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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies756
  • 7D-1.8%
  • 3M4.1%
  • 1Y-2.9%
  • YTD-2.8%

Over the last 7 days, the Consumer Discretionary industry has risen 1.3%, driven by gains from Sony Group of 9.4%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 6.6% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025JP¥175.9tJP¥243.1tJP¥13.9t14x12.7x0.7x
Sun, 19 Jan 2025JP¥173.4tJP¥241.2tJP¥12.7t14.3x13.7x0.7x
Tue, 17 Dec 2024JP¥175.2tJP¥239.5tJP¥12.6t14.3x13.9x0.7x
Thu, 14 Nov 2024JP¥170.3tJP¥241.4tJP¥12.8t13.7x13.3x0.7x
Sat, 12 Oct 2024JP¥172.7tJP¥240.4tJP¥14.0t13.5x12.4x0.7x
Mon, 09 Sep 2024JP¥167.2tJP¥240.4tJP¥14.0t13.3x12x0.7x
Wed, 07 Aug 2024JP¥157.2tJP¥237.8tJP¥13.7t12.3x11.5x0.7x
Fri, 05 Jul 2024JP¥185.7tJP¥235.6tJP¥13.9t13.8x13.4x0.8x
Sun, 02 Jun 2024JP¥182.5tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Tue, 30 Apr 2024JP¥183.9tJP¥232.2tJP¥12.8t13.6x14.4x0.8x
Thu, 28 Mar 2024JP¥196.1tJP¥231.7tJP¥12.7t14.1x15.4x0.8x
Sat, 24 Feb 2024JP¥185.9tJP¥231.6tJP¥12.7t13.5x14.6x0.8x
Mon, 22 Jan 2024JP¥174.9tJP¥226.3tJP¥11.8t13.7x14.8x0.8x
Wed, 20 Dec 2023JP¥162.0tJP¥226.1tJP¥11.8t13.2x13.7x0.7x
Fri, 17 Nov 2023JP¥169.4tJP¥225.8tJP¥11.8t13.2x14.4x0.8x
Sun, 15 Oct 2023JP¥164.5tJP¥219.7tJP¥10.5t13.4x15.6x0.7x
Tue, 12 Sep 2023JP¥165.3tJP¥219.4tJP¥10.5t14.1x15.7x0.8x
Thu, 10 Aug 2023JP¥160.6tJP¥216.8tJP¥10.2t14.2x15.8x0.7x
Sat, 08 Jul 2023JP¥158.1tJP¥211.2tJP¥9.1t14.6x17.3x0.7x
Mon, 05 Jun 2023JP¥149.8tJP¥211.1tJP¥9.2t13.5x16.3x0.7x
Wed, 03 May 2023JP¥144.6tJP¥206.1tJP¥9.3t13.8x15.6x0.7x
Fri, 31 Mar 2023JP¥137.4tJP¥204.3tJP¥9.2t13.2x14.9x0.7x
Sun, 26 Feb 2023JP¥135.9tJP¥205.0tJP¥9.2t12.9x14.7x0.7x
Tue, 24 Jan 2023JP¥131.9tJP¥196.6tJP¥9.3t12.7x14.3x0.7x
Thu, 22 Dec 2022JP¥127.4tJP¥196.5tJP¥9.3t12.4x13.7x0.6x
Sat, 19 Nov 2022JP¥137.2tJP¥196.4tJP¥9.3t12.8x14.8x0.7x
Mon, 17 Oct 2022JP¥133.2tJP¥187.5tJP¥9.0t13.1x14.7x0.7x
Wed, 14 Sep 2022JP¥139.4tJP¥187.4tJP¥9.0t13.5x15.5x0.7x
Fri, 12 Aug 2022JP¥137.3tJP¥186.4tJP¥9.1t13.1x15.1x0.7x
Sun, 10 Jul 2022JP¥132.2tJP¥184.1tJP¥9.3t12.7x14.3x0.7x
Tue, 07 Jun 2022JP¥136.1tJP¥183.6tJP¥9.2t13.2x14.7x0.7x
Thu, 05 May 2022JP¥132.9tJP¥182.7tJP¥9.3t12x14.2x0.7x
Sat, 02 Apr 2022JP¥137.9tJP¥182.1tJP¥9.3t11.7x14.9x0.8x
Mon, 28 Feb 2022JP¥135.6tJP¥182.2tJP¥9.3t11.5x14.6x0.7x
Price to Earnings Ratio

14.6x


Total Market Cap: JP¥135.6tTotal Earnings: JP¥9.3tTotal Revenue: JP¥182.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.4x202320242025
Current Industry PE
  • Investors are pessimistic on the Japanese Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 12.7x which is lower than its 3-year average PE of 14.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 10% 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-1.26%
Consumer Discretionary-1.85%
Consumer Durables4.42%
Luxury2.04%
Online Retail and Ecommerce0%0
Consumer Services-1.95%
Auto Components-2.22%
Retail Distributors-2.41%
Leisure-2.85%
Auto-3.81%
Specialty Stores-3.81%
Hospitality-3.86%
General Merchandise and Department Stores-4.12%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 14.0x.
    • Analysts are expecting annual earnings growth of 21.5%, which is higher than its past year's earnings growth of 15.4% per year.
  • Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 9.3x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Auto industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
6758 Sony GroupJP¥3.81k2.9%
+JP¥650.8b		43.2%PE20.3x
8136 Sanrio CompanyJP¥7.05k15.8%
+JP¥226.5b		164.3%PE47.2x
5108 BridgestoneJP¥5.95k4.2%
+JP¥163.7b		-7.3%PE14.3x
7201 Nissan MotorJP¥458.807.8%
+JP¥122.2b		-19.5%PE15.9x
7832 BANDAI NAMCO HoldingsJP¥4.98k2.8%
+JP¥87.7b		63.5%PE19.2x
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7211

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Mitsubishi Motors

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5.7%

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3099

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Isetan Mitsukoshi Holdings

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-9.6%

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7203

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Toyota Motor

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-23.1%

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7832

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24.7%

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JP¥3,032.00

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-5.8%

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