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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedFeb 02, 2026
DataAggregated Company Financials
Companies740
  • 7D-3.1%
  • 3M1.4%
  • 1Y11.9%
  • YTD-1.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.1%, driven by Toyota Motor declining 3.3%. Meanwhile, Mercari actually outperformed within the industry, gaining 13% in the last week. Over the past 12 months, the industry was up 12%. As for the next few years, earnings are expected to grow by 9.4% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Feb 2026JP¥200.1tJP¥248.6tJP¥12.1t14.8x16.5x0.8x
Wed, 31 Dec 2025JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Fri, 28 Nov 2025JP¥203.1tJP¥249.3tJP¥12.1t14.6x16.8x0.8x
Sun, 26 Oct 2025JP¥200.3tJP¥247.5tJP¥11.5t15.1x17.4x0.8x
Tue, 23 Sep 2025JP¥195.2tJP¥246.9tJP¥11.5t15.3x17x0.8x
Thu, 21 Aug 2025JP¥193.8tJP¥246.7tJP¥11.5t15x16.9x0.8x
Sat, 19 Jul 2025JP¥172.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Mon, 16 Jun 2025JP¥172.1tJP¥245.6tJP¥12.5t13.7x13.7x0.7x
Wed, 14 May 2025JP¥179.0tJP¥245.0tJP¥13.7t14.2x13.1x0.7x
Fri, 11 Apr 2025JP¥166.1tJP¥242.9tJP¥13.8t13.3x12x0.7x
Sun, 09 Mar 2025JP¥175.7tJP¥242.9tJP¥13.8t14.4x12.7x0.7x
Tue, 04 Feb 2025JP¥176.5tJP¥241.0tJP¥12.9t14.3x13.7x0.7x
Thu, 02 Jan 2025JP¥185.3tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Sat, 30 Nov 2024JP¥169.4tJP¥241.8tJP¥12.8t13.9x13.3x0.7x
Mon, 28 Oct 2024JP¥165.9tJP¥240.8tJP¥14.0t13.2x11.9x0.7x
Wed, 25 Sep 2024JP¥170.9tJP¥240.4tJP¥14.0t13.4x12.3x0.7x
Fri, 23 Aug 2024JP¥170.2tJP¥240.0tJP¥13.9t13.3x12.2x0.7x
Sun, 21 Jul 2024JP¥182.4tJP¥235.9tJP¥13.9t14.1x13.1x0.8x
Tue, 18 Jun 2024JP¥173.9tJP¥235.6tJP¥13.9t13.7x12.6x0.7x
Thu, 16 May 2024JP¥183.1tJP¥235.9tJP¥13.4t13.7x13.6x0.8x
Sat, 13 Apr 2024JP¥192.3tJP¥232.1tJP¥12.8t14x15.1x0.8x
Mon, 11 Mar 2024JP¥186.0tJP¥231.7tJP¥12.7t13.5x14.6x0.8x
Wed, 07 Feb 2024JP¥177.5tJP¥226.2tJP¥11.8t14.2x15x0.8x
Fri, 05 Jan 2024JP¥163.5tJP¥226.1tJP¥11.8t13.5x13.9x0.7x
Sun, 03 Dec 2023JP¥167.5tJP¥226.0tJP¥11.8t13.4x14.2x0.7x
Tue, 31 Oct 2023JP¥157.2tJP¥219.8tJP¥10.5t13.2x14.9x0.7x
Thu, 28 Sep 2023JP¥168.9tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Sat, 26 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.7x15.1x0.7x
Mon, 24 Jul 2023JP¥158.6tJP¥211.4tJP¥9.1t14.4x17.3x0.8x
Wed, 21 Jun 2023JP¥158.1tJP¥211.1tJP¥9.2t14.1x17.3x0.7x
Fri, 19 May 2023JP¥149.6tJP¥210.9tJP¥9.2t13.7x16.3x0.7x
Sun, 16 Apr 2023JP¥140.1tJP¥204.6tJP¥9.2t13.5x15.2x0.7x
Tue, 14 Mar 2023JP¥138.0tJP¥205.1tJP¥9.2t13.1x15x0.7x
Thu, 09 Feb 2023JP¥136.2tJP¥198.4tJP¥9.3t12.8x14.7x0.7x
Price to Earnings Ratio

14.7x


Total Market Cap: JP¥136.2tTotal Earnings: JP¥9.3tTotal Revenue: JP¥198.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.6x202420252026
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 16.5x which is higher than its 3-year average PE of 14.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 9.3% per year over the last three years.
  • Revenues for these companies have grown 7.8% 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-1.65%
Consumer Discretionary-3.09%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.91%
Leisure-1.21%
Specialty Stores-2.10%
Auto Components-2.70%
Retail Distributors-3.11%
Consumer Services-3.11%
Hospitality-3.12%
Auto-3.60%
Luxury-3.81%
Consumer Durables-4.17%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 24.5x.
    • Analysts are expecting annual earnings growth of 18.9%, which is higher than its past year's earnings growth of 16.5% per year.
  • Investors are most pessimistic about the Auto industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.2x.
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 roughly in line with its past earnings growth rate.
  • In contrast, the Auto industry is expected to see its earnings grow by 7.0% 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¥3.52k1.3%
+JP¥573.5b		24.7%PE9.9x
9983 Fast RetailingJP¥60.19k1.2%
+JP¥211.7b		22.3%PE41.2x
5802 Sumitomo Electric IndustriesJP¥6.75k3.1%
+JP¥157.5b		142.3%PE24.4x
7453 Ryohin KeikakuJP¥3.19k5.0%
+JP¥80.7b		56.4%PE29.2x
7270 SubaruJP¥3.35k2.8%
+JP¥63.0b		30.0%PE8.8x

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