Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJul 08, 2026
DataAggregated Company Financials
Companies730
  • 7D3.9%
  • 3M3.8%
  • 1Y23.1%
  • YTD5.0%

In the last week, the Consumer Discretionary industry is up 3.9%, with Toyota Motor up 6.4%. In the same time, Sumitomo Electric Industries was down 16%. In the last 12 months, the industry was up 23%. 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
Wed, 08 Jul 2026JP¥208.3tJP¥253.5tJP¥10.4t14.1x20.1x0.8x
Fri, 05 Jun 2026JP¥204.1tJP¥253.7tJP¥10.3t13.6x19.8x0.8x
Sun, 03 May 2026JP¥194.7tJP¥251.1tJP¥10.6t14.4x18.3x0.8x
Tue, 31 Mar 2026JP¥193.5tJP¥250.4tJP¥10.6t14.3x18.3x0.8x
Thu, 26 Feb 2026JP¥216.3tJP¥250.5tJP¥10.5t15.1x20.5x0.9x
Sat, 24 Jan 2026JP¥206.7tJP¥248.8tJP¥12.1t15x17.1x0.8x
Mon, 22 Dec 2025JP¥202.7tJP¥248.7tJP¥12.1t14.6x16.8x0.8x
Wed, 19 Nov 2025JP¥194.3tJP¥249.3tJP¥12.1t14.2x16.1x0.8x
Fri, 17 Oct 2025JP¥194.0tJP¥247.5tJP¥11.5t14.8x16.8x0.8x
Sun, 14 Sep 2025JP¥194.6tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Tue, 12 Aug 2025JP¥185.2tJP¥246.5tJP¥11.4t14.2x16.2x0.8x
Thu, 10 Jul 2025JP¥174.5tJP¥245.9tJP¥12.5t14.1x13.9x0.7x
Sat, 07 Jun 2025JP¥175.3tJP¥245.5tJP¥12.5t13.9x14x0.7x
Mon, 05 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Wed, 02 Apr 2025JP¥171.5tJP¥242.7tJP¥13.8t14.2x12.4x0.7x
Fri, 28 Feb 2025JP¥178.2tJP¥243.1tJP¥13.9t14.1x12.9x0.7x
Sun, 26 Jan 2025JP¥177.8tJP¥241.2tJP¥12.7t14.6x14x0.7x
Tue, 24 Dec 2024JP¥177.5tJP¥240.9tJP¥12.7t14.3x14x0.7x
Thu, 21 Nov 2024JP¥172.0tJP¥241.7tJP¥12.8t13.7x13.4x0.7x
Sat, 19 Oct 2024JP¥169.4tJP¥240.8tJP¥14.0t13.5x12.1x0.7x
Mon, 16 Sep 2024JP¥163.8tJP¥240.4tJP¥14.0t13.3x11.7x0.7x
Wed, 14 Aug 2024JP¥161.2tJP¥238.9tJP¥13.9t12.8x11.6x0.7x
Fri, 12 Jul 2024JP¥187.8tJP¥235.6tJP¥13.9t14x13.5x0.8x
Sun, 09 Jun 2024JP¥180.2tJP¥235.5tJP¥13.8t13.6x13x0.8x
Tue, 07 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Thu, 04 Apr 2024JP¥188.7tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Sat, 02 Mar 2024JP¥188.5tJP¥231.6tJP¥12.7t13.6x14.8x0.8x
Mon, 29 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.8x14.6x0.8x
Wed, 27 Dec 2023JP¥161.0tJP¥226.1tJP¥11.8t13.3x13.7x0.7x
Fri, 24 Nov 2023JP¥167.3tJP¥226.0tJP¥11.8t13.5x14.2x0.7x
Sun, 22 Oct 2023JP¥159.8tJP¥219.8tJP¥10.6t13.2x15.1x0.7x
Tue, 19 Sep 2023JP¥172.7tJP¥219.5tJP¥10.5t14.1x16.4x0.8x
Thu, 17 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.8x15.1x0.7x
Sat, 15 Jul 2023JP¥155.9tJP¥211.2tJP¥9.1t14.3x17.1x0.7x
Price to Earnings Ratio

17.1x


Total Market Cap: JP¥155.9tTotal Earnings: JP¥9.1tTotal Revenue: JP¥211.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.1x202420252026
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 20.1x which is higher than its 3-year average PE of 15.1x.
  • 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 4.2% 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 Market1.05%
Consumer Discretionary3.88%
Auto7.85%
Leisure5.02%
Specialty Stores4.77%
Consumer Services3.92%
Hospitality3.78%
Luxury3.52%
Consumer Durables3.14%
Retail Distributors1.92%
General Merchandise and Department Stores1.27%
Online Retail and Ecommerce0%0
Auto Components-1.14%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 26.6x.
    • Analysts are expecting annual earnings growth of 10.9%, 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 13% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.5% 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¥2.90k6.4%
+JP¥2.1t		16.6%PE8.9x
9983 Fast RetailingJP¥87.71k6.0%
+JP¥1.5t		86.0%PE56.2x
6758 Sony GroupJP¥3.49k7.3%
+JP¥1.3t		-5.0%PE19.9x
4661 Oriental LandJP¥2.61k8.3%
+JP¥326.3b		-15.9%PE35.1x
5108 BridgestoneJP¥3.62k6.5%
+JP¥276.1b		19.7%PE13.6x

Latest News

7203
JP¥2,900.00
Toyota Motor
7D
6.4%
1Y
16.6%
5108
JP¥3,623.00
Bridgestone
7D
6.5%
1Y
19.7%
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.
7267
JP¥1,530.00
Honda Motor
7D
3.9%
1Y
3.3%
5334
JP¥10,320.00
Niterra
7D
-4.3%
1Y
111.3%
Analysis Article • Jul 04

Investors Shouldn't Be Too Comfortable With Niterra's (TSE:5334) Earnings

Niterra Co., Ltd.'s ( TSE:5334 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
7564
JP¥6,120.00
WorkmanLtd
7D
-6.6%
1Y
-8.7%
6758
JP¥3,486.00
Sony Group
7D
7.3%
1Y
-5.0%
6752
JP¥4,375.00
Panasonic Holdings
7D
-8.3%
1Y
199.8%
Narrative Update • Jul 01

6752: AI Hype And Execution Risks Will Restrain Future Share Performance

Analysts have updated their view on Panasonic Holdings with a new fair value estimate of ¥2,585, citing revised assumptions for growth, profitability and future P/E, even as recent research flags that much of the AI infrastructure theme may already be reflected in the stock. Analyst Commentary on Panasonic Holdings Recent research commentary on Panasonic highlights a cooler tone around the stock, with some bearish analysts questioning how much upside is left now that AI infrastructure themes are widely discussed and, in their view, already reflected in the current valuation.
7731
JP¥2,131.50
Nikon
7D
-5.9%
1Y
40.5%
4661
JP¥2,611.00
Oriental Land
7D
8.3%
1Y
-15.9%
Narrative Update • Jun 29

4661: Dividend Visibility And Earnings Guidance Will Support Future Share Repricing

Analysts have trimmed their price target for Oriental Land to roughly ¥4,616 from about ¥4,808. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E.
5802
JP¥2,380.50
Sumitomo Electric Industries
7D
-16.0%
1Y
196.7%
6674
JP¥6,178.00
GS Yuasa
7D
-7.3%
1Y
127.8%
3099
JP¥3,829.00
Isetan Mitsukoshi Holdings
7D
-4.2%
1Y
76.9%
7532
JP¥877.60
Pan Pacific International Holdings
7D
10.6%
1Y
-12.1%
6902
JP¥1,955.00
DENSO
7D
4.5%
1Y
-1.1%
8050
JP¥7,370.00
Seiko Group
7D
-8.4%
1Y
249.7%
Analysis Article • Jun 17

Seiko Group (TSE:8050) Stock Looks Stretched After Investment Unit Review

Event overview and why Seiko Group stock is in focus Seiko Group (TSE:8050) has drawn fresh attention after stating that it is considering a reduction in its investment unit. The company described this potential change as a way to broaden its investor base and improve share liquidity. See our latest analysis for Seiko Group. Investors appear to be responding to the potential investment unit reduction, with Seiko Group’s share price at ¥7,780 after a 7.31% 1 day share price return and a year...
9983
JP¥87,710.00
Fast Retailing
7D
6.0%
1Y
86.0%