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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies736
  • 7D2.5%
  • 3M-4.7%
  • 1Y18.5%
  • YTD0.4%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Fast Retailing gained 7.0%. As for the the longer term, the industry is up 18% over the past 12 months. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026JP¥203.6tJP¥253.6tJP¥10.3t13.8x19.7x0.8x
Thu, 23 Apr 2026JP¥201.7tJP¥250.7tJP¥10.5t14.9x19.1x0.8x
Sat, 21 Mar 2026JP¥198.9tJP¥250.6tJP¥10.6t14.4x18.8x0.8x
Mon, 16 Feb 2026JP¥216.0tJP¥250.4tJP¥10.8t15.1x20.1x0.9x
Wed, 14 Jan 2026JP¥209.3tJP¥248.7tJP¥12.1t15x17.3x0.8x
Fri, 12 Dec 2025JP¥198.2tJP¥249.3tJP¥12.1t14.4x16.4x0.8x
Sun, 09 Nov 2025JP¥198.0tJP¥248.7tJP¥11.8t14.9x16.8x0.8x
Tue, 07 Oct 2025JP¥195.8tJP¥246.9tJP¥11.5t15.3x17.1x0.8x
Thu, 04 Sep 2025JP¥190.2tJP¥246.8tJP¥11.5t15.2x16.5x0.8x
Sat, 02 Aug 2025JP¥180.7tJP¥245.6tJP¥12.3t14.4x14.6x0.7x
Mon, 30 Jun 2025JP¥176.4tJP¥245.9tJP¥12.5t14x14.1x0.7x
Wed, 28 May 2025JP¥174.6tJP¥245.5tJP¥12.5t13.9x13.9x0.7x
Fri, 25 Apr 2025JP¥168.9tJP¥243.0tJP¥13.8t14x12.2x0.7x
Sun, 23 Mar 2025JP¥179.9tJP¥242.9tJP¥13.8t14.7x13x0.7x
Tue, 18 Feb 2025JP¥180.6tJP¥243.0tJP¥13.9t14.1x13x0.7x
Thu, 16 Jan 2025JP¥175.6tJP¥241.2tJP¥12.7t14.4x13.8x0.7x
Sat, 14 Dec 2024JP¥175.9tJP¥240.9tJP¥12.7t14.1x13.9x0.7x
Mon, 11 Nov 2024JP¥170.1tJP¥241.5tJP¥12.9t13.6x13.2x0.7x
Wed, 09 Oct 2024JP¥171.8tJP¥240.4tJP¥13.9t13.6x12.3x0.7x
Fri, 06 Sep 2024JP¥168.6tJP¥240.1tJP¥13.9t13.2x12.1x0.7x
Sun, 04 Aug 2024JP¥161.1tJP¥237.8tJP¥13.7t12.9x11.8x0.7x
Tue, 02 Jul 2024JP¥182.3tJP¥235.6tJP¥13.9t13.8x13.2x0.8x
Thu, 30 May 2024JP¥180.3tJP¥235.4tJP¥13.8t13.4x13x0.8x
Sat, 27 Apr 2024JP¥184.1tJP¥232.1tJP¥12.8t13.6x14.4x0.8x
Mon, 25 Mar 2024JP¥197.2tJP¥231.6tJP¥12.7t14x15.5x0.9x
Wed, 21 Feb 2024JP¥184.0tJP¥231.6tJP¥12.7t13.5x14.5x0.8x
Fri, 19 Jan 2024JP¥174.4tJP¥226.3tJP¥11.8t13.7x14.7x0.8x
Sun, 17 Dec 2023JP¥161.3tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Tue, 14 Nov 2023JP¥166.4tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Thu, 12 Oct 2023JP¥163.7tJP¥219.5tJP¥10.5t13.7x15.6x0.7x
Sat, 09 Sep 2023JP¥165.6tJP¥219.4tJP¥10.5t14.1x15.8x0.8x
Mon, 07 Aug 2023JP¥160.4tJP¥216.1tJP¥10.1t14.2x15.8x0.7x
Wed, 05 Jul 2023JP¥161.2tJP¥211.2tJP¥9.1t14.7x17.7x0.8x
Fri, 02 Jun 2023JP¥146.7tJP¥211.0tJP¥9.2t13.2x16x0.7x
Price to Earnings Ratio

16x


Total Market Cap: JP¥146.7tTotal Earnings: JP¥9.2tTotal Revenue: JP¥211.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15x202420252026
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 19.6x which is higher than its 3-year average PE of 15.0x.
  • 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 4.1% per year over the last three years.
  • Revenues for these companies have grown 6.3% 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 Market3.42%
Consumer Discretionary2.46%
Specialty Stores4.97%
Luxury3.72%
Auto3.16%
Auto Components2.65%
Consumer Durables1.26%
Consumer Services0.75%
Retail Distributors0.56%
General Merchandise and Department Stores0.47%
Online Retail and Ecommerce0%0
Hospitality-0.35%
Leisure-0.92%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 25.1x.
    • Analysts are expecting annual earnings growth of 11.3%, which is higher than its past year's earnings growth of 3.0% 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 19% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 3.3% 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¥11.94k10.1%
+JP¥857.9b		317.3%PE25.2x
7203 Toyota MotorJP¥3.02k2.2%
+JP¥847.2b		14.5%PE10.2x
6752 Panasonic HoldingsJP¥3.61k7.6%
+JP¥593.0b		128.5%PE44.4x
9983 Fast RetailingJP¥75.51k2.5%
+JP¥570.7b		59.7%PE48.4x
7267 Honda MotorJP¥1.41k4.8%
+JP¥251.1b		-0.4%PS0.3x

