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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies739
  • 7D-5.9%
  • 3M5.4%
  • 1Y20.5%
  • YTD2.6%

Over the last 7 days, the Consumer Discretionary industry has dropped 5.9%, driven by Toyota Motor declining 8.1%. This takes the industry's 12 month performance to a gain of 20%. 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
Mon, 09 Mar 2026JP¥208.4tJP¥250.5tJP¥10.6t14.9x19.7x0.8x
Wed, 04 Feb 2026JP¥204.1tJP¥248.6tJP¥12.1t14.8x16.9x0.8x
Fri, 02 Jan 2026JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Sun, 30 Nov 2025JP¥203.1tJP¥249.3tJP¥12.1t14.6x16.8x0.8x
Tue, 28 Oct 2025JP¥203.0tJP¥247.5tJP¥11.5t15.1x17.6x0.8x
Thu, 25 Sep 2025JP¥194.3tJP¥246.9tJP¥11.5t15.4x16.9x0.8x
Sat, 23 Aug 2025JP¥193.9tJP¥246.3tJP¥11.5t14.9x16.9x0.8x
Mon, 21 Jul 2025JP¥172.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Wed, 18 Jun 2025JP¥173.3tJP¥245.5tJP¥12.5t13.7x13.8x0.7x
Fri, 16 May 2025JP¥173.7tJP¥244.0tJP¥12.6t14.1x13.8x0.7x
Sun, 13 Apr 2025JP¥160.4tJP¥243.0tJP¥13.9t13.3x11.6x0.7x
Tue, 11 Mar 2025JP¥175.2tJP¥242.9tJP¥13.8t14.5x12.7x0.7x
Thu, 06 Feb 2025JP¥180.5tJP¥240.9tJP¥12.8t14.2x14.1x0.7x
Sat, 04 Jan 2025JP¥185.3tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Mon, 02 Dec 2024JP¥169.3tJP¥241.8tJP¥12.8t13.9x13.3x0.7x
Wed, 30 Oct 2024JP¥170.0tJP¥240.8tJP¥14.0t13.4x12.2x0.7x
Fri, 27 Sep 2024JP¥174.9tJP¥240.4tJP¥14.0t13.6x12.5x0.7x
Sun, 25 Aug 2024JP¥171.2tJP¥240.0tJP¥13.9t13.2x12.3x0.7x
Tue, 23 Jul 2024JP¥180.7tJP¥235.9tJP¥13.9t13.8x13x0.8x
Thu, 20 Jun 2024JP¥176.5tJP¥235.6tJP¥13.9t13.8x12.7x0.7x
Sat, 18 May 2024JP¥183.4tJP¥236.5tJP¥13.8t13.7x13.3x0.8x
Mon, 15 Apr 2024JP¥192.2tJP¥232.1tJP¥12.8t13.9x15x0.8x
Wed, 13 Mar 2024JP¥182.9tJP¥231.7tJP¥12.7t13.6x14.4x0.8x
Fri, 09 Feb 2024JP¥181.7tJP¥228.5tJP¥12.5t14x14.5x0.8x
Sun, 07 Jan 2024JP¥165.0tJP¥226.1tJP¥11.8t13.6x14x0.7x
Tue, 05 Dec 2023JP¥165.3tJP¥226.0tJP¥11.8t13.6x14x0.7x
Thu, 02 Nov 2023JP¥163.4tJP¥220.2tJP¥10.6t13.4x15.5x0.7x
Sat, 30 Sep 2023JP¥165.0tJP¥219.5tJP¥10.5t14x15.7x0.8x
Mon, 28 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.7x15.1x0.7x
Wed, 26 Jul 2023JP¥161.2tJP¥211.5tJP¥9.2t14.4x17.6x0.8x
Fri, 23 Jun 2023JP¥158.3tJP¥211.1tJP¥9.2t14.2x17.3x0.7x
Sun, 21 May 2023JP¥149.9tJP¥211.0tJP¥9.2t13.8x16.4x0.7x
Tue, 18 Apr 2023JP¥140.8tJP¥204.5tJP¥9.2t13.5x15.3x0.7x
Thu, 16 Mar 2023JP¥134.7tJP¥205.1tJP¥9.2t12.9x14.6x0.7x
Price to Earnings Ratio

