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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies738
  • 7D-1.8%
  • 3M-6.1%
  • 1Y13.8%
  • YTD-4.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.8%, driven by a pullback from Toyota Motor of 3.6%. Meanwhile, Panasonic Holdings actually outperformed within the industry, gaining 8.6% in the last week. Over the past 12 months, the industry was up 13%. 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, 07 May 2026JP¥194.7tJP¥251.1tJP¥10.6t14.4x18.3x0.8x
Sat, 04 Apr 2026JP¥198.3tJP¥250.3tJP¥10.6t14.5x18.7x0.8x
Mon, 02 Mar 2026JP¥221.4tJP¥250.5tJP¥10.5t15.5x21x0.9x
Wed, 28 Jan 2026JP¥200.7tJP¥248.8tJP¥12.1t14.8x16.6x0.8x
Fri, 26 Dec 2025JP¥202.9tJP¥248.6tJP¥12.1t14.9x16.8x0.8x
Sun, 23 Nov 2025JP¥198.4tJP¥249.3tJP¥12.1t14.5x16.4x0.8x
Tue, 21 Oct 2025JP¥192.8tJP¥247.5tJP¥11.5t14.8x16.7x0.8x
Thu, 18 Sep 2025JP¥194.9tJP¥246.9tJP¥11.5t15.3x17x0.8x
Sat, 16 Aug 2025JP¥191.9tJP¥246.7tJP¥11.5t14.5x16.7x0.8x
Mon, 14 Jul 2025JP¥173.1tJP¥246.0tJP¥12.5t14.2x13.8x0.7x
Wed, 11 Jun 2025JP¥175.7tJP¥245.5tJP¥12.5t13.9x14x0.7x
Fri, 09 May 2025JP¥172.7tJP¥243.5tJP¥13.9t14.2x12.4x0.7x
Sun, 06 Apr 2025JP¥160.2tJP¥242.8tJP¥13.8t13.2x11.6x0.7x
Tue, 04 Mar 2025JP¥177.6tJP¥243.1tJP¥13.9t14.2x12.8x0.7x
Thu, 30 Jan 2025JP¥181.7tJP¥241.0tJP¥12.7t15x14.3x0.8x
Sat, 28 Dec 2024JP¥187.1tJP¥240.8tJP¥12.7t14.8x14.8x0.8x
Mon, 25 Nov 2024JP¥170.9tJP¥241.8tJP¥12.8t13.9x13.4x0.7x
Wed, 23 Oct 2024JP¥167.6tJP¥240.8tJP¥14.0t13.4x12x0.7x
Fri, 20 Sep 2024JP¥164.7tJP¥240.4tJP¥14.0t13.5x11.8x0.7x
Sun, 18 Aug 2024JP¥170.1tJP¥239.0tJP¥13.9t13.2x12.3x0.7x
Tue, 16 Jul 2024JP¥186.4tJP¥235.8tJP¥13.9t13.9x13.4x0.8x
Thu, 13 Jun 2024JP¥181.4tJP¥235.5tJP¥13.8t13.8x13.1x0.8x
Sat, 11 May 2024JP¥182.9tJP¥233.8tJP¥13.3t13.8x13.8x0.8x
Mon, 08 Apr 2024JP¥188.3tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Wed, 06 Mar 2024JP¥188.6tJP¥231.6tJP¥12.7t13.5x14.9x0.8x
Fri, 02 Feb 2024JP¥175.5tJP¥226.4tJP¥11.8t14x14.8x0.8x
Sun, 31 Dec 2023JP¥162.5tJP¥226.1tJP¥11.8t13.4x13.8x0.7x
Tue, 28 Nov 2023JP¥167.3tJP¥226.0tJP¥11.8t13.5x14.2x0.7x
Thu, 26 Oct 2023JP¥160.6tJP¥219.8tJP¥10.6t13.3x15.2x0.7x
Sat, 23 Sep 2023JP¥169.2tJP¥219.5tJP¥10.5t14.2x16.1x0.8x
Mon, 21 Aug 2023JP¥156.3tJP¥219.3tJP¥10.5t13.5x14.9x0.7x
Wed, 19 Jul 2023JP¥156.9tJP¥211.4tJP¥9.1t14.2x17.2x0.7x
Fri, 16 Jun 2023JP¥160.4tJP¥211.1tJP¥9.1t13.9x17.5x0.8x
Sun, 14 May 2023JP¥146.3tJP¥209.1tJP¥9.3t13.9x15.7x0.7x
Price to Earnings Ratio

