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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies728
  • 7D0.4%
  • 3M9.7%
  • 1Y17.4%
  • YTD6.6%

The Consumer Discretionary is pretty flat in the last 7 days, but BANDAI NAMCO Holdings has stood out, gaining 17%. The past year has been better, since the industry has gained 19% in that time. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026JP¥211.0tJP¥258.2tJP¥12.0t14.1x17.6x0.8x
Mon, 06 Jul 2026JP¥204.6tJP¥253.5tJP¥10.4t14x19.8x0.8x
Wed, 03 Jun 2026JP¥204.2tJP¥253.7tJP¥10.3t13.6x19.8x0.8x
Fri, 01 May 2026JP¥195.3tJP¥251.0tJP¥10.6t14.4x18.4x0.8x
Sun, 29 Mar 2026JP¥199.8tJP¥250.6tJP¥10.6t14.6x18.9x0.8x
Tue, 24 Feb 2026JP¥213.6tJP¥250.5tJP¥10.5t15x20.3x0.9x
Thu, 22 Jan 2026JP¥206.6tJP¥248.8tJP¥12.1t14.9x17.1x0.8x
Sat, 20 Dec 2025JP¥202.7tJP¥248.7tJP¥12.1t14.6x16.8x0.8x
Mon, 17 Nov 2025JP¥203.2tJP¥249.2tJP¥12.0t14.5x16.9x0.8x
Wed, 15 Oct 2025JP¥191.6tJP¥247.3tJP¥11.5t14.7x16.6x0.8x
Fri, 12 Sep 2025JP¥193.9tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Sun, 10 Aug 2025JP¥185.2tJP¥246.5tJP¥11.5t14.4x16.2x0.8x
Tue, 08 Jul 2025JP¥172.9tJP¥245.9tJP¥12.5t14x13.8x0.7x
Thu, 05 Jun 2025JP¥177.3tJP¥245.4tJP¥12.5t13.9x14.1x0.7x
Sat, 03 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Mon, 31 Mar 2025JP¥176.4tJP¥242.7tJP¥13.8t14.6x12.8x0.7x
Wed, 26 Feb 2025JP¥176.0tJP¥243.1tJP¥13.9t13.9x12.7x0.7x
Fri, 24 Jan 2025JP¥178.8tJP¥241.2tJP¥12.7t14.6x14.1x0.7x
Sun, 22 Dec 2024JP¥175.8tJP¥240.9tJP¥12.7t14.3x13.9x0.7x
Tue, 19 Nov 2024JP¥170.7tJP¥241.7tJP¥12.8t13.7x13.3x0.7x
Thu, 17 Oct 2024JP¥169.9tJP¥240.7tJP¥14.0t13.6x12.2x0.7x
Sat, 14 Sep 2024JP¥163.8tJP¥240.4tJP¥14.0t13.3x11.7x0.7x
Mon, 12 Aug 2024JP¥157.5tJP¥238.5tJP¥13.8t12.7x11.4x0.7x
Wed, 10 Jul 2024JP¥183.0tJP¥235.6tJP¥13.9t13.8x13.2x0.8x
Fri, 07 Jun 2024JP¥180.7tJP¥235.5tJP¥13.8t13.5x13.1x0.8x
Sun, 05 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Tue, 02 Apr 2024JP¥191.0tJP¥231.5tJP¥12.7t13.9x15x0.8x
Thu, 29 Feb 2024JP¥186.1tJP¥231.6tJP¥12.7t13.5x14.7x0.8x
Sat, 27 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Mon, 25 Dec 2023JP¥160.4tJP¥226.1tJP¥11.8t13.4x13.6x0.7x
Wed, 22 Nov 2023JP¥166.5tJP¥226.0tJP¥11.8t13.3x14.1x0.7x
Fri, 20 Oct 2023JP¥160.9tJP¥219.8tJP¥10.6t13.2x15.2x0.7x
Sun, 17 Sep 2023JP¥172.7tJP¥219.5tJP¥10.5t14x16.4x0.8x
Tue, 15 Aug 2023JP¥160.0tJP¥219.2tJP¥10.5t13.9x15.2x0.7x
Price to Earnings Ratio

15.2x


Total Market Cap: JP¥160.0tTotal Earnings: JP¥10.5tTotal Revenue: JP¥219.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.2x202420252026
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 17.5x which is higher than its 3-year average PE of 15.2x.
  • 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 4.4% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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 Market1.75%
Consumer Discretionary0.39%
Leisure7.81%
Luxury4.54%
General Merchandise and Department Stores3.91%
Specialty Stores1.93%
Consumer Services1.31%
Retail Distributors0.59%
Auto Components0.17%
Online Retail and Ecommerce0%0
Consumer Durables-0.60%
Auto-1.43%
Hospitality-1.44%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 27.9x.
    • Analysts expect its future annual earnings growth (9.1%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Auto industry, which is trading close to its 3-year average of 10.0x.
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 31% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 3.7% 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
7832 BANDAI NAMCO HoldingsJP¥5.40k17.1%
+JP¥506.0b		1.5%PE22.6x
7272 Yamaha MotorJP¥1.84k37.2%
+JP¥485.1b		70.6%PE23.2x
9983 Fast RetailingJP¥79.31k1.4%
+JP¥343.7b		71.4%PE46.8x
5108 BridgestoneJP¥4.20k5.9%
+JP¥292.4b		28.2%PE15.7x
7267 Honda MotorJP¥1.68k3.5%
+JP¥224.6b		4.8%PS0.3x

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