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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies742
  • 7D1.9%
  • 3M8.5%
  • 1Y22.0%
  • YTD2.8%

The Consumer Discretionary industry is up 1.9% in the last week, with Toyota Motor up 6.2%. In the same time, Sony Group was down 6.7%. This means that the industry has gained 22% over the past year. 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
Wed, 14 Jan 2026JP¥209.3tJP¥248.7tJP¥12.1t15x17.3x0.8x
Fri, 12 Dec 2025JP¥198.2tJP¥249.3tJP¥12.1t14.4x16.4x0.8x
Sun, 09 Nov 2025JP¥198.0tJP¥248.7tJP¥11.8t14.9x16.8x0.8x
Tue, 07 Oct 2025JP¥195.8tJP¥246.9tJP¥11.5t15.3x17.1x0.8x
Thu, 04 Sep 2025JP¥190.2tJP¥246.8tJP¥11.5t15.2x16.5x0.8x
Sat, 02 Aug 2025JP¥180.7tJP¥245.6tJP¥12.3t14.4x14.6x0.7x
Mon, 30 Jun 2025JP¥176.4tJP¥245.9tJP¥12.5t14x14.1x0.7x
Wed, 28 May 2025JP¥174.6tJP¥245.5tJP¥12.5t13.9x13.9x0.7x
Fri, 25 Apr 2025JP¥168.9tJP¥243.0tJP¥13.8t14x12.2x0.7x
Sun, 23 Mar 2025JP¥179.9tJP¥242.9tJP¥13.8t14.7x13x0.7x
Tue, 18 Feb 2025JP¥180.6tJP¥243.0tJP¥13.9t14.1x13x0.7x
Thu, 16 Jan 2025JP¥175.6tJP¥241.2tJP¥12.7t14.4x13.8x0.7x
Sat, 14 Dec 2024JP¥175.9tJP¥240.9tJP¥12.7t14.1x13.9x0.7x
Mon, 11 Nov 2024JP¥170.1tJP¥241.5tJP¥12.9t13.6x13.2x0.7x
Wed, 09 Oct 2024JP¥171.8tJP¥240.4tJP¥13.9t13.6x12.3x0.7x
Fri, 06 Sep 2024JP¥168.6tJP¥240.1tJP¥13.9t13.2x12.1x0.7x
Sun, 04 Aug 2024JP¥161.1tJP¥237.8tJP¥13.7t12.9x11.8x0.7x
Tue, 02 Jul 2024JP¥182.3tJP¥235.6tJP¥13.9t13.8x13.2x0.8x
Thu, 30 May 2024JP¥180.3tJP¥235.4tJP¥13.8t13.4x13x0.8x
Sat, 27 Apr 2024JP¥184.1tJP¥232.1tJP¥12.8t13.6x14.4x0.8x
Mon, 25 Mar 2024JP¥197.2tJP¥231.6tJP¥12.7t14x15.5x0.9x
Wed, 21 Feb 2024JP¥184.0tJP¥231.6tJP¥12.7t13.5x14.5x0.8x
Fri, 19 Jan 2024JP¥174.4tJP¥226.3tJP¥11.8t13.7x14.7x0.8x
Sun, 17 Dec 2023JP¥161.3tJP¥226.1tJP¥11.8t13.4x13.7x0.7x
Tue, 14 Nov 2023JP¥166.4tJP¥225.7tJP¥11.7t13.3x14.2x0.7x
Thu, 12 Oct 2023JP¥163.7tJP¥219.5tJP¥10.5t13.7x15.6x0.7x
Sat, 09 Sep 2023JP¥165.6tJP¥219.4tJP¥10.5t14.1x15.8x0.8x
Mon, 07 Aug 2023JP¥160.4tJP¥216.1tJP¥10.1t14.2x15.8x0.7x
Wed, 05 Jul 2023JP¥161.2tJP¥211.2tJP¥9.1t14.7x17.7x0.8x
Fri, 02 Jun 2023JP¥146.7tJP¥211.0tJP¥9.2t13.2x16x0.7x
Sun, 30 Apr 2023JP¥143.8tJP¥206.1tJP¥9.3t13.8x15.5x0.7x
Tue, 28 Mar 2023JP¥134.6tJP¥204.3tJP¥9.2t12.9x14.6x0.7x
Thu, 23 Feb 2023JP¥135.0tJP¥205.0tJP¥9.2t12.7x14.6x0.7x
Sat, 21 Jan 2023JP¥130.8tJP¥196.6tJP¥9.3t12.7x14.1x0.7x
Price to Earnings Ratio

