Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJan 05, 2026
DataAggregated Company Financials
Companies744
  • 7D-0.6%
  • 3M3.1%
  • 1Y10.9%
  • YTDn/a

Over the last 7 days, the Consumer Discretionary industry has remained flat. The past year has been better, since the industry has gained 11% in that time. Looking forward, earnings are forecast to grow by 9.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Jan 2026JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Wed, 03 Dec 2025JP¥199.2tJP¥249.4tJP¥12.1t14.4x16.5x0.8x
Fri, 31 Oct 2025JP¥198.7tJP¥247.5tJP¥11.5t14.7x17.2x0.8x
Sun, 28 Sep 2025JP¥196.1tJP¥246.9tJP¥11.5t15.5x17.1x0.8x
Tue, 26 Aug 2025JP¥193.6tJP¥246.3tJP¥11.5t15x16.9x0.8x
Thu, 24 Jul 2025JP¥182.1tJP¥246.1tJP¥12.5t14.1x14.5x0.7x
Sat, 21 Jun 2025JP¥171.8tJP¥245.6tJP¥12.5t13.8x13.7x0.7x
Mon, 19 May 2025JP¥174.0tJP¥244.2tJP¥12.6t14x13.8x0.7x
Wed, 16 Apr 2025JP¥164.0tJP¥243.2tJP¥13.9t13.5x11.8x0.7x
Fri, 14 Mar 2025JP¥173.8tJP¥242.9tJP¥13.8t14.4x12.6x0.7x
Sun, 09 Feb 2025JP¥179.0tJP¥241.6tJP¥13.7t14x13.1x0.7x
Tue, 07 Jan 2025JP¥181.8tJP¥240.8tJP¥12.7t14.7x14.4x0.8x
Thu, 05 Dec 2024JP¥172.1tJP¥240.6tJP¥12.7t13.8x13.6x0.7x
Sat, 02 Nov 2024JP¥167.2tJP¥240.6tJP¥13.9t13.1x12x0.7x
Mon, 30 Sep 2024JP¥176.7tJP¥240.4tJP¥14.0t13.6x12.7x0.7x
Wed, 28 Aug 2024JP¥171.5tJP¥240.0tJP¥13.9t13.5x12.3x0.7x
Fri, 26 Jul 2024JP¥174.9tJP¥235.9tJP¥13.9t13.6x12.6x0.7x
Sun, 23 Jun 2024JP¥176.3tJP¥235.6tJP¥13.8t13.6x12.7x0.7x
Tue, 21 May 2024JP¥184.5tJP¥237.0tJP¥13.9t13.7x13.3x0.8x
Thu, 18 Apr 2024JP¥187.6tJP¥232.1tJP¥12.8t13.5x14.7x0.8x
Sat, 16 Mar 2024JP¥184.4tJP¥231.8tJP¥12.7t13.7x14.5x0.8x
Mon, 12 Feb 2024JP¥180.6tJP¥230.6tJP¥12.7t13.7x14.3x0.8x
Wed, 10 Jan 2024JP¥166.1tJP¥226.1tJP¥11.8t13.8x14.1x0.7x
Fri, 08 Dec 2023JP¥165.9tJP¥226.0tJP¥11.8t13.4x14.1x0.7x
Sun, 05 Nov 2023JP¥164.1tJP¥223.1tJP¥11.5t13.2x14.3x0.7x
Tue, 03 Oct 2023JP¥164.7tJP¥219.5tJP¥10.5t13.8x15.7x0.8x
Thu, 31 Aug 2023JP¥160.9tJP¥219.3tJP¥10.5t13.9x15.3x0.7x
Sat, 29 Jul 2023JP¥159.8tJP¥212.5tJP¥9.2t14.6x17.3x0.8x
Mon, 26 Jun 2023JP¥155.9tJP¥211.1tJP¥9.1t14.2x17.1x0.7x
Wed, 24 May 2023JP¥148.4tJP¥211.0tJP¥9.2t13.8x16.2x0.7x
Fri, 21 Apr 2023JP¥141.5tJP¥204.5tJP¥9.2t13.8x15.3x0.7x
Sun, 19 Mar 2023JP¥128.5tJP¥196.3tJP¥9.4t12.6x13.7x0.7x
Tue, 14 Feb 2023JP¥134.8tJP¥204.1tJP¥9.3t12.8x14.4x0.7x
Thu, 12 Jan 2023JP¥130.0tJP¥196.5tJP¥9.3t12.4x14x0.7x
Price to Earnings Ratio

