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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJul 04, 2026
DataAggregated Company Financials
Companies730
  • 7D1.8%
  • 3M5.3%
  • 1Y20.6%
  • YTD3.0%

Over the last 7 days, the Consumer Discretionary industry has risen 1.8%, driven by gains from Sony Group of 5.7%. Meanwhile, Sumitomo Electric Industries actually underperformed within the industry, shrinking 11% in the last week. This means that the industry has gained 21% over the past year. 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
Sat, 04 Jul 2026JP¥204.6tJP¥253.5tJP¥10.4t13.9x19.7x0.8x
Mon, 01 Jun 2026JP¥208.3tJP¥253.6tJP¥10.3t13.7x20.2x0.8x
Wed, 29 Apr 2026JP¥198.2tJP¥250.7tJP¥10.5t14.6x18.8x0.8x
Fri, 27 Mar 2026JP¥199.6tJP¥250.6tJP¥10.6t14.6x18.8x0.8x
Sun, 22 Feb 2026JP¥213.6tJP¥250.5tJP¥10.5t15x20.3x0.9x
Tue, 20 Jan 2026JP¥209.7tJP¥248.8tJP¥12.1t15.1x17.3x0.8x
Thu, 18 Dec 2025JP¥201.5tJP¥248.7tJP¥12.1t14.6x16.7x0.8x
Sat, 15 Nov 2025JP¥203.2tJP¥249.1tJP¥12.0t14.9x17x0.8x
Mon, 13 Oct 2025JP¥194.7tJP¥247.1tJP¥11.5t14.9x16.9x0.8x
Wed, 10 Sep 2025JP¥195.3tJP¥246.8tJP¥11.5t15.3x17x0.8x
Fri, 08 Aug 2025JP¥181.4tJP¥245.6tJP¥12.0t14.4x15.1x0.7x
Sun, 06 Jul 2025JP¥173.8tJP¥245.9tJP¥12.5t13.9x13.9x0.7x
Tue, 03 Jun 2025JP¥176.1tJP¥245.2tJP¥12.5t13.9x14x0.7x
Thu, 01 May 2025JP¥173.4tJP¥243.4tJP¥13.9t14.1x12.5x0.7x
Sat, 29 Mar 2025JP¥176.6tJP¥242.9tJP¥13.8t14.6x12.8x0.7x
Mon, 24 Feb 2025JP¥176.8tJP¥243.1tJP¥13.8t13.9x12.8x0.7x
Wed, 22 Jan 2025JP¥176.2tJP¥241.2tJP¥12.7t14.5x13.9x0.7x
Fri, 20 Dec 2024JP¥174.8tJP¥240.9tJP¥12.7t14.3x13.8x0.7x
Sun, 17 Nov 2024JP¥171.0tJP¥241.7tJP¥12.8t13.8x13.4x0.7x
Tue, 15 Oct 2024JP¥172.1tJP¥240.5tJP¥14.0t13.5x12.3x0.7x
Thu, 12 Sep 2024JP¥161.9tJP¥240.4tJP¥14.0t13x11.6x0.7x
Sat, 10 Aug 2024JP¥157.4tJP¥238.4tJP¥13.8t12.6x11.4x0.7x
Mon, 08 Jul 2024JP¥184.3tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Wed, 05 Jun 2024JP¥182.4tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Fri, 03 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Sun, 31 Mar 2024JP¥194.4tJP¥231.5tJP¥12.7t14x15.3x0.8x
Tue, 27 Feb 2024JP¥186.3tJP¥231.6tJP¥12.7t13.6x14.7x0.8x
Thu, 25 Jan 2024JP¥175.3tJP¥226.3tJP¥11.8t13.8x14.8x0.8x
Sat, 23 Dec 2023JP¥160.4tJP¥226.1tJP¥11.8t13.3x13.6x0.7x
Mon, 20 Nov 2023JP¥170.3tJP¥226.0tJP¥11.8t13.3x14.4x0.8x
Wed, 18 Oct 2023JP¥164.5tJP¥219.8tJP¥10.5t13.4x15.6x0.7x
Fri, 15 Sep 2023JP¥170.2tJP¥219.4tJP¥10.5t14.1x16.2x0.8x
Sun, 13 Aug 2023JP¥161.9tJP¥219.2tJP¥10.5t13.8x15.4x0.7x
Tue, 11 Jul 2023JP¥156.9tJP¥211.2tJP¥9.1t14.4x17.2x0.7x
Price to Earnings Ratio

