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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies740
  • 7D0.6%
  • 3M-0.5%
  • 1Y26.4%
  • YTD0.9%

Last week, the Consumer Discretionary industry hasn't moved much but Sumitomo Electric Industries is up 12% in that time. As for the the longer term, the industry is up 26% over the past 12 months. 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, 22 Apr 2026JP¥204.6tJP¥250.7tJP¥10.5t15.1x19.4x0.8x
Fri, 20 Mar 2026JP¥199.5tJP¥250.6tJP¥10.6t14.5x18.8x0.8x
Sun, 15 Feb 2026JP¥216.0tJP¥250.3tJP¥10.8t15.2x20.1x0.9x
Tue, 13 Jan 2026JP¥204.9tJP¥248.8tJP¥12.1t15x16.9x0.8x
Thu, 11 Dec 2025JP¥199.6tJP¥249.3tJP¥12.1t14.5x16.5x0.8x
Sat, 08 Nov 2025JP¥198.0tJP¥248.8tJP¥11.9t14.9x16.7x0.8x
Mon, 06 Oct 2025JP¥189.1tJP¥246.9tJP¥11.5t15.1x16.5x0.8x
Wed, 03 Sep 2025JP¥190.5tJP¥246.8tJP¥11.5t15.1x16.6x0.8x
Fri, 01 Aug 2025JP¥179.0tJP¥245.5tJP¥12.3t14.3x14.5x0.7x
Sun, 29 Jun 2025JP¥176.4tJP¥245.9tJP¥12.5t14x14.1x0.7x
Tue, 27 May 2025JP¥173.4tJP¥244.3tJP¥12.5t13.8x13.9x0.7x
Thu, 24 Apr 2025JP¥168.5tJP¥243.0tJP¥13.9t14.2x12.2x0.7x
Sat, 22 Mar 2025JP¥179.9tJP¥242.9tJP¥13.8t14.7x13x0.7x
Mon, 17 Feb 2025JP¥180.2tJP¥243.0tJP¥13.9t14.2x13x0.7x
Wed, 15 Jan 2025JP¥174.9tJP¥238.4tJP¥12.5t14.6x13.9x0.7x
Fri, 13 Dec 2024JP¥177.3tJP¥240.9tJP¥12.7t14.1x14x0.7x
Sun, 10 Nov 2024JP¥170.1tJP¥241.5tJP¥12.9t13.7x13.2x0.7x
Tue, 08 Oct 2024JP¥175.0tJP¥240.4tJP¥14.0t13.8x12.5x0.7x
Thu, 05 Sep 2024JP¥170.3tJP¥240.1tJP¥13.9t13.3x12.2x0.7x
Sat, 03 Aug 2024JP¥161.1tJP¥236.4tJP¥13.7t12.9x11.8x0.7x
Mon, 01 Jul 2024JP¥181.7tJP¥235.6tJP¥13.9t13.8x13.1x0.8x
Wed, 29 May 2024JP¥182.7tJP¥235.4tJP¥13.8t13.5x13.2x0.8x
Fri, 26 Apr 2024JP¥183.9tJP¥232.1tJP¥12.8t13.7x14.4x0.8x
Sun, 24 Mar 2024JP¥197.2tJP¥231.6tJP¥12.7t14x15.5x0.9x
Tue, 20 Feb 2024JP¥184.0tJP¥231.6tJP¥12.7t13.5x14.5x0.8x
Thu, 18 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Sat, 16 Dec 2023JP¥161.4tJP¥226.0tJP¥11.8t13.4x13.7x0.7x
Mon, 13 Nov 2023JP¥166.4tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Wed, 11 Oct 2023JP¥163.1tJP¥219.5tJP¥10.5t13.7x15.5x0.7x
Fri, 08 Sep 2023JP¥167.7tJP¥219.3tJP¥10.5t14.2x16x0.8x
Sun, 06 Aug 2023JP¥160.4tJP¥216.0tJP¥10.1t14.2x15.8x0.7x
Tue, 04 Jul 2023JP¥161.6tJP¥211.2tJP¥9.1t14.4x17.7x0.8x
Thu, 01 Jun 2023JP¥146.0tJP¥211.0tJP¥9.2t13.2x15.9x0.7x
Sat, 29 Apr 2023JP¥143.8tJP¥204.6tJP¥9.2t13.7x15.6x0.7x
Price to Earnings Ratio

15.6x


Total Market Cap: JP¥143.8tTotal Earnings: JP¥9.2tTotal Revenue: JP¥204.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.9x202420252026
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 19.4x which is higher than its 3-year average PE of 14.9x.
  • 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 7.0% 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 Market0.42%
Consumer Discretionary0.63%
Auto Components1.82%
Consumer Durables1.81%
Leisure1.47%
Luxury1.02%
Hospitality0.35%
General Merchandise and Department Stores0.11%
Specialty Stores0.043%
Online Retail and Ecommerce0%0
Auto-0.31%
Consumer Services-0.36%
Retail Distributors-0.76%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 23.2x.
    • Analysts are expecting annual earnings growth of 15.3%, 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 14.0x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings growth rate of 8.8% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 5.0% 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¥10.70k12.0%
+JP¥896.1b		414.2%PE32.4x
7267 Honda MotorJP¥1.32k2.9%
+JP¥146.0b		-6.8%PE10.4x
6752 Panasonic HoldingsJP¥2.99k2.1%
+JP¥140.1b		92.5%PE34.3x
7220 Musashi Seimitsu IndustryJP¥4.45k44.3%
+JP¥89.5b		104.6%PE151.9x
5334 NiterraJP¥8.54k4.0%
+JP¥64.9b		102.3%PE16.5x

Latest News

5334
JP¥8,544.00
Niterra
7D
4.0%
1Y
102.3%
7267
JP¥1,322.50
Honda Motor
7D
2.9%
1Y
-6.8%
6752
JP¥2,985.00
Panasonic Holdings
7D
2.1%
1Y
92.5%

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7564
JP¥7,100.00
WorkmanLtd
7D
12.3%
1Y
53.5%
9983
JP¥71,710.00
Fast Retailing
7D
-3.5%
1Y
54.2%

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Apr 17
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7453
JP¥3,752.00
Ryohin Keikaku
7D
-4.0%
1Y
56.7%

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Apr 16
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7550
JP¥8,223.00
Zensho Holdings
7D
-3.8%
1Y
-9.1%
4661
JP¥2,587.50
Oriental Land
7D
-1.9%
1Y
-17.4%
7203
JP¥3,191.00
Toyota Motor
7D
-5.6%
1Y
23.6%
3197
JP¥3,066.00
Skylark Holdings
7D
-6.4%
1Y
2.2%
5991
JP¥2,816.00
NHK Spring
7D
11.2%
1Y
83.9%
3103
JP¥2,835.00
Unitika
7D
36.2%
1Y
1,705.7%
7220
JP¥4,445.00
Musashi Seimitsu Industry
7D
44.3%
1Y
104.6%
5802
JP¥10,700.00
Sumitomo Electric Industries
7D
12.0%
1Y
414.2%
7269
JP¥1,825.00
Suzuki Motor
7D
-2.8%
1Y
9.7%
9843
JP¥2,384.00
Nitori Holdings
7D
-4.7%
1Y
-31.0%