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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJul 17, 2026
DataAggregated Company Financials
Companies730
  • 7D0.5%
  • 3M2.1%
  • 1Y21.3%
  • YTD3.3%

Last week, the Consumer Discretionary industry hasn't moved much but Toyota Motor is up 3.0% in that time. The past year has been better, since the industry has gained 22% in that time. 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
Fri, 17 Jul 2026JP¥204.8tJP¥253.9tJP¥10.4t14.1x19.7x0.8x
Sun, 14 Jun 2026JP¥200.0tJP¥253.8tJP¥10.3t13.8x19.3x0.8x
Tue, 12 May 2026JP¥197.8tJP¥251.0tJP¥10.6t14.5x18.7x0.8x
Thu, 09 Apr 2026JP¥205.1tJP¥250.4tJP¥10.6t15x19.4x0.8x
Sat, 07 Mar 2026JP¥208.4tJP¥250.5tJP¥10.6t14.9x19.7x0.8x
Mon, 02 Feb 2026JP¥200.1tJP¥248.6tJP¥12.1t14.8x16.5x0.8x
Wed, 31 Dec 2025JP¥201.7tJP¥248.6tJP¥12.1t14.8x16.7x0.8x
Fri, 28 Nov 2025JP¥203.1tJP¥249.3tJP¥12.1t14.6x16.8x0.8x
Sun, 26 Oct 2025JP¥200.3tJP¥247.5tJP¥11.5t15.1x17.4x0.8x
Tue, 23 Sep 2025JP¥195.2tJP¥246.9tJP¥11.5t15.3x17x0.8x
Thu, 21 Aug 2025JP¥193.8tJP¥246.7tJP¥11.5t15x16.9x0.8x
Sat, 19 Jul 2025JP¥172.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Mon, 16 Jun 2025JP¥172.1tJP¥245.6tJP¥12.5t13.7x13.7x0.7x
Wed, 14 May 2025JP¥179.0tJP¥245.0tJP¥13.7t14.2x13.1x0.7x
Fri, 11 Apr 2025JP¥166.1tJP¥242.9tJP¥13.8t13.3x12x0.7x
Sun, 09 Mar 2025JP¥175.7tJP¥242.9tJP¥13.8t14.4x12.7x0.7x
Tue, 04 Feb 2025JP¥176.5tJP¥241.0tJP¥12.9t14.3x13.7x0.7x
Thu, 02 Jan 2025JP¥185.3tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Sat, 30 Nov 2024JP¥169.4tJP¥241.8tJP¥12.8t13.9x13.3x0.7x
Mon, 28 Oct 2024JP¥165.9tJP¥240.8tJP¥14.0t13.2x11.9x0.7x
Wed, 25 Sep 2024JP¥170.9tJP¥240.4tJP¥14.0t13.4x12.3x0.7x
Fri, 23 Aug 2024JP¥170.2tJP¥240.0tJP¥13.9t13.3x12.2x0.7x
Sun, 21 Jul 2024JP¥182.4tJP¥235.9tJP¥13.9t14.1x13.1x0.8x
Tue, 18 Jun 2024JP¥173.9tJP¥235.6tJP¥13.9t13.7x12.6x0.7x
Thu, 16 May 2024JP¥183.1tJP¥235.9tJP¥13.4t13.7x13.6x0.8x
Sat, 13 Apr 2024JP¥192.3tJP¥232.1tJP¥12.8t14x15.1x0.8x
Mon, 11 Mar 2024JP¥186.0tJP¥231.7tJP¥12.7t13.5x14.6x0.8x
Wed, 07 Feb 2024JP¥177.5tJP¥226.2tJP¥11.8t14.2x15x0.8x
Fri, 05 Jan 2024JP¥163.5tJP¥226.1tJP¥11.8t13.5x13.9x0.7x
Sun, 03 Dec 2023JP¥167.5tJP¥226.0tJP¥11.8t13.4x14.2x0.7x
Tue, 31 Oct 2023JP¥157.2tJP¥219.8tJP¥10.5t13.2x14.9x0.7x
Thu, 28 Sep 2023JP¥168.9tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Sat, 26 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.7x15.1x0.7x
Mon, 24 Jul 2023JP¥158.6tJP¥211.4tJP¥9.1t14.4x17.3x0.8x
Price to Earnings Ratio

