Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies741
  • 7D-4.5%
  • 3M-0.4%
  • 1Y10.5%
  • YTD-3.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.4%, driven by a pullback from Toyota Motor of 5.8%. Over the past 12 months, the industry was up 14%. Looking forward, earnings are forecast to grow by 9.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Jan 2026JP¥196.9tJP¥248.8tJP¥12.1t14.6x16.3x0.8x
Sat, 27 Dec 2025JP¥203.0tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Mon, 24 Nov 2025JP¥198.4tJP¥249.3tJP¥12.1t14.5x16.4x0.8x
Wed, 22 Oct 2025JP¥197.5tJP¥247.5tJP¥11.5t15x17.1x0.8x
Fri, 19 Sep 2025JP¥196.0tJP¥246.9tJP¥11.5t15.5x17.1x0.8x
Sun, 17 Aug 2025JP¥191.9tJP¥246.7tJP¥11.5t14.6x16.7x0.8x
Tue, 15 Jul 2025JP¥173.2tJP¥246.0tJP¥12.5t14.1x13.8x0.7x
Thu, 12 Jun 2025JP¥175.7tJP¥245.5tJP¥12.5t14x14x0.7x
Sat, 10 May 2025JP¥175.5tJP¥244.9tJP¥13.4t14.2x13x0.7x
Mon, 07 Apr 2025JP¥160.2tJP¥242.8tJP¥13.8t13.2x11.6x0.7x
Wed, 05 Mar 2025JP¥175.3tJP¥243.1tJP¥13.9t14.2x12.7x0.7x
Fri, 31 Jan 2025JP¥182.7tJP¥241.1tJP¥12.7t14.9x14.4x0.8x
Sun, 29 Dec 2024JP¥187.1tJP¥240.8tJP¥12.7t14.8x14.8x0.8x
Tue, 26 Nov 2024JP¥172.5tJP¥241.8tJP¥12.8t13.8x13.5x0.7x
Thu, 24 Oct 2024JP¥167.9tJP¥240.8tJP¥14.0t13.2x12x0.7x
Sat, 21 Sep 2024JP¥170.6tJP¥240.4tJP¥14.0t13.4x12.2x0.7x
Mon, 19 Aug 2024JP¥170.1tJP¥239.1tJP¥13.9t13.2x12.3x0.7x
Wed, 17 Jul 2024JP¥185.6tJP¥235.9tJP¥13.9t14.2x13.3x0.8x
Fri, 14 Jun 2024JP¥177.7tJP¥235.5tJP¥13.8t13.6x12.8x0.8x
Sun, 12 May 2024JP¥179.9tJP¥234.3tJP¥13.3t13.8x13.6x0.8x
Tue, 09 Apr 2024JP¥190.9tJP¥231.5tJP¥12.7t13.9x15x0.8x
Thu, 07 Mar 2024JP¥190.1tJP¥231.6tJP¥12.7t13.6x15x0.8x
Sat, 03 Feb 2024JP¥175.6tJP¥226.5tJP¥11.9t14x14.8x0.8x
Mon, 01 Jan 2024JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Wed, 29 Nov 2023JP¥167.0tJP¥226.0tJP¥11.8t13.5x14.2x0.7x
Fri, 27 Oct 2023JP¥158.3tJP¥219.8tJP¥10.5t13.4x15.1x0.7x
Sun, 24 Sep 2023JP¥169.1tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Tue, 22 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Thu, 20 Jul 2023JP¥159.4tJP¥211.4tJP¥9.1t14.3x17.4x0.8x
Sat, 17 Jun 2023JP¥160.0tJP¥211.1tJP¥9.2t14.1x17.5x0.8x
Mon, 15 May 2023JP¥146.3tJP¥209.7tJP¥9.3t14x15.7x0.7x
Wed, 12 Apr 2023JP¥138.4tJP¥204.4tJP¥9.2t13.1x15x0.7x
Fri, 10 Mar 2023JP¥142.3tJP¥205.0tJP¥9.2t13.5x15.4x0.7x
Sun, 05 Feb 2023JP¥135.5tJP¥198.4tJP¥9.3t12.8x14.6x0.7x
Price to Earnings Ratio

14.6x


Total Market Cap: JP¥135.5tTotal Earnings: JP¥9.3tTotal Revenue: JP¥198.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.6x202420252026
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 16.6x which is higher than its 3-year average PE of 14.6x.
  • 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 9.3% per year over the last three years.
  • Revenues for these companies have grown 7.8% 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-1.33%
Consumer Discretionary-4.50%
Online Retail and Ecommerce0%0
Leisure-1.68%
Consumer Services-1.73%
Retail Distributors-1.84%
Auto Components-1.87%
Hospitality-2.09%
General Merchandise and Department Stores-2.62%
Luxury-3.97%
Specialty Stores-4.04%
Consumer Durables-6.08%
Auto-6.41%
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 24.4x.
    • Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings growth of 11.9% 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 9.2x.
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 12% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 7.0% 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
5802 Sumitomo Electric IndustriesJP¥6.87k2.4%
+JP¥125.6b		143.0%PE24.8x
8136 Sanrio CompanyJP¥4.75k4.1%
+JP¥45.9b		-19.3%PE23x
4385 MercariJP¥3.28k8.9%
+JP¥44.0b		69.8%PE19.2x
3092 ZOZOJP¥1.27k3.1%
+JP¥34.0b		-25.1%PE24.8x
7599 IDOMJP¥1.51k12.1%
+JP¥16.4b		28.6%PE11.9x

