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

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies730
  • 7D1.3%
  • 3M3.6%
  • 1Y17.9%
  • YTD0.7%

The Consumer Discretionary industry is up 1.8% in the last week, with Panasonic Holdings up 7.1%. In the same time, Sumitomo Electric Industries was down 7.3%. In the last 12 months, the industry was up 19%. 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
Thu, 02 Jul 2026JP¥200.0tJP¥253.5tJP¥10.4t13.7x19.3x0.8x
Sat, 30 May 2026JP¥208.3tJP¥253.6tJP¥10.3t13.7x20.2x0.8x
Mon, 27 Apr 2026JP¥195.1tJP¥250.7tJP¥10.5t14.6x18.5x0.8x
Wed, 25 Mar 2026JP¥196.7tJP¥250.6tJP¥10.6t14.4x18.6x0.8x
Fri, 20 Feb 2026JP¥217.9tJP¥250.4tJP¥10.5t15.2x20.7x0.9x
Sun, 18 Jan 2026JP¥211.3tJP¥248.8tJP¥12.1t15.1x17.5x0.8x
Tue, 16 Dec 2025JP¥204.8tJP¥249.3tJP¥12.1t14.8x16.9x0.8x
Thu, 13 Nov 2025JP¥202.8tJP¥248.8tJP¥11.8t14.9x17.2x0.8x
Sat, 11 Oct 2025JP¥194.7tJP¥247.0tJP¥11.5t14.9x16.9x0.8x
Mon, 08 Sep 2025JP¥194.3tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Wed, 06 Aug 2025JP¥178.6tJP¥245.9tJP¥12.3t14.4x14.5x0.7x
Fri, 04 Jul 2025JP¥174.4tJP¥245.9tJP¥12.5t14x13.9x0.7x
Sun, 01 Jun 2025JP¥177.9tJP¥245.1tJP¥12.5t13.9x14.2x0.7x
Tue, 29 Apr 2025JP¥172.8tJP¥243.4tJP¥13.9t14.1x12.5x0.7x
Thu, 27 Mar 2025JP¥180.7tJP¥242.9tJP¥13.8t14.9x13.1x0.7x
Sat, 22 Feb 2025JP¥176.9tJP¥243.1tJP¥13.9t13.9x12.8x0.7x
Mon, 20 Jan 2025JP¥173.4tJP¥241.2tJP¥12.7t14.3x13.7x0.7x
Wed, 18 Dec 2024JP¥175.2tJP¥240.0tJP¥12.7t14.4x13.8x0.7x
Fri, 15 Nov 2024JP¥170.1tJP¥241.5tJP¥12.8t13.7x13.3x0.7x
Sun, 13 Oct 2024JP¥172.1tJP¥240.5tJP¥14.0t13.5x12.3x0.7x
Tue, 10 Sep 2024JP¥165.3tJP¥240.4tJP¥14.0t13.2x11.8x0.7x
Thu, 08 Aug 2024JP¥157.4tJP¥237.9tJP¥13.7t12.4x11.5x0.7x
Sat, 06 Jul 2024JP¥184.2tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Mon, 03 Jun 2024JP¥182.5tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Wed, 01 May 2024JP¥187.4tJP¥232.2tJP¥12.8t13.7x14.7x0.8x
Fri, 29 Mar 2024JP¥193.0tJP¥231.5tJP¥12.7t14x15.2x0.8x
Sun, 25 Feb 2024JP¥185.9tJP¥231.6tJP¥12.7t13.5x14.6x0.8x
Tue, 23 Jan 2024JP¥177.1tJP¥226.3tJP¥11.8t13.8x15x0.8x
Thu, 21 Dec 2023JP¥163.6tJP¥226.1tJP¥11.8t13.4x13.9x0.7x
Sat, 18 Nov 2023JP¥170.3tJP¥225.8tJP¥11.7t13.4x14.5x0.8x
Mon, 16 Oct 2023JP¥164.5tJP¥219.7tJP¥10.5t13.5x15.6x0.7x
Wed, 13 Sep 2023JP¥167.7tJP¥219.4tJP¥10.5t14.2x16x0.8x
Fri, 11 Aug 2023JP¥161.9tJP¥218.7tJP¥10.4t14.1x15.6x0.7x
Sun, 09 Jul 2023JP¥158.1tJP¥211.2tJP¥9.1t14.6x17.3x0.7x
Price to Earnings Ratio

