings to ¥3,900 from ¥3,000, reflecting updated assumptions on fair value and earnings metrics, while also noting that expectations for AI infrastructure related products are already widely reflected in the share price. What's in the News Battery materials startup Sila announced a US$300 million funding round to expand its Washington state factory, which supplies silicon carbon anode materials to partners including Panasonic and Mercedes.
6674
JP¥5,482.00
GS Yuasa
7D
-6.3%
1Y
98.5%
7731
JP¥1,909.00
Nikon
7D
-15.0%
1Y
29.5%
7259
JP¥2,223.50
Aisin
7D
-3.6%
1Y
2.9%
1928
JP¥3,488.00
Sekisui House
7D
-1.4%
1Y
7.6%
9983
JP¥78,190.00
Fast Retailing
7D
2.6%
1Y
66.7%
Analysis Article • Jul 12

Fast Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Fast Retailing Co., Ltd. ( TSE:9983 ) just released its quarterly report and things are looking bullish. The company...
5108
JP¥3,965.00
Bridgestone
7D
6.7%
1Y
27.3%
Narrative Update • Jul 07

5108: Crude And Rubber Costs Will Shape Future Returns After Buyback

Analysts have lifted their fair value estimate for Bridgestone to ¥3,400, citing a higher Street price target of ¥3,650 that reflects mixed input cost trends and what they see as limited upside after the recent share performance. What’s in the News for Bridgestone Bridgestone reported completion of a share repurchase program announced on February 16, 2026, under which it bought back 32,118,900 shares, representing 2.53% of shares, for ¥109,274.09 million.
7936
JP¥4,754.00
ASICS
7D
-0.8%
1Y
33.4%