Latest News

5802
JP¥6,870.00
Sumitomo Electric Industries
7D
2.4%
1Y
143.0%
7203
JP¥3,455.00
Toyota Motor
7D
-3.6%
1Y
17.2%

7203: Battery Expansion, Legal Disputes And Shareholder Returns Will Shape Outlook

Analysts have raised their fair value estimate for Toyota Motor to ¥3,609.41 from ¥3,521.18, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News Board meeting scheduled for January 14, 2026 to review proposed changes to the terms of a tender offer for Toyota Motor Corporation's own shares and related share repurchase matters (Board Meeting).
7267
JP¥1,529.50
Honda Motor
7D
-6.7%
1Y
3.6%
6752
JP¥2,116.00
Panasonic Holdings
7D
-8.2%
1Y
34.7%

6752: India Expansion And Margin Assumptions Will Shape Balanced Outlook

Analysts have lifted their price target on Panasonic Holdings from ¥2,190 to ¥2,320, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E. They view these assumptions as better reflecting the company’s current outlook.
3092
JP¥1,268.50
ZOZO
7D
3.1%
1Y
-25.1%

3092: Dividend Reset And Stable Assumptions Will Support Future Upside

Analysts have nudged their price target on ZOZO slightly higher to ¥1,852, citing modest tweaks to inputs such as a roughly 0.06 percentage point change in discount rate, a 0.08 percentage point adjustment to revenue growth, a marginal shift in profit margin, and a small revision to the assumed future P/E multiple. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with figures presented on a post stock split basis (Key Developments).
4385
JP¥3,278.00
Mercari
7D
8.9%
1Y
69.8%

4385: Lower Forward P/E And Rich Profit Assumptions Will Sustain Overvaluation Risk

Analysts have modestly adjusted their price target setup for Mercari, reflecting updated assumptions around revenue growth of 5.02%, a profit margin of 11.90% and a future P/E of 19.03x, while keeping fair value at ¥2,500. Valuation Changes Fair Value: Unchanged at ¥2,500, indicating the updated assumptions did not alter the overall valuation anchor.
6902
JP¥2,111.00
DENSO
7D
-5.2%
1Y
-3.9%

DENSO (TSE:6902) Has Announced A Dividend Of ¥32.00

Jan 22
DENSO (TSE:6902) Has Announced A Dividend Of ¥32.00
7936
JP¥3,725.00
ASICS
7D
-8.1%
1Y
4.3%

Is ASICS Corporation (TSE:7936) Worth JP¥4.0k Based On Its Intrinsic Value?

Jan 21
Is ASICS Corporation (TSE:7936) Worth JP¥4.0k Based On Its Intrinsic Value?
6758
JP¥3,423.00
Sony Group
7D
-5.7%
1Y
-0.8%

6758: Entertainment Subscriptions And Content Franchises Will Drive Future Earnings Re Rating

The analyst price target for Sony Group has been trimmed slightly. Analysts cite a modestly higher discount rate while still highlighting potential from renewed PS Plus growth, stronger music streaming revenues, and the combined appeal of its games, anime, and music businesses.
7599
JP¥1,511.00
IDOM
7D
12.1%
1Y
28.6%

IDOM Inc. Just Beat Revenue Estimates By 8.6%

Jan 17
IDOM Inc. Just Beat Revenue Estimates By 8.6%
8136
JP¥4,747.00
Sanrio Company
7D
4.1%
1Y
-19.3%

A Look At The Fair Value Of Sanrio Company, Ltd. (TSE:8136)

Jan 17
A Look At The Fair Value Of Sanrio Company, Ltd. (TSE:8136)
9983
JP¥57,920.00
Fast Retailing
7D
-4.8%
1Y
14.4%

Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Jan 10
Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
3103
JP¥529.00
Unitika
7D
48.6%
1Y
252.7%

Unitika Ltd. (TSE:3103) Held Back By Insufficient Growth Even After Shares Climb 27%

Jan 09
Unitika Ltd. (TSE:3103) Held Back By Insufficient Growth Even After Shares Climb 27%
7744
JP¥2,157.00
Noritsu Koki
7D
5.6%
1Y
28.1%
7269
JP¥2,081.00
Suzuki Motor
7D
-8.4%
1Y
11.2%

Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00

Dec 14
Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00
7229
JP¥3,385.00
Yutaka GikenLtd
7D
7.5%
1Y
66.3%