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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies739
  • 7D-5.2%
  • 3M-2.1%
  • 1Y15.1%
  • YTD-3.3%

Over the last 7 days, the Consumer Discretionary industry has dropped 5.2%, driven by a pullback from Toyota Motor of 4.8%. Over the past 12 months, the industry was up 15%. 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, 28 Apr 2026JP¥195.9tJP¥250.7tJP¥10.5t14.6x18.6x0.8x
Thu, 26 Mar 2026JP¥199.7tJP¥250.6tJP¥10.6t14.7x18.8x0.8x
Sat, 21 Feb 2026JP¥213.6tJP¥250.5tJP¥10.5t15x20.3x0.9x
Mon, 19 Jan 2026JP¥211.3tJP¥248.8tJP¥12.1t15.1x17.5x0.8x
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
Price to Earnings Ratio

15.6x


Total Market Cap: JP¥143.3tTotal Earnings: JP¥9.2tTotal Revenue: JP¥205.4tTotal 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 18.6x 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 4.8% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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-1.02%
Consumer Discretionary-5.22%
Online Retail and Ecommerce0%0
Retail Distributors-2.22%
Auto Components-2.57%
Consumer Services-3.16%
Consumer Durables-3.57%
Specialty Stores-3.98%
Hospitality-4.85%
Luxury-4.87%
General Merchandise and Department Stores-5.51%
Leisure-6.04%
Auto-8.43%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 23.6x.
    • 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¥3.05k1.0%
+JP¥72.4b		89.9%PE35.1x
7220 Musashi Seimitsu IndustryJP¥4.48k17.7%
+JP¥44.2b		84.7%PE153.1x
7282 Toyoda GoseiJP¥4.55k5.0%
+JP¥25.4b		67.0%PE11.1x
7278 EXEDYJP¥6.12k7.7%
+JP¥16.0b		41.7%PE16.3x
5947 RinnaiJP¥3.60k2.9%
+JP¥14.2b		13.0%PE14.5x

Latest News

7278
JP¥6,120.00
EXEDY
7D
7.7%
1Y
41.7%
7203
JP¥3,121.00
Toyota Motor
7D
-4.8%
1Y
12.0%
6902
JP¥1,833.00
DENSO
7D
-5.7%
1Y
-0.5%
4661
JP¥2,425.00
Oriental Land
7D
-7.2%
1Y
-22.9%

4661: New Cruise Subsidiary Will Support Long Term Upside Potential

Analysts have kept Oriental Land's fair value estimate steady at ¥3,553.70. This reflects only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in overall conviction on the stock's valuation.
7220
JP¥4,480.00
Musashi Seimitsu Industry
7D
17.7%
1Y
84.7%
7267
JP¥1,292.00
Honda Motor
7D
-3.7%
1Y
-11.0%
6758
JP¥3,225.00
Sony Group
7D
-3.6%
1Y
-8.4%

6758: Gaming And Music Content Portfolio Will Offset Rising AI Memory Costs

Analysts have trimmed their blended price targets on Sony Group, reflecting a shift to more cautious revenue growth assumptions, concerns about PS5 hardware margins under rising memory costs, and fresh questions around the resilience of Sony Music's catalog value in the face of AI generated content. Analyst Commentary Recent research has focused on two pressure points for Sony Group: console hardware profitability and the durability of music catalog economics as AI generated content expands.
6752
JP¥3,050.00
Panasonic Holdings
7D
1.0%
1Y
89.9%

6752: Execution Risks And Restructuring Costs Will Pressure Future Share Performance

Analysts have trimmed their price target for Panasonic Holdings to about ¥1,955 from roughly ¥1,984, citing a lower assumed future P/E, as well as slightly adjusted views on revenue growth, profit margins and discount rate assumptions. Analyst Commentary Bearish analysts are signaling a more cautious stance on Panasonic Holdings, with the latest move being a downgrade that reflects tempered expectations for the shares.
9983
JP¥72,800.00
Fast Retailing
7D
-1.3%
1Y
51.8%

Why Fast Retailing's (TSE:9983) Earnings Are Better Than They Seem

Apr 17
Why Fast Retailing's (TSE:9983) Earnings Are Better Than They Seem
7282
JP¥4,552.00
Toyoda Gosei
7D
5.0%
1Y
67.0%
7532
JP¥898.20
Pan Pacific International Holdings
7D
-4.6%
1Y
3.9%
7936
JP¥4,556.00
ASICS
7D
0.4%
1Y
46.9%
5108
JP¥3,314.00
Bridgestone
7D
-3.4%
1Y
11.7%

5108: Completed Buyback And Planned Cancellation Will Support A Stable Outlook

Analysts have slightly reduced their Bridgestone price target to about ¥3,687 from roughly ¥3,719, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E. What's in the News Bridgestone has completed a share repurchase of 14,430,200 shares, representing 1.13% of its share capital, for ¥49,687.98 million under the buyback announced on February 16, 2026 (Key Developments).
6473
JP¥1,812.00
JTEKT
7D
2.3%
1Y
61.4%
5947
JP¥3,595.00
Rinnai
7D
2.9%
1Y
13.0%
1808
JP¥2,813.50
HASEKO
7D
1.8%
1Y
37.9%