14x


Total Market Cap: JP¥130.0tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x202420252026
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 16.7x which is higher than its 3-year average PE of 14.5x.
  • 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 9.2% per year over the last three years.
  • Revenues for these companies have grown 8.2% 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-0.44%
Consumer Discretionary-0.65%
Retail Distributors0.23%
Consumer Services0.095%
Online Retail and Ecommerce0%0
Auto Components-0.26%
Auto-0.48%
Specialty Stores-0.62%
Leisure-0.69%
Consumer Durables-0.71%
Hospitality-1.14%
General Merchandise and Department Stores-1.40%
Luxury-1.81%
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 23.7x.
    • Analysts are expecting annual earnings growth of 20.2%, which is higher than its past year's earnings growth of 15.4% 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 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 6.2% 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¥6.33k1.1%
+JP¥54.6b		121.7%PE22.8x
7269 Suzuki MotorJP¥2.33k0.8%
+JP¥35.7b		30.4%PE11.5x
7201 Nissan MotorJP¥390.102.1%
+JP¥28.7b		-18.7%PS0.1x
1928 Sekisui HouseJP¥3.50k0.7%
+JP¥15.6b		-7.5%PE11.3x
7259 AisinJP¥2.93k0.7%
+JP¥13.8b		64.6%PE12.6x

Latest News

7261
JP¥1,219.00
Mazda Motor
7D
0.9%
1Y
12.5%

Mazda Motor (TSE:7261) Is Experiencing Growth In Returns On Capital

Jan 02
Mazda Motor (TSE:7261) Is Experiencing Growth In Returns On Capital
5802
JP¥6,325.00
Sumitomo Electric Industries
7D
1.1%
1Y
121.7%

Estimating The Fair Value Of Sumitomo Electric Industries, Ltd. (TSE:5802)

Dec 31
Estimating The Fair Value Of Sumitomo Electric Industries, Ltd. (TSE:5802)
7259
JP¥2,926.00
Aisin
7D
0.7%
1Y
64.6%
7201
JP¥390.10
Nissan Motor
7D
2.1%
1Y
-18.7%

7201: Future EV Partnerships And Policy Shifts Will Shape Balanced Outlook

Narrative Update on Nissan Motor Analysts have trimmed their price target on Nissan Motor from $420.00 to $400.00, reflecting a higher assumed discount rate and slightly lower future valuation multiples that more than offset modestly improved growth and margin expectations. What's in the News Nissan is considering importing U.S. built Murano SUVs into Japan to boost utilization at its American plants, reflecting efforts to better balance global production with demand (Nikkei Asia).
7203
JP¥3,356.00
Toyota Motor
7D
-0.7%
1Y
6.7%
6752
JP¥2,023.50
Panasonic Holdings
7D
-3.3%
1Y
23.2%

6752: India Expansion, Cost Moves And Chip Tariffs Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,136 to ¥2,190. This reflects expectations for slightly improved profitability, supported by higher forecast profit margins and a marginally lower discount rate, even as revenue growth and future valuation multiples are trimmed.
7936
JP¥3,755.00
ASICS
7D
-3.3%
1Y
20.7%

Shareholders Would Enjoy A Repeat Of ASICS' (TSE:7936) Recent Growth In Returns

Dec 25
Shareholders Would Enjoy A Repeat Of ASICS' (TSE:7936) Recent Growth In Returns
5108
JP¥3,514.00
Bridgestone
7D
-2.4%
1Y
31.6%

5108: Leadership Transition And Stock Split Will Guide Balanced Outlook Through 2026

Analysts have nudged their price target on Bridgestone slightly higher to ¥7,690 from ¥7,646, citing marginally improved long term profit margin assumptions and a modest uptick in expected valuation multiples, despite slightly softer revenue growth forecasts. What's in the News The board approved a stock split and related amendments to the Articles of Incorporation, with changes to authorized shares taking effect January 1, 2026 (Board meeting and bylaw changes).
3563
JP¥7,913.00
Food & Life Companies
7D
1.1%
1Y
136.6%
8227
JP¥10,220.00
SHIMAMURA
7D
0.9%
1Y
16.0%

SHIMAMURA Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Dec 24
SHIMAMURA Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
3350
JP¥405.00
Metaplanet
7D
-8.8%
1Y
16.4%
6758
JP¥4,024.00
Sony Group
7D
-0.5%
1Y
19.4%

6758: Gaming And Music Subscriptions Will Drive Future Earnings Re Rating

Analysts have modestly raised their price target on Sony Group, reflecting slightly faster expected revenue growth, a marginally higher profit margin, and a supportive backdrop of recent Buy and Outperform upgrades that highlight renewed strength in gaming and music streaming businesses. Analyst Commentary Recent Street revisions highlight a more constructive stance on Sony Group, with analysts pointing to a combination of cyclical recovery in key content categories and structural tailwinds in digital entertainment.
7269
JP¥2,334.50
Suzuki Motor
7D
0.8%
1Y
30.4%

Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00

Dec 14
Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00
7453
JP¥2,782.00
Ryohin Keikaku
7D
-2.9%
1Y
54.6%
9983
JP¥56,940.00
Fast Retailing
7D
-0.6%
1Y
5.8%
1928
JP¥3,498.00
Sekisui House
7D
0.7%
1Y
-7.5%

Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00

Dec 08
Sekisui House (TSE:1928) Has Announced A Dividend Of ¥72.00