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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedSep 13, 2026
DataAggregated Company Financials
Companies728
  • 7D-3.3%
  • 3M3.1%
  • 1Y6.7%
  • YTD2.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.3%, driven by a pullback from Sony Group of 6.5%. In the past year, the industry has gained 6.7%. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Sep 2026JP¥201.4tJP¥258.1tJP¥12.1t13.8x16.7x0.8x
Wed, 12 Aug 2026JP¥212.5tJP¥257.8tJP¥12.1t14x17.5x0.8x
Fri, 10 Jul 2026JP¥203.7tJP¥253.5tJP¥10.4t14.1x19.7x0.8x
Sun, 07 Jun 2026JP¥203.6tJP¥253.8tJP¥10.3t13.7x19.7x0.8x
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
Price to Earnings Ratio

16.3x


Total Market Cap: JP¥171.0tTotal Earnings: JP¥10.5tTotal Revenue: JP¥219.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 15.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 15.3x.
  • 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 4.7% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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-1.69%
Consumer Discretionary-3.30%
Online Retail and Ecommerce0%0
Retail Distributors-1.23%
Auto-1.78%
Auto Components-3.05%
Specialty Stores-3.46%
Consumer Services-3.75%
Hospitality-3.80%
Leisure-3.92%
Consumer Durables-4.11%
General Merchandise and Department Stores-5.45%
Luxury-5.85%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 39.0x.
    • Analysts are expecting annual earnings growth of 13.5%, which is lower than the prior year's growth of 19.9% per year.
  • Investors are most pessimistic about the Auto industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.0x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 31% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 3.6% 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¥4.20k0.9%
+JP¥86.4b		169.5%PE38.7x
6753 SharpJP¥678.005.2%
+JP¥21.6b		-20.7%PE18.9x
6902 DENSOJP¥1.92k0.2%
+JP¥11.3b		-10.2%PE11.1x
6191 AirTripJP¥1.07k39.2%
+JP¥6.7b		9.6%PE9.9x
5105 Toyo TireJP¥3.69k1.2%
+JP¥6.6b		-8.8%PE9.5x

Latest News

7532
JP¥726.10
Pan Pacific International Holdings
7D
-6.5%
1Y
-30.8%
6191
JP¥1,073.00
AirTrip
7D
39.2%
1Y
9.6%
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Sony Group
7D
-6.5%
1Y
-15.3%
7936
JP¥3,989.00
ASICS
7D
-6.5%
1Y
-4.1%
7203
JP¥3,031.00
Toyota Motor
7D
-1.6%
1Y
4.9%
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6752
JP¥4,200.00
Panasonic Holdings
7D
0.9%
1Y
169.5%
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5108
JP¥3,777.00
Bridgestone
7D
-4.6%
1Y
8.0%
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9831
JP¥717.70
Yamada Holdings
7D
1.2%
1Y
45.0%
5105
JP¥3,693.00
Toyo Tire
7D
1.2%
1Y
-8.8%
3563
JP¥5,171.00
Food & Life Companies
7D
-14.1%
1Y
32.3%
9983
JP¥66,480.00
Fast Retailing
7D
-3.8%
1Y
37.6%
5802
JP¥2,077.50
Sumitomo Electric Industries
7D
-2.6%
1Y
98.8%
6460
JP¥3,194.00
Sega Sammy Holdings
7D
0.9%
1Y
1.1%
6753
JP¥678.00
Sharp
7D
5.2%
1Y
-20.7%
6417
JP¥2,055.00
Sankyo
7D
1.5%
1Y
-31.2%
6902
JP¥1,921.00
DENSO
7D
0.2%
1Y
-10.2%
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