Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedApr 23, 2026
DataAggregated Company Financials
Companies740
  • 7D-1.4%
  • 3M-2.1%
  • 1Y21.5%
  • YTD-0.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by Toyota Motor declining 7.9%. On the other hand Musashi Seimitsu Industry is actually up 46%. In the past year, the industry has gained 21%. 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
Thu, 23 Apr 2026JP¥201.7tJP¥250.7tJP¥10.5t14.9x19.1x0.8x
Sat, 21 Mar 2026JP¥198.9tJP¥250.6tJP¥10.6t14.4x18.8x0.8x
Mon, 16 Feb 2026JP¥216.0tJP¥250.4tJP¥10.8t15.1x20.1x0.9x
Wed, 14 Jan 2026JP¥209.3tJP¥248.7tJP¥12.1t15x17.3x0.8x
Fri, 12 Dec 2025JP¥198.2tJP¥249.3tJP¥12.1t14.4x16.4x0.8x
Sun, 09 Nov 2025JP¥198.0tJP¥248.7tJP¥11.8t14.9x16.8x0.8x
Tue, 07 Oct 2025JP¥195.8tJP¥246.9tJP¥11.5t15.3x17.1x0.8x
Thu, 04 Sep 2025JP¥190.2tJP¥246.8tJP¥11.5t15.2x16.5x0.8x
Sat, 02 Aug 2025JP¥180.7tJP¥245.6tJP¥12.3t14.4x14.6x0.7x
Mon, 30 Jun 2025JP¥176.4tJP¥245.9tJP¥12.5t14x14.1x0.7x
Wed, 28 May 2025JP¥174.6tJP¥245.5tJP¥12.5t13.9x13.9x0.7x
Fri, 25 Apr 2025JP¥168.9tJP¥243.0tJP¥13.8t14x12.2x0.7x
Sun, 23 Mar 2025JP¥179.9tJP¥242.9tJP¥13.8t14.7x13x0.7x
Tue, 18 Feb 2025JP¥180.6tJP¥243.0tJP¥13.9t14.1x13x0.7x
Thu, 16 Jan 2025JP¥175.6tJP¥241.2tJP¥12.7t14.4x13.8x0.7x
Sat, 14 Dec 2024JP¥175.9tJP¥240.9tJP¥12.7t14.1x13.9x0.7x
Mon, 11 Nov 2024JP¥170.1tJP¥241.5tJP¥12.9t13.6x13.2x0.7x
Wed, 09 Oct 2024JP¥171.8tJP¥240.4tJP¥13.9t13.6x12.3x0.7x
Fri, 06 Sep 2024JP¥168.6tJP¥240.1tJP¥13.9t13.2x12.1x0.7x
Sun, 04 Aug 2024JP¥161.1tJP¥237.8tJP¥13.7t12.9x11.8x0.7x
Tue, 02 Jul 2024JP¥182.3tJP¥235.6tJP¥13.9t13.8x13.2x0.8x
Thu, 30 May 2024JP¥180.3tJP¥235.4tJP¥13.8t13.4x13x0.8x
Sat, 27 Apr 2024JP¥184.1tJP¥232.1tJP¥12.8t13.6x14.4x0.8x
Mon, 25 Mar 2024JP¥197.2tJP¥231.6tJP¥12.7t14x15.5x0.9x
Wed, 21 Feb 2024JP¥184.0tJP¥231.6tJP¥12.7t13.5x14.5x0.8x
Fri, 19 Jan 2024JP¥174.4tJP¥226.3tJP¥11.8t13.7x14.7x0.8x
Sun, 17 Dec 2023JP¥161.3tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Tue, 14 Nov 2023JP¥166.4tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Thu, 12 Oct 2023JP¥163.7tJP¥219.5tJP¥10.5t13.7x15.6x0.7x
Sat, 09 Sep 2023JP¥165.6tJP¥219.4tJP¥10.5t14.1x15.8x0.8x
Mon, 07 Aug 2023JP¥160.4tJP¥216.1tJP¥10.1t14.2x15.8x0.7x
Wed, 05 Jul 2023JP¥161.2tJP¥211.2tJP¥9.1t14.7x17.7x0.8x
Fri, 02 Jun 2023JP¥146.7tJP¥211.0tJP¥9.2t13.2x16x0.7x
Sun, 30 Apr 2023JP¥143.8tJP¥206.1tJP¥9.3t13.8x15.5x0.7x
Price to Earnings Ratio

