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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies738
  • 7D3.2%
  • 3M-1.6%
  • 1Y27.2%
  • YTD-2.2%

In the last week, the Consumer Discretionary industry is up 3.2%, with Fast Retailing up 7.2%. This takes the industry's 12 month performance to a gain of 27%. 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
Wed, 08 Apr 2026JP¥198.3tJP¥250.4tJP¥10.6t14.7x18.7x0.8x
Fri, 06 Mar 2026JP¥206.3tJP¥250.4tJP¥10.5t14.9x19.6x0.8x
Sun, 01 Feb 2026JP¥200.1tJP¥248.6tJP¥12.1t14.8x16.5x0.8x
Tue, 30 Dec 2025JP¥202.1tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Thu, 27 Nov 2025JP¥202.0tJP¥249.3tJP¥12.1t14.6x16.7x0.8x
Sat, 25 Oct 2025JP¥200.3tJP¥247.5tJP¥11.5t15.1x17.4x0.8x
Mon, 22 Sep 2025JP¥193.5tJP¥246.9tJP¥11.5t15.3x16.9x0.8x
Wed, 20 Aug 2025JP¥193.7tJP¥246.7tJP¥11.5t14.9x16.9x0.8x
Fri, 18 Jul 2025JP¥173.4tJP¥246.1tJP¥12.5t14x13.8x0.7x
Sun, 15 Jun 2025JP¥172.1tJP¥245.5tJP¥12.5t13.7x13.7x0.7x
Tue, 13 May 2025JP¥176.3tJP¥244.9tJP¥13.5t14.2x13.1x0.7x
Thu, 10 Apr 2025JP¥153.9tJP¥242.8tJP¥13.8t12.6x11.1x0.6x
Sat, 08 Mar 2025JP¥175.7tJP¥242.9tJP¥13.8t14.4x12.7x0.7x
Mon, 03 Feb 2025JP¥182.4tJP¥241.0tJP¥12.9t14.3x14.2x0.8x
Wed, 01 Jan 2025JP¥185.4tJP¥240.8tJP¥12.7t14.8x14.6x0.8x
Fri, 29 Nov 2024JP¥170.7tJP¥241.8tJP¥12.8t13.8x13.4x0.7x
Sun, 27 Oct 2024JP¥165.9tJP¥240.8tJP¥14.0t13.2x11.9x0.7x
Tue, 24 Sep 2024JP¥170.6tJP¥240.4tJP¥14.0t13.4x12.2x0.7x
Thu, 22 Aug 2024JP¥169.7tJP¥240.0tJP¥13.9t13.2x12.2x0.7x
Sat, 20 Jul 2024JP¥181.9tJP¥235.9tJP¥13.9t14.1x13.1x0.8x
Mon, 17 Jun 2024JP¥177.7tJP¥235.6tJP¥13.9t13.7x12.8x0.8x
Wed, 15 May 2024JP¥180.4tJP¥235.8tJP¥13.4t13.6x13.4x0.8x
Fri, 12 Apr 2024JP¥192.1tJP¥232.1tJP¥12.8t13.9x15.1x0.8x
Sun, 10 Mar 2024JP¥186.0tJP¥231.7tJP¥12.7t13.5x14.6x0.8x
Tue, 06 Feb 2024JP¥176.7tJP¥226.2tJP¥11.8t14.2x14.9x0.8x
Thu, 04 Jan 2024JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Sat, 02 Dec 2023JP¥167.5tJP¥226.0tJP¥11.8t13.4x14.2x0.7x
Mon, 30 Oct 2023JP¥160.1tJP¥219.8tJP¥10.5t13.5x15.2x0.7x
Wed, 27 Sep 2023JP¥168.3tJP¥219.5tJP¥10.5t14.1x16x0.8x
Fri, 25 Aug 2023JP¥159.2tJP¥219.3tJP¥10.5t13.7x15.2x0.7x
Sun, 23 Jul 2023JP¥158.6tJP¥211.4tJP¥9.1t14.3x17.3x0.8x
Tue, 20 Jun 2023JP¥158.4tJP¥211.1tJP¥9.2t14.1x17.3x0.8x
Thu, 18 May 2023JP¥147.4tJP¥210.6tJP¥9.2t13.8x16.1x0.7x
Sat, 15 Apr 2023JP¥140.1tJP¥204.4tJP¥9.2t13.3x15.2x0.7x
Price to Earnings Ratio

