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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies742
  • 7D-2.6%
  • 3M-2.2%
  • 1Y10.5%
  • YTD-3.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.6%, driven by a pullback from Toyota Motor of 3.2%. In the past year, the industry has gained 10%. 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
Wed, 25 Mar 2026JP¥196.7tJP¥250.6tJP¥10.6t14.4x18.6x0.8x
Fri, 20 Feb 2026JP¥217.9tJP¥250.4tJP¥10.5t15.2x20.7x0.9x
Sun, 18 Jan 2026JP¥211.3tJP¥248.8tJP¥12.1t15.1x17.5x0.8x
Tue, 16 Dec 2025JP¥204.8tJP¥249.3tJP¥12.1t14.8x16.9x0.8x
Thu, 13 Nov 2025JP¥202.8tJP¥248.8tJP¥11.8t14.9x17.2x0.8x
Sat, 11 Oct 2025JP¥194.7tJP¥247.0tJP¥11.5t14.9x16.9x0.8x
Mon, 08 Sep 2025JP¥194.3tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Wed, 06 Aug 2025JP¥178.6tJP¥245.9tJP¥12.3t14.4x14.5x0.7x
Fri, 04 Jul 2025JP¥174.4tJP¥245.9tJP¥12.5t14x13.9x0.7x
Sun, 01 Jun 2025JP¥177.9tJP¥245.1tJP¥12.5t13.9x14.2x0.7x
Tue, 29 Apr 2025JP¥172.8tJP¥243.4tJP¥13.9t14.1x12.5x0.7x
Thu, 27 Mar 2025JP¥180.7tJP¥242.9tJP¥13.8t14.9x13.1x0.7x
Sat, 22 Feb 2025JP¥176.9tJP¥243.1tJP¥13.9t13.9x12.8x0.7x
Mon, 20 Jan 2025JP¥173.4tJP¥241.2tJP¥12.7t14.3x13.7x0.7x
Wed, 18 Dec 2024JP¥175.2tJP¥240.0tJP¥12.7t14.4x13.8x0.7x
Fri, 15 Nov 2024JP¥170.1tJP¥241.5tJP¥12.8t13.7x13.3x0.7x
Sun, 13 Oct 2024JP¥172.1tJP¥240.5tJP¥14.0t13.5x12.3x0.7x
Tue, 10 Sep 2024JP¥165.3tJP¥240.4tJP¥14.0t13.2x11.8x0.7x
Thu, 08 Aug 2024JP¥157.4tJP¥237.9tJP¥13.7t12.4x11.5x0.7x
Sat, 06 Jul 2024JP¥184.2tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Mon, 03 Jun 2024JP¥182.5tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Wed, 01 May 2024JP¥187.4tJP¥232.2tJP¥12.8t13.7x14.7x0.8x
Fri, 29 Mar 2024JP¥193.0tJP¥231.5tJP¥12.7t14x15.2x0.8x
Sun, 25 Feb 2024JP¥185.9tJP¥231.6tJP¥12.7t13.5x14.6x0.8x
Tue, 23 Jan 2024JP¥177.1tJP¥226.3tJP¥11.8t13.8x15x0.8x
Thu, 21 Dec 2023JP¥163.6tJP¥226.1tJP¥11.8t13.4x13.9x0.7x
Sat, 18 Nov 2023JP¥170.3tJP¥225.8tJP¥11.7t13.4x14.5x0.8x
Mon, 16 Oct 2023JP¥164.5tJP¥219.7tJP¥10.5t13.5x15.6x0.7x
Wed, 13 Sep 2023JP¥167.7tJP¥219.4tJP¥10.5t14.2x16x0.8x
Fri, 11 Aug 2023JP¥161.9tJP¥218.7tJP¥10.4t14.1x15.6x0.7x
Sun, 09 Jul 2023JP¥158.1tJP¥211.2tJP¥9.1t14.6x17.3x0.7x
Tue, 06 Jun 2023JP¥152.8tJP¥211.1tJP¥9.2t13.6x16.7x0.7x
Thu, 04 May 2023JP¥143.3tJP¥205.4tJP¥9.2t13.9x15.6x0.7x
Sat, 01 Apr 2023JP¥139.0tJP¥204.3tJP¥9.2t13.2x15.1x0.7x
Price to Earnings Ratio

15.1x


Total Market Cap: JP¥139.0tTotal 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 18.6x 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 Market-2.04%
Consumer Discretionary-2.60%
Online Retail and Ecommerce0%0
Hospitality-1.14%
Auto Components-1.30%
Retail Distributors-1.70%
Consumer Services-1.77%
Luxury-2.00%
Leisure-2.27%
Consumer Durables-2.31%
Auto-2.98%
General Merchandise and Department Stores-3.70%
Specialty Stores-4.07%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 21.2x.
    • 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 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
5802 Sumitomo Electric IndustriesJP¥10.21k2.0%
+JP¥159.9b		269.3%PE30.9x
3563 Food & Life CompaniesJP¥10.05k3.4%
+JP¥37.8b		122.5%PE45x
5334 NiterraJP¥7.80k2.0%
+JP¥29.9b		61.5%PE15.1x
456A HUMAN MADEJP¥5.16k19.2%
+JP¥19.0b		n/aPE40.2x
2702 McDonald's Holdings Company (Japan)JP¥8.10k0.9%
+JP¥9.3b		41.6%PE31.8x

Latest News

6902
JP¥1,921.50
DENSO
7D
-2.2%
1Y
-5.2%
4661
JP¥2,681.00
Oriental Land
7D
-5.3%
1Y
-13.4%
7532
JP¥974.50
Pan Pacific International Holdings
7D
-4.1%
1Y
15.3%
5802
JP¥10,210.00
Sumitomo Electric Industries
7D
2.0%
1Y
269.3%
9708
JP¥1,585.00
Imperial Hotel
7D
4.2%
1Y
74.0%
7267
JP¥1,314.00
Honda Motor
7D
-2.3%
1Y
-12.0%
456A
JP¥5,160.00
HUMAN MADE
7D
19.2%
1Y
n/a
5334
JP¥7,803.00
Niterra
7D
2.0%
1Y
61.5%
8273
JP¥1,046.00
Izumi
7D
1.9%
1Y
-4.0%
7203
JP¥3,338.00
Toyota Motor
7D
-1.9%
1Y
15.6%
6758
JP¥3,266.00
Sony Group
7D
-0.6%
1Y
-15.2%

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4385
JP¥3,585.00
Mercari
7D
0.7%
1Y
39.1%

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Mercari's analyst price target is held at ¥2,500, as analysts balance a slightly higher discount rate with updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Mercari raised its consolidated revenue guidance for the year ending June 30, 2026 to a range of ¥210,000 million to ¥220,000 million, compared with the previous range of ¥200,000 million to ¥210,000 million (Key Developments).
2702
JP¥8,100.00
McDonald's Holdings Company (Japan)
7D
0.9%
1Y
41.6%
3563
JP¥10,050.00
Food & Life Companies
7D
3.4%
1Y
122.5%
9983
JP¥62,400.00
Fast Retailing
7D
-5.2%
1Y
35.1%
7936
JP¥4,330.00
ASICS
7D
-5.1%
1Y
30.4%

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