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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies746
  • 7D-0.05%
  • 3M12.5%
  • 1Y22.2%
  • YTD9.1%

Last week, the Consumer Discretionary industry hasn't moved much but Sony Group is up 4.2% in that time. As for the the longer term, the industry is up 22% over the past 12 months. Looking forward, earnings are forecast to grow by 8.3% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Sep 2025JP¥194.9tJP¥246.9tJP¥11.5t15.3x17x0.8x
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
Tue, 03 Jan 2023JP¥128.2tJP¥196.4tJP¥9.3t12.7x13.8x0.7x
Thu, 01 Dec 2022JP¥137.8tJP¥196.4tJP¥9.3t13.1x14.9x0.7x
Sat, 29 Oct 2022JP¥133.5tJP¥187.8tJP¥9.1t13.1x14.6x0.7x
Mon, 26 Sep 2022JP¥135.2tJP¥187.4tJP¥9.0t13.4x15x0.7x
Price to Earnings Ratio

15x


Total Market Cap: JP¥135.2tTotal Earnings: JP¥9.0tTotal Revenue: JP¥187.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.3x202320242025
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 17.0x which is higher than its 3-year average PE of 14.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.5% per year over the last three years.
  • Revenues for these companies have grown 9.6% 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 Market0.30%
Consumer Discretionary-0.045%
Auto0.88%
General Merchandise and Department Stores0.39%
Online Retail and Ecommerce0%0
Consumer Durables-0.0017%
Auto Components-0.07%
Hospitality-0.17%
Specialty Stores-0.91%
Retail Distributors-1.03%
Leisure-1.28%
Consumer Services-2.23%
Luxury-3.27%
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 19.8x.
    • Analysts are expecting annual earnings growth of 22.6%, which is higher than its past year's earnings growth of 3.6% 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 9.0x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 3.6% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 4.6% 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
6758 Sony GroupJP¥4.43k4.2%
+JP¥1.1t		68.2%PE22.3x
7203 Toyota MotorJP¥2.94k1.9%
+JP¥703.8b		12.6%PE9x
4755 Rakuten GroupJP¥995.006.9%
+JP¥139.9b		3.3%PS0.9x
6902 DENSOJP¥2.18k1.9%
+JP¥110.0b		4.8%PE14.7x
7269 Suzuki MotorJP¥2.12k2.8%
+JP¥110.0b		34.3%PE10.1x

Latest News

3350
JP¥530.00
Metaplanet
7D
-17.8%
1Y
382.3%
7267
JP¥1,640.00
Honda Motor
7D
-0.6%
1Y
6.3%

US Localization And Emerging Markets Will Define Future Mobility

The consensus price target for Honda Motor has increased to ¥1713, driven primarily by a notable improvement in revenue growth forecasts, while valuation multiples have also edged higher. What's in the News Honda completed the repurchase of 746,480,900 shares (17.03% of shares outstanding) for ¥1,099,999.88 million under its ongoing buyback program.
7532
JP¥5,036.00
Pan Pacific International Holdings
7D
-4.3%
1Y
36.8%
4755
JP¥995.00
Rakuten Group
7D
6.9%
1Y
3.3%

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group's valuation has improved due to a notable increase in net profit margin and a significant decline in future P/E, leading analysts to revise their consensus price target slightly upward from ¥955 to ¥968. Valuation Changes Summary of Valuation Changes for Rakuten Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥955 to ¥968.
6752
JP¥1,592.50
Panasonic Holdings
7D
2.9%
1Y
28.3%

Panasonic Holdings (TSE:6752) Has Announced A Dividend Of ¥20.00

Sep 13
Panasonic Holdings (TSE:6752) Has Announced A Dividend Of ¥20.00
7270
JP¥3,038.00
Subaru
7D
-2.0%
1Y
23.9%

Subaru (TSE:7270) Has Announced A Dividend Of ¥57.00

Sep 12
Subaru (TSE:7270) Has Announced A Dividend Of ¥57.00
7550
JP¥9,867.00
Zensho Holdings
7D
7.6%
1Y
25.1%
7203
JP¥2,940.50
Toyota Motor
7D
1.9%
1Y
12.6%

Recovering Production And Battery Investments Will Boost Future Profitability

The upward revision in Toyota Motor’s analyst price target is primarily driven by improved consensus revenue growth forecasts, with the fair value increasing from ¥3,067 to ¥3,158. What's in the News Toyota agreed to a class action settlement regarding an alleged hands-free phone system defect in several vehicle models, providing an Outreach Program to educate affected owners on resolving the issue via settings adjustments.
7269
JP¥2,119.00
Suzuki Motor
7D
2.8%
1Y
34.3%
7936
JP¥3,943.00
ASICS
7D
-5.7%
1Y
37.9%
7832
JP¥4,922.00
BANDAI NAMCO Holdings
7D
-1.4%
1Y
48.8%

Returns on Capital Paint A Bright Future For BANDAI NAMCO Holdings (TSE:7832)

Sep 07
Returns on Capital Paint A Bright Future For BANDAI NAMCO Holdings (TSE:7832)
4661
JP¥3,640.00
Oriental Land
7D
1.1%
1Y
-7.0%

Oriental Land Co., Ltd.'s (TSE:4661) Share Price Could Signal Some Risk

Sep 06
Oriental Land Co., Ltd.'s (TSE:4661) Share Price Could Signal Some Risk
6758
JP¥4,433.00
Sony Group
7D
4.2%
1Y
68.2%

PlayStation Ecosystem And Sensor Technology Will Secure Future Resilience

With both the consensus analyst price target and key valuation metrics such as the future P/E ratio and discount rate remaining essentially unchanged, there is no material revision to Sony Group’s estimated fair value, which stays at ¥4639. What's in the News Sony is pushing for its first-party PlayStation studios to drive more revenue growth and take calculated risks, while maintaining their creative independence (Financial Times, 2025-08-25).
8136
JP¥6,901.00
Sanrio Company
7D
-3.5%
1Y
68.9%

Sanrio Company (TSE:8136) Has A Rock Solid Balance Sheet

Sep 01
Sanrio Company (TSE:8136) Has A Rock Solid Balance Sheet
7453
JP¥3,122.00
Ryohin Keikaku
7D
-2.8%
1Y
140.8%

Ryohin Keikaku (TSE:7453) Will Pay A Dividend Of ¥22.00

Aug 27
Ryohin Keikaku (TSE:7453) Will Pay A Dividend Of ¥22.00
6902
JP¥2,181.50
DENSO
7D
1.9%
1Y
4.8%