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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies739
  • 7D5.5%
  • 3M7.3%
  • 1Y20.0%
  • YTD4.0%

In the last week, the Consumer Discretionary industry is up 5.5%, with Toyota Motor up 7.9%. In the same time, ZOZO was down 9.6%. This takes the industry's 12 month performance to a gain of 20%. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026JP¥211.0tJP¥250.2tJP¥10.9t14.9x19.3x0.8x
Tue, 06 Jan 2026JP¥203.8tJP¥248.6tJP¥12.1t14.8x16.9x0.8x
Thu, 04 Dec 2025JP¥197.9tJP¥249.4tJP¥12.1t14.3x16.4x0.8x
Sat, 01 Nov 2025JP¥198.5tJP¥247.4tJP¥11.5t14.8x17.2x0.8x
Mon, 29 Sep 2025JP¥196.1tJP¥246.9tJP¥11.5t15.5x17.1x0.8x
Wed, 27 Aug 2025JP¥191.3tJP¥246.3tJP¥11.5t15x16.7x0.8x
Fri, 25 Jul 2025JP¥183.9tJP¥246.0tJP¥12.5t14.2x14.7x0.7x
Sun, 22 Jun 2025JP¥171.8tJP¥245.6tJP¥12.5t13.8x13.7x0.7x
Tue, 20 May 2025JP¥174.0tJP¥244.2tJP¥12.6t14x13.8x0.7x
Thu, 17 Apr 2025JP¥163.5tJP¥243.0tJP¥13.9t13.4x11.8x0.7x
Sat, 15 Mar 2025JP¥174.7tJP¥242.9tJP¥13.8t14.6x12.6x0.7x
Mon, 10 Feb 2025JP¥179.0tJP¥241.6tJP¥13.7t14x13.1x0.7x
Wed, 08 Jan 2025JP¥182.9tJP¥240.9tJP¥12.7t14.8x14.4x0.8x
Fri, 06 Dec 2024JP¥172.2tJP¥240.6tJP¥12.7t13.8x13.6x0.7x
Sun, 03 Nov 2024JP¥167.2tJP¥240.7tJP¥13.9t13.3x12x0.7x
Tue, 01 Oct 2024JP¥169.3tJP¥240.4tJP¥14.0t13.4x12.1x0.7x
Thu, 29 Aug 2024JP¥172.8tJP¥240.0tJP¥13.9t13.4x12.4x0.7x
Sat, 27 Jul 2024JP¥172.8tJP¥236.0tJP¥13.8t13.6x12.5x0.7x
Mon, 24 Jun 2024JP¥176.3tJP¥235.6tJP¥13.8t13.6x12.7x0.7x
Wed, 22 May 2024JP¥183.8tJP¥237.0tJP¥13.9t13.6x13.3x0.8x
Fri, 19 Apr 2024JP¥185.8tJP¥232.1tJP¥12.8t13.7x14.5x0.8x
Sun, 17 Mar 2024JP¥184.4tJP¥231.8tJP¥12.7t13.7x14.5x0.8x
Tue, 13 Feb 2024JP¥180.6tJP¥230.6tJP¥12.7t13.7x14.3x0.8x
Thu, 11 Jan 2024JP¥169.0tJP¥226.1tJP¥11.8t13.8x14.3x0.7x
Sat, 09 Dec 2023JP¥162.0tJP¥226.0tJP¥11.8t13.2x13.7x0.7x
Mon, 06 Nov 2023JP¥164.1tJP¥223.1tJP¥11.5t13.2x14.3x0.7x
Wed, 04 Oct 2023JP¥164.7tJP¥219.5tJP¥10.5t13.5x15.7x0.8x
Fri, 01 Sep 2023JP¥163.2tJP¥219.3tJP¥10.5t13.9x15.5x0.7x
Sun, 30 Jul 2023JP¥159.8tJP¥213.3tJP¥9.3t14.6x17.1x0.7x
Tue, 27 Jun 2023JP¥156.0tJP¥211.1tJP¥9.1t14.1x17.1x0.7x
Thu, 25 May 2023JP¥148.1tJP¥211.0tJP¥9.2t13.7x16.2x0.7x
Sat, 22 Apr 2023JP¥140.6tJP¥204.5tJP¥9.2t13.7x15.2x0.7x
Mon, 20 Mar 2023JP¥128.5tJP¥196.3tJP¥9.4t12.6x13.7x0.7x
Wed, 15 Feb 2023JP¥135.6tJP¥204.3tJP¥9.4t12.7x14.5x0.7x
Price to Earnings Ratio

