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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies740
  • 7D2.1%
  • 3M-0.2%
  • 1Y27.7%
  • YTD2.0%

Over the last 7 days, the Consumer Discretionary industry has risen 2.1%, driven by gains from Sony Group of 1.9%. This takes the industry's 12 month performance to a gain of 28%. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Apr 2026JP¥206.8tJP¥250.7tJP¥10.5t15x19.6x0.8x
Thu, 19 Mar 2026JP¥204.1tJP¥250.5tJP¥10.6t15x19.3x0.8x
Sat, 14 Feb 2026JP¥216.0tJP¥250.1tJP¥10.8t15.4x20x0.9x
Mon, 12 Jan 2026JP¥204.9tJP¥248.7tJP¥12.1t14.9x17x0.8x
Wed, 10 Dec 2025JP¥198.8tJP¥249.3tJP¥12.1t14.4x16.4x0.8x
Fri, 07 Nov 2025JP¥197.9tJP¥248.8tJP¥11.9t14.8x16.7x0.8x
Sun, 05 Oct 2025JP¥189.1tJP¥246.9tJP¥11.5t15.1x16.5x0.8x
Tue, 02 Sep 2025JP¥189.7tJP¥246.3tJP¥11.5t15x16.5x0.8x
Thu, 31 Jul 2025JP¥179.0tJP¥246.0tJP¥12.5t14.2x14.4x0.7x
Sat, 28 Jun 2025JP¥176.4tJP¥245.9tJP¥12.5t14x14.1x0.7x
Mon, 26 May 2025JP¥172.9tJP¥244.3tJP¥12.5t13.7x13.8x0.7x
Wed, 23 Apr 2025JP¥164.2tJP¥243.0tJP¥13.9t14x11.9x0.7x
Fri, 21 Mar 2025JP¥180.0tJP¥242.9tJP¥13.8t14.7x13x0.7x
Sun, 16 Feb 2025JP¥180.2tJP¥242.9tJP¥13.9t14.2x13x0.7x
Tue, 14 Jan 2025JP¥177.0tJP¥238.3tJP¥12.5t14.7x14.1x0.7x
Thu, 12 Dec 2024JP¥175.4tJP¥240.8tJP¥12.7t14.1x13.8x0.7x
Sat, 09 Nov 2024JP¥170.2tJP¥241.2tJP¥12.8t13.6x13.2x0.7x
Mon, 07 Oct 2024JP¥171.6tJP¥240.4tJP¥14.0t13.6x12.3x0.7x
Wed, 04 Sep 2024JP¥175.3tJP¥240.0tJP¥13.9t13.5x12.6x0.7x
Fri, 02 Aug 2024JP¥168.5tJP¥236.1tJP¥13.8t13.4x12.2x0.7x
Sun, 30 Jun 2024JP¥181.7tJP¥235.6tJP¥13.8t13.9x13.1x0.8x
Tue, 28 May 2024JP¥182.7tJP¥235.4tJP¥13.8t13.6x13.2x0.8x
Thu, 25 Apr 2024JP¥188.0tJP¥232.1tJP¥12.8t13.8x14.7x0.8x
Sat, 23 Mar 2024JP¥197.2tJP¥231.7tJP¥12.7t14.1x15.5x0.9x
Mon, 19 Feb 2024JP¥182.8tJP¥231.6tJP¥12.7t13.4x14.4x0.8x
Wed, 17 Jan 2024JP¥173.2tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Fri, 15 Dec 2023JP¥163.0tJP¥226.0tJP¥11.8t13.4x13.8x0.7x
Sun, 12 Nov 2023JP¥166.3tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Tue, 10 Oct 2023JP¥159.7tJP¥219.5tJP¥10.5t13.5x15.2x0.7x
Thu, 07 Sep 2023JP¥168.4tJP¥219.3tJP¥10.5t14.2x16x0.8x
Sat, 05 Aug 2023JP¥160.4tJP¥216.0tJP¥10.1t14.2x15.8x0.7x
Mon, 03 Jul 2023JP¥159.7tJP¥211.2tJP¥9.1t14.3x17.5x0.8x
Wed, 31 May 2023JP¥148.1tJP¥211.0tJP¥9.2t13.5x16.2x0.7x
Fri, 28 Apr 2023JP¥141.6tJP¥204.5tJP¥9.2t13.7x15.4x0.7x
Price to Earnings Ratio

