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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies742
  • 7D-2.4%
  • 3M-2.1%
  • 1Y12.3%
  • YTD-2.1%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.4%, driven by Sony Group declining 5.4%. This takes the industry's 12 month performance to a gain of 12%. 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
Mon, 23 Mar 2026JP¥198.9tJP¥250.6tJP¥10.6t14.4x18.8x0.8x
Wed, 18 Feb 2026JP¥214.3tJP¥250.4tJP¥10.5t14.9x20.4x0.9x
Fri, 16 Jan 2026JP¥212.5tJP¥248.8tJP¥12.1t15.1x17.6x0.9x
Sun, 14 Dec 2025JP¥203.2tJP¥249.3tJP¥12.1t14.8x16.8x0.8x
Tue, 11 Nov 2025JP¥199.0tJP¥248.7tJP¥11.8t15x16.8x0.8x
Thu, 09 Oct 2025JP¥196.5tJP¥246.9tJP¥11.5t15.3x17.1x0.8x
Sat, 06 Sep 2025JP¥194.3tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Mon, 04 Aug 2025JP¥180.7tJP¥245.9tJP¥12.3t14.4x14.7x0.7x
Wed, 02 Jul 2025JP¥176.0tJP¥245.9tJP¥12.5t14x14.1x0.7x
Fri, 30 May 2025JP¥178.7tJP¥245.5tJP¥12.5t14x14.3x0.7x
Sun, 27 Apr 2025JP¥170.2tJP¥243.4tJP¥13.9t13.9x12.3x0.7x
Tue, 25 Mar 2025JP¥179.9tJP¥242.9tJP¥13.8t14.7x13x0.7x
Thu, 20 Feb 2025JP¥180.4tJP¥243.1tJP¥13.9t14.1x13x0.7x
Sat, 18 Jan 2025JP¥173.4tJP¥241.2tJP¥12.7t14.3x13.7x0.7x
Mon, 16 Dec 2024JP¥175.9tJP¥240.9tJP¥12.7t14.1x13.9x0.7x
Wed, 13 Nov 2024JP¥172.7tJP¥241.4tJP¥12.9t13.7x13.4x0.7x
Fri, 11 Oct 2024JP¥172.7tJP¥240.4tJP¥14.0t13.5x12.4x0.7x
Sun, 08 Sep 2024JP¥167.2tJP¥240.1tJP¥13.9t13.2x12x0.7x
Tue, 06 Aug 2024JP¥142.0tJP¥237.8tJP¥13.7t11.5x10.4x0.6x
Thu, 04 Jul 2024JP¥183.6tJP¥235.6tJP¥13.9t13.7x13.2x0.8x
Sat, 01 Jun 2024JP¥182.5tJP¥235.4tJP¥13.8t13.6x13.2x0.8x
Mon, 29 Apr 2024JP¥183.9tJP¥232.2tJP¥12.8t13.6x14.4x0.8x
Wed, 27 Mar 2024JP¥194.8tJP¥231.6tJP¥12.7t13.9x15.3x0.8x
Fri, 23 Feb 2024JP¥185.9tJP¥231.6tJP¥12.7t13.5x14.6x0.8x
Sun, 21 Jan 2024JP¥174.9tJP¥226.3tJP¥11.8t13.7x14.8x0.8x
Tue, 19 Dec 2023JP¥160.9tJP¥226.1tJP¥11.8t13.1x13.7x0.7x
Thu, 16 Nov 2023JP¥169.4tJP¥225.8tJP¥11.7t13.3x14.4x0.8x
Sat, 14 Oct 2023JP¥164.5tJP¥219.7tJP¥10.5t13.4x15.6x0.7x
Mon, 11 Sep 2023JP¥165.6tJP¥219.4tJP¥10.5t14.1x15.8x0.8x
Wed, 09 Aug 2023JP¥161.2tJP¥216.2tJP¥10.1t14.2x15.9x0.7x
Fri, 07 Jul 2023JP¥159.7tJP¥211.2tJP¥9.1t14.5x17.5x0.8x
Sun, 04 Jun 2023JP¥149.8tJP¥211.1tJP¥9.2t13.5x16.3x0.7x
Tue, 02 May 2023JP¥144.6tJP¥206.1tJP¥9.3t13.7x15.6x0.7x
Thu, 30 Mar 2023JP¥137.3tJP¥204.3tJP¥9.2t13.1x14.9x0.7x
Price to Earnings Ratio