14.5x


Total Market Cap: JP¥135.6tTotal Earnings: JP¥9.4tTotal Revenue: JP¥204.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.6x202420252026
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 19.3x which is higher than its 3-year average PE of 14.6x.
  • 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 5.2% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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 Market3.36%
Consumer Discretionary5.53%
Auto7.70%
General Merchandise and Department Stores6.57%
Auto Components5.99%
Specialty Stores5.20%
Consumer Durables3.99%
Leisure3.28%
Hospitality2.29%
Retail Distributors2.00%
Luxury1.58%
Consumer Services0.96%
Online Retail and Ecommerce0%0
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 24.7x.
    • Analysts are expecting annual earnings growth of 18.9%, which is higher than its past year's earnings growth of 15.4% per year.
  • Investors are most pessimistic about the Retail Distributors industry, which is trading close to its 3-year average of 13.9x.
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.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 7.1% 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¥3.78k7.9%
+JP¥3.6t		33.8%PE13.3x
9983 Fast RetailingJP¥63.50k8.0%
+JP¥1.4t		30.0%PE43.4x
6752 Panasonic HoldingsJP¥2.44k15.3%
+JP¥755.3b		37.5%PE28.1x
5802 Sumitomo Electric IndustriesJP¥7.54k12.1%
+JP¥636.4b		162.7%PE22.9x
7267 Honda MotorJP¥1.69k8.8%
+JP¥533.3b		17.8%PE10.1x

Latest News

7731
JP¥1,848.50
Nikon
7D
-4.7%
1Y
20.3%

Earnings Miss: Nikon Corporation Missed EPS And Analysts Are Revising Their Forecasts

Feb 07
Earnings Miss: Nikon Corporation Missed EPS And Analysts Are Revising Their Forecasts
6417
JP¥2,334.00
Sankyo
7D
-3.4%
1Y
1.1%
7203
JP¥3,780.00
Toyota Motor
7D
7.9%
1Y
33.8%
8111
JP¥2,462.50
Goldwin
7D
-4.4%
1Y
-6.7%
7269
JP¥2,308.00
Suzuki Motor
7D
9.6%
1Y
20.2%
3092
JP¥1,154.00
ZOZO
7D
-9.6%
1Y
-30.2%

3092: Higher Profitability And Lower Discount Rate Will Support Future Upside

Analysts have increased their fair value estimate for ZOZO to ¥1,857 from ¥1,852, reflecting updated views on revenue growth, profit margins, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate has been nudged up slightly from ¥1,852 to ¥1,857.
5802
JP¥7,540.00
Sumitomo Electric Industries
7D
12.1%
1Y
162.7%

Sumitomo Electric Industries (TSE:5802) Is Increasing Its Dividend To ¥68.00

Feb 06
Sumitomo Electric Industries (TSE:5802) Is Increasing Its Dividend To ¥68.00
6758
JP¥3,507.00
Sony Group
7D
1.5%
1Y
0.7%
4385
JP¥3,139.00
Mercari
7D
-8.4%
1Y
36.1%

4385: Future Cash Flows And Margins Will Gradually Stabilize With Modest Risk Reduction

Analysts have nudged their fair value estimate for Mercari higher from ¥2,938 to ¥3,097 as they factor in slightly lower discount rates, moderately stronger revenue growth assumptions, a firmer profit margin outlook, and a small adjustment to future P/E expectations. Valuation Changes Fair Value Estimate was raised from ¥2,938 to ¥3,097, reflecting a modest upward adjustment to the intrinsic value per share.
7272
JP¥1,097.50
Yamaha Motor
7D
-5.7%
1Y
-9.7%

7272: Future Electric Mobility And Research Partnerships Will Support Bullish Outlook

Analysts have raised their price target for Yamaha Motor from ¥1,378.97 to ¥1,400.00, citing updated assumptions that reflect slightly different expectations for revenue growth, profit margin, and future P/E. What's in the News Revised consolidated guidance for the fiscal year ending December 31, 2025, now points to revenue of ¥2,530.0b, operating income of ¥126.0b, and profit attributable to owners of parent of ¥16.5b, with basic EPS of ¥16.99, mainly reflecting corporate tax adjustments linked to deferred tax assets and higher costs at Yamaha Motor and its U.S. subsidiary (company guidance).
6752
JP¥2,440.50
Panasonic Holdings
7D
15.3%
1Y
37.5%
5108
JP¥3,740.00
Bridgestone
7D
7.3%
1Y
36.2%
7267
JP¥1,692.00
Honda Motor
7D
8.8%
1Y
17.8%

7267: Battery Recycling Progress Will Support Shares Despite Modest Margin Assumptions

Analysts have raised their price target on Honda Motor, citing refined assumptions for slightly higher revenue growth of 6.30% and a modestly higher future P/E of 7.34, while keeping fair value unchanged at ¥2,000. What's in the News Honda North Carolina Manufacturing started production of its first battery-powered ProZision zero-turn radius mowers in Swepsonville, N.C., using domestic and global parts, with commercial availability at specialty equipment dealers planned from February 2026 (Product-Related Announcements).
5334
JP¥6,613.00
Niterra
7D
-2.0%
1Y
44.2%
3350
JP¥340.00
Metaplanet
7D
-21.7%
1Y
-37.8%
9983
JP¥63,500.00
Fast Retailing
7D
8.0%
1Y
30.0%

Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Jan 10
Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next