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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies731
  • 7D0.8%
  • 3M5.4%
  • 1Y14.0%
  • YTD-0.4%

The Consumer Discretionary industry has been flat over the last week, but Sumitomo Electric Industries has lost 11%. The past year has been better, since the industry has gained 17% in that time. Looking forward, 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
Mon, 29 Jun 2026JP¥193.4tJP¥253.7tJP¥10.4t13.7x18.7x0.8x
Wed, 27 May 2026JP¥203.0tJP¥253.6tJP¥10.3t13.8x19.7x0.8x
Fri, 24 Apr 2026JP¥197.4tJP¥250.7tJP¥10.5t14.7x18.7x0.8x
Sun, 22 Mar 2026JP¥198.9tJP¥250.6tJP¥10.6t14.4x18.8x0.8x
Tue, 17 Feb 2026JP¥213.9tJP¥250.4tJP¥10.5t15x20.3x0.9x
Thu, 15 Jan 2026JP¥210.5tJP¥248.8tJP¥12.1t15x17.4x0.8x
Sat, 13 Dec 2025JP¥203.2tJP¥249.3tJP¥12.1t14.8x16.8x0.8x
Mon, 10 Nov 2025JP¥197.9tJP¥248.7tJP¥11.8t14.8x16.8x0.8x
Wed, 08 Oct 2025JP¥197.1tJP¥246.9tJP¥11.5t15.2x17.2x0.8x
Fri, 05 Sep 2025JP¥192.4tJP¥246.8tJP¥11.5t15.2x16.7x0.8x
Sun, 03 Aug 2025JP¥180.7tJP¥245.9tJP¥12.3t14.4x14.6x0.7x
Tue, 01 Jul 2025JP¥176.0tJP¥245.9tJP¥12.5t14x14.1x0.7x
Thu, 29 May 2025JP¥174.7tJP¥245.5tJP¥12.5t13.9x13.9x0.7x
Sat, 26 Apr 2025JP¥170.2tJP¥243.1tJP¥13.9t14x12.3x0.7x
Mon, 24 Mar 2025JP¥179.9tJP¥242.9tJP¥13.8t14.7x13x0.7x
Wed, 19 Feb 2025JP¥180.4tJP¥243.1tJP¥13.9t14.1x13x0.7x
Fri, 17 Jan 2025JP¥175.6tJP¥241.2tJP¥12.7t14.4x13.8x0.7x
Sun, 15 Dec 2024JP¥175.9tJP¥240.9tJP¥12.7t14.1x13.9x0.7x
Tue, 12 Nov 2024JP¥171.4tJP¥241.4tJP¥12.9t13.7x13.3x0.7x
Thu, 10 Oct 2024JP¥172.3tJP¥240.4tJP¥14.0t13.7x12.3x0.7x
Sat, 07 Sep 2024JP¥167.2tJP¥240.1tJP¥13.9t13.2x12x0.7x
Mon, 05 Aug 2024JP¥161.1tJP¥237.8tJP¥13.7t12.9x11.7x0.7x
Wed, 03 Jul 2024JP¥183.7tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Fri, 31 May 2024JP¥179.5tJP¥235.4tJP¥13.8t13.4x13x0.8x
Sun, 28 Apr 2024JP¥183.9tJP¥232.1tJP¥12.7t13.6x14.4x0.8x
Tue, 26 Mar 2024JP¥194.9tJP¥231.6tJP¥12.7t14x15.3x0.8x
Thu, 22 Feb 2024JP¥183.2tJP¥231.6tJP¥12.7t13.4x14.4x0.8x
Sat, 20 Jan 2024JP¥174.9tJP¥226.3tJP¥11.8t13.7x14.8x0.8x
Mon, 18 Dec 2023JP¥161.3tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Wed, 15 Nov 2023JP¥167.0tJP¥225.7tJP¥11.7t13.2x14.2x0.7x
Fri, 13 Oct 2023JP¥166.8tJP¥219.6tJP¥10.5t13.6x15.8x0.8x
Sun, 10 Sep 2023JP¥165.6tJP¥219.4tJP¥10.5t14.1x15.8x0.8x
Tue, 08 Aug 2023JP¥160.9tJP¥216.2tJP¥10.1t14.2x15.9x0.7x
Thu, 06 Jul 2023JP¥161.1tJP¥211.2tJP¥9.1t14.5x17.7x0.8x
Price to Earnings Ratio

