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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies742
  • 7D0.4%
  • 3M-1.2%
  • 1Y12.3%
  • YTD-1.6%

The Consumer Discretionary industry has stayed flat over the last week. The past year has been better, since the industry has gained 12% in that time. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026JP¥199.6tJP¥250.6tJP¥10.6t14.6x18.8x0.8x
Sun, 22 Feb 2026JP¥213.6tJP¥250.5tJP¥10.5t15x20.3x0.9x
Tue, 20 Jan 2026JP¥209.7tJP¥248.8tJP¥12.1t15.1x17.3x0.8x
Thu, 18 Dec 2025JP¥201.5tJP¥248.7tJP¥12.1t14.6x16.7x0.8x
Sat, 15 Nov 2025JP¥203.2tJP¥249.1tJP¥12.0t14.9x17x0.8x
Mon, 13 Oct 2025JP¥194.7tJP¥247.1tJP¥11.5t14.9x16.9x0.8x
Wed, 10 Sep 2025JP¥195.3tJP¥246.8tJP¥11.5t15.3x17x0.8x
Fri, 08 Aug 2025JP¥181.4tJP¥245.6tJP¥12.0t14.4x15.1x0.7x
Sun, 06 Jul 2025JP¥173.8tJP¥245.9tJP¥12.5t13.9x13.9x0.7x
Tue, 03 Jun 2025JP¥176.1tJP¥245.2tJP¥12.5t13.9x14x0.7x
Thu, 01 May 2025JP¥173.4tJP¥243.4tJP¥13.9t14.1x12.5x0.7x
Sat, 29 Mar 2025JP¥176.6tJP¥242.9tJP¥13.8t14.6x12.8x0.7x
Mon, 24 Feb 2025JP¥176.8tJP¥243.1tJP¥13.8t13.9x12.8x0.7x
Wed, 22 Jan 2025JP¥176.2tJP¥241.2tJP¥12.7t14.5x13.9x0.7x
Fri, 20 Dec 2024JP¥174.8tJP¥240.9tJP¥12.7t14.3x13.8x0.7x
Sun, 17 Nov 2024JP¥171.0tJP¥241.7tJP¥12.8t13.8x13.4x0.7x
Tue, 15 Oct 2024JP¥172.1tJP¥240.5tJP¥14.0t13.5x12.3x0.7x
Thu, 12 Sep 2024JP¥161.9tJP¥240.4tJP¥14.0t13x11.6x0.7x
Sat, 10 Aug 2024JP¥157.4tJP¥238.4tJP¥13.8t12.6x11.4x0.7x
Mon, 08 Jul 2024JP¥184.3tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Wed, 05 Jun 2024JP¥182.4tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Fri, 03 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Sun, 31 Mar 2024JP¥194.4tJP¥231.5tJP¥12.7t14x15.3x0.8x
Tue, 27 Feb 2024JP¥186.3tJP¥231.6tJP¥12.7t13.6x14.7x0.8x
Thu, 25 Jan 2024JP¥175.3tJP¥226.3tJP¥11.8t13.8x14.8x0.8x
Sat, 23 Dec 2023JP¥160.4tJP¥226.1tJP¥11.8t13.3x13.6x0.7x
Mon, 20 Nov 2023JP¥170.3tJP¥226.0tJP¥11.8t13.3x14.4x0.8x
Wed, 18 Oct 2023JP¥164.5tJP¥219.8tJP¥10.5t13.4x15.6x0.7x
Fri, 15 Sep 2023JP¥170.2tJP¥219.4tJP¥10.5t14.1x16.2x0.8x
Sun, 13 Aug 2023JP¥161.9tJP¥219.2tJP¥10.5t13.8x15.4x0.7x
Tue, 11 Jul 2023JP¥156.9tJP¥211.2tJP¥9.1t14.4x17.2x0.7x
Thu, 08 Jun 2023JP¥152.1tJP¥211.1tJP¥9.2t13.7x16.6x0.7x
Sat, 06 May 2023JP¥143.3tJP¥205.4tJP¥9.2t14x15.6x0.7x
Mon, 03 Apr 2023JP¥138.9tJP¥204.3tJP¥9.2t13.2x15.1x0.7x
Price to Earnings Ratio

