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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJan 26, 2026
DataAggregated Company Financials
Companies741
  • 7D-2.0%
  • 3M2.4%
  • 1Y18.7%
  • YTD1.7%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.0%, driven by a pullback from Sony Group of 6.2%. Over the past 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 9.2% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Jan 2026JP¥206.7tJP¥248.8tJP¥12.1t15x17.1x0.8x
Wed, 24 Dec 2025JP¥203.8tJP¥248.7tJP¥12.1t14.8x16.9x0.8x
Fri, 21 Nov 2025JP¥195.9tJP¥249.3tJP¥12.1t14.3x16.2x0.8x
Sun, 19 Oct 2025JP¥192.8tJP¥247.5tJP¥11.5t14.6x16.7x0.8x
Tue, 16 Sep 2025JP¥194.6tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Thu, 14 Aug 2025JP¥191.1tJP¥246.6tJP¥11.5t14.5x16.7x0.8x
Sat, 12 Jul 2025JP¥173.3tJP¥246.0tJP¥12.5t14x13.8x0.7x
Mon, 09 Jun 2025JP¥175.2tJP¥245.5tJP¥12.5t13.9x14x0.7x
Wed, 07 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Fri, 04 Apr 2025JP¥165.8tJP¥242.8tJP¥13.8t13.7x12x0.7x
Sun, 02 Mar 2025JP¥174.6tJP¥243.1tJP¥13.9t14x12.6x0.7x
Tue, 28 Jan 2025JP¥179.0tJP¥241.0tJP¥12.7t14.7x14.1x0.7x
Thu, 26 Dec 2024JP¥180.2tJP¥240.9tJP¥12.7t14.5x14.2x0.7x
Sat, 23 Nov 2024JP¥170.9tJP¥241.7tJP¥12.8t13.9x13.4x0.7x
Mon, 21 Oct 2024JP¥169.4tJP¥240.8tJP¥14.0t13.5x12.1x0.7x
Wed, 18 Sep 2024JP¥163.1tJP¥237.3tJP¥13.8t13.4x11.8x0.7x
Fri, 16 Aug 2024JP¥165.6tJP¥239.0tJP¥14.0t13.1x11.8x0.7x
Sun, 14 Jul 2024JP¥186.4tJP¥235.7tJP¥13.9t13.9x13.4x0.8x
Tue, 11 Jun 2024JP¥181.6tJP¥235.5tJP¥13.8t13.7x13.1x0.8x
Thu, 09 May 2024JP¥183.5tJP¥232.3tJP¥12.8t13.7x14.3x0.8x
Sat, 06 Apr 2024JP¥188.2tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Mon, 04 Mar 2024JP¥188.8tJP¥231.6tJP¥12.7t13.6x14.9x0.8x
Wed, 31 Jan 2024JP¥176.0tJP¥226.3tJP¥11.8t13.8x14.9x0.8x
Fri, 29 Dec 2023JP¥161.8tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Sun, 26 Nov 2023JP¥168.4tJP¥226.0tJP¥11.8t13.5x14.3x0.7x
Tue, 24 Oct 2023JP¥158.7tJP¥219.8tJP¥10.6t13.1x15x0.7x
Thu, 21 Sep 2023JP¥171.0tJP¥219.5tJP¥10.5t14.2x16.3x0.8x
Sat, 19 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Mon, 17 Jul 2023JP¥155.9tJP¥211.4tJP¥9.1t14.1x17.1x0.7x
Wed, 14 Jun 2023JP¥157.0tJP¥211.1tJP¥9.1t13.9x17.2x0.7x
Fri, 12 May 2023JP¥144.2tJP¥207.1tJP¥9.2t14.1x15.7x0.7x
Sun, 09 Apr 2023JP¥136.2tJP¥204.4tJP¥9.2t13x14.8x0.7x
Tue, 07 Mar 2023JP¥139.9tJP¥205.0tJP¥9.2t13.3x15.2x0.7x
Thu, 02 Feb 2023JP¥134.9tJP¥196.9tJP¥9.3t13x14.6x0.7x
Price to Earnings Ratio