17.3x


Total Market Cap: JP¥158.1tTotal Earnings: JP¥9.1tTotal Revenue: JP¥211.2tTotal 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 19.4x 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 4.3% 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 Market0.91%
Consumer Discretionary1.27%
Leisure2.60%
Retail Distributors2.44%
Consumer Durables2.33%
Auto2.17%
Luxury2.02%
Hospitality1.61%
Consumer Services1.48%
Specialty Stores1.44%
General Merchandise and Department Stores0.94%
Online Retail and Ecommerce0%0
Auto Components-1.83%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 26.4x.
    • 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 18% over the next 5 years.
  • This is better than its past earnings growth rate of 13% 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
6752 Panasonic HoldingsJP¥4.77k7.1%
+JP¥737.8b		211.6%PE58.8x
7203 Toyota MotorJP¥2.72k1.4%
+JP¥455.9b		10.5%PE8.4x
9983 Fast RetailingJP¥82.71k1.4%
+JP¥359.0b		72.2%PE53x
7267 Honda MotorJP¥1.47k5.8%
+JP¥315.3b		3.6%PS0.3x
7269 Suzuki MotorJP¥1.99k5.7%
+JP¥206.4b		20.2%PE8.7x

Latest News

7267
JP¥1,472.50
Honda Motor
7D
5.8%
1Y
3.6%
9843
JP¥2,310.00
Nitori Holdings
7D
-2.5%
1Y
-16.9%
8136
JP¥1,093.00
Sanrio Company
7D
17.3%
1Y
-16.9%
Analysis Article • Jun 30

Concerns Surrounding Sanrio Company's (TSE:8136) Performance

The market for Sanrio Company, Ltd.'s ( TSE:8136 ) stock was strong after it released a healthy earnings report last...
7269
JP¥1,990.50
Suzuki Motor
7D
5.7%
1Y
20.2%
6753
JP¥636.20
Sharp
7D
-4.4%
1Y
-7.2%
5802
JP¥2,834.00
Sumitomo Electric Industries
7D
-7.3%
1Y
270.8%
7685
JP¥3,285.00
BuySell TechnologiesLtd
7D
-8.1%
1Y
125.0%
7832
JP¥3,839.00
BANDAI NAMCO Holdings
7D
4.5%
1Y
-20.0%
7203
JP¥2,724.50
Toyota Motor
7D
1.4%
1Y
10.5%
6674
JP¥6,667.00
GS Yuasa
7D
-7.3%
1Y
148.9%
7276
JP¥2,563.50
Koito Manufacturing
7D
-3.7%
1Y
47.4%
1928
JP¥3,363.00
Sekisui House
7D
4.9%
1Y
3.9%
7532
JP¥793.60
Pan Pacific International Holdings
7D
-3.0%
1Y
-19.4%
3350
JP¥200.00
Metaplanet
7D
-13.8%
1Y
-87.2%
Analysis Article • Jun 21

Metaplanet (TSE:3350) Stock Looks Rich After Board Dividend And Warrant Price Changes

Board decisions put Metaplanet stock in focus Metaplanet (TSE:3350) is back on investors’ radar after its board approved dividends on Class B preferred shares and moved to revise the floor exercise price on its 27th Series Stock Acquisition Rights. See our latest analysis for Metaplanet. These board decisions come after a sharp reset in momentum for Metaplanet. The share price is at ¥235.0, the 30 day share price return is down 27.24% and the year to date share price return is down 49.79%...
6752
JP¥4,770.00
Panasonic Holdings
7D
7.1%
1Y
211.6%
Narrative Update • Jun 17

6752: AI Expectations Will Constrain Upside Despite Data Center Battery Plans

Analysts have raised their blended fair value estimate for Panasonic Holdings to ¥3,719.53 from ¥3,411.20. This change reflects updated views on discount rates, profit margins, and future P/E assumptions, even as some recent research suggests that AI-related growth is already well reflected in the stock.
9983
JP¥82,710.00
Fast Retailing
7D
1.4%
1Y
72.2%