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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 17, 2025
DataAggregated Company Financials
Companies747
  • 7D1.6%
  • 3M3.6%
  • 1Y17.3%
  • YTD13.1%

Over the last 7 days, the Consumer Discretionary industry has risen 1.6%, driven by gains from Toyota Motor of 7.2%. In the last 12 months, the industry was up 17%. As for the next few years, earnings are expected to grow by 9.1% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Dec 2025JP¥201.9tJP¥249.4tJP¥12.1t14.7x16.7x0.8x
Fri, 14 Nov 2025JP¥203.2tJP¥249.0tJP¥11.8t15.2x17.2x0.8x
Sun, 12 Oct 2025JP¥194.7tJP¥247.1tJP¥11.5t14.9x16.9x0.8x
Tue, 09 Sep 2025JP¥195.9tJP¥246.8tJP¥11.5t15.4x17x0.8x
Thu, 07 Aug 2025JP¥180.9tJP¥245.8tJP¥12.3t14.4x14.8x0.7x
Sat, 05 Jul 2025JP¥173.8tJP¥245.9tJP¥12.5t14x13.9x0.7x
Mon, 02 Jun 2025JP¥177.9tJP¥245.1tJP¥12.5t13.9x14.2x0.7x
Wed, 30 Apr 2025JP¥172.8tJP¥243.4tJP¥13.9t14.1x12.5x0.7x
Fri, 28 Mar 2025JP¥181.8tJP¥242.9tJP¥13.8t15x13.2x0.7x
Sun, 23 Feb 2025JP¥176.9tJP¥243.1tJP¥13.8t13.9x12.8x0.7x
Tue, 21 Jan 2025JP¥175.5tJP¥241.2tJP¥12.7t14.4x13.8x0.7x
Thu, 19 Dec 2024JP¥175.5tJP¥240.0tJP¥12.7t14.3x13.9x0.7x
Sat, 16 Nov 2024JP¥171.1tJP¥241.6tJP¥12.8t13.8x13.3x0.7x
Mon, 14 Oct 2024JP¥172.1tJP¥240.5tJP¥14.0t13.5x12.3x0.7x
Wed, 11 Sep 2024JP¥165.5tJP¥240.4tJP¥14.0t13.4x11.9x0.7x
Fri, 09 Aug 2024JP¥157.3tJP¥238.4tJP¥13.8t12.4x11.4x0.7x
Sun, 07 Jul 2024JP¥184.3tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Tue, 04 Jun 2024JP¥183.0tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Thu, 02 May 2024JP¥186.0tJP¥232.3tJP¥12.8t13.6x14.5x0.8x
Sat, 30 Mar 2024JP¥194.4tJP¥231.5tJP¥12.7t14x15.3x0.8x
Mon, 26 Feb 2024JP¥185.9tJP¥231.6tJP¥12.7t13.5x14.6x0.8x
Wed, 24 Jan 2024JP¥176.9tJP¥226.3tJP¥11.8t13.8x14.9x0.8x
Fri, 22 Dec 2023JP¥160.6tJP¥226.1tJP¥11.8t13.3x13.6x0.7x
Sun, 19 Nov 2023JP¥170.3tJP¥226.0tJP¥11.8t13.3x14.4x0.8x
Tue, 17 Oct 2023JP¥164.5tJP¥219.7tJP¥10.5t13.5x15.6x0.7x
Thu, 14 Sep 2023JP¥168.0tJP¥219.4tJP¥10.5t14.2x16x0.8x
Sat, 12 Aug 2023JP¥161.9tJP¥218.8tJP¥10.4t13.9x15.5x0.7x
Mon, 10 Jul 2023JP¥158.1tJP¥211.2tJP¥9.1t14.6x17.3x0.7x
Wed, 07 Jun 2023JP¥153.6tJP¥211.1tJP¥9.2t13.9x16.8x0.7x
Fri, 05 May 2023JP¥143.3tJP¥205.4tJP¥9.2t14x15.6x0.7x
Sun, 02 Apr 2023JP¥138.9tJP¥204.3tJP¥9.2t13.2x15.1x0.7x
Tue, 28 Feb 2023JP¥136.2tJP¥205.0tJP¥9.2t13.2x14.8x0.7x
Thu, 26 Jan 2023JP¥133.4tJP¥196.6tJP¥9.3t12.9x14.4x0.7x
Sat, 24 Dec 2022JP¥127.6tJP¥196.5tJP¥9.3t12.5x13.7x0.6x
Price to Earnings Ratio

13.7x


Total Market Cap: JP¥127.6tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x202320242025
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 16.7x which is higher than its 3-year average PE of 14.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 9.2% per year over the last three years.
  • Revenues for these companies have grown 8.3% 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-0.40%
Consumer Discretionary1.57%
Auto6.78%
Consumer Services1.28%
Luxury1.08%
Specialty Stores0.94%
Hospitality0.39%
Retail Distributors0.34%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.053%
Auto Components-0.58%
Leisure-1.61%
Consumer Durables-2.38%
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 23.2x.
    • Analysts are expecting annual earnings growth of 21.6%, which is higher than its past year's earnings growth of 15.4% 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 9.1x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 6.8% 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¥3.35k7.5%
+JP¥3.0t		22.8%PE9.4x
9983 Fast RetailingJP¥56.71k1.1%
+JP¥193.3b		8.0%PE40.2x
6752 Panasonic HoldingsJP¥2.03k4.1%
+JP¥186.8b		27.8%PE14.8x
7269 Suzuki MotorJP¥2.33k2.0%
+JP¥87.8b		30.8%PE11.5x
7936 ASICSJP¥3.84k2.6%
+JP¥68.3b		26.1%PE32.1x