14.6x


Total Market Cap: JP¥134.9tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.6x202420252026
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 17.1x which is higher than its 3-year average PE of 14.6x.
  • 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 9.3% per year over the last three years.
  • Revenues for these companies have grown 8.1% 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-1.99%
Retail Distributors1.18%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.37%
Hospitality-0.51%
Leisure-0.69%
Consumer Services-1.18%
Auto Components-1.45%
Auto-1.90%
Specialty Stores-2.24%
Luxury-2.71%
Consumer Durables-3.72%
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 24.3x.
    • Analysts are expecting annual earnings growth of 18.7%, which is higher than its past year's earnings growth of 11.9% 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 9.2x.
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 12% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 7.1% 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
6752 Panasonic HoldingsJP¥2.30k2.4%
+JP¥127.2b		50.5%PE16.8x
7532 Pan Pacific International HoldingsJP¥928.904.4%
+JP¥117.1b		14.1%PE28.2x
3563 Food & Life CompaniesJP¥8.88k5.4%
+JP¥51.8b		172.7%PE43.8x
7731 NikonJP¥1.95k5.8%
+JP¥35.2b		15.7%PE75.4x
5334 NiterraJP¥7.14k2.5%
+JP¥35.0b		43.6%PE14.7x

Latest News

6752
JP¥2,295.00
Panasonic Holdings
7D
2.4%
1Y
50.5%

6752: India Expansion And Margin Assumptions Will Shape Balanced Outlook

Analysts have lifted their price target on Panasonic Holdings from ¥2,190 to ¥2,320, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E. They view these assumptions as better reflecting the company’s current outlook.
5334
JP¥7,136.00
Niterra
7D
2.5%
1Y
43.6%

Is There An Opportunity With Niterra Co., Ltd.'s (TSE:5334) 20% Undervaluation?

Jan 23
Is There An Opportunity With Niterra Co., Ltd.'s (TSE:5334) 20% Undervaluation?
7203
JP¥3,624.00
Toyota Motor
7D
-1.3%
1Y
25.7%
6902
JP¥2,210.50
DENSO
7D
-2.9%
1Y
2.1%

DENSO (TSE:6902) Has Announced A Dividend Of ¥32.00

Jan 22
DENSO (TSE:6902) Has Announced A Dividend Of ¥32.00
7731
JP¥1,950.00
Nikon
7D
5.8%
1Y
15.7%

7731: Tariff Effects And Segment Weakness Will Pressure Earnings Outlook

Analysts have slightly reduced their fair value estimate for Nikon, reflecting minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. This has resulted in a modest decrease in the implied analyst price target, without any significant change to the overall thesis.
6758
JP¥3,614.00
Sony Group
7D
-6.2%
1Y
11.2%

6758: Entertainment Subscriptions And Content Franchises Will Drive Future Earnings Re Rating

The analyst price target for Sony Group has been trimmed slightly. Analysts cite a modestly higher discount rate while still highlighting potential from renewed PS Plus growth, stronger music streaming revenues, and the combined appeal of its games, anime, and music businesses.
7532
JP¥928.90
Pan Pacific International Holdings
7D
4.4%
1Y
14.1%

We Think Pan Pacific International Holdings (TSE:7532) Can Stay On Top Of Its Debt

Jan 18
We Think Pan Pacific International Holdings (TSE:7532) Can Stay On Top Of Its Debt
7270
JP¥3,411.00
Subaru
7D
-4.6%
1Y
27.3%
7259
JP¥2,854.00
Aisin
7D
-6.9%
1Y
69.6%
5108
JP¥3,545.00
Bridgestone
7D
0.2%
1Y
31.7%
9983
JP¥60,500.00
Fast Retailing
7D
-3.4%
1Y
21.7%

Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Jan 10
Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
8227
JP¥10,760.00
SHIMAMURA
7D
2.9%
1Y
26.3%

With EPS Growth And More, SHIMAMURA (TSE:8227) Makes An Interesting Case

Jan 09
With EPS Growth And More, SHIMAMURA (TSE:8227) Makes An Interesting Case
7240
JP¥3,173.00
NOK
7D
3.8%
1Y
37.9%

NOK (TSE:7240) Will Pay A Dividend Of ¥65.00

Jan 07
NOK (TSE:7240) Will Pay A Dividend Of ¥65.00
3563
JP¥8,876.00
Food & Life Companies
7D
5.4%
1Y
172.7%
2702
JP¥6,750.00
McDonald's Holdings Company (Japan)
7D
2.3%
1Y
18.2%
7269
JP¥2,262.50
Suzuki Motor
7D
-4.1%
1Y
21.2%

Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00

Dec 14
Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00