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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedSep 10, 2026
DataAggregated Company Financials
Companies727
  • 7D-4.0%
  • 3M4.0%
  • 1Y6.5%
  • YTD2.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 6.2%, driven by a pullback from Toyota Motor of 8.5%. In contrast, Oriental Land has gained 5.4%. Over the past 12 months, the industry was up 6.8%. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 10 Sep 2026JP¥201.4tJP¥258.2tJP¥12.1t13.9x16.7x0.8x
Sat, 08 Aug 2026JP¥211.0tJP¥258.2tJP¥12.0t14.1x17.6x0.8x
Mon, 06 Jul 2026JP¥204.6tJP¥253.5tJP¥10.4t14x19.8x0.8x
Wed, 03 Jun 2026JP¥204.2tJP¥253.7tJP¥10.3t13.6x19.8x0.8x
Fri, 01 May 2026JP¥195.3tJP¥251.0tJP¥10.6t14.4x18.4x0.8x
Sun, 29 Mar 2026JP¥199.8tJP¥250.6tJP¥10.6t14.6x18.9x0.8x
Tue, 24 Feb 2026JP¥213.6tJP¥250.5tJP¥10.5t15x20.3x0.9x
Thu, 22 Jan 2026JP¥206.6tJP¥248.8tJP¥12.1t14.9x17.1x0.8x
Sat, 20 Dec 2025JP¥202.7tJP¥248.7tJP¥12.1t14.6x16.8x0.8x
Mon, 17 Nov 2025JP¥203.2tJP¥249.2tJP¥12.0t14.5x16.9x0.8x
Wed, 15 Oct 2025JP¥191.6tJP¥247.3tJP¥11.5t14.7x16.6x0.8x
Fri, 12 Sep 2025JP¥193.9tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Sun, 10 Aug 2025JP¥185.2tJP¥246.5tJP¥11.5t14.4x16.2x0.8x
Tue, 08 Jul 2025JP¥172.9tJP¥245.9tJP¥12.5t14x13.8x0.7x
Thu, 05 Jun 2025JP¥177.3tJP¥245.4tJP¥12.5t13.9x14.1x0.7x
Sat, 03 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Mon, 31 Mar 2025JP¥176.4tJP¥242.7tJP¥13.8t14.6x12.8x0.7x
Wed, 26 Feb 2025JP¥176.0tJP¥243.1tJP¥13.9t13.9x12.7x0.7x
Fri, 24 Jan 2025JP¥178.8tJP¥241.2tJP¥12.7t14.6x14.1x0.7x
Sun, 22 Dec 2024JP¥175.8tJP¥240.9tJP¥12.7t14.3x13.9x0.7x
Tue, 19 Nov 2024JP¥170.7tJP¥241.7tJP¥12.8t13.7x13.3x0.7x
Thu, 17 Oct 2024JP¥169.9tJP¥240.7tJP¥14.0t13.6x12.2x0.7x
Sat, 14 Sep 2024JP¥163.8tJP¥240.4tJP¥14.0t13.3x11.7x0.7x
Mon, 12 Aug 2024JP¥157.5tJP¥238.5tJP¥13.8t12.7x11.4x0.7x
Wed, 10 Jul 2024JP¥183.0tJP¥235.6tJP¥13.9t13.8x13.2x0.8x
Fri, 07 Jun 2024JP¥180.7tJP¥235.5tJP¥13.8t13.5x13.1x0.8x
Sun, 05 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Tue, 02 Apr 2024JP¥191.0tJP¥231.5tJP¥12.7t13.9x15x0.8x
Thu, 29 Feb 2024JP¥186.1tJP¥231.6tJP¥12.7t13.5x14.7x0.8x
Sat, 27 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Mon, 25 Dec 2023JP¥160.4tJP¥226.1tJP¥11.8t13.4x13.6x0.7x
Wed, 22 Nov 2023JP¥166.5tJP¥226.0tJP¥11.8t13.3x14.1x0.7x
Fri, 20 Oct 2023JP¥160.9tJP¥219.8tJP¥10.6t13.2x15.2x0.7x
Sun, 17 Sep 2023JP¥172.7tJP¥219.5tJP¥10.5t14x16.4x0.8x
Price to Earnings Ratio