15.2x


Total Market Cap: JP¥140.1tTotal Earnings: JP¥9.2tTotal Revenue: JP¥204.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.9x202420252026
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 18.7x which is higher than its 3-year average PE of 14.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.7% 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 Market4.32%
Consumer Discretionary3.23%
Specialty Stores4.59%
General Merchandise and Department Stores4.51%
Consumer Durables4.35%
Leisure4.19%
Auto Components3.66%
Consumer Services3.06%
Retail Distributors2.49%
Luxury2.19%
Auto1.95%
Hospitality1.09%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 22.2x.
    • Analysts are expecting annual earnings growth of 15.5%, 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 18% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 5.2% 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
9983 Fast RetailingJP¥67.76k6.4%
+JP¥1.3t		59.0%PE46.4x
7203 Toyota MotorJP¥3.38k2.2%
+JP¥951.4b		43.1%PE11.9x
5802 Sumitomo Electric IndustriesJP¥10.32k11.3%
+JP¥815.8b		452.2%PE31.3x
6752 Panasonic HoldingsJP¥2.96k6.5%
+JP¥423.7b		112.9%PE34x
3099 Isetan Mitsukoshi HoldingsJP¥3.29k11.1%
+JP¥115.4b		88.3%PE20x

Latest News

9983
JP¥67,760.00
Fast Retailing
7D
6.4%
1Y
59.0%

Fast Retailing (TSE:9983) Ticks All The Boxes When It Comes To Earnings Growth

Apr 07
Fast Retailing (TSE:9983) Ticks All The Boxes When It Comes To Earnings Growth
4755
JP¥802.50
Rakuten Group
7D
6.3%
1Y
10.9%
7267
JP¥1,283.50
Honda Motor
7D
-0.2%
1Y
3.2%
6752
JP¥2,955.50
Panasonic Holdings
7D
6.5%
1Y
112.9%

6752: Higher Restructuring Costs And Lower Margins Will Suppress Future Share Returns

Analysts have raised their price target on Panasonic Holdings from approximately ¥1,721 to about ¥1,984, citing updated assumptions for modest positive revenue growth, a slightly higher discount rate, a somewhat lower profit margin, and a higher future P/E multiple. What's in the News Board meeting scheduled for March 31, 2026, with an agenda item to consider a change of Representative Director, which investors often watch closely for potential leadership shifts (Key Developments).
6758
JP¥3,388.00
Sony Group
7D
0.5%
1Y
9.0%

6758: Content And Gaming Portfolio Will Counter Rising AI Memory And Music Risks

Narrative Update on Sony Group The updated analyst price target for Sony Group reflects a modest fair value revision to ¥4,903.91, with analysts pointing to rising AI driven memory costs that could pressure PS5 hardware margins, as well as growing questions around AI related risks to the music business, as key factors in their reassessment. Analyst Commentary Recent research on Sony Group highlights a mix of concerns around hardware profitability and long term risks to the music business as AI adoption accelerates.
7202
JP¥2,440.50
Isuzu Motors
7D
6.9%
1Y
43.3%
5802
JP¥10,315.00
Sumitomo Electric Industries
7D
11.3%
1Y
452.2%
2782
JP¥3,540.00
Seria
7D
-7.3%
1Y
28.3%
7203
JP¥3,384.00
Toyota Motor
7D
2.2%
1Y
43.1%

7203: US EV Expansion And Buybacks Will Support Bullish Outlook

Analysts kept their fair value estimate for Toyota Motor steady at about ¥4,033 per share, citing small adjustments to assumed revenue growth, profit margin, and future P/E that largely offset each other in their price target work. What's in the News CEO transition planned for April 1, 2026, with current Chief Executive Officer Koji Sato stepping down and Chief Financial Officer Kenta Kon taking over.
4661
JP¥2,674.00
Oriental Land
7D
-2.3%
1Y
-10.2%

4661: Cruise Subsidiary Expansion Will Support Future Upside Potential

Analysts have trimmed their price target for Oriental Land by about ¥185 to reflect an updated fair value of ¥3,584, citing slightly lower assumed profit margin and P/E multiples, while modeled revenue growth and discount rate inputs remain broadly similar to prior estimates. What's in the News A board meeting is scheduled for March 24, 2026, to review the establishment of a new subsidiary, ORIENTAL LAND CRUISE CO., LTD.
3197
JP¥3,404.00
Skylark Holdings
7D
-1.0%
1Y
19.4%
7269
JP¥1,853.00
Suzuki Motor
7D
-2.3%
1Y
24.1%
7532
JP¥975.20
Pan Pacific International Holdings
7D
-0.7%
1Y
18.8%
3099
JP¥3,290.00
Isetan Mitsukoshi Holdings
7D
11.1%
1Y
88.3%
9843
JP¥2,435.00
Nitori Holdings
7D
-3.6%
1Y
-22.8%
3563
JP¥9,634.00
Food & Life Companies
7D
-0.9%
1Y
116.2%