14.9x


Total Market Cap: JP¥137.3tTotal Earnings: JP¥9.2tTotal Revenue: JP¥204.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.8x202420252026
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 18.8x which is higher than its 3-year average PE of 14.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 4.8% per year over the last three years.
  • Revenues for these companies have grown 7.0% 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-0.63%
Consumer Discretionary-2.37%
Online Retail and Ecommerce0%0
Retail Distributors-1.10%
Luxury-1.29%
Hospitality-1.33%
Consumer Services-1.40%
Auto-1.99%
Leisure-2.02%
Specialty Stores-2.21%
General Merchandise and Department Stores-2.27%
Auto Components-2.89%
Consumer Durables-3.50%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 21.0x.
    • Analysts are expecting annual earnings growth of 15.4%, 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 13.9x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 5.9% 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
2702 McDonald's Holdings Company (Japan)JP¥7.98k2.0%
+JP¥21.3b		38.5%PE31.3x
456A HUMAN MADEJP¥4.35k22.5%
+JP¥18.3b		n/aPE33.9x
9279 Gift HoldingsJP¥4.48k15.3%
+JP¥11.9b		56.9%PE34.5x
3103 UnitikaJP¥1.49k11.5%
+JP¥8.9b		776.5%PE8x
4385 MercariJP¥3.50k1.4%
+JP¥7.8b		32.8%PE19.7x

Latest News

4385
JP¥3,496.00
Mercari
7D
1.4%
1Y
32.8%

4385: Rich Profit Assumptions And Lower Future P/E Will Sustain Overvaluation Risk

Mercari's analyst price target is held at ¥2,500, as analysts balance a slightly higher discount rate with updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Mercari raised its consolidated revenue guidance for the year ending June 30, 2026 to a range of ¥210,000 million to ¥220,000 million, compared with the previous range of ¥200,000 million to ¥210,000 million (Key Developments).
9279
JP¥4,475.00
Gift Holdings
7D
15.3%
1Y
56.9%
7267
JP¥1,302.00
Honda Motor
7D
-4.8%
1Y
-13.4%

7267: Electrification Reset And HEV Focus Will Support Future Upside Potential

Analysts have adjusted their price target on Honda Motor to ¥1,594.61 from ¥1,732.16, citing updated assumptions for the discount rate, revenue growth, profit margins, and forward P/E multiples. What's in the News Honda cancelled market launches and development of certain EV models planned for North America, as part of a broader review of its electrification approach and business structure, including a focus on HEV models and fixed costs (company meeting, March 12, 2026).
7202
JP¥2,342.50
Isuzu Motors
7D
-6.1%
1Y
15.7%

7202: Future Earnings Will Benefit From Capital Reduction And Completed Share Repurchases

Analysts have adjusted their price target on Isuzu Motors to ¥2,760 from ¥2,619, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors approved a change in top leadership, with Naohiro Yamaguchi set to become President and Representative Director, CEO on April 1, 2026, and current CEO Masanori Katayama shifting to Chairman and Director of the Board, aligned with the mid term plan ISUZU Transformation Growth to 2030 (IX) (Board resolution, Feb 27, 2026).
456A
JP¥4,350.00
HUMAN MADE
7D
22.5%
1Y
n/a
7203
JP¥3,325.00
Toyota Motor
7D
-1.3%
1Y
16.9%

7203: US EV Push And Share Repurchases Will Support Bullish Outlook

Analysts have nudged their price target on Toyota Motor higher, with fair value moving from about ¥3,979 