17.2x


Total Market Cap: JP¥156.9tTotal Earnings: JP¥9.1tTotal Revenue: JP¥211.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.1x202420252026
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 19.7x which is higher than its 3-year average PE of 15.1x.
  • 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 4.3% 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 Market2.12%
Consumer Discretionary1.77%
Luxury3.37%
Auto3.35%
Consumer Services3.04%
Consumer Durables2.84%
Hospitality2.80%
Leisure2.70%
Retail Distributors2.20%
General Merchandise and Department Stores1.55%
Specialty Stores0.33%
Online Retail and Ecommerce0%0
Auto Components-0.99%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 26.5x.
    • Analysts are expecting annual earnings growth of 11.0%, 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 13% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.5% 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¥3.38k5.7%
+JP¥1.1t		-8.4%PE19.4x
7203 Toyota MotorJP¥2.83k2.2%
+JP¥710.5b		13.8%PE8.7x
7267 Honda MotorJP¥1.55k6.9%
+JP¥391.2b		7.4%PS0.3x
7269 Suzuki MotorJP¥2.11k7.5%
+JP¥282.6b		27.3%PE9.3x
4661 Oriental LandJP¥2.54k6.0%
+JP¥237.8b		-19.7%PE34.2x

Latest News

3086
JP¥3,173.00
J. Front Retailing
7D
-2.7%
1Y
61.5%
Analysis Article • Jul 03

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8233
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Takashimaya Company
7D
-9.1%
1Y
113.4%
Analysis Article • Jul 03

Takashimaya Company, Limited (TSE:8233) Just Reported And Analysts Have Been Lifting Their Price Targets

Shareholders might have noticed that Takashimaya Company, Limited ( TSE:8233 ) filed its quarterly result this time...
7564
JP¥6,370.00
WorkmanLtd
7D
-5.5%
1Y
-2.3%
7203
JP¥2,828.00
Toyota Motor
7D
2.2%
1Y
13.8%
6758
JP¥3,380.00
Sony Group
7D
5.7%
1Y
-8.4%
7267
JP¥1,550.00
Honda Motor
7D
6.9%
1Y
7.4%
6752
JP¥4,522.00
Panasonic Holdings
7D
-0.4%
1Y
199.1%
Narrative Update • Jul 01

6752: AI Hype And Execution Risks Will Restrain Future Share Performance

Analysts have updated their view on Panasonic Holdings with a new fair value estimate of ¥2,585, citing revised assumptions for growth, profitability and future P/E, even as recent research flags that much of the AI infrastructure theme may already be reflected in the stock. Analyst Commentary on Panasonic Holdings Recent research commentary on Panasonic highlights a cooler tone around the stock, with some bearish analysts questioning how much upside is left now that AI infrastructure themes are widely discussed and, in their view, already reflected in the current valuation.
9843
JP¥2,339.50
Nitori Holdings
7D
-4.1%
1Y
-13.5%
7269
JP¥2,110.00
Suzuki Motor
7D
7.5%
1Y
27.3%
4755
JP¥764.00
Rakuten Group
7D
10.7%
1Y
-1.2%
Narrative Update • Jun 30

4755: Rich P/E And Sponsorship Push Will Limit Future Upside

Analysts have modestly reduced their price target for Rakuten Group to ¥633.55 from ¥647.25, reflecting updated views on fair value, revenue growth, profit margins, and future P/E assumptions. What's in the News Rakuten Group and Golden State Group extended their multi-year partnership covering the Golden State Warriors, Golden State Valkyries and Santa Cruz Warriors, with a continued focus on fan engagement and community initiatives, including more than $12 million in contributions to the Golden State Community Foundation.
4661
JP¥2,543.50
Oriental Land
7D
6.0%
1Y
-19.7%
Narrative Update • Jun 29

4661: Dividend Visibility And Earnings Guidance Will Support Future Share Repricing

Analysts have trimmed their price target for Oriental Land to roughly ¥4,616 from about ¥4,808. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E.
5802
JP¥2,664.00
Sumitomo Electric Industries
7D
-10.7%
1Y
242.6%
7832
JP¥3,916.00
BANDAI NAMCO Holdings
7D
5.9%
1Y
-16.7%
3099
JP¥3,928.00
Isetan Mitsukoshi Holdings
7D
-4.6%
1Y
82.4%
6902
JP¥1,955.50
DENSO
7D
4.3%
1Y
0.7%
3563
JP¥4,643.00
Food & Life Companies
7D
-6.9%
1Y
27.4%