14.6x


Total Market Cap: JP¥134.7tTotal Earnings: JP¥9.2tTotal Revenue: JP¥205.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.7x202420252026
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 19.7x which is higher than its 3-year average PE of 14.7x.
  • 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 4.7% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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-5.40%
Consumer Discretionary-5.90%
Online Retail and Ecommerce0%0
Consumer Services-1.12%
Hospitality-1.32%
General Merchandise and Department Stores-1.75%
Leisure-3.00%
Retail Distributors-3.16%
Luxury-4.50%
Specialty Stores-4.58%
Consumer Durables-4.66%
Auto Components-8.26%
Auto-8.44%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 20.0x.
    • Analysts are expecting annual earnings growth of 15.4%, 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 13.9x.
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 8.5% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 5.8% 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¥2.85k2.2%
+JP¥100.8b		-13.0%PE36.5x
8136 Sanrio CompanyJP¥5.79k4.6%
+JP¥62.1b		-2.7%PE27.2x
7532 Pan Pacific International HoldingsJP¥1.05k1.2%
+JP¥35.9b		35.7%PE31.3x
2702 McDonald's Holdings Company (Japan)JP¥7.66k2.3%
+JP¥22.6b		33.7%PE30x
3092 ZOZOJP¥1.19k2.0%
+JP¥20.8b		-20.0%PE22.7x

Latest News

3092
JP¥1,189.50
ZOZO
7D
2.0%
1Y
-20.0%

3092: Loan Agreement Plans And Margin Resilience Will Support Further Upside

Analysts have slightly reduced their fair value estimate for ZOZO from ¥1,365.71 to ¥1,359.82, reflecting modest adjustments to assumptions related to the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News ZOZO scheduled a board meeting for February 20, 2026 to consider and resolve on executing a loan agreement with financial covenants (Key Developments).
7203
JP¥3,419.00
Toyota Motor
7D
-13.3%
1Y
20.9%
6902
JP¥2,001.00
DENSO
7D
-9.8%
1Y
1.5%
7269
JP¥2,038.00
Suzuki Motor
7D
-10.0%
1Y
13.7%
6758
JP¥3,338.00
Sony Group
7D
-7.1%
1Y
-3.5%

6758: Content Franchises And Buybacks Will Offset Emerging AI Music Risks

Narrative Update on Sony Group The analyst price target for Sony Group has shifted slightly from ¥4,990.87 to ¥4,969.13, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E, while also weighing fresh concerns around AI driven risks to the music business. Analyst Commentary Recent Street research around Sony Group focuses heavily on the music segment, where AI generated content is emerging as a key debate for both upside and risk to the equity story.
5985
JP¥1,545.00
Suncall
7D
24.4%
1Y
349.1%
2702
JP¥7,660.00
McDonald's Holdings Company (Japan)
7D
2.3%
1Y
33.7%
5802
JP¥9,154.00
Sumitomo Electric Industries
7D
-15.7%
1Y
248.7%
5108
JP¥3,392.00
Bridgestone
7D
-8.3%
1Y
12.6%

5108: Buybacks And Performance Tire Expansion Will Support A Fairly Balanced Outlook

Analysts have raised their Bridgestone price target from ¥3,746 to ¥3,888, reflecting updated assumptions around fair value, discount rate, revenue, profit margin and future P/E expectations. What's in the News The Board of Directors authorized a new share buyback plan on February 16, 2026, signaling a continued focus on treasury stock management (Key Developments).
4661
JP¥2,852.00
Oriental Land
7D
2.2%
1Y
-13.0%

4661: Future P/E Expansion Will Support A More Optimistic Share Repricing

Analysts have trimmed their price target for Oriental Land to ¥5,359 from ¥5,428, citing updated assumptions that include slightly adjusted discount rates, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: Adjusted slightly from ¥5,428.20 to ¥5,359.27.
6752
JP¥2,436.00
Panasonic Holdings
7D
-6.0%
1Y
36.1%
9166
JP¥678.00
GENDA
7D
7.8%
1Y
-48.4%
7685
JP¥6,520.00
BuySell TechnologiesLtd
7D
8.1%
1Y
172.8%
9983
JP¥63,850.00
Fast Retailing
7D
-5.8%
1Y
39.8%
7532
JP¥1,050.00
Pan Pacific International Holdings
7D
1.2%
1Y
35.7%
8136
JP¥5,787.00
Sanrio Company
7D
4.6%
1Y
-2.7%

Revenue Beat: Sanrio Company, Ltd. Exceeded Revenue Forecasts By 7.1% And Analysts Are Updating Their Estimates

Feb 15
Revenue Beat: Sanrio Company, Ltd. Exceeded Revenue Forecasts By 7.1% And Analysts Are Updating Their Estimates