Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedFeb 21, 2024
DataAggregated Company Financials
Companies754
  • 7D-0.7%
  • 3M9.9%
  • 1Y35.6%
  • YTD12.5%

Over the last 7 days, the Consumer Discretionary industry has risen 1.9%, driven by gains from Fast Retailing of 3.8%. Meanwhile, Sony Group actually underperformed within the industry, shrinking 9.6% in the last week. This means that the industry has gained 36% over the past year. Earnings are forecast to grow by 7.8% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 Feb 2024JP¥184.0tJP¥231.6tJP¥12.7t13.5x14.5x0.8x
Fri, 19 Jan 2024JP¥174.4tJP¥226.3tJP¥11.8t13.7x14.7x0.8x
Sun, 17 Dec 2023JP¥161.3tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Tue, 14 Nov 2023JP¥166.4tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Thu, 12 Oct 2023JP¥163.7tJP¥219.5tJP¥10.5t13.7x15.6x0.7x
Sat, 09 Sep 2023JP¥165.6tJP¥219.4tJP¥10.5t14.1x15.8x0.8x
Mon, 07 Aug 2023JP¥160.4tJP¥216.1tJP¥10.1t14.2x15.8x0.7x
Wed, 05 Jul 2023JP¥161.2tJP¥211.2tJP¥9.1t14.7x17.7x0.8x
Fri, 02 Jun 2023JP¥146.7tJP¥211.0tJP¥9.2t13.2x16x0.7x
Sun, 30 Apr 2023JP¥143.8tJP¥206.1tJP¥9.3t13.8x15.5x0.7x
Tue, 28 Mar 2023JP¥134.6tJP¥204.3tJP¥9.2t12.9x14.6x0.7x
Thu, 23 Feb 2023JP¥135.0tJP¥205.0tJP¥9.2t12.7x14.6x0.7x
Sat, 21 Jan 2023JP¥130.8tJP¥196.6tJP¥9.3t12.7x14.1x0.7x
Mon, 19 Dec 2022JP¥134.2tJP¥196.5tJP¥9.3t12.8x14.5x0.7x
Wed, 16 Nov 2022JP¥137.4tJP¥196.0tJP¥9.3t12.7x14.8x0.7x
Fri, 14 Oct 2022JP¥130.1tJP¥187.4tJP¥9.0t12.9x14.4x0.7x
Sun, 11 Sep 2022JP¥138.4tJP¥187.3tJP¥9.0t13.3x15.4x0.7x
Tue, 09 Aug 2022JP¥138.5tJP¥186.4tJP¥9.1t13.1x15.3x0.7x
Thu, 07 Jul 2022JP¥129.9tJP¥184.2tJP¥9.3t12.8x14x0.7x
Sat, 04 Jun 2022JP¥135.8tJP¥184.1tJP¥9.2t13x14.7x0.7x
Mon, 02 May 2022JP¥133.1tJP¥182.8tJP¥9.3t11.9x14.3x0.7x
Wed, 30 Mar 2022JP¥141.1tJP¥182.1tJP¥9.3t11.9x15.2x0.8x
Fri, 25 Feb 2022JP¥134.1tJP¥182.2tJP¥9.3t11.3x14.4x0.7x
Sun, 23 Jan 2022JP¥141.3tJP¥182.1tJP¥9.2t12x15.3x0.8x
Tue, 21 Dec 2021JP¥139.0tJP¥182.0tJP¥9.2t12x15.1x0.8x
Thu, 18 Nov 2021JP¥149.1tJP¥181.9tJP¥9.2t12.4x16.2x0.8x
Sat, 16 Oct 2021JP¥147.9tJP¥183.6tJP¥9.1t13.1x16.2x0.8x
Mon, 13 Sep 2021JP¥146.8tJP¥184.0tJP¥9.0t13.8x16.3x0.8x
Wed, 11 Aug 2021JP¥144.0tJP¥184.5tJP¥9.0t13.6x16x0.8x
Sun, 06 Jun 2021JP¥140.4tJP¥171.7tJP¥5.7t16.2x24.6x0.8x
Wed, 10 Mar 2021JP¥134.8tJP¥168.8tJP¥2.9t17.9x47x0.8x
Price to Earnings Ratio

47x


Total Market Cap: JP¥134.8tTotal Earnings: JP¥2.9tTotal Revenue: JP¥168.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 16.9x202220232024
Current Industry PE
  • Investors are pessimistic on the Japanese Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 14.5x which is lower than its 3-year average PE of 16.9x.
  • 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 64% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market0.74%
Consumer Discretionary-0.73%
General Merchandise and Department Stores5.30%
Retail Distributors3.00%
Specialty Stores1.91%
Luxury1.87%
Auto Components1.07%
Hospitality0.53%
Online Retail and Ecommerce0%
Auto-0.67%
Consumer Services-0.84%
Leisure-5.16%
Consumer Durables-5.83%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 13.3%, which is lower than the prior year's growth of 32.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 5.2% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 2.0% 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¥3.43k1.3%
+JP¥593.3b
83.9%PE10.3x
9983 Fast RetailingJP¥41.95k3.2%
+JP¥398.7b
57.2%PE40.3x
4755 Rakuten GroupJP¥767.3021.5%
+JP¥291.3b
15.2%PS0.8x
7267 Honda MotorJP¥1.75k3.4%
+JP¥278.9b
50.0%PE9x
6902 DENSOJP¥2.68k3.2%
+JP¥250.9b
47.6%PE27.3x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

9983

JP¥41,950.00

Fast Retailing

7D

3.2%

1Y

57.2%

3197

JP¥2,171.00

Skylark Holdings

7D

-9.5%

1Y

37.1%

7272

JP¥1,378.50

Yamaha Motor

7D

-4.1%

1Y

22.7%

6758

JP¥13,185.00

Sony Group

7D

-10.1%

1Y

18.6%

4755

JP¥767.30

Rakuten Group

7D

21.5%

1Y

15.2%

7832

JP¥2,984.50

BANDAI NAMCO Holdings

7D

-4.3%

1Y

6.3%

8136

JP¥7,885.00

Sanrio Company

7D

15.5%

1Y

93.7%

7532

JP¥3,483.00

Pan Pacific International Holdings

7D

-4.7%

1Y

40.6%

7203

JP¥3,429.00

Toyota Motor

7D

1.3%

1Y

83.9%

7267

JP¥1,747.00

Honda Motor

7D

3.4%

1Y

50.0%

7269

JP¥6,507.00

Suzuki Motor

7D

-1.3%

1Y

38.9%

6417

JP¥8,958.00

Sankyo

7D

-5.8%

1Y

63.2%

7951

JP¥3,179.00

Yamaha

7D

-4.0%

1Y

-36.5%

6902

JP¥2,677.50

DENSO

7D

3.2%

1Y

47.6%

6752

JP¥1,427.00

Panasonic Holdings

7D

2.9%

1Y

22.4%

4661

JP¥5,385.00

Oriental Land

7D

2.6%

1Y

29.3%