15.4x


Total Market Cap: JP¥141.6tTotal Earnings: JP¥9.2tTotal Revenue: JP¥204.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.9x202420252026
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 19.6x which is higher than its 3-year average PE of 14.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.6% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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 Market1.52%
Consumer Discretionary2.07%
Luxury4.58%
Auto2.82%
Consumer Durables2.73%
Leisure2.69%
Auto Components2.17%
General Merchandise and Department Stores1.88%
Consumer Services0.52%
Specialty Stores0.48%
Hospitality0.43%
Online Retail and Ecommerce0%0
Retail Distributors-1.05%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 23.1x.
    • Analysts are expecting annual earnings growth of 15.3%, which is higher than its past year's earnings decline of 12.2% 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 21% over the next 5 years.
  • This is better than its past earnings growth rate of 9.4% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 5.0% 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
6758 Sony GroupJP¥3.34k1.9%
+JP¥360.4b		-0.2%PE15.8x
6752 Panasonic HoldingsJP¥3.04k4.1%
+JP¥279.0b		99.7%PE34.9x
7267 Honda MotorJP¥1.34k5.5%
+JP¥272.5b		-3.4%PE10.5x
5802 Sumitomo Electric IndustriesJP¥10.29k2.1%
+JP¥167.7b		411.2%PE31.2x
4661 Oriental LandJP¥2.62k2.7%
+JP¥114.8b		-16.2%PE33.5x

Latest News

3104
JP¥3,615.00
Fujibo Holdings
7D
-16.5%
1Y
136.5%
7267
JP¥1,339.00
Honda Motor
7D
5.5%
1Y
-3.4%
6752
JP¥3,037.00
Panasonic Holdings
7D
4.1%
1Y
99.7%

6752: Execution Risks And Restructuring Costs Will Pressure Future Share Performance

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3092
JP¥1,073.50
ZOZO
7D
-2.5%
1Y
-25.2%

3092: Higher Profitability And Loan Covenants Will Support Future Upside

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7564
JP¥7,130.00
WorkmanLtd
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17.1%
1Y
50.3%
4385
JP¥4,108.00
Mercari
7D
13.2%
1Y
77.1%

4385: Raised Guidance And Higher P/E Assumptions Will Sustain Overvaluation Risk

Analysts have lifted their price target on Mercari from ¥2,500 to ¥2,700, citing adjustments to the discount rate, revenue growth, profit margin assumptions, and a higher future P/E multiple in their updated models. What's in the News Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, providing updated revenue and core operating profit ranges.
7272
JP¥1,139.00
Yamaha Motor
7D
-2.9%
1Y
6.1%

7272: Airbag Safety Progress And Dividend Reset Will Shape A Measured Outlook

Analysts have adjusted their price target on Yamaha Motor slightly higher to ¥1,177 from ¥1,162, citing updated assumptions that combine a marginally different discount rate, modestly revised revenue growth, a slightly higher profit margin, and a small change in the future P/E multiple. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 commuter scooter, designed to protect riders in front collisions, with market availability for the updated model expected in the first half of 2026 (Key Developments).
9983
JP¥74,020.00
Fast Retailing
7D
-0.8%
1Y
61.1%

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6758
JP¥3,341.00
Sony Group
7D
1.9%
1Y
-0.2%
3086
JP¥2,481.50
J. Front Retailing
7D
-3.9%
1Y
49.1%

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Apr 16
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4661
JP¥2,618.00
Oriental Land
7D
2.7%
1Y
-16.2%
7203
JP¥3,289.00
Toyota Motor
7D
-1.1%
1Y
33.8%
7532
JP¥943.40
Pan Pacific International Holdings
7D
-2.0%
1Y
6.8%
5101
JP¥6,795.00
Yokohama Rubber Company
7D
11.1%
1Y
132.8%
5802
JP¥10,290.00
Sumitomo Electric Industries
7D
2.1%
1Y
411.2%
3563
JP¥9,369.00
Food & Life Companies
7D
-2.4%
1Y
85.5%