15.5x


Total Market Cap: JP¥143.8tTotal Earnings: JP¥9.3tTotal Revenue: JP¥206.1tTotal 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 19.1x 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 4.4% per year over the last three years.
  • Revenues for these companies have grown 6.7% 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-0.44%
Consumer Discretionary-1.41%
Auto Components3.38%
Luxury0.55%
Consumer Durables0.11%
Online Retail and Ecommerce0%0
Leisure-0.22%
General Merchandise and Department Stores-1.74%
Consumer Services-1.78%
Hospitality-2.23%
Retail Distributors-2.42%
Specialty Stores-2.57%
Auto-4.17%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 23.3x.
    • Analysts are expecting annual earnings growth of 15.0%, 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 5.0% 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
7220 Musashi Seimitsu IndustryJP¥4.56k46.0%
+JP¥94.1b		99.3%PE155.7x
5991 NHK SpringJP¥2.83k10.7%
+JP¥55.6b		82.1%PE13.2x
5802 Sumitomo Electric IndustriesJP¥10.21k0.6%
+JP¥50.7b		367.3%PE30.9x
7267 Honda MotorJP¥1.31k0.8%
+JP¥40.9b		-8.1%PE10.3x
3591 Wacoal HoldingsJP¥4.88k12.9%
+JP¥27.5b		-2.6%PE20.7x

Latest News

5334
JP¥8,406.00
Niterra
7D
1.3%
1Y
96.9%
7419
JP¥1,212.00
Nojima
7D
8.1%
1Y
43.4%
7267
JP¥1,312.00
Honda Motor
7D
0.8%
1Y
-8.1%
6758
JP¥3,263.00
Sony Group
7D
-4.2%
1Y
-7.5%

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¥2,904.50
Panasonic Holdings
7D
-3.1%
1Y
86.2%

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.
3591
JP¥4,877.00
Wacoal Holdings
7D
12.9%
1Y
-2.6%
4385
JP¥4,059.00
Mercari
7D
2.7%
1Y
75.8%

4385: Raised Guidance And Higher P/E Assumptions Will Sustain Overvaluation Risk

Analysts have lifted their price target on Mercari from ¥2,500 to ¥2,700, citing adjustments to the discount rate, revenue growth, profit margin assumptions, and a higher future P/E multiple in their updated models. What's in the News Mercari revised its consolidated earnings guidance for the year ending June 30, 2026, providing updated revenue and core operating profit ranges.
9983
JP¥69,290.00
Fast Retailing
7D
-7.4%
1Y
49.8%

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
4661
JP¥2,482.00
Oriental Land
7D
-6.0%
1Y
-19.8%
7203
JP¥3,123.00
Toyota Motor
7D
-7.9%
1Y
17.5%
7936
JP¥4,478.00
ASICS
7D
-5.9%
1Y
47.8%
5991
JP¥2,829.50
NHK Spring
7D
10.7%
1Y
82.1%
7220
JP¥4,555.00
Musashi Seimitsu Industry
7D
46.0%
1Y
99.3%
5802
JP¥10,205.00
Sumitomo Electric Industries
7D
0.6%
1Y
367.3%
7269
JP¥1,805.50
Suzuki Motor
7D
-6.0%
1Y
7.5%
9843
JP¥2,317.00
Nitori Holdings
7D
-9.4%
1Y
-29.6%