17.3x


Total Market Cap: JP¥158.6tTotal Earnings: JP¥9.1tTotal Revenue: JP¥211.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.1x202420252026
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 15.1x.
  • 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 4.5% 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 Market-0.36%
Consumer Discretionary0.55%
Luxury5.00%
General Merchandise and Department Stores4.09%
Leisure3.26%
Hospitality3.13%
Auto3.04%
Consumer Services1.22%
Auto Components0.82%
Retail Distributors0.049%
Online Retail and Ecommerce0%0
Consumer Durables-0.62%
Specialty Stores-4.94%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 27.0x.
    • Analysts are expecting annual earnings growth of 10.9%, 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.
  • However this is lower than its past earnings growth rate of 29% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.4% 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
7203 Toyota MotorJP¥2.91k3.0%
+JP¥1.0t		15.4%PE9x
7453 Ryohin KeikakuJP¥4.37k16.5%
+JP¥328.5b		31.8%PE35.3x
7936 ASICSJP¥4.98k8.0%
+JP¥260.9b		37.0%PE31x
7267 Honda MotorJP¥1.56k3.8%
+JP¥219.9b		4.3%PS0.3x
6758 Sony GroupJP¥3.44k0.9%
+JP¥170.3b		-5.4%PE19.6x

Latest News

7267
JP¥1,558.50
Honda Motor
7D
3.8%
1Y
4.3%
6752
JP¥4,218.00
Panasonic Holdings
7D
-5.3%
1Y
191.7%
Narrative Update • Jul 15

6752: Lithium-Ion And Data Center Batteries Will Drive Long-Term Upside

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3046
JP¥6,410.00
JINS HOLDINGS
7D
-20.3%
1Y
-19.7%
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7203
JP¥2,909.00
Toyota Motor
7D
3.0%
1Y
15.4%
7453
JP¥4,370.00
Ryohin Keikaku
7D
16.5%
1Y
31.8%
4661
JP¥2,695.00
Oriental Land
7D
3.5%
1Y
-12.9%
Narrative Update • Jul 13

4661: Dividend Increases And Earnings Guidance Will Support Future Upside Potential

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9983
JP¥78,840.00
Fast Retailing
7D
-7.4%
1Y
77.1%
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6674
JP¥5,902.00
GS Yuasa
7D
-4.7%
1Y
125.4%
Narrative Update • Jul 10

6674: Energy Storage Expansion Will Drive Future Upside For This Undervalued Name

Analysts have lifted their price target on GS Yuasa to ¥7,200 from ¥4,800, reflecting updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E as they expect the company to benefit from expansion in the energy storage system market. What's in the News for GS Yuasa GS Yuasa scheduled a board meeting on May 19, 2026 to consider and approve the continuation and partial amendment of its performance linked stock compensation plan.
6758
JP¥3,438.00
Sony Group
7D
0.9%
1Y
-5.4%
5108
JP¥3,705.00
Bridgestone
7D
3.7%
1Y
22.7%
Narrative Update • Jul 07

5108: Crude And Rubber Costs Will Shape Future Returns After Buyback

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5334
JP¥9,990.00
Niterra
7D
-4.7%
1Y
97.2%
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7564
JP¥5,670.00
WorkmanLtd
7D
-4.7%
1Y
-13.2%
5991
JP¥3,654.00
NHK Spring
7D
-3.4%
1Y
122.8%
7936
JP¥4,976.00
ASICS
7D
8.0%
1Y
37.0%
3563
JP¥5,423.00
Food & Life Companies
7D
11.8%
1Y
46.0%
2702
JP¥7,510.00
McDonald's Holdings Company (Japan)
7D
-4.8%
1Y
28.2%