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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedAug 20, 2026
DataAggregated Company Financials
Companies727
  • 7D-2.4%
  • 3M6.1%
  • 1Y10.3%
  • YTD4.7%

In the last week, the Consumer Discretionary industry is flat overall, with Fast Retailing standing out by going down 4.0%. As for the the longer term, the industry is up 13% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Aug 2026JP¥206.9tJP¥258.1tJP¥12.1t14x17.2x0.8x
Sat, 18 Jul 2026JP¥203.4tJP¥253.9tJP¥10.4t13.9x19.5x0.8x
Mon, 15 Jun 2026JP¥200.0tJP¥253.8tJP¥10.3t13.7x19.3x0.8x
Wed, 13 May 2026JP¥197.6tJP¥251.1tJP¥10.6t14.5x18.7x0.8x
Fri, 10 Apr 2026JP¥203.0tJP¥250.4tJP¥10.6t15x19.2x0.8x
Sun, 08 Mar 2026JP¥208.4tJP¥250.5tJP¥10.6t14.9x19.7x0.8x
Tue, 03 Feb 2026JP¥200.5tJP¥248.6tJP¥12.1t14.7x16.6x0.8x
Thu, 01 Jan 2026JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Sat, 29 Nov 2025JP¥203.1tJP¥249.3tJP¥12.1t14.6x16.8x0.8x
Mon, 27 Oct 2025JP¥200.3tJP¥247.5tJP¥11.5t15.1x17.4x0.8x
Wed, 24 Sep 2025JP¥195.2tJP¥246.9tJP¥11.5t15.3x17x0.8x
Fri, 22 Aug 2025JP¥192.5tJP¥246.7tJP¥11.5t14.9x16.8x0.8x
Sun, 20 Jul 2025JP¥172.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Tue, 17 Jun 2025JP¥173.0tJP¥245.5tJP¥12.5t13.6x13.8x0.7x
Thu, 15 May 2025JP¥176.9tJP¥244.8tJP¥12.7t14.2x13.9x0.7x
Sat, 12 Apr 2025JP¥160.5tJP¥243.0tJP¥13.8t13.4x11.6x0.7x
Mon, 10 Mar 2025JP¥175.7tJP¥242.9tJP¥13.8t14.4x12.7x0.7x
Wed, 05 Feb 2025JP¥178.0tJP¥240.9tJP¥12.8t14.2x13.9x0.7x
Fri, 03 Jan 2025JP¥185.3tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Sun, 01 Dec 2024JP¥169.3tJP¥241.8tJP¥12.8t13.9x13.3x0.7x
Tue, 29 Oct 2024JP¥169.6tJP¥240.8tJP¥14.0t13.2x12.2x0.7x
Thu, 26 Sep 2024JP¥171.1tJP¥240.4tJP¥14.0t13.4x12.3x0.7x
Sat, 24 Aug 2024JP¥171.2tJP¥240.0tJP¥13.9t13.2x12.3x0.7x
Mon, 22 Jul 2024JP¥182.4tJP¥235.9tJP¥13.9t14.1x13.1x0.8x
Wed, 19 Jun 2024JP¥175.2tJP¥235.6tJP¥13.9t13.7x12.7x0.7x
Fri, 17 May 2024JP¥182.0tJP¥236.6tJP¥13.7t13.6x13.3x0.8x
Sun, 14 Apr 2024JP¥192.3tJP¥232.1tJP¥12.8t14x15.1x0.8x
Tue, 12 Mar 2024JP¥182.2tJP¥231.7tJP¥12.7t13.6x14.3x0.8x
Thu, 08 Feb 2024JP¥180.0tJP¥228.6tJP¥12.5t14x14.4x0.8x
Sat, 06 Jan 2024JP¥165.0tJP¥226.1tJP¥11.8t13.6x14x0.7x
Mon, 04 Dec 2023JP¥167.5tJP¥226.0tJP¥11.8t13.4x14.2x0.7x
Wed, 01 Nov 2023JP¥158.4tJP¥219.8tJP¥10.5t13.4x15x0.7x
Fri, 29 Sep 2023JP¥166.7tJP¥219.5tJP¥10.5t14.1x15.9x0.8x
Sun, 27 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.7x15.1x0.7x
Price to Earnings Ratio

15.1x


Total Market Cap: JP¥158.2tTotal Earnings: JP¥10.5tTotal Revenue: JP¥219.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.2x202420252026
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 17.5x which is higher than its 3-year average PE of 15.2x.
  • 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 4.7% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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-2.79%
Consumer Discretionary-2.38%
Consumer Services0.90%
Luxury0.79%
Retail Distributors0.70%
Online Retail and Ecommerce0%0
Hospitality-0.65%
Auto-1.71%
Leisure-2.41%
Consumer Durables-2.69%
Specialty Stores-2.91%
Auto Components-3.33%
General Merchandise and Department Stores-4.80%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 38.8x.
    • Analysts are expecting annual earnings growth of 13.3%, which is lower than the prior year's growth of 18.5% 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 10.0x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 31% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.1% 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¥3.07k3.0%
+JP¥1.1t		5.9%PE8.1x
6758 Sony GroupJP¥3.78k2.1%
+JP¥452.2b		-7.7%PE19.9x
7267 Honda MotorJP¥1.74k5.5%
+JP¥354.3b		4.1%PS0.3x
7832 BANDAI NAMCO HoldingsJP¥5.57k6.0%
+JP¥200.7b		3.2%PE23.3x
7269 Suzuki MotorJP¥2.08k4.2%
+JP¥161.1b		5.8%PE7.7x

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