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

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies736
  • 7D-0.2%
  • 3M-5.2%
  • 1Y17.9%
  • YTD-0.4%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Fast Retailing gained 5.4%. As for the the longer term, the industry is up 18% over the past 12 months. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 May 2026JP¥202.0tJP¥253.6tJP¥10.3t14x19.6x0.8x
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
Price to Earnings Ratio

16.2x


Total Market Cap: JP¥148.1tTotal Earnings: JP¥9.2tTotal Revenue: JP¥211.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15x202420252026
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 15.0x.
  • 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 4.1% 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 Market1.18%
Consumer Discretionary-0.23%
Specialty Stores4.20%
General Merchandise and Department Stores1.11%
Consumer Services0.82%
Hospitality0.16%
Luxury0.13%
Online Retail and Ecommerce0%0
Leisure-0.085%
Consumer Durables-0.15%
Retail Distributors-0.41%
Auto Components-0.68%
Auto-3.09%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 25.0x.
    • Analysts are expecting annual earnings growth of 11.4%, 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 14% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 3.3% 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
9983 Fast RetailingJP¥75.51k5.4%
+JP¥1.2t		60.4%PE48.4x
5802 Sumitomo Electric IndustriesJP¥11.82k7.7%
+JP¥655.1b		318.7%PE24.9x
6752 Panasonic HoldingsJP¥3.51k6.5%
+JP¥499.6b		115.9%PE43.2x
7453 Ryohin KeikakuJP¥3.62k7.6%
+JP¥135.9b		36.7%PE32.2x
9843 Nitori HoldingsJP¥2.57k6.3%
+JP¥86.5b		-14.0%PE16.3x

Latest News

7203
JP¥2,987.00
Toyota Motor
7D
-3.2%
1Y
13.9%
7936
JP¥4,545.00
ASICS
7D
0.9%
1Y
31.9%
Analysis Article • May 20

ASICS' (TSE:7936) Earnings Are Of Questionable Quality

Investors were disappointed with ASICS Corporation's ( TSE:7936 ) earnings, despite the strong profit numbers. Our...
3563
JP¥10,825.00
Food & Life Companies
7D
4.7%
1Y
73.4%
7272
JP¥1,229.00
Yamaha Motor
7D
-7.3%
1Y
14.6%
6752
JP¥3,507.00
Panasonic Holdings
7D
6.5%
1Y
115.9%
Narrative Update • May 20

6752: Governance Reforms And Execution On Earnings Drivers Will Support Long-Term Upside

Analysts have revised their price target on Panasonic Holdings to ¥4,000 from ¥3,000, citing updated assumptions around discount rates, revenue growth, margins and future P/E, even as some recent Street research has turned more cautious on the stock. Analyst Commentary While some recent research has turned more cautious, bullish analysts point to the revised ¥4,000 price target as a sign that they still see room for upside if Panasonic Holdings executes on its updated assumptions for revenue, margins and valuation multiples.
5802
JP¥11,820.00
Sumitomo Electric Industries
7D
7.7%
1Y
318.7%
Analysis Article • May 19

We Think That There Are Issues Underlying Sumitomo Electric Industries' (TSE:5802) Earnings

Despite posting some strong earnings, the market for Sumitomo Electric Industries, Ltd.'s ( TSE:5802 ) stock hasn't...
7269
JP¥1,789.50
Suzuki Motor
7D
-2.9%
1Y
0.6%
Analysis Article • May 17

Results: Suzuki Motor Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, Suzuki Motor Corporation ( TSE:7269 ) recently reported its yearly numbers. Revenues were JP¥6.3t...
7267
JP¥1,401.00
Honda Motor
7D
-2.0%
1Y
-1.2%
Analysis Article • May 17

Honda Motor Co., Ltd. (TSE:7267) Annual Results: Here's What Analysts Are Forecasting For This Year

It's been a pretty great week for Honda Motor Co., Ltd. ( TSE:7267 ) shareholders, with its shares surging 13% to...
6758
JP¥3,525.00
Sony Group
7D
-1.4%
1Y
-4.3%
7211
JP¥373.40
Mitsubishi Motors
7D
7.6%
1Y
-14.0%
Analysis Article • May 15

Mitsubishi Motors' (TSE:7211) Conservative Accounting Might Explain Soft Earnings

Mitsubishi Motors Corporation's ( TSE:7211 ) recent soft profit numbers didn't appear to worry shareholders, as the...
9843
JP¥2,568.00
Nitori Holdings
7D
6.3%
1Y
-14.0%
7731
JP¥1,964.50
Nikon
7D
-13.3%
1Y
40.3%
6902
JP¥1,834.50
DENSO
7D
-5.6%
1Y
-3.6%
9983
JP¥75,510.00
Fast Retailing
7D
5.4%
1Y
60.4%
7259
JP¥2,319.50
Aisin
7D
-6.5%
1Y
29.5%
7453
JP¥3,616.00
Ryohin Keikaku
7D
7.6%
1Y
36.7%