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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 09, 2025
DataAggregated Company Financials
Companies748
  • 7D-0.4%
  • 3M1.8%
  • 1Y16.9%
  • YTD11.4%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Sumitomo Electric Industries gained 8.2%. The past year has been better, since the industry has gained 17% in that time. Earnings are forecast to grow by 9.1% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Dec 2025JP¥198.9tJP¥249.3tJP¥12.1t14.5x16.4x0.8x
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
Sun, 26 Mar 2023JP¥134.3tJP¥204.3tJP¥9.2t12.8x14.6x0.7x
Tue, 21 Feb 2023JP¥137.3tJP¥205.0tJP¥9.2t12.8x14.9x0.7x
Thu, 19 Jan 2023JP¥131.1tJP¥196.6tJP¥9.3t12.7x14.2x0.7x
Sat, 17 Dec 2022JP¥134.2tJP¥196.5tJP¥9.3t12.9x14.5x0.7x
Price to Earnings Ratio

14.5x


Total Market Cap: JP¥134.2tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x202320242025
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 16.4x which is higher than its 3-year average PE of 14.5x.
  • 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 9.4% per year over the last three years.
  • Revenues for these companies have grown 8.3% 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 Market1.23%
Consumer Discretionary-0.44%
Auto Components1.37%
Specialty Stores0.60%
Luxury0.39%
Online Retail and Ecommerce0%0
Hospitality-0.042%
General Merchandise and Department Stores-0.48%
Retail Distributors-0.83%
Auto-0.97%
Consumer Services-1.13%
Leisure-1.21%
Consumer Durables-1.85%
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 23.0x.
    • Analysts are expecting annual earnings growth of 21.9%, which is higher than its past year's earnings growth of 11.4% 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 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 6.9% 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¥7.11k8.3%
+JP¥424.3b		143.1%PE25.7x
7203 Toyota MotorJP¥3.07k0.7%
+JP¥273.7b		14.4%PE8.6x
6752 Panasonic HoldingsJP¥1.89k3.0%
+JP¥129.6b		25.2%PE13.8x
7201 Nissan MotorJP¥393.906.6%
+JP¥85.6b		7.6%PS0.1x
4755 Rakuten GroupJP¥958.604.1%
+JP¥82.4b		3.0%PS0.8x

Latest News

7269
JP¥2,324.00
Suzuki Motor
7D
-3.2%
1Y
37.0%
3350
JP¥420.00
Metaplanet
7D
17.6%
1Y
57.3%
4755
JP¥958.60
Rakuten Group
7D
4.1%
1Y
3.0%

4755: U S Listing Plans And Impairment Charge Will Shape Outlook

Analysts have modestly raised their price target on Rakuten Group from ¥1,007.50 to ¥1,018.13, citing slightly stronger expected revenue growth, improving profit margins, and a lower anticipated future P/E multiple that together support a marginally higher fair value. What's in the News Rakuten is exploring a potential U.S. IPO of its credit card business, alongside alternatives such as a partial stake sale to a strategic investor, following Mizuho’s earlier purchase of a 15% stake for about $1.1 billion (Reuters).
5802
JP¥7,109.00
Sumitomo Electric Industries
7D
8.3%
1Y
143.1%
5108
JP¥7,101.00
Bridgestone
7D
-2.7%
1Y
33.3%

Bridgestone (TSE:5108) Will Pay A Dividend Of ¥115.00

Dec 03
Bridgestone (TSE:5108) Will Pay A Dividend Of ¥115.00
3197
JP¥3,475.00
Skylark Holdings
7D
-7.2%
1Y
42.3%
6758
JP¥4,306.00
Sony Group
7D
-3.1%
1Y
29.0%

6758: Games And Subscription Content Will Drive Future Earnings Re-Rating

Analysts have nudged their price target on Sony Group modestly higher, reflecting a roughly 1 percent increase in fair value to about ¥5,150. They point to upgraded ratings, better than expected quarterly results, and growing confidence in the company’s games, music, and subscription businesses.
7550
JP¥9,050.00
Zensho Holdings
7D
-3.1%
1Y
-5.3%
9983
JP¥55,670.00
Fast Retailing
7D
-2.2%
1Y
3.5%
7832
JP¥4,299.00
BANDAI NAMCO Holdings
7D
-2.9%
1Y
30.3%
6752
JP¥1,886.50
Panasonic Holdings
7D
3.0%
1Y
25.2%

6752: Chip Tariff Risk And Battery Collaboration Prospects Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,126.67 to ¥2,136.00. This reflects slight improvements in profit margin and a lower discount rate.
7201
JP¥393.90
Nissan Motor
7D
6.6%
1Y
7.6%
7259
JP¥2,843.00
Aisin
7D
2.7%
1Y
66.0%
7203
JP¥3,066.00
Toyota Motor
7D
0.7%
1Y
14.4%

7203: Upcoming North Carolina Plant and Next-Gen Models Will Influence Performance Outlook

Toyota Motor Price Target Updated Amid Subtle Valuation Shifts Analysts have raised Toyota Motor's price target from ¥3,228 to ¥3,325, citing minor improvements in profit margin projections. This comes despite slightly lower expected revenue growth and a marginally higher discount rate.
3563
JP¥7,617.00
Food & Life Companies
7D
8.7%
1Y
113.1%
4661
JP¥2,845.00
Oriental Land
7D
-2.6%
1Y
-16.4%

4661: Future Outlook Will Improve With Upcoming Earnings And Leadership Decisions

Narrative Update on Oriental Land: Analyst Price Target Revision Analysts have raised their fair value estimate for Oriental Land from ¥3,882.93 to ¥3,964.84. This revision is based on modest adjustments in discount rate and profit assumptions that reflect a slightly more optimistic outlook for the company.