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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMay 05, 2026
DataAggregated Company Financials
Companies738
  • 7D-1.6%
  • 3M-5.2%
  • 1Y12.6%
  • YTD-4.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.6%, driven by Toyota Motor declining 3.6%. In contrast, Panasonic Holdings has gained 8.6%. Over the past 12 months, the industry was up 13%. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 05 May 2026JP¥194.7tJP¥251.1tJP¥10.6t14.4x18.3x0.8x
Thu, 02 Apr 2026JP¥199.5tJP¥250.3tJP¥10.6t14.4x18.9x0.8x
Sat, 28 Feb 2026JP¥220.4tJP¥250.5tJP¥10.5t15.5x20.9x0.9x
Mon, 26 Jan 2026JP¥206.7tJP¥248.8tJP¥12.1t15x17.1x0.8x
Wed, 24 Dec 2025JP¥203.8tJP¥248.7tJP¥12.1t14.8x16.9x0.8x
Fri, 21 Nov 2025JP¥195.9tJP¥249.3tJP¥12.1t14.3x16.2x0.8x
Sun, 19 Oct 2025JP¥192.8tJP¥247.5tJP¥11.5t14.6x16.7x0.8x
Tue, 16 Sep 2025JP¥194.6tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Thu, 14 Aug 2025JP¥191.1tJP¥246.6tJP¥11.5t14.5x16.7x0.8x
Sat, 12 Jul 2025JP¥173.3tJP¥246.0tJP¥12.5t14x13.8x0.7x
Mon, 09 Jun 2025JP¥175.2tJP¥245.5tJP¥12.5t13.9x14x0.7x
Wed, 07 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Fri, 04 Apr 2025JP¥165.8tJP¥242.8tJP¥13.8t13.7x12x0.7x
Sun, 02 Mar 2025JP¥174.6tJP¥243.1tJP¥13.9t14x12.6x0.7x
Tue, 28 Jan 2025JP¥179.0tJP¥241.0tJP¥12.7t14.7x14.1x0.7x
Thu, 26 Dec 2024JP¥180.2tJP¥240.9tJP¥12.7t14.5x14.2x0.7x
Sat, 23 Nov 2024JP¥170.9tJP¥241.7tJP¥12.8t13.9x13.4x0.7x
Mon, 21 Oct 2024JP¥169.4tJP¥240.8tJP¥14.0t13.5x12.1x0.7x
Wed, 18 Sep 2024JP¥163.1tJP¥237.3tJP¥13.8t13.4x11.8x0.7x
Fri, 16 Aug 2024JP¥165.6tJP¥239.0tJP¥14.0t13.1x11.8x0.7x
Sun, 14 Jul 2024JP¥186.4tJP¥235.7tJP¥13.9t13.9x13.4x0.8x
Tue, 11 Jun 2024JP¥181.6tJP¥235.5tJP¥13.8t13.7x13.1x0.8x
Thu, 09 May 2024JP¥183.5tJP¥232.3tJP¥12.8t13.7x14.3x0.8x
Sat, 06 Apr 2024JP¥188.2tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Mon, 04 Mar 2024JP¥188.8tJP¥231.6tJP¥12.7t13.6x14.9x0.8x
Wed, 31 Jan 2024JP¥176.0tJP¥226.3tJP¥11.8t13.8x14.9x0.8x
Fri, 29 Dec 2023JP¥161.8tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Sun, 26 Nov 2023JP¥168.4tJP¥226.0tJP¥11.8t13.5x14.3x0.7x
Tue, 24 Oct 2023JP¥158.7tJP¥219.8tJP¥10.6t13.1x15x0.7x
Thu, 21 Sep 2023JP¥171.0tJP¥219.5tJP¥10.5t14.2x16.3x0.8x
Sat, 19 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Mon, 17 Jul 2023JP¥155.9tJP¥211.4tJP¥9.1t14.1x17.1x0.7x
Wed, 14 Jun 2023JP¥157.0tJP¥211.1tJP¥9.1t13.9x17.2x0.7x
Fri, 12 May 2023JP¥144.2tJP¥207.1tJP¥9.2t14.1x15.7x0.7x
Price to Earnings Ratio