15.7x


Total Market Cap: JP¥146.3tTotal Earnings: JP¥9.3tTotal Revenue: JP¥209.1tTotal 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 4.5% 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-1.02%
Consumer Discretionary-1.79%
Online Retail and Ecommerce0%0
Consumer Durables-0.38%
Consumer Services-0.76%
Specialty Stores-0.82%
Auto Components-1.19%
Retail Distributors-1.21%
General Merchandise and Department Stores-1.39%
Leisure-1.72%
Hospitality-2.46%
Luxury-3.02%
Auto-3.43%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 24.1x.
    • 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
5802 Sumitomo Electric IndustriesJP¥11.26k10.5%
+JP¥830.6b		369.0%PE34.1x
9983 Fast RetailingJP¥75.67k2.8%
+JP¥638.2b		59.4%PE48.5x
6752 Panasonic HoldingsJP¥3.33k3.9%
+JP¥289.5b		95.8%PE38.2x
6758 Sony GroupJP¥3.14k0.9%
+JP¥171.3b		-10.2%PE14.9x
7936 ASICSJP¥4.61k4.1%
+JP¥129.0b		38.9%PE33.1x

Latest News

6758
JP¥3,142.00
Sony Group
7D
0.9%
1Y
-10.2%
7203
JP¥3,001.00
Toyota Motor
7D
-0.7%
1Y
12.3%
3092
JP¥1,013.50
ZOZO
7D
-3.8%
1Y
-35.2%
Narrative Update • May 05

3092: Higher Discount Rate Will Pressure Earnings Quality Before Loan Decision

Analysts have trimmed their fair value estimate for ZOZO to a new price target of ¥880 from ¥1,009.84, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO has scheduled a board meeting for February 20, 2026, to consider and decide whether to execute a loan agreement that includes financial covenants (Key Developments).
6752
JP¥3,327.00
Panasonic Holdings
7D
3.9%
1Y
95.8%
Narrative Update • May 04

6752: Rising Restructuring Costs Will Drive A Cautious Longer Term Outlook

The analyst price target for Panasonic Holdings has shifted from approximately ¥2,663 to about ¥2,999, as analysts factor in modest adjustments to discount rates, revenue growth, profit margins and a higher assumed future P/E despite recent cautious sentiment reflected in downgrades such as the one from Nomura. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable applying a higher future P/E to Panasonic Holdings, signaling confidence that earnings quality could justify a richer multiple over time.
4755
JP¥750.20
Rakuten Group
7D
-1.2%
1Y
-15.1%
5334
JP¥8,115.00
Niterra
7D
-3.5%
1Y
66.3%
Analysis Article • May 04

Analysts Are Updating Their Niterra Co., Ltd. (TSE:5334) Estimates After Its Yearly Results

Niterra Co., Ltd. ( TSE:5334 ) shareholders are probably feeling a little disappointed, since its shares fell 4.8% to...
8136
JP¥850.50
Sanrio Company
7D
-7.0%
1Y
-22.5%
7259
JP¥2,275.50
Aisin
7D
-8.6%
1Y
26.2%
6902
JP¥1,917.50
DENSO
7D
1.9%
1Y
2.0%
5108
JP¥3,322.00
Bridgestone
7D
1.7%
1Y
10.7%
Narrative Update • Apr 27

5108: Ongoing Share Buyback And Cancellation Will Support A Stronger Outlook

Analysts have maintained Bridgestone's fair value estimate at ¥3,686.92. Updated assumptions indicate slightly higher discount rates, revenue growth and profit margins, along with a modestly lower future P/E, resulting in a broadly unchanged price target view.
9983
JP¥75,670.00
Fast Retailing
7D
2.8%
1Y
59.4%
Analysis Article • Apr 17

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

Fast Retailing Co., Ltd. ( TSE:9983 ) announced a healthy earnings result recently, and the market rewarded it with a...
7532
JP¥884.40
Pan Pacific International Holdings
7D
-0.6%
1Y
-2.2%
7936
JP¥4,614.00
ASICS
7D
4.1%
1Y
38.9%
8227
JP¥3,171.00
SHIMAMURA
7D
-3.1%
1Y
-1.4%
5802
JP¥11,255.00
Sumitomo Electric Industries
7D
10.5%
1Y
369.0%
7269
JP¥1,794.50
Suzuki Motor
7D
2.6%
1Y
0.9%