15.1x


Total Market Cap: JP¥138.9tTotal Earnings: JP¥9.2tTotal Revenue: JP¥204.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.8x202420252026
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 18.8x which is higher than its 3-year average PE of 14.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.8% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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 Market0.69%
Consumer Discretionary0.42%
Auto1.66%
Auto Components1.15%
Retail Distributors0.82%
Hospitality0.80%
Consumer Services0.28%
Consumer Durables0.044%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.40%
Luxury-1.05%
Leisure-1.42%
Specialty Stores-1.45%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 21.3x.
    • Analysts are expecting annual earnings growth of 15.5%, which is higher than its past year's earnings decline of 12.2% 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 18% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.9% 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¥3.41k2.5%
+JP¥1.1t		26.2%PE12x
6752 Panasonic HoldingsJP¥2.68k3.0%
+JP¥184.4b		45.6%PE30.8x
7267 Honda MotorJP¥1.34k3.1%
+JP¥155.7b		-3.1%PE10.5x
6902 DENSOJP¥1.95k2.0%
+JP¥102.3b		2.4%PE13.8x
5334 NiterraJP¥7.75k6.5%
+JP¥92.6b		64.3%PE15x

Latest News

7267
JP¥1,342.00
Honda Motor
7D
3.1%
1Y
-3.1%
6902
JP¥1,953.50
DENSO
7D
2.0%
1Y
2.4%
7259
JP¥2,287.00
Aisin
7D
3.5%
1Y
36.3%
5802
JP¥9,549.00
Sumitomo Electric Industries
7D
-4.0%
1Y
264.6%
7832
JP¥4,025.00
BANDAI NAMCO Holdings
7D
-3.6%
1Y
-22.4%
8136
JP¥5,300.00
Sanrio Company
7D
-2.1%
1Y
-25.7%
5334
JP¥7,747.00
Niterra
7D
6.5%
1Y
64.3%
7550
JP¥9,621.00
Zensho Holdings
7D
3.9%
1Y
14.8%
7203
JP¥3,407.00
Toyota Motor
7D
2.5%
1Y
26.2%
6752
JP¥2,679.50
Panasonic Holdings
7D
3.0%
1Y
45.6%

6752: Restructuring Costs And Moderate Audio Expansion Will Shape Balanced Outlook

Analysts have raised their price target for Panasonic Holdings from about ¥2,463 to roughly ¥2,663, citing adjusted assumptions for revenue growth, profit margin and future P/E that together support a higher estimate of fair value. What's in the News Panasonic introduced the LUMIX DMW-DMS1 digital shotgun microphone, a compact, camera-mounted mic designed for its LUMIX camera lineup, aimed at higher quality directional audio recording for creators (Product-Related Announcement).
9843
JP¥2,640.00
Nitori Holdings
7D
-1.6%
1Y
-9.0%
6758
JP¥3,244.00
Sony Group
7D
-0.8%
1Y
-15.3%

6758: Content Franchises Will Offset Memory And AI Risks Over Time

Analysts have nudged their fair value estimate for Sony Group lower from about ¥4,969 to roughly ¥4,887. This reflects slightly softer long term revenue growth assumptions, marginally slimmer profit margins, and a modestly reduced future P/E, as they factor in potential pressure on PlayStation hardware economics from higher memory costs and ongoing questions around AI risk for the music business.
5108
JP¥3,336.00
Bridgestone
7D
2.0%
1Y
8.3%

5108: Large Share Cancellation Plan Will Support A More Attractive Outlook

Analysts now estimate Bridgestone's fair value at ¥3,765, reduced from ¥3,888. This reflects slightly more conservative assumptions on revenue growth, profit margins and discount rate, while keeping the future P/E broadly unchanged.
7453
JP¥3,436.00
Ryohin Keikaku
7D
-2.3%
1Y
66.2%
9983
JP¥62,180.00
Fast Retailing
7D
-2.0%
1Y
35.9%
7936
JP¥4,330.00
ASICS
7D
-1.7%
1Y
35.6%

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