15.7x


Total Market Cap: JP¥144.2tTotal Earnings: JP¥9.2tTotal Revenue: JP¥207.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15x202420252026
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 18.3x which is higher than its 3-year average PE of 15.0x.
  • 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 5.0% per year over the last three years.
  • Revenues for these companies have grown 6.6% 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 Market-0.81%
Consumer Discretionary-1.65%
Online Retail and Ecommerce0%0
Consumer Durables-0.38%
Consumer Services-0.55%
Auto Components-0.63%
Specialty Stores-0.81%
Retail Distributors-0.99%
General Merchandise and Department Stores-1.41%
Leisure-1.69%
Luxury-2.07%
Hospitality-2.41%
Auto-3.36%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 24.0x.
    • Analysts are expecting annual earnings growth of 14.8%, 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 4.9% 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¥3.32k8.6%
+JP¥614.0b		97.0%PE38.2x
6902 DENSOJP¥1.90k2.7%
+JP¥131.9b		-0.6%PE11.5x
7259 AisinJP¥2.38k3.1%
+JP¥52.5b		29.9%PE10x
7550 Zensho HoldingsJP¥8.68k3.4%
+JP¥44.6b		-0.2%PE34.8x
7731 NikonJP¥1.80k5.5%
+JP¥31.1b		28.2%PS0.9x

Latest News

6752
JP¥3,324.00
Panasonic Holdings
7D
8.6%
1Y
97.0%

6752: Rising Restructuring Costs Will Drive A Cautious Longer Term Outlook

The analyst price target for Panasonic Holdings has shifted from approximately ¥2,663 to about ¥2,999, as analysts factor in modest adjustments to discount rates, revenue growth, profit margins and a higher assumed future P/E despite recent cautious sentiment reflected in downgrades such as the one from Nomura. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable applying a higher future P/E to Panasonic Holdings, signaling confidence that earnings quality could justify a richer multiple over time.
5334
JP¥7,962.00
Niterra
7D
-6.8%
1Y
65.2%

Analysts Are Updating Their Niterra Co., Ltd. (TSE:5334) Estimates After Its Yearly Results

May 04
Analysts Are Updating Their Niterra Co., Ltd. (TSE:5334) Estimates After Its Yearly Results
7550
JP¥8,680.00
Zensho Holdings
7D
3.4%
1Y
-0.2%
7731
JP¥1,800.00
Nikon
7D
5.5%
1Y
28.2%

7731: Impairment Driven Loss Outlook Will Weigh On Future Returns

Analysts kept their ¥1,599 price target for Nikon unchanged, citing only minor adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions. These changes did not materially alter their overall view of the shares.
7203
JP¥3,000.00
Toyota Motor
7D
-3.6%
1Y
7.9%

Why Toyota is the Company of the Future

Toyota Motor Corporation (TOYOF) https://global.toyota/en/ir/ in 2026 has achieved what many thought impossible: it successfully transitioned from being an "EV laggard" to a next-generation technological leader. Below is a detailed analysis of the company’s positions.
4661
JP¥2,223.00
Oriental Land
7D
-8.7%
1Y
-29.7%

Analysts Have Been Trimming Their Oriental Land Co., Ltd. (TSE:4661) Price Target After Its Latest Report

May 01
Analysts Have Been Trimming Their Oriental Land Co., Ltd. (TSE:4661) Price Target After Its Latest Report
7267
JP¥1,262.50
Honda Motor
7D
-2.4%
1Y
-14.9%

7267: EV Pullback And Loss Guidance Will Pressure Future Earnings Multiple

Analysts have reset their price target on Honda Motor from ¥1,300 to ¥1,100. This reflects updated assumptions around revenue growth, profit margins and a lower future P/E multiple.
7259
JP¥2,377.50
Aisin
7D
3.1%
1Y
29.9%
6902
JP¥1,895.50
DENSO
7D
2.7%
1Y
-0.6%
6473
JP¥1,867.00
JTEKT
7D
3.2%
1Y
65.4%
6758
JP¥3,127.00
Sony Group
7D
-3.3%
1Y
-16.2%

Later-Stage Console Cycle And Sensor Risks Will Eventually Support More Resilient Earnings

Catalysts About Sony Group Sony Group is a diversified entertainment and technology company with businesses spanning gaming, music, pictures, electronics and image sensors. What are the underlying business or industry changes driving this perspective?
7236
JP¥14,600.00
T.RAD
7D
51.9%
1Y
280.7%
5108
JP¥3,231.00
Bridgestone
7D
-2.7%
1Y
7.3%

5108: Ongoing Share Buyback And Cancellation Will Support A Stronger Outlook

Analysts have maintained Bridgestone's fair value estimate at ¥3,686.92. Updated assumptions indicate slightly higher discount rates, revenue growth and profit margins, along with a modestly lower future P/E, resulting in a broadly unchanged price target view.
7936
JP¥4,341.00
ASICS
7D
-4.7%
1Y
34.7%
5802
JP¥9,900.00
Sumitomo Electric Industries
7D
-2.8%
1Y
323.2%
3563
JP¥9,162.00
Food & Life Companies
7D
1.6%
1Y
71.1%