17.7x


Total Market Cap: JP¥161.1tTotal Earnings: JP¥9.1tTotal Revenue: JP¥211.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.1x202420252026
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 19.4x which is higher than its 3-year average PE of 15.1x.
  • 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 4.3% per year over the last three years.
  • Revenues for these companies have grown 6.3% 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-2.24%
Consumer Discretionary0.77%
General Merchandise and Department Stores2.92%
Leisure2.81%
Hospitality2.22%
Consumer Durables2.16%
Luxury1.46%
Specialty Stores1.33%
Online Retail and Ecommerce0%0
Retail Distributors-0.057%
Auto-0.083%
Consumer Services-0.28%
Auto Components-2.47%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 26.3x.
    • Analysts are expecting annual earnings growth of 11.1%, which is higher than its past year's earnings growth of 3.0% 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 13% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 4.4% 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¥84.36k3.5%
+JP¥868.4b		70.4%PE54.1x
6758 Sony GroupJP¥3.27k2.6%
+JP¥496.3b		-12.4%PE18.7x
4661 Oriental LandJP¥2.49k7.3%
+JP¥277.9b		-25.0%PE33.5x
8136 Sanrio CompanyJP¥1.13k19.0%
+JP¥217.9b		-19.3%PE25x
7267 Honda MotorJP¥1.47k3.7%
+JP¥206.3b		5.2%PS0.3x

Latest News

4661
JP¥2,492.00
Oriental Land
7D
7.3%
1Y
-25.0%
5802
JP¥2,881.50
Sumitomo Electric Industries
7D
-14.6%
1Y
272.4%
6758
JP¥3,267.00
Sony Group
7D
2.6%
1Y
-12.4%
Narrative Update • Jun 28

6758: Bond Return And Capital Returns Will Shape A Measured Outlook

The analyst price target for Sony Group has shifted modestly lower to about ¥3,500, with analysts citing updated assumptions around growth, profitability and future P/E that reflect more tempered revenue expectations and slightly adjusted discount rates. Analyst Commentary Recent Street research on Sony Group points to a more cautious tone around the stock, even as some sector peers in entertainment and media attract corporate interest and potential M&A attention.
7203
JP¥2,758.50
Toyota Motor
7D
0.6%
1Y
10.6%
6674
JP¥6,695.00
GS Yuasa
7D
-10.9%
1Y
148.3%
7267
JP¥1,466.50
Honda Motor
7D
3.7%
1Y
5.2%
7276
JP¥2,548.50
Koito Manufacturing
7D
-9.8%
1Y
47.8%
8136
JP¥1,125.00
Sanrio Company
7D
19.0%
1Y
-19.3%
Analysis Article • Jun 26

Analysts Are Updating Their Sanrio Company, Ltd. (TSE:8136) Estimates After Its Annual Results

It's been a pretty great week for Sanrio Company, Ltd. ( TSE:8136 ) shareholders, with its shares surging 19% to...
3086
JP¥3,457.00
J. Front Retailing
7D
19.0%
1Y
76.1%
Narrative Update • Jun 26

3086: Future Returns Will Depend On Weaker Developer Segment And Share Buyback

Analysts have updated their price target on J. Front Retailing to ¥2,000 from ¥1,900, citing revised assumptions around revenue growth, profit margin, discount rate, and future P/E as the key drivers of the change.
5991
JP¥3,906.00
NHK Spring
7D
-7.9%
1Y
148.4%
5101
JP¥7,328.00
Yokohama Rubber Company
7D
-5.2%
1Y
84.5%
7936
JP¥4,475.00
ASICS
7D
4.4%
1Y
21.6%
6902
JP¥1,866.00
DENSO
7D
-1.4%
1Y
-4.3%
7220
JP¥3,975.00
Musashi Seimitsu Industry
7D
-18.1%
1Y
29.5%
7202
JP¥2,150.50
Isuzu Motors
7D
-6.1%
1Y
17.5%
Narrative Update • Jun 17

7202: Autonomous Bus Rollout Will Support Attractive Future Returns

Analysts have reduced their fair value estimate for Isuzu Motors stock from ¥3,480 to ¥3,100, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Isuzu Motors No recent company specific news for Isuzu Motors has been provided in the primary or secondary sources listed.
9983
JP¥84,360.00
Fast Retailing
7D
3.5%
1Y
70.4%