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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 20, 2025
DataAggregated Company Financials
Companies747
  • 7D-0.09%
  • 3M4.9%
  • 1Y17.5%
  • YTD13.7%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Toyota Motor gained 5.0%. As for the the longer term, the industry is up 18% over the past 12 months. Looking forward, earnings are forecast to grow by 9.2% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Dec 2025JP¥202.7tJP¥248.7tJP¥12.1t14.6x16.8x0.8x
Mon, 17 Nov 2025JP¥203.2tJP¥249.2tJP¥12.0t14.5x16.9x0.8x
Wed, 15 Oct 2025JP¥191.6tJP¥247.3tJP¥11.5t14.7x16.6x0.8x
Fri, 12 Sep 2025JP¥193.9tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Sun, 10 Aug 2025JP¥185.2tJP¥246.5tJP¥11.5t14.4x16.2x0.8x
Tue, 08 Jul 2025JP¥172.9tJP¥245.9tJP¥12.5t14x13.8x0.7x
Thu, 05 Jun 2025JP¥177.3tJP¥245.4tJP¥12.5t13.9x14.1x0.7x
Sat, 03 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Mon, 31 Mar 2025JP¥176.4tJP¥242.7tJP¥13.8t14.6x12.8x0.7x
Wed, 26 Feb 2025JP¥176.0tJP¥243.1tJP¥13.9t13.9x12.7x0.7x
Fri, 24 Jan 2025JP¥178.8tJP¥241.2tJP¥12.7t14.6x14.1x0.7x
Sun, 22 Dec 2024JP¥175.8tJP¥240.9tJP¥12.7t14.3x13.9x0.7x
Tue, 19 Nov 2024JP¥170.7tJP¥241.7tJP¥12.8t13.7x13.3x0.7x
Thu, 17 Oct 2024JP¥169.9tJP¥240.7tJP¥14.0t13.6x12.2x0.7x
Sat, 14 Sep 2024JP¥163.8tJP¥240.4tJP¥14.0t13.3x11.7x0.7x
Mon, 12 Aug 2024JP¥157.5tJP¥238.5tJP¥13.8t12.7x11.4x0.7x
Wed, 10 Jul 2024JP¥183.0tJP¥235.6tJP¥13.9t13.8x13.2x0.8x
Fri, 07 Jun 2024JP¥180.7tJP¥235.5tJP¥13.8t13.5x13.1x0.8x
Sun, 05 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Tue, 02 Apr 2024JP¥191.0tJP¥231.5tJP¥12.7t13.9x15x0.8x
Thu, 29 Feb 2024JP¥186.1tJP¥231.6tJP¥12.7t13.5x14.7x0.8x
Sat, 27 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.7x14.6x0.8x
Mon, 25 Dec 2023JP¥160.4tJP¥226.1tJP¥11.8t13.4x13.6x0.7x
Wed, 22 Nov 2023JP¥166.5tJP¥226.0tJP¥11.8t13.3x14.1x0.7x
Fri, 20 Oct 2023JP¥160.9tJP¥219.8tJP¥10.6t13.2x15.2x0.7x
Sun, 17 Sep 2023JP¥172.7tJP¥219.5tJP¥10.5t14x16.4x0.8x
Tue, 15 Aug 2023JP¥160.0tJP¥219.2tJP¥10.5t13.9x15.2x0.7x
Thu, 13 Jul 2023JP¥155.2tJP¥211.2tJP¥9.1t14.5x17x0.7x
Sat, 10 Jun 2023JP¥153.5tJP¥211.0tJP¥9.1t13.8x16.8x0.7x
Mon, 08 May 2023JP¥143.3tJP¥205.4tJP¥9.2t14x15.6x0.7x
Wed, 05 Apr 2023JP¥140.5tJP¥204.4tJP¥9.2t13x15.3x0.7x
Fri, 03 Mar 2023JP¥137.0tJP¥205.0tJP¥9.2t13.3x14.8x0.7x
Sun, 29 Jan 2023JP¥134.6tJP¥196.7tJP¥9.3t12.9x14.5x0.7x
Tue, 27 Dec 2022JP¥127.6tJP¥196.5tJP¥9.3t12.4x13.8x0.6x
Price to Earnings Ratio

