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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies738
  • 7D-0.2%
  • 3M6.4%
  • 1Y23.6%
  • YTD5.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Sumitomo Electric Industries gained 20%. As for the the longer term, the industry is up 23% over the past 12 months. Looking forward, 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
Wed, 25 Feb 2026JP¥214.0tJP¥250.5tJP¥10.5t15.1x20.3x0.9x
Fri, 23 Jan 2026JP¥206.9tJP¥248.8tJP¥12.1t15x17.1x0.8x
Sun, 21 Dec 2025JP¥202.7tJP¥248.7tJP¥12.1t14.6x16.8x0.8x
Tue, 18 Nov 2025JP¥198.4tJP¥249.2tJP¥12.0t14.3x16.5x0.8x
Thu, 16 Oct 2025JP¥193.6tJP¥247.4tJP¥11.5t14.8x16.8x0.8x
Sat, 13 Sep 2025JP¥194.6tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Mon, 11 Aug 2025JP¥185.2tJP¥246.5tJP¥11.4t14.5x16.2x0.8x
Wed, 09 Jul 2025JP¥173.5tJP¥245.9tJP¥12.5t14x13.8x0.7x
Fri, 06 Jun 2025JP¥174.4tJP¥245.4tJP¥12.5t13.9x13.9x0.7x
Sun, 04 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Tue, 01 Apr 2025JP¥171.5tJP¥242.7tJP¥13.8t14.3x12.4x0.7x
Thu, 27 Feb 2025JP¥176.8tJP¥243.1tJP¥13.9t13.9x12.8x0.7x
Sat, 25 Jan 2025JP¥177.8tJP¥241.2tJP¥12.7t14.6x14x0.7x
Mon, 23 Dec 2024JP¥175.8tJP¥240.9tJP¥12.7t14.3x13.9x0.7x
Wed, 20 Nov 2024JP¥172.2tJP¥241.7tJP¥12.8t13.7x13.5x0.7x
Fri, 18 Oct 2024JP¥169.7tJP¥240.6tJP¥14.0t13.5x12.1x0.7x
Sun, 15 Sep 2024JP¥163.8tJP¥240.4tJP¥14.0t13.3x11.7x0.7x
Tue, 13 Aug 2024JP¥157.5tJP¥238.6tJP¥13.8t12.6x11.4x0.7x
Thu, 11 Jul 2024JP¥185.7tJP¥235.6tJP¥13.9t13.9x13.4x0.8x
Sat, 08 Jun 2024JP¥180.2tJP¥235.5tJP¥13.8t13.6x13x0.8x
Mon, 06 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Wed, 03 Apr 2024JP¥189.6tJP¥231.5tJP¥12.7t13.8x14.9x0.8x
Fri, 01 Mar 2024JP¥186.9tJP¥231.6tJP¥12.7t13.6x14.7x0.8x
Sun, 28 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Tue, 26 Dec 2023JP¥161.0tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Thu, 23 Nov 2023JP¥167.3tJP¥226.0tJP¥11.8t13.5x14.2x0.7x
Sat, 21 Oct 2023JP¥159.8tJP¥219.8tJP¥10.6t13.2x15.1x0.7x
Mon, 18 Sep 2023JP¥172.7tJP¥219.5tJP¥10.5t14.1x16.4x0.8x
Wed, 16 Aug 2023JP¥160.6tJP¥219.3tJP¥10.5t14x15.3x0.7x
Fri, 14 Jul 2023JP¥156.6tJP¥211.2tJP¥9.1t14.7x17.1x0.7x
Sun, 11 Jun 2023JP¥153.5tJP¥211.0tJP¥9.1t13.8x16.8x0.7x
Tue, 09 May 2023JP¥142.6tJP¥205.4tJP¥9.2t14.1x15.6x0.7x
Thu, 06 Apr 2023JP¥140.5tJP¥204.4tJP¥9.2t12.9x15.3x0.7x
Sat, 04 Mar 2023JP¥138.7tJP¥205.0tJP¥9.2t13.2x15x0.7x
Price to Earnings Ratio

15x


Total Market Cap: JP¥138.7tTotal Earnings: JP¥9.2tTotal Revenue: JP¥205.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.7x202420252026
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 20.3x which is higher than its 3-year average PE of 14.7x.
  • 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 4.5% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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 Market1.37%
Consumer Discretionary-0.18%
Auto Components5.29%
Luxury2.59%
Retail Distributors1.78%
General Merchandise and Department Stores1.55%
Consumer Services0.89%
Hospitality0.36%
Online Retail and Ecommerce0%0
Leisure-1.02%
Specialty Stores-1.17%
Auto-1.87%
Consumer Durables-2.14%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 19.0x.
    • Analysts are expecting annual earnings growth of 14.7%, 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 13.9x.
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.
  • This is better than its past earnings growth rate of 8.5% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 6.3% 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¥10.79k22.2%
+JP¥1.5t		310.4%PE32.7x
7532 Pan Pacific International HoldingsJP¥1.04k8.5%
+JP¥243.9b		26.6%PE30.9x
5101 Yokohama Rubber CompanyJP¥7.95k17.4%
+JP¥186.1b		136.7%PE11.9x
8050 Seiko GroupJP¥13.30k23.7%
+JP¥104.2b		185.1%PE26x
6752 Panasonic HoldingsJP¥2.52k1.8%
+JP¥103.9b		32.9%PE29x

Latest News

5802
JP¥10,785.00
Sumitomo Electric Industries
7D
22.2%
1Y
310.4%
7201
JP¥431.00
Nissan Motor
7D
-6.1%
1Y
0.2%

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6752
JP¥2,522.50
Panasonic Holdings
7D
1.8%
1Y
32.9%

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Analysts have adjusted their price target on Panasonic Holdings from ¥2,320 to about ¥2,463, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending 31 March 2026, keeping Net Sales at ¥7,700,000 million but updating Operating Profit to ¥290,000 million, net profit attributable to the company to ¥240,000 million, and basic earnings per share to ¥102.80, compared with prior figures of Operating Profit at ¥320,000 million, net profit at ¥260,000 million, and EPS at ¥111.36 (Key Developments).
5101
JP¥7,948.00
Yokohama Rubber Company
7D
17.4%
1Y
136.7%
6674
JP¥5,490.00
GS Yuasa
7D
13.3%
1Y
127.2%
9983
JP¥67,850.00
Fast Retailing
7D
0.5%
1Y
46.6%
5108
JP¥3,729.00
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7D
2.1%
1Y
25.5%

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6758
JP¥3,301.00
Sony Group
7D
-5.0%
1Y
-13.2%

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7532
JP¥1,038.00
Pan Pacific International Holdings
7D
8.5%
1Y
26.6%
7267
JP¥1,553.50
Honda Motor
7D
-1.8%
1Y
10.8%

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8050
JP¥13,300.00
Seiko Group
7D
23.7%
1Y
185.1%
9843
JP¥3,114.00
Nitori Holdings
7D
-9.1%
1Y
-3.9%

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8136
JP¥5,397.00
Sanrio Company
7D
-7.8%
1Y
-20.6%

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Feb 15
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7269
JP¥2,273.00
Suzuki Motor
7D
-2.4%
1Y
24.2%

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Feb 13
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6902
JP¥2,233.50
DENSO
7D
-2.9%
1Y
15.3%
7259
JP¥2,730.00
Aisin
7D
-5.2%
1Y
51.2%

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