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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies735
  • 7D3.1%
  • 3M-5.8%
  • 1Y17.9%
  • YTD2.7%

The Consumer Discretionary industry is up 3.1% in the last week, with Fast Retailing up 7.2%. This takes the industry's 12 month performance to a gain of 18%. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Jun 2026JP¥208.3tJP¥253.6tJP¥10.3t13.7x20.2x0.8x
Thu, 30 Apr 2026JP¥198.2tJP¥251.0tJP¥10.6t14.6x18.7x0.8x
Sat, 28 Mar 2026JP¥199.8tJP¥250.6tJP¥10.6t14.6x18.9x0.8x
Mon, 23 Feb 2026JP¥213.6tJP¥250.5tJP¥10.5t15x20.3x0.9x
Wed, 21 Jan 2026JP¥208.1tJP¥248.8tJP¥12.1t15.1x17.2x0.8x
Fri, 19 Dec 2025JP¥201.6tJP¥248.7tJP¥12.1t14.6x16.7x0.8x
Sun, 16 Nov 2025JP¥203.2tJP¥249.2tJP¥12.0t14.5x16.9x0.8x
Tue, 14 Oct 2025JP¥194.7tJP¥247.3tJP¥11.5t14.9x16.9x0.8x
Thu, 11 Sep 2025JP¥195.0tJP¥246.8tJP¥11.5t15.4x17x0.8x
Sat, 09 Aug 2025JP¥185.2tJP¥245.9tJP¥11.5t14.5x16.1x0.8x
Mon, 07 Jul 2025JP¥173.8tJP¥245.9tJP¥12.5t13.9x13.9x0.7x
Wed, 04 Jun 2025JP¥175.9tJP¥245.3tJP¥12.5t13.8x14x0.7x
Fri, 02 May 2025JP¥173.3tJP¥243.5tJP¥13.9t14x12.5x0.7x
Sun, 30 Mar 2025JP¥176.6tJP¥242.9tJP¥13.8t14.6x12.8x0.7x
Tue, 25 Feb 2025JP¥176.8tJP¥243.1tJP¥13.8t13.9x12.8x0.7x
Thu, 23 Jan 2025JP¥177.7tJP¥241.2tJP¥12.7t14.6x14x0.7x
Sat, 21 Dec 2024JP¥175.8tJP¥240.9tJP¥12.7t14.3x13.9x0.7x
Mon, 18 Nov 2024JP¥171.0tJP¥241.7tJP¥12.8t13.8x13.4x0.7x
Wed, 16 Oct 2024JP¥171.5tJP¥240.6tJP¥14.0t13.6x12.3x0.7x
Fri, 13 Sep 2024JP¥165.9tJP¥240.4tJP¥14.0t13.3x11.9x0.7x
Sun, 11 Aug 2024JP¥157.5tJP¥238.5tJP¥13.8t12.6x11.4x0.7x
Tue, 09 Jul 2024JP¥182.8tJP¥235.6tJP¥13.9t13.9x13.2x0.8x
Thu, 06 Jun 2024JP¥180.0tJP¥235.5tJP¥13.8t13.6x13x0.8x
Sat, 04 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Mon, 01 Apr 2024JP¥194.4tJP¥231.5tJP¥12.7t14x15.3x0.8x
Wed, 28 Feb 2024JP¥186.2tJP¥231.6tJP¥12.7t13.6x14.7x0.8x
Fri, 26 Jan 2024JP¥175.5tJP¥226.3tJP¥11.8t13.8x14.8x0.8x
Sun, 24 Dec 2023JP¥160.4tJP¥226.1tJP¥11.8t13.4x13.6x0.7x
Tue, 21 Nov 2023JP¥167.5tJP¥226.0tJP¥11.8t13.3x14.2x0.7x
Thu, 19 Oct 2023JP¥163.3tJP¥219.8tJP¥10.6t13.4x15.5x0.7x
Sat, 16 Sep 2023JP¥170.2tJP¥219.4tJP¥10.5t14.1x16.2x0.8x
Mon, 14 Aug 2023JP¥161.9tJP¥219.2tJP¥10.5t13.6x15.4x0.7x
Wed, 12 Jul 2023JP¥155.8tJP¥211.2tJP¥9.1t14.6x17.1x0.7x
Fri, 09 Jun 2023JP¥150.9tJP¥211.1tJP¥9.2t13.7x16.5x0.7x
Price to Earnings Ratio

