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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies744
  • 7D-0.8%
  • 3M6.2%
  • 1Y11.2%
  • YTD13.4%

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 9.3% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Dec 2025JP¥202.1tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Thu, 27 Nov 2025JP¥202.0tJP¥249.3tJP¥12.1t14.6x16.7x0.8x
Sat, 25 Oct 2025JP¥200.3tJP¥247.5tJP¥11.5t15.1x17.4x0.8x
Mon, 22 Sep 2025JP¥193.5tJP¥246.9tJP¥11.5t15.3x16.9x0.8x
Wed, 20 Aug 2025JP¥193.7tJP¥246.7tJP¥11.5t14.9x16.9x0.8x
Fri, 18 Jul 2025JP¥173.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Sun, 15 Jun 2025JP¥172.1tJP¥245.5tJP¥12.5t13.7x13.7x0.7x
Tue, 13 May 2025JP¥176.3tJP¥244.9tJP¥13.5t14.2x13.1x0.7x
Thu, 10 Apr 2025JP¥153.9tJP¥242.8tJP¥13.8t12.6x11.1x0.6x
Sat, 08 Mar 2025JP¥175.7tJP¥242.9tJP¥13.8t14.4x12.7x0.7x
Mon, 03 Feb 2025JP¥182.4tJP¥241.0tJP¥12.9t14.3x14.2x0.8x
Wed, 01 Jan 2025JP¥185.4tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Fri, 29 Nov 2024JP¥170.7tJP¥241.8tJP¥12.8t13.8x13.4x0.7x
Sun, 27 Oct 2024JP¥165.9tJP¥240.8tJP¥14.0t13.2x11.9x0.7x
Tue, 24 Sep 2024JP¥170.6tJP¥240.4tJP¥14.0t13.4x12.2x0.7x
Thu, 22 Aug 2024JP¥169.7tJP¥240.0tJP¥13.9t13.2x12.2x0.7x
Sat, 20 Jul 2024JP¥181.9tJP¥235.9tJP¥13.9t14.1x13.1x0.8x
Mon, 17 Jun 2024JP¥177.7tJP¥235.6tJP¥13.9t13.7x12.8x0.8x
Wed, 15 May 2024JP¥180.4tJP¥235.8tJP¥13.4t13.6x13.4x0.8x
Fri, 12 Apr 2024JP¥192.1tJP¥232.1tJP¥12.8t13.9x15.1x0.8x
Sun, 10 Mar 2024JP¥186.0tJP¥231.7tJP¥12.7t13.5x14.6x0.8x
Tue, 06 Feb 2024JP¥176.7tJP¥226.2tJP¥11.8t14.2x14.9x0.8x
Thu, 04 Jan 2024JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Sat, 02 Dec 2023JP¥167.5tJP¥226.0tJP¥11.8t13.4x14.2x0.7x
Mon, 30 Oct 2023JP¥160.1tJP¥219.8tJP¥10.5t13.5x15.2x0.7x
Wed, 27 Sep 2023JP¥168.3tJP¥219.5tJP¥10.5t14.1x16x0.8x
Fri, 25 Aug 2023JP¥159.2tJP¥219.3tJP¥10.5t13.7x15.2x0.7x
Sun, 23 Jul 2023JP¥158.6tJP¥211.4tJP¥9.1t14.3x17.3x0.8x
Tue, 20 Jun 2023JP¥158.4tJP¥211.1tJP¥9.2t14.1x17.3x0.8x
Thu, 18 May 2023JP¥147.4tJP¥210.6tJP¥9.2t13.8x16.1x0.7x
Sat, 15 Apr 2023JP¥140.1tJP¥204.4tJP¥9.2t13.3x15.2x0.7x
Mon, 13 Mar 2023JP¥140.1tJP¥205.1tJP¥9.2t13.3x15.2x0.7x
Wed, 08 Feb 2023JP¥136.2tJP¥198.4tJP¥9.3t12.8x14.7x0.7x
Fri, 06 Jan 2023JP¥127.5tJP¥196.4tJP¥9.3t12.3x13.7x0.6x
Price to Earnings Ratio

13.7x


Total Market Cap: JP¥127.5tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x20242025
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 16.8x 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 9.1% 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 Market0.69%
Consumer Discretionary-0.85%
Consumer Durables1.62%
Retail Distributors1.56%
Consumer Services1.53%
Leisure1.21%
Hospitality0.79%
General Merchandise and Department Stores0.50%
Online Retail and Ecommerce0%0
Specialty Stores-0.93%
Luxury-1.72%
Auto Components-2.08%
Auto-2.58%
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 23.6x.
    • Analysts are expecting annual earnings growth of 23.1%, 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 23% 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
1928 Sekisui HouseJP¥3.50k2.0%
+JP¥44.7b		-7.5%PE11.3x
6752 Panasonic HoldingsJP¥2.02k0.7%
+JP¥31.5b		23.2%PE14.8x
3563 Food & Life CompaniesJP¥7.91k2.9%
+JP¥25.6b		136.6%PE39.1x
7269 Suzuki MotorJP¥2.33k0.5%
+JP¥23.2b		30.4%PE11.5x
6902 DENSOJP¥2.16k0.4%
+JP¥22.9b		-2.6%PE16.1x

Latest News

7203
JP¥3,356.00
Toyota Motor
7D
-1.7%
1Y
6.7%
6752
JP¥2,023.50
Panasonic Holdings
7D
0.7%
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.
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20.7%

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5108
JP¥3,514.00
Bridgestone
7D
-2.0%
1Y
31.6%

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3563
JP¥7,913.00
Food & Life Companies
7D
2.9%
1Y
136.6%
7906
JP¥3,320.00
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7D
4.2%
1Y
55.1%
4385
JP¥3,170.00
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7D
2.8%
1Y
76.8%

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4755
JP¥1,004.00
Rakuten Group
7D
0.7%
1Y
16.9%

4755: U S Card IPO Plans And Impairment Will Shape Outlook

Analysts have nudged their fair value estimate for Rakuten Group slightly higher from ¥1,018.13 to ¥1,019.69. This reflects modestly stronger revenue growth expectations that more than offset a small downward revision in long term profit margin assumptions.
6902
JP¥2,158.00
DENSO
7D
0.4%
1Y
-2.6%
5802
JP¥6,325.00
Sumitomo Electric Industries
7D
-4.3%
1Y
121.7%
7532
JP¥932.30
Pan Pacific International Holdings
7D
-2.6%
1Y
8.0%
7267
JP¥1,536.00
Honda Motor
7D
-1.8%
1Y
0.07%

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6758
JP¥4,024.00
Sony Group
7D
-1.1%
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
0.5%
1Y
30.4%

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Dec 14
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7453
JP¥2,782.00
Ryohin Keikaku
7D
-6.7%
1Y
54.6%
1928
JP¥3,498.00
Sekisui House
7D
2.0%
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