14.1x


Total Market Cap: JP¥130.8tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x202420252026
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 17.3x 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 9.3% 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 Market1.77%
Consumer Discretionary1.92%
Specialty Stores5.68%
Auto5.01%
Luxury1.50%
Consumer Services1.33%
General Merchandise and Department Stores0.78%
Retail Distributors0.76%
Hospitality0.75%
Auto Components0.63%
Online Retail and Ecommerce0%0
Leisure-0.51%
Consumer Durables-3.58%
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 24.0x.
    • Analysts are expecting annual earnings growth of 20.0%, 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 20% 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 grow by 7.0% 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¥3.62k8.6%
+JP¥3.7t		24.9%PE10.2x
9983 Fast RetailingJP¥65.16k14.7%
+JP¥2.6t		34.8%PE44.6x
7267 Honda MotorJP¥1.63k6.5%
+JP¥385.4b		10.8%PE9.7x
6752 Panasonic HoldingsJP¥2.18k5.6%
+JP¥270.8b		39.8%PE15.9x
6902 DENSOJP¥2.22k3.1%
+JP¥178.8b		3.7%PE16.6x

Latest News

7267
JP¥1,631.00
Honda Motor
7D
6.5%
1Y
10.8%
2726
JP¥1,751.00
PAL GROUP Holdings
7D
-11.8%
1Y
17.7%
6758
JP¥3,848.00
Sony Group
7D
-3.2%
1Y
20.0%
5108
JP¥3,494.00
Bridgestone
7D
-1.5%
1Y
31.2%
7203
JP¥3,622.00
Toyota Motor
7D
8.6%
1Y
24.9%

7203: Battery Build Out, Legal Risks And Steady Outlook Will Shape Returns

Analysts have nudged their price target for Toyota Motor slightly higher, reflecting a modest uplift in fair value and future P/E assumptions alongside an essentially unchanged discount rate, revenue growth, and profit margin inputs. What's in the News Perrone Robotics filed patent infringement lawsuits against Toyota and several other automakers, alleging unauthorized use of its automated vehicle and robotics technologies in automated driving systems in U.S. federal courts in Texas and Virginia (Lawsuits & Legal Issues).
7201
JP¥425.70
Nissan Motor
7D
7.9%
1Y
-3.1%

7201: Tariff Relief And EV Policy Shifts Will Support Re Nissan Recovery

Analysts have raised their fair value estimate for Nissan Motor from ¥400.00 to ¥460.00, reflecting updated assumptions of slightly higher revenue growth, profit margins, and future P/E expectations. What's in the News Perrone Robotics filed patent infringement lawsuits against Nissan and six other automakers, alleging unauthorized use of its automated vehicle and robotics technologies in automated driving systems, in U.S. federal courts in Texas and Virginia.
2670
JP¥2,510.00
ABC-MartInc
7D
-6.0%
1Y
-19.5%

ABC-Mart,Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Jan 11
ABC-Mart,Inc. Just Missed Earnings - But Analysts Have Updated Their Models
9983
JP¥65,160.00
Fast Retailing
7D
14.7%
1Y
34.8%

Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Jan 10
Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
6752
JP¥2,177.00
Panasonic Holdings
7D
5.6%
1Y
39.8%

6752: Weaker Earnings Guidance And Indian Expansion Plans Will Pressure Future Returns

Analysts have kept their fair value estimate for Panasonic Holdings steady at ¥1,600, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view of the shares. What's in the News Panasonic Holdings plans to pursue acquisitions and minority investments to support overseas growth in its Indian business, including expanding wiring devices, lighting and sales coverage in southern India, according to comments at the Panasonic group IR day.
6902
JP¥2,218.50
DENSO
7D
3.1%
1Y
3.7%

DENSO (TSE:6902) Has Announced A Dividend Of ¥32.00

Jan 08
DENSO (TSE:6902) Has Announced A Dividend Of ¥32.00
5802
JP¥6,479.00
Sumitomo Electric Industries
7D
-2.5%
1Y
136.6%
4661
JP¥2,893.50
Oriental Land
7D
-1.1%
1Y
-12.8%

Earnings Not Telling The Story For Oriental Land Co., Ltd. (TSE:4661)

Jan 07
Earnings Not Telling The Story For Oriental Land Co., Ltd. (TSE:4661)
7532
JP¥896.00
Pan Pacific International Holdings
7D
-2.5%
1Y
9.8%

The Return Trends At Pan Pacific International Holdings (TSE:7532) Look Promising

Jan 01
The Return Trends At Pan Pacific International Holdings (TSE:7532) Look Promising
7269
JP¥2,389.00
Suzuki Motor
7D
3.6%
1Y
35.3%

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
7270
JP¥3,598.00
Subaru
7D
7.3%
1Y
35.8%
9843
JP¥2,562.00
Nitori Holdings
7D
-2.6%
1Y
-29.2%