13.8x


Total Market Cap: JP¥127.6tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x202320242025
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 16.8x which is higher than its 3-year average PE of 14.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 9.2% per year over the last three years.
  • Revenues for these companies have grown 8.2% 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-0.91%
Consumer Discretionary-0.093%
Auto3.18%
Consumer Services1.46%
General Merchandise and Department Stores0.89%
Hospitality0.41%
Retail Distributors0.38%
Online Retail and Ecommerce0%0
Specialty Stores-0.62%
Leisure-0.76%
Auto Components-1.02%
Luxury-1.25%
Consumer Durables-4.26%
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 23.3x.
    • Analysts are expecting annual earnings growth of 21.7%, which is higher than its past year's earnings growth of 15.4% 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 9.1x.
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 Retail Distributors industry is expected to see its earnings grow by 6.4% 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
7203 Toyota MotorJP¥3.42k5.0%
+JP¥2.1t		23.5%PE9.6x
4755 Rakuten GroupJP¥953.502.6%
+JP¥52.7b		3.7%PS0.8x
7269 Suzuki MotorJP¥2.33k1.1%
+JP¥51.1b		34.2%PE11.5x
6902 DENSOJP¥2.14k0.7%
+JP¥37.7b		4.4%PE16x
3092 ZOZOJP¥1.36k3.1%
+JP¥36.3b		-16.2%PE26.6x

Latest News

6902
JP¥2,139.50
DENSO
7D
0.7%
1Y
4.4%

DENSO (TSE:6902) Has Affirmed Its Dividend Of ¥32.00

Dec 20
DENSO (TSE:6902) Has Affirmed Its Dividend Of ¥32.00
7267
JP¥1,557.00
Honda Motor
7D
-2.7%
1Y
26.6%
5802
JP¥6,303.00
Sumitomo Electric Industries
7D
-5.3%
1Y
125.1%

Sumitomo Electric Industries' (TSE:5802) Dividend Will Be Increased To ¥68.00

Dec 17
Sumitomo Electric Industries' (TSE:5802) Dividend Will Be Increased To ¥68.00
6758
JP¥3,994.00
Sony Group
7D
-4.5%
1Y
21.6%

6758: Gaming And Music Subscriptions Will Drive Future Earnings Re Rating

Analysts have modestly raised their price target on Sony Group, reflecting slightly faster expected revenue growth, a marginally higher profit margin, and a supportive backdrop of recent Buy and Outperform upgrades that highlight renewed strength in gaming and music streaming businesses. Analyst Commentary Recent Street revisions highlight a more constructive stance on Sony Group, with analysts pointing to a combination of cyclical recovery in key content categories and structural tailwinds in digital entertainment.
3092
JP¥1,359.50
ZOZO
7D
3.1%
1Y
-16.2%

3092: Dividend Outlook Will Support Stronger Long Term Earnings Prospects

Analysts have slightly reduced their price target on ZOZO to approximately ¥1,850 from about ¥1,990, citing a modestly higher discount rate and slightly lower margin expectations, while remaining constructive on revenue growth and longer term earnings power. What's in the News ZOZO announced a second quarter dividend of JPY 19 per share for the period ended September 30, 2025, adjusted for a three-for-one stock split completed on April 1, 2025 (company announcement) The new interim dividend compares with JPY 53 per share a year earlier, reflecting the impact of the stock split and updated capital return policy (company announcement) The dividend will be payable on November 25, 2025 to shareholders of record as of the specified date (company announcement) For the fiscal year ending March 31, 2026, ZOZO guided for a year-end dividend of JPY 20 per share, versus JPY 54 per share a year ago, on a post-split basis (company announcement) Valuation Changes The fair value estimate has fallen slightly to approximately ¥1,850 from about ¥1,990, reflecting more conservative assumptions.
7269
JP¥2,332.50
Suzuki Motor
7D
1.1%
1Y
34.2%

Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00

Dec 14
Suzuki Motor (TSE:7269) Will Pay A Larger Dividend Than Last Year At ¥23.00
4732
JP¥1,771.00
USS
7D
3.3%
1Y
29.4%

USS' (TSE:4732) Shareholders Will Receive A Bigger Dividend Than Last Year

Dec 14
USS' (TSE:4732) Shareholders Will Receive A Bigger Dividend Than Last Year
7936
JP¥3,826.00
ASICS
7D
-2.0%
1Y
24.0%
6752
JP¥1,942.50
Panasonic Holdings
7D
-10.7%
1Y
22.3%

6752: Future Tariffs On Chip Heavy Electronics Will Pressure Earnings Outlook

Analysts have raised their price target on Panasonic Holdings by approximately 7 percent to ¥1,600, citing slightly lower discount rate assumptions, an improved revenue outlook despite still modest contraction, and higher expected profit margins on a cheaper projected future P/E multiple. What's in the News The Trump administration is considering tariffs on imported electronic devices based on the value of their chip content, a proposal that could affect major manufacturers including Panasonic alongside peers such as Sony, Nintendo, Samsung, and Foxconn (Reuters).
9983
JP¥56,350.00
Fast Retailing
7D
-1.3%
1Y
6.8%
5108
JP¥7,184.00
Bridgestone
7D
-1.7%
1Y
36.9%

5108: New Leadership And Stock Split Will Shape Balanced Outlook Through 2026

Analysts have nudged their price target on Bridgestone slightly higher to reflect a modest increase in estimated fair value, driven by a lower perceived discount rate and slightly richer future valuation multiples, partially offset by more conservative expectations for revenue growth and profit margins. What's in the News Unveiled the Potenza RE-71RZ extreme summer performance tire for grassroots racing, promising significantly faster dry and wet lap times, improved wear life and enhanced sustainability via ENLITEN technology (Product-Related Announcement).
7270
JP¥3,457.00
Subaru
7D
-1.7%
1Y
33.0%
7203
JP¥3,424.00
Toyota Motor
7D
5.0%
1Y
23.5%

7203: North Carolina Battery Plant And Litigation Will Shape Balanced Outlook

Analysts have modestly raised their price target on Toyota Motor, citing slightly stronger long term assumptions for fair value, revenue growth, profit margins and future valuation multiples that together support an incremental uptick of approximately ¥90 per share in estimated equity value. What's in the News Toyota began production at its new Liberty, North Carolina battery plant, a nearly JPY 14 billion investment that will create up to 5,100 jobs and serve as a key global hub for lithium ion battery output supporting HEVs, BEVs, and PHEVs. The company issued consolidated earnings guidance for fiscal 2026, targeting sales revenues of JPY 49,000,000 million, operating income of JPY 3,400,000 million, and net income of JPY 2,930,000 million, equal to basic EPS of JPY 224.81.
4755
JP¥953.50
Rakuten Group
7D
2.6%
1Y
3.7%

4755: U S Listing Plans And Impairment Charge Will Shape Outlook

Analysts have modestly raised their price target on Rakuten Group from ¥1,007.50 to ¥1,018.13, citing slightly stronger expected revenue growth, improving profit margins, and a lower anticipated future P/E multiple that together support a marginally higher fair value. What's in the News Rakuten is exploring a potential U.S. IPO of its credit card business, alongside alternatives such as a partial stake sale to a strategic investor, following Mizuho’s earlier purchase of a 15% stake for about $1.1 billion (Reuters).
7282
JP¥4,049.00
Toyoda Gosei
7D
6.6%
1Y
48.0%
7532
JP¥974.20
Pan Pacific International Holdings
7D
1.0%
1Y
16.9%

Pan Pacific International Holdings Corporation (TSE:7532) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov 14
Pan Pacific International Holdings Corporation (TSE:7532) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?