16.4x


Total Market Cap: JP¥172.7tTotal Earnings: JP¥10.5tTotal Revenue: JP¥219.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio 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 grown 4.7% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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-0.49%
Consumer Discretionary-3.95%
Hospitality0.037%
Online Retail and Ecommerce0%0
Retail Distributors-1.75%
Consumer Services-1.91%
Auto Components-2.92%
General Merchandise and Department Stores-3.18%
Specialty Stores-3.56%
Luxury-3.65%
Leisure-3.99%
Auto-5.11%
Consumer Durables-5.54%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 39.0x.
    • Analysts are expecting annual earnings growth of 13.5%, which is lower than the prior year's growth of 17.7% per year.
  • Investors are most pessimistic about the Auto industry, which is trading close to its 3-year average of 10.0x.
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.
  • However this is lower than its past earnings growth rate of 36% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 3.6% 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
4661 Oriental LandJP¥3.14k4.7%
+JP¥229.6b		-14.4%PE38x
9843 Nitori HoldingsJP¥3.29k8.8%
+JP¥150.3b		16.0%PE20.9x
5802 Sumitomo Electric IndustriesJP¥2.19k1.6%
+JP¥106.1b		104.1%PE17x
7550 Zensho HoldingsJP¥11.74k2.2%
+JP¥39.9b		26.6%PE36.5x
6674 GS YuasaJP¥5.23k4.9%
+JP¥24.5b		61.7%PE12.2x

Latest News

6758
JP¥3,625.00
Sony Group
7D
-7.5%
1Y
-15.2%
7267
JP¥1,620.00
Honda Motor
7D
-4.3%
1Y
-2.8%
Narrative Update • Sep 08

7267: Software Alliance And Trade Uncertainty Will Shape Balanced Medium Term Outlook

Analysts have raised their price target on Honda Motor to ¥1,688 from ¥1,574, reflecting updated expectations that include a different revenue growth outlook, a changed profit margin assumption, and a revised future P/E multiple. What’s in the News for Honda Motor Honda Motor and Nissan Motor signed a joint development agreement to standardize core electronic control units and software for next generation software defined vehicles, with application planned from fiscal year 2029.
7203
JP¥2,971.00
Toyota Motor
7D
-5.2%
1Y
2.0%
7581
JP¥7,220.00
SaizeriyaLtd
7D
3.7%
1Y
39.1%
8237
JP¥2,279.00
Matsuya
7D
10.7%
1Y
59.9%
7269
JP¥1,989.50
Suzuki Motor
7D
-6.2%
1Y
-4.1%
7550
JP¥11,735.00
Zensho Holdings
7D
2.2%
1Y
26.6%
6674
JP¥5,229.00
GS Yuasa
7D
4.9%
1Y
61.7%
6752
JP¥4,179.00
Panasonic Holdings
7D
-2.7%
1Y
173.0%
2782
JP¥4,775.00
Seria
7D
7.5%
1Y
55.0%
5108
JP¥3,759.00
Bridgestone
7D
-8.3%
1Y
7.9%
Narrative Update • Aug 26

5108: Mixed Rubber Costs And Recent Rally Will Temper Future Upside

Analysts have lifted their fair value estimate for Bridgestone, with the updated ¥3,845 target reflecting a slightly higher assumed future P/E multiple and mixed raw material cost trends, following a recent Street price target move to ¥3,650 and a downgrade to Neutral. What's in the News for Bridgestone Bridgestone Americas introduced the Potenza Race R semi slick track tire as a bespoke fitment for the 2026 Lamborghini Revuelto SV, alongside Potenza Sport and Blizzak LM005 options for year round use.
4661
JP¥3,143.00
Oriental Land
7D
4.7%
1Y
-14.4%
Narrative Update • Aug 24

4661: Medium Term Earnings Guidance Will Confront Elevated Future P/E

Analysts have raised their price target for Oriental Land to ¥2,290 from ¥2,070, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E that they view as better aligned with the company’s current profile. What’s in the News for Oriental Land Oriental Land issued consolidated earnings guidance for the fiscal year ending March 31, 2027, giving investors a reference point for its medium term planning.
9983
JP¥66,860.00
Fast Retailing
7D
-5.0%
1Y
38.5%
5802
JP¥2,189.50
Sumitomo Electric Industries
7D
1.6%
1Y
104.1%
9843
JP¥3,287.00
Nitori Holdings
7D
8.8%
1Y
16.0%
7832
JP¥5,382.00
BANDAI NAMCO Holdings
7D
-4.6%
1Y
7.1%