16.5x


Total Market Cap: JP¥150.9tTotal Earnings: JP¥9.2tTotal Revenue: JP¥211.1tTotal 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 20.2x 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 Market1.91%
Consumer Discretionary3.06%
Specialty Stores6.03%
Auto Components5.95%
Luxury4.14%
Auto2.94%
General Merchandise and Department Stores1.28%
Hospitality1.26%
Retail Distributors0.77%
Online Retail and Ecommerce0%0
Consumer Durables-0.066%
Leisure-1.18%
Consumer Services-1.78%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 11.5%, 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 3.8% 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
9983 Fast RetailingJP¥80.51k7.2%
+JP¥1.7t		68.4%PE51.6x
5802 Sumitomo Electric IndustriesJP¥13.18k7.5%
+JP¥713.6b		337.3%PE27.8x
7220 Musashi Seimitsu IndustryJP¥9.31k51.1%
+JP¥206.5b		221.0%PE482.7x
4661 Oriental LandJP¥2.25k5.8%
+JP¥200.9b		-29.4%PE30.2x
8136 Sanrio CompanyJP¥932.508.4%
+JP¥87.9b		-28.9%PE21.9x

Latest News

7211
JP¥348.70
Mitsubishi Motors
7D
-12.9%
1Y
-18.6%
4661
JP¥2,248.00
Oriental Land
7D
5.8%
1Y
-29.4%
Narrative Update • Jun 01

4661: Cruise Expansion And Rising Dividends Will Support Future Share Repricing

Analysts have trimmed their fair value estimate for Oriental Land from ¥5,359 to ¥4,808, reflecting updated assumptions that combine higher projected revenue growth with slightly lower profit margins and a modestly reduced future P/E multiple. What's in the News Board meeting scheduled for April 28, 2026 to consider dividends from surplus, with a record date of March 31, 2026, and other matters on the agenda (Board Meeting, Apr 28, 2026).
7936
JP¥4,753.00
ASICS
7D
2.2%
1Y
33.5%
7203
JP¥2,905.50
Toyota Motor
7D
-4.0%
1Y
8.0%
6758
JP¥3,542.00
Sony Group
7D
-1.6%
1Y
-6.8%
6902
JP¥1,869.00
DENSO
7D
1.7%
1Y
-3.4%
7220
JP¥9,310.00
Musashi Seimitsu Industry
7D
51.1%
1Y
221.0%
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...
5108
JP¥3,419.00
Bridgestone
7D
2.1%
1Y
14.6%
Narrative Update • May 20

5108: Completed Share Buyback And Stable Outlook Will Shape Future Returns

Analysts have slightly adjusted their price target on Bridgestone to reflect updated assumptions for a fair value of ¥3,671.54, a discount rate of 6.61%, revenue growth of 3.75%, a profit margin of 8.73% and a future P/E of 10.88x. What's in the News Bridgestone completed a share buyback between February 16, 2026 and March 31, 2026, repurchasing 14,430,200 shares for ¥49,687.98 million.
5802
JP¥13,180.00
Sumitomo Electric Industries
7D
7.5%
1Y
337.3%
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...
7270
JP¥2,422.00
Subaru
7D
-1.7%
1Y
-7.8%
Analysis Article • May 18

Subaru Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in Subaru Corporation ( TSE:7270 ) had a good week, as its shares rose 2.8% to close at JP¥2,385 following...
7731
JP¥1,861.00
Nikon
7D
-8.1%
1Y
32.5%
3288
JP¥8,324.00
Open House Group
7D
-3.3%
1Y
30.7%
Analysis Article • May 14

The Open House Group Co., Ltd. (TSE:3288) Half-Year Results Are Out And Analysts Have Published New Forecasts

Investors in Open House Group Co., Ltd. ( TSE:3288 ) had a good week, as its shares rose 2.1% to close at JP¥9,208...
2702
JP¥7,750.00
McDonald's Holdings Company (Japan)
7D
-4.1%
1Y
27.5%
9983
JP¥80,510.00
Fast Retailing
7D
7.2%
1Y
68.4%
1928
JP¥3,280.00
Sekisui House
7D
-1.9%
1Y
-0.3%
8136
JP¥932.50
Sanrio Company
7D
8.4%
1Y
-28.9%