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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies744
  • 7D0.7%
  • 3M3.7%
  • 1Y12.1%
  • YTD13.8%

Last week, the Consumer Discretionary industry hasn't moved much but Sumitomo Electric Industries is up 7.6% in that time. As for the the longer term, the industry is up 14% over the past 12 months. 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
Fri, 26 Dec 2025JP¥202.9tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Sun, 23 Nov 2025JP¥198.4tJP¥249.3tJP¥12.1t14.5x16.4x0.8x
Tue, 21 Oct 2025JP¥192.8tJP¥247.5tJP¥11.5t14.8x16.7x0.8x
Thu, 18 Sep 2025JP¥194.9tJP¥246.9tJP¥11.5t15.3x17x0.8x
Sat, 16 Aug 2025JP¥191.9tJP¥246.7tJP¥11.5t14.5x16.7x0.8x
Mon, 14 Jul 2025JP¥173.1tJP¥246.0tJP¥12.5t14.2x13.8x0.7x
Wed, 11 Jun 2025JP¥175.7tJP¥245.5tJP¥12.5t13.9x14x0.7x
Fri, 09 May 2025JP¥172.7tJP¥243.5tJP¥13.9t14.2x12.4x0.7x
Sun, 06 Apr 2025JP¥160.2tJP¥242.8tJP¥13.8t13.2x11.6x0.7x
Tue, 04 Mar 2025JP¥177.6tJP¥243.1tJP¥13.9t14.2x12.8x0.7x
Thu, 30 Jan 2025JP¥181.7tJP¥241.0tJP¥12.7t15x14.3x0.8x
Sat, 28 Dec 2024JP¥187.1tJP¥240.8tJP¥12.7t14.8x14.8x0.8x
Mon, 25 Nov 2024JP¥170.9tJP¥241.8tJP¥12.8t13.9x13.4x0.7x
Wed, 23 Oct 2024JP¥167.6tJP¥240.8tJP¥14.0t13.4x12x0.7x
Fri, 20 Sep 2024JP¥164.7tJP¥240.4tJP¥14.0t13.5x11.8x0.7x
Sun, 18 Aug 2024JP¥170.1tJP¥239.0tJP¥13.9t13.2x12.3x0.7x
Tue, 16 Jul 2024JP¥186.4tJP¥235.8tJP¥13.9t13.9x13.4x0.8x
Thu, 13 Jun 2024JP¥181.4tJP¥235.5tJP¥13.8t13.8x13.1x0.8x
Sat, 11 May 2024JP¥182.9tJP¥233.8tJP¥13.3t13.8x13.8x0.8x
Mon, 08 Apr 2024JP¥188.3tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Wed, 06 Mar 2024JP¥188.6tJP¥231.6tJP¥12.7t13.5x14.9x0.8x
Fri, 02 Feb 2024JP¥175.5tJP¥226.4tJP¥11.8t14x14.8x0.8x
Sun, 31 Dec 2023JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Tue, 28 Nov 2023JP¥167.3tJP¥226.0tJP¥11.8t13.5x14.2x0.7x
Thu, 26 Oct 2023JP¥160.6tJP¥219.8tJP¥10.6t13.3x15.2x0.7x
Sat, 23 Sep 2023JP¥169.2tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Mon, 21 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Wed, 19 Jul 2023JP¥156.9tJP¥211.4tJP¥9.1t14.2x17.2x0.7x
Fri, 16 Jun 2023JP¥160.4tJP¥211.1tJP¥9.1t13.9x17.5x0.8x
Sun, 14 May 2023JP¥146.3tJP¥209.1tJP¥9.3t13.9x15.7x0.7x
Tue, 11 Apr 2023JP¥136.2tJP¥204.4tJP¥9.2t13.3x14.8x0.7x
Thu, 09 Mar 2023JP¥141.3tJP¥205.0tJP¥9.2t13.4x15.3x0.7x
Sat, 04 Feb 2023JP¥135.5tJP¥197.8tJP¥9.3t12.7x14.6x0.7x
Mon, 02 Jan 2023JP¥128.2tJP¥196.4tJP¥9.3t12.7x13.8x0.7x
Price to Earnings Ratio

13.8x


Total Market Cap: JP¥128.2tTotal 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 16.7x 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 9.1% 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 Market1.84%
Consumer Discretionary0.70%
Auto Components2.06%
Hospitality1.40%
Consumer Services1.11%
General Merchandise and Department Stores1.03%
Consumer Durables0.92%
Leisure0.88%
Retail Distributors0.83%
Luxury0.68%
Auto0.39%
Online Retail and Ecommerce0%0
Specialty Stores-0.85%
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 23.5x.
    • Analysts are expecting annual earnings growth of 22.6%, 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 6.7% 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
6752 Panasonic HoldingsJP¥2.09k7.7%
+JP¥349.0b		27.4%PE15.3x
6758 Sony GroupJP¥4.05k1.3%
+JP¥304.3b		18.4%PE19.9x
9983 Fast RetailingJP¥57.27k1.6%
+JP¥282.3b		4.7%PE40.6x
4755 Rakuten GroupJP¥1.02k7.1%
+JP¥146.3b		17.0%PS0.9x
4661 Oriental LandJP¥2.92k1.8%
+JP¥84.4b		-15.6%PE37.7x

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