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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies738
  • 7D-0.2%
  • 3M-2.7%
  • 1Y12.6%
  • YTD-4.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Panasonic Holdings gained 15%. The past year has been better, since the industry has gained 13% in that time. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 05 May 2026JP¥194.7tJP¥251.1tJP¥10.6t14.4x18.3x0.8x
Thu, 02 Apr 2026JP¥199.5tJP¥250.3tJP¥10.6t14.4x18.9x0.8x
Sat, 28 Feb 2026JP¥220.4tJP¥250.5tJP¥10.5t15.5x20.9x0.9x
Mon, 26 Jan 2026JP¥206.7tJP¥248.8tJP¥12.1t15x17.1x0.8x
Wed, 24 Dec 2025JP¥203.8tJP¥248.7tJP¥12.1t14.8x16.9x0.8x
Fri, 21 Nov 2025JP¥195.9tJP¥249.3tJP¥12.1t14.3x16.2x0.8x
Sun, 19 Oct 2025JP¥192.8tJP¥247.5tJP¥11.5t14.6x16.7x0.8x
Tue, 16 Sep 2025JP¥194.6tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Thu, 14 Aug 2025JP¥191.1tJP¥246.6tJP¥11.5t14.5x16.7x0.8x
Sat, 12 Jul 2025JP¥173.3tJP¥246.0tJP¥12.5t14x13.8x0.7x
Mon, 09 Jun 2025JP¥175.2tJP¥245.5tJP¥12.5t13.9x14x0.7x
Wed, 07 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Fri, 04 Apr 2025JP¥165.8tJP¥242.8tJP¥13.8t13.7x12x0.7x
Sun, 02 Mar 2025JP¥174.6tJP¥243.1tJP¥13.9t14x12.6x0.7x
Tue, 28 Jan 2025JP¥179.0tJP¥241.0tJP¥12.7t14.7x14.1x0.7x
Thu, 26 Dec 2024JP¥180.2tJP¥240.9tJP¥12.7t14.5x14.2x0.7x
Sat, 23 Nov 2024JP¥170.9tJP¥241.7tJP¥12.8t13.9x13.4x0.7x
Mon, 21 Oct 2024JP¥169.4tJP¥240.8tJP¥14.0t13.5x12.1x0.7x
Wed, 18 Sep 2024JP¥163.1tJP¥237.3tJP¥13.8t13.4x11.8x0.7x
Fri, 16 Aug 2024JP¥165.6tJP¥239.0tJP¥14.0t13.1x11.8x0.7x
Sun, 14 Jul 2024JP¥186.4tJP¥235.7tJP¥13.9t13.9x13.4x0.8x
Tue, 11 Jun 2024JP¥181.6tJP¥235.5tJP¥13.8t13.7x13.1x0.8x
Thu, 09 May 2024JP¥183.5tJP¥232.3tJP¥12.8t13.7x14.3x0.8x
Sat, 06 Apr 2024JP¥188.2tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Mon, 04 Mar 2024JP¥188.8tJP¥231.6tJP¥12.7t13.6x14.9x0.8x
Wed, 31 Jan 2024JP¥176.0tJP¥226.3tJP¥11.8t13.8x14.9x0.8x
Fri, 29 Dec 2023JP¥161.8tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Sun, 26 Nov 2023JP¥168.4tJP¥226.0tJP¥11.8t13.5x14.3x0.7x
Tue, 24 Oct 2023JP¥158.7tJP¥219.8tJP¥10.6t13.1x15x0.7x
Thu, 21 Sep 2023JP¥171.0tJP¥219.5tJP¥10.5t14.2x16.3x0.8x
Sat, 19 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Mon, 17 Jul 2023JP¥155.9tJP¥211.4tJP¥9.1t14.1x17.1x0.7x
Wed, 14 Jun 2023JP¥157.0tJP¥211.1tJP¥9.1t13.9x17.2x0.7x
Fri, 12 May 2023JP¥144.2tJP¥207.1tJP¥9.2t14.1x15.7x0.7x
Price to Earnings Ratio

15.7x


Total Market Cap: JP¥144.2tTotal Earnings: JP¥9.2tTotal Revenue: JP¥207.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15x202420252026
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 18.3x which is higher than its 3-year average PE of 15.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 5.1% 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 Market0.29%
Consumer Discretionary-0.25%
Specialty Stores2.25%
Consumer Durables1.63%
Auto Components0.26%
Online Retail and Ecommerce0%0
Consumer Services-0.12%
Retail Distributors-0.53%
Luxury-1.56%
Hospitality-1.57%
Leisure-1.83%
General Merchandise and Department Stores-1.98%
Auto-2.22%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 24.0x.
    • 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¥3.32k15.5%
+JP¥1.0t		97.0%PE38.2x
9983 Fast RetailingJP¥72.89k4.0%
+JP¥859.2b		51.9%PE46.7x
7259 AisinJP¥2.38k7.7%
+JP¥123.5b		29.9%PE10x
7550 Zensho HoldingsJP¥8.68k8.0%
+JP¥100.8b		-0.2%PE34.8x
6902 DENSOJP¥1.90k1.5%
+JP¥74.2b		-0.6%PE11.5x

Latest News

7550
JP¥8,680.00
Zensho Holdings
7D
8.0%
1Y
-0.2%
7731
JP¥1,800.00
Nikon
7D
7.5%
1Y
28.2%

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7203
JP¥3,000.00
Toyota Motor
7D
-2.2%
1Y
7.9%

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4661
JP¥2,223.00
Oriental Land
7D
-7.4%
1Y
-29.7%

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7267
JP¥1,262.50
Honda Motor
7D
-2.6%
1Y
-14.9%

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Analysts have reset their price target on Honda Motor from ¥1,300 to ¥1,100. This reflects updated assumptions around revenue growth, profit margins and a lower future P/E multiple.
7259
JP¥2,377.50
Aisin
7D
7.7%
1Y
29.9%
6902
JP¥1,895.50
DENSO
7D
1.5%
1Y
-0.6%
7282
JP¥4,538.00
Toyoda Gosei
7D
12.9%
1Y
65.0%
6473
JP¥1,867.00
JTEKT
7D
11.0%
1Y
65.4%
6758
JP¥3,127.00
Sony Group
7D
-2.5%
1Y
-16.2%

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6752
JP¥3,324.00
Panasonic Holdings
7D
15.5%
1Y
97.0%

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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¥72,890.00
Fast Retailing
7D
4.0%
1Y
51.9%

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Apr 17
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7532
JP¥888.00
Pan Pacific International Holdings
7D
-3.3%
1Y
-0.3%
7936
JP¥4,341.00
ASICS
7D
-3.1%
1Y
34.7%
7832
JP¥3,608.00
BANDAI NAMCO Holdings
7D
-3.6%
1Y
-28.4%
5802
JP¥9,900.00
Sumitomo Electric Industries
7D
-1.1%
1Y
323.2%