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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies736
  • 7D-0.2%
  • 3M-5.2%
  • 1Y17.9%
  • YTD-0.4%

The Consumer Discretionary is pretty flat in the last 7 days, but Fast Retailing has stood out, gaining 5.4%. The past year has been better, since the industry has gained 18% in that time. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 May 2026JP¥202.0tJP¥253.6tJP¥10.3t14x19.6x0.8x
Wed, 22 Apr 2026JP¥204.6tJP¥250.7tJP¥10.5t15.1x19.4x0.8x
Fri, 20 Mar 2026JP¥199.5tJP¥250.6tJP¥10.6t14.5x18.8x0.8x
Sun, 15 Feb 2026JP¥216.0tJP¥250.3tJP¥10.8t15.2x20.1x0.9x
Tue, 13 Jan 2026JP¥204.9tJP¥248.8tJP¥12.1t15x16.9x0.8x
Thu, 11 Dec 2025JP¥199.6tJP¥249.3tJP¥12.1t14.5x16.5x0.8x
Sat, 08 Nov 2025JP¥198.0tJP¥248.8tJP¥11.9t14.9x16.7x0.8x
Mon, 06 Oct 2025JP¥189.1tJP¥246.9tJP¥11.5t15.1x16.5x0.8x
Wed, 03 Sep 2025JP¥190.5tJP¥246.8tJP¥11.5t15.1x16.6x0.8x
Fri, 01 Aug 2025JP¥179.0tJP¥245.5tJP¥12.3t14.3x14.5x0.7x
Sun, 29 Jun 2025JP¥176.4tJP¥245.9tJP¥12.5t14x14.1x0.7x
Tue, 27 May 2025JP¥173.4tJP¥244.3tJP¥12.5t13.8x13.9x0.7x
Thu, 24 Apr 2025JP¥168.5tJP¥243.0tJP¥13.9t14.2x12.2x0.7x
Sat, 22 Mar 2025JP¥179.9tJP¥242.9tJP¥13.8t14.7x13x0.7x
Mon, 17 Feb 2025JP¥180.2tJP¥243.0tJP¥13.9t14.2x13x0.7x
Wed, 15 Jan 2025JP¥174.9tJP¥238.4tJP¥12.5t14.6x13.9x0.7x
Fri, 13 Dec 2024JP¥177.3tJP¥240.9tJP¥12.7t14.1x14x0.7x
Sun, 10 Nov 2024JP¥170.1tJP¥241.5tJP¥12.9t13.7x13.2x0.7x
Tue, 08 Oct 2024JP¥175.0tJP¥240.4tJP¥14.0t13.8x12.5x0.7x
Thu, 05 Sep 2024JP¥170.3tJP¥240.1tJP¥13.9t13.3x12.2x0.7x
Sat, 03 Aug 2024JP¥161.1tJP¥236.4tJP¥13.7t12.9x11.8x0.7x
Mon, 01 Jul 2024JP¥181.7tJP¥235.6tJP¥13.9t13.8x13.1x0.8x
Wed, 29 May 2024JP¥182.7tJP¥235.4tJP¥13.8t13.5x13.2x0.8x
Fri, 26 Apr 2024JP¥183.9tJP¥232.1tJP¥12.8t13.7x14.4x0.8x
Sun, 24 Mar 2024JP¥197.2tJP¥231.6tJP¥12.7t14x15.5x0.9x
Tue, 20 Feb 2024JP¥184.0tJP¥231.6tJP¥12.7t13.5x14.5x0.8x
Thu, 18 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Sat, 16 Dec 2023JP¥161.4tJP¥226.0tJP¥11.8t13.4x13.7x0.7x
Mon, 13 Nov 2023JP¥166.4tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Wed, 11 Oct 2023JP¥163.1tJP¥219.5tJP¥10.5t13.7x15.5x0.7x
Fri, 08 Sep 2023JP¥167.7tJP¥219.3tJP¥10.5t14.2x16x0.8x
Sun, 06 Aug 2023JP¥160.4tJP¥216.0tJP¥10.1t14.2x15.8x0.7x
Tue, 04 Jul 2023JP¥161.6tJP¥211.2tJP¥9.1t14.4x17.7x0.8x
Thu, 01 Jun 2023JP¥146.0tJP¥211.0tJP¥9.2t13.2x15.9x0.7x
Price to Earnings Ratio

15.9x


Total Market Cap: JP¥146.0tTotal Earnings: JP¥9.2tTotal Revenue: JP¥211.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15x202420252026
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 19.6x which is higher than its 3-year average PE of 15.0x.
  • 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 Market1.18%
Consumer Discretionary-0.23%
Specialty Stores4.20%
General Merchandise and Department Stores1.11%
Consumer Services0.82%
Hospitality0.16%
Luxury0.13%
Online Retail and Ecommerce0%0
Leisure-0.085%
Consumer Durables-0.15%
Retail Distributors-0.42%
Auto Components-0.68%
Auto-3.09%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 25.0x.
    • Analysts are expecting annual earnings growth of 11.3%, 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 19% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 3.3% 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
9983 Fast RetailingJP¥75.51k5.4%
+JP¥1.2t		60.4%PE48.4x
5802 Sumitomo Electric IndustriesJP¥11.82k7.7%
+JP¥655.1b		318.7%PE24.9x
6752 Panasonic HoldingsJP¥3.51k6.5%
+JP¥499.6b		115.9%PE43.2x
7453 Ryohin KeikakuJP¥3.62k7.6%
+JP¥135.9b		36.7%PE32.2x
9843 Nitori HoldingsJP¥2.57k6.3%
+JP¥86.5b		-14.0%PE16.3x

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5.4%
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