Latest News

7203
JP¥3,022.00
Toyota Motor
7D
2.2%
1Y
14.5%
Narrative Update • May 25

7203: Fuel Cell Venture And Capital Returns Will Support Bullish Outlook

Analysts have nudged their price target on Toyota Motor lower from about ¥3,969 to roughly ¥3,827, reflecting slightly different assumptions on growth, margins and future P/E, while keeping the overall investment case intact. What's in the News Toyota issued consolidated earnings guidance for the full year ending March 31, 2027, targeting sales revenue of ¥51,000b, operating income of ¥3,000b, net income attributable to the company of ¥3,000b and basic EPS of ¥251.25.
7550
JP¥7,511.00
Zensho Holdings
7D
-4.8%
1Y
-7.2%
Analysis Article • May 22

The Strong Earnings Posted By Zensho Holdings (TSE:7550) Are A Good Indication Of The Strength Of The Business

Even though Zensho Holdings Co., Ltd. ( TSE:7550 ) posted strong earnings, investors appeared to be underwhelmed. We...
7220
JP¥6,820.00
Musashi Seimitsu Industry
7D
38.3%
1Y
151.6%
Analysis Article • May 22

There May Be Reason For Hope In Musashi Seimitsu Industry's (TSE:7220) Disappointing Earnings

Musashi Seimitsu Industry Co., Ltd.'s ( TSE:7220 ) recent soft profit numbers didn't appear to worry shareholders, as...
4755
JP¥750.60
Rakuten Group
7D
-5.7%
1Y
-5.6%
3563
JP¥10,230.00
Food & Life Companies
7D
-4.6%
1Y
63.4%
6752
JP¥3,607.00
Panasonic Holdings
7D
7.6%
1Y
128.5%
Narrative Update • May 20

6752: Governance Reforms And Execution On Earnings Drivers Will Support Long-Term Upside

Analysts have revised their price target on Panasonic Holdings to ¥4,000 from ¥3,000, citing updated assumptions around discount rates, revenue growth, margins and future P/E, even as some recent Street research has turned more cautious on the stock. Analyst Commentary While some recent research has turned more cautious, bullish analysts point to the revised ¥4,000 price target as a sign that they still see room for upside if Panasonic Holdings executes on its updated assumptions for revenue, margins and valuation multiples.
5802
JP¥11,940.00
Sumitomo Electric Industries
7D
10.1%
1Y
317.3%
Analysis Article • May 19

We Think That There Are Issues Underlying Sumitomo Electric Industries' (TSE:5802) Earnings

Despite posting some strong earnings, the market for Sumitomo Electric Industries, Ltd.'s ( TSE:5802 ) stock hasn't...
7269
JP¥1,921.00
Suzuki Motor
7D
6.1%
1Y
6.2%
Analysis Article • May 17

Results: Suzuki Motor Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, Suzuki Motor Corporation ( TSE:7269 ) recently reported its yearly numbers. Revenues were JP¥6.3t...
7267
JP¥1,407.00
Honda Motor
7D
4.8%
1Y
-0.4%
Analysis Article • May 17

Honda Motor Co., Ltd. (TSE:7267) Annual Results: Here's What Analysts Are Forecasting For This Year

It's been a pretty great week for Honda Motor Co., Ltd. ( TSE:7267 ) shareholders, with its shares surging 13% to...
7532
JP¥809.40
Pan Pacific International Holdings
7D
-8.5%
1Y
-13.4%
Analysis Article • May 17

Pan Pacific International Holdings Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Pan Pacific International Holdings Corporation ( TSE:7532 ) last week reported its latest third-quarter results, which...
6758
JP¥3,548.00
Sony Group
7D
-4.6%
1Y
-6.9%
7832
JP¥3,631.00
BANDAI NAMCO Holdings
7D
-6.9%
1Y
-24.2%
Analysis Article • May 15

Earnings Beat: BANDAI NAMCO Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, BANDAI NAMCO Holdings Inc. ( TSE:7832 ) just kicked off its latest full-year results with some very...
4661
JP¥2,155.50
Oriental Land
7D
-2.8%
1Y
-31.6%
Narrative Update • May 13

4661: New Cruise Subsidiary Will Support Future Earnings Upside Potential

Analysts have trimmed their price target on Oriental Land to ¥3,225 from ¥3,553, citing slightly lower assumed profit margins and a reduced future P/E multiple, even though they maintain similar views on revenue growth and discount rates. What's in the News Board meeting scheduled for April 28, 2026, to consider a dividend from surplus with a record date of March 31, 2026, alongside other agenda items (Board Meeting, April 28, 2026).
9983
JP¥75,510.00
Fast Retailing
7D
2.5%
1Y
59.7%
7453
JP¥3,624.00
Ryohin Keikaku
7D
7.0%
1Y
33.6%
8136
JP¥855.10
Sanrio Company
7D
-7.4%
1Y
-36.6%