Latest News

5802
JP¥6,321.00
Sumitomo Electric Industries
7D
-8.9%
1Y
120.9%
7731
JP¥1,722.50
Nikon
7D
-6.1%
1Y
4.5%
7220
JP¥2,565.00
Musashi Seimitsu Industry
7D
-17.5%
1Y
-38.1%
7269
JP¥2,332.50
Suzuki Motor
7D
2.0%
1Y
30.8%

Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00

Dec 14
Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00
7201
JP¥403.40
Nissan Motor
7D
3.9%
1Y
-3.4%

7201: Future Margins And Partnerships Will Shape Balanced Near-Term Outlook

Nissan Motor's analyst price target has been trimmed by 2.3 percent from JPY 430.00 to JPY 420.00, as analysts balance slightly higher expectations for revenue growth and profit margins against a lower projected future price to earnings multiple and reduced fair value assumptions. What's in the News Nissan is considering importing U.S. built Murano SUVs into Japan to boost utilization at its American plants as it searches for ways to lift performance in key markets (Nikkei Asia).
7936
JP¥3,841.00
ASICS
7D
2.6%
1Y
26.1%
6752
JP¥2,026.00
Panasonic Holdings
7D
4.1%
1Y
27.8%

6752: Future Tariffs On Chip Heavy Electronics Will Pressure Earnings Outlook

Analysts have raised their price target on Panasonic Holdings by approximately 7 percent to ¥1,600, citing slightly lower discount rate assumptions, an improved revenue outlook despite still modest contraction, and higher expected profit margins on a cheaper projected future P/E multiple. What's in the News The Trump administration is considering tariffs on imported electronic devices based on the value of their chip content, a proposal that could affect major manufacturers including Panasonic alongside peers such as Sony, Nintendo, Samsung, and Foxconn (Reuters).
9983
JP¥56,710.00
Fast Retailing
7D
1.1%
1Y
8.0%
5108
JP¥7,161.00
Bridgestone
7D
-0.9%
1Y
36.6%

5108: New Leadership And Stock Split Will Shape Balanced Outlook Through 2026

Analysts have nudged their price target on Bridgestone slightly higher to reflect a modest increase in estimated fair value, driven by a lower perceived discount rate and slightly richer future valuation multiples, partially offset by more conservative expectations for revenue growth and profit margins. What's in the News Unveiled the Potenza RE-71RZ extreme summer performance tire for grassroots racing, promising significantly faster dry and wet lap times, improved wear life and enhanced sustainability via ENLITEN technology (Product-Related Announcement).
7270
JP¥3,496.00
Subaru
7D
2.4%
1Y
35.8%
7203
JP¥3,349.00
Toyota Motor
7D
7.5%
1Y
22.8%

7203: North Carolina Battery Plant And Litigation Will Shape Balanced Outlook

Analysts have modestly raised their price target on Toyota Motor, citing slightly stronger long term assumptions for fair value, revenue growth, profit margins and future valuation multiples that together support an incremental uptick of approximately ¥90 per share in estimated equity value. What's in the News Toyota began production at its new Liberty, North Carolina battery plant, a nearly JPY 14 billion investment that will create up to 5,100 jobs and serve as a key global hub for lithium ion battery output supporting HEVs, BEVs, and PHEVs. The company issued consolidated earnings guidance for fiscal 2026, targeting sales revenues of JPY 49,000,000 million, operating income of JPY 3,400,000 million, and net income of JPY 2,930,000 million, equal to basic EPS of JPY 224.81.
3350
JP¥404.00
Metaplanet
7D
-14.2%
1Y
14.8%
4755
JP¥936.30
Rakuten Group
7D
-1.7%
1Y
-6.1%

4755: U S Listing Plans And Impairment Charge Will Shape Outlook

Analysts have modestly raised their price target on Rakuten Group from ¥1,007.50 to ¥1,018.13, citing slightly stronger expected revenue growth, improving profit margins, and a lower anticipated future P/E multiple that together support a marginally higher fair value. What's in the News Rakuten is exploring a potential U.S. IPO of its credit card business, alongside alternatives such as a partial stake sale to a strategic investor, following Mizuho’s earlier purchase of a 15% stake for about $1.1 billion (Reuters).
6758
JP¥4,039.00
Sony Group
7D
-3.4%
1Y
22.7%

6758: Games And Subscription Content Will Drive Future Earnings Re-Rating

Analysts have nudged their price target on Sony Group modestly higher, reflecting a roughly 1 percent increase in fair value to about ¥5,150. They point to upgraded ratings, better than expected quarterly results, and growing confidence in the company’s games, music, and subscription businesses.
7832
JP¥4,227.00
BANDAI NAMCO Holdings
7D
-1.8%
1Y
13.8%
6902
JP¥2,109.00
DENSO
7D
1.0%
1Y
1.2%

DENSO (TSE:6902) Will Pay A Dividend Of ¥32.00

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