Analysis Article • 3h
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Consumer Discretionary Sector Analysis
UpdatedMay 20, 2026
DataAggregated Company Financials
Companies736
- 7D1.9%
- 3M-6.6%
- 1Y16.5%
- YTD-0.7%
The Consumer Discretionary industry is up 1.9% in the last week, with Fast Retailing up 3.0%. During this same period, the Sumitomo Electric Industries underperformed, falling 17%. This means that the industry has gained 16% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | JP¥201.4t | JP¥253.2t | JP¥10.3t | 14.3x | 19.6x | 0.8x |
| Sat, 18 Apr 2026 | JP¥205.1t | JP¥250.7t | JP¥10.5t | 15.1x | 19.4x | 0.8x |
| Mon, 16 Mar 2026 | JP¥203.7t | JP¥250.5t | JP¥10.6t | 14.8x | 19.2x | 0.8x |
| Wed, 11 Feb 2026 | JP¥215.0t | JP¥250.2t | JP¥10.9t | 15.1x | 19.7x | 0.9x |
| Fri, 09 Jan 2026 | JP¥200.6t | JP¥248.6t | JP¥12.1t | 14.9x | 16.6x | 0.8x |
| Sun, 07 Dec 2025 | JP¥197.6t | JP¥249.3t | JP¥12.1t | 14.3x | 16.3x | 0.8x |
| Tue, 04 Nov 2025 | JP¥198.5t | JP¥247.9t | JP¥11.6t | 14.7x | 17.2x | 0.8x |
| Thu, 02 Oct 2025 | JP¥188.7t | JP¥246.8t | JP¥11.5t | 15x | 16.4x | 0.8x |
| Sat, 30 Aug 2025 | JP¥190.2t | JP¥246.3t | JP¥11.5t | 15x | 16.6x | 0.8x |
| Mon, 28 Jul 2025 | JP¥181.0t | JP¥246.0t | JP¥12.5t | 14.2x | 14.5x | 0.7x |
| Wed, 25 Jun 2025 | JP¥171.7t | JP¥245.6t | JP¥12.5t | 13.9x | 13.7x | 0.7x |
| Fri, 23 May 2025 | JP¥172.2t | JP¥244.3t | JP¥12.5t | 13.6x | 13.8x | 0.7x |
| Sun, 20 Apr 2025 | JP¥166.9t | JP¥243.0t | JP¥13.9t | 13.8x | 12x | 0.7x |
| Tue, 18 Mar 2025 | JP¥176.1t | JP¥242.9t | JP¥13.8t | 14.6x | 12.7x | 0.7x |
| Thu, 13 Feb 2025 | JP¥177.5t | JP¥241.6t | JP¥13.7t | 13.9x | 13x | 0.7x |
| Sat, 11 Jan 2025 | JP¥176.7t | JP¥240.9t | JP¥12.7t | 14.7x | 14x | 0.7x |
| Mon, 09 Dec 2024 | JP¥171.9t | JP¥240.8t | JP¥12.7t | 13.8x | 13.6x | 0.7x |
| Wed, 06 Nov 2024 | JP¥169.4t | JP¥240.8t | JP¥13.9t | 13.3x | 12.2x | 0.7x |
| Fri, 04 Oct 2024 | JP¥170.9t | JP¥240.4t | JP¥14.0t | 13.6x | 12.3x | 0.7x |
| Sun, 01 Sep 2024 | JP¥174.4t | JP¥240.0t | JP¥13.9t | 13.5x | 12.5x | 0.7x |
| Tue, 30 Jul 2024 | JP¥176.1t | JP¥236.0t | JP¥13.8t | 13.8x | 12.8x | 0.7x |
| Thu, 27 Jun 2024 | JP¥180.1t | JP¥235.6t | JP¥13.9t | 13.7x | 13x | 0.8x |
| Sat, 25 May 2024 | JP¥181.2t | JP¥235.4t | JP¥13.8t | 13.6x | 13.1x | 0.8x |
| Mon, 22 Apr 2024 | JP¥182.5t | JP¥232.1t | JP¥12.8t | 13.5x | 14.3x | 0.8x |
| Wed, 20 Mar 2024 | JP¥191.8t | JP¥231.8t | JP¥12.7t | 14x | 15.1x | 0.8x |
| Fri, 16 Feb 2024 | JP¥181.1t | JP¥231.3t | JP¥12.7t | 13.4x | 14.3x | 0.8x |
| Sun, 14 Jan 2024 | JP¥173.3t | JP¥226.2t | JP¥11.8t | 13.8x | 14.7x | 0.8x |
| Tue, 12 Dec 2023 | JP¥164.1t | JP¥226.0t | JP¥11.8t | 13.4x | 13.9x | 0.7x |
| Thu, 09 Nov 2023 | JP¥165.1t | JP¥223.6t | JP¥11.5t | 13.2x | 14.4x | 0.7x |
| Sat, 07 Oct 2023 | JP¥159.7t | JP¥219.5t | JP¥10.5t | 13.5x | 15.2x | 0.7x |
| Mon, 04 Sep 2023 | JP¥164.2t | JP¥219.3t | JP¥10.5t | 14.2x | 15.6x | 0.7x |
| Wed, 02 Aug 2023 | JP¥165.1t | JP¥213.4t | JP¥9.5t | 14.5x | 17.4x | 0.8x |
| Fri, 30 Jun 2023 | JP¥159.6t | JP¥211.2t | JP¥9.1t | 14.4x | 17.5x | 0.8x |
| Sun, 28 May 2023 | JP¥147.7t | JP¥211.0t | JP¥9.2t | 13.6x | 16.1x | 0.7x |
Price to Earnings Ratio
16.1x
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 3.9% 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 Market | -0.53% | |
| Consumer Discretionary | 1.89% | |
| Retail Distributors | 6.70% | |
| Auto | 4.32% | |
| Leisure | 4.12% | |
| Consumer Durables | 2.99% | |
| Consumer Services | 2.91% | |
| Specialty Stores | 2.40% | |
| General Merchandise and Department Stores | 2.12% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.43% | |
| Auto Components | -1.91% | |
| Luxury | -5.96% | |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 24.8x.
- Analysts are expecting annual earnings growth of 11.6%, which is higher than its past year's earnings growth of 3.0% per year.
- Investors are most pessimistic about the Auto Components industry, which is trading close to its 3-year average of 14.1x.
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 3.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9983 Fast Retailing | JP¥74.74k | 3.1% +JP¥687.3b | 58.4% | PE47.9x | |
| 7267 Honda Motor | JP¥1.34k | 5.6% +JP¥276.4b | -6.6% | PS0.2x | |
| 9843 Nitori Holdings | JP¥2.49k | 8.2% +JP¥107.1b | -18.6% | PE15.8x | |
| 7270 Subaru | JP¥2.44k | 3.9% +JP¥102.0b | -8.7% | PE19.2x | |
| 4661 Oriental Land | JP¥2.23k | 2.8% +JP¥99.2b | -30.4% | PE30x |
