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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies747
  • 7D-0.3%
  • 3M4.7%
  • 1Y17.1%
  • YTD14.4%

The Consumer Discretionary is pretty flat in the last 7 days, but Toyota Motor has stood out, gaining 3.1%. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 9.2% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025JP¥203.9tJP¥248.7tJP¥12.1t14.7x16.9x0.8x
Thu, 20 Nov 2025JP¥194.1tJP¥249.3tJP¥12.1t14.3x16.1x0.8x
Sat, 18 Oct 2025JP¥192.6tJP¥247.5tJP¥11.5t14.6x16.7x0.8x
Mon, 15 Sep 2025JP¥194.6tJP¥246.8tJP¥11.5t15.4x16.9x0.8x
Wed, 13 Aug 2025JP¥188.6tJP¥246.5tJP¥11.5t14.5x16.5x0.8x
Fri, 11 Jul 2025JP¥173.3tJP¥246.0tJP¥12.5t14x13.8x0.7x
Sun, 08 Jun 2025JP¥175.2tJP¥245.5tJP¥12.5t13.9x14x0.7x
Tue, 06 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Thu, 03 Apr 2025JP¥171.5tJP¥242.8tJP¥13.8t14.1x12.4x0.7x
Sat, 01 Mar 2025JP¥174.6tJP¥243.1tJP¥13.9t14x12.6x0.7x
Mon, 27 Jan 2025JP¥177.8tJP¥241.2tJP¥12.7t14.6x14x0.7x
Wed, 25 Dec 2024JP¥178.1tJP¥240.9tJP¥12.7t14.4x14.1x0.7x
Fri, 22 Nov 2024JP¥170.4tJP¥241.7tJP¥12.8t13.8x13.3x0.7x
Sun, 20 Oct 2024JP¥169.4tJP¥240.8tJP¥14.0t13.5x12.1x0.7x
Tue, 17 Sep 2024JP¥163.8tJP¥240.5tJP¥14.0t13.3x11.7x0.7x
Thu, 15 Aug 2024JP¥163.8tJP¥239.0tJP¥14.0t13x11.7x0.7x
Sat, 13 Jul 2024JP¥186.3tJP¥235.6tJP¥13.9t13.9x13.4x0.8x
Mon, 10 Jun 2024JP¥180.2tJP¥235.5tJP¥13.8t13.6x13x0.8x
Wed, 08 May 2024JP¥186.0tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Fri, 05 Apr 2024JP¥189.9tJP¥231.5tJP¥12.7t13.9x14.9x0.8x
Sun, 03 Mar 2024JP¥188.5tJP¥231.6tJP¥12.7t13.6x14.8x0.8x
Tue, 30 Jan 2024JP¥176.4tJP¥226.3tJP¥11.8t13.9x14.9x0.8x
Thu, 28 Dec 2023JP¥162.1tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Sat, 25 Nov 2023JP¥168.4tJP¥226.0tJP¥11.8t13.5x14.3x0.7x
Mon, 23 Oct 2023JP¥159.8tJP¥219.8tJP¥10.6t13.2x15.1x0.7x
Wed, 20 Sep 2023JP¥173.6tJP¥219.5tJP¥10.5t14.3x16.5x0.8x
Fri, 18 Aug 2023JP¥158.0tJP¥219.3tJP¥10.5t13.8x15.1x0.7x
Sun, 16 Jul 2023JP¥155.9tJP¥211.4tJP¥9.1t14.3x17.1x0.7x
Tue, 13 Jun 2023JP¥154.1tJP¥211.1tJP¥9.1t13.9x16.8x0.7x
Thu, 11 May 2023JP¥144.1tJP¥205.6tJP¥9.2t14x15.7x0.7x
Sat, 08 Apr 2023JP¥136.2tJP¥204.4tJP¥9.2t12.8x14.8x0.7x
Mon, 06 Mar 2023JP¥138.6tJP¥205.0tJP¥9.2t13.3x15x0.7x
Wed, 01 Feb 2023JP¥134.9tJP¥196.8tJP¥9.3t12.9x14.5x0.7x
Fri, 30 Dec 2022JP¥128.1tJP¥196.4tJP¥9.3t12.5x13.8x0.7x
Price to Earnings Ratio

13.8x


Total Market Cap: JP¥128.1tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x202320242025
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 16.9x which is higher than its 3-year average PE of 14.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 9.2% per year over the last three years.
  • Revenues for these companies have grown 8.2% 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-0.56%
Consumer Discretionary-0.28%
Auto2.07%
Auto Components0.30%
Consumer Services0.12%
Luxury0.11%
Online Retail and Ecommerce0%0
Retail Distributors-0.22%
Specialty Stores-0.52%
Hospitality-0.78%
Leisure-1.00%
General Merchandise and Department Stores-1.01%
Consumer Durables-3.80%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 23.4x.
    • Analysts are expecting annual earnings growth of 22.1%, which is higher than its past year's earnings growth of 15.4% per year.
  • Investors are most pessimistic about the Auto industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 6.7% 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¥3.42k2.6%
+JP¥1.1t		20.5%PE9.6x
5802 Sumitomo Electric IndustriesJP¥6.61k5.9%
+JP¥285.5b		137.9%PE23.9x
4755 Rakuten GroupJP¥996.906.4%
+JP¥130.9b		11.8%PS0.9x
9983 Fast RetailingJP¥56.99k0.7%
+JP¥128.9b		7.8%PE40.4x
6902 DENSOJP¥2.15k2.2%
+JP¥126.4b		3.3%PE16.1x

Latest News

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DENSO
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Honda Motor (TSE:7267) Will Pay A Dividend Of ¥35.00

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7201
JP¥394.80
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6752: Future Tariffs On Chip Heavy Electronics Will Pressure Earnings Outlook

Analysts have raised their price target on Panasonic Holdings by approximately 7 percent to ¥1,600, citing slightly lower discount rate assumptions, an improved revenue outlook despite still modest contraction, and higher expected profit margins on a cheaper projected future P/E multiple. What's in the News The Trump administration is considering tariffs on imported electronic devices based on the value of their chip content, a proposal that could affect major manufacturers including Panasonic alongside peers such as Sony, Nintendo, Samsung, and Foxconn (Reuters).
9983
JP¥56,990.00
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0.7%
1Y
7.8%
7270
JP¥3,439.00
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7D
-2.8%
1Y
26.9%
7203
JP¥3,415.00
Toyota Motor
7D
2.6%
1Y
20.5%

7203: North Carolina Battery Plant And Litigation Will Shape Balanced Outlook

Analysts have modestly raised their price target on Toyota Motor, citing slightly stronger long term assumptions for fair value, revenue growth, profit margins and future valuation multiples that together support an incremental uptick of approximately ¥90 per share in estimated equity value. What's in the News Toyota began production at its new Liberty, North Carolina battery plant, a nearly JPY 14 billion investment that will create up to 5,100 jobs and serve as a key global hub for lithium ion battery output supporting HEVs, BEVs, and PHEVs. The company issued consolidated earnings guidance for fiscal 2026, targeting sales revenues of JPY 49,000,000 million, operating income of JPY 3,400,000 million, and net income of JPY 2,930,000 million, equal to basic EPS of JPY 224.81.
4755
JP¥996.90
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7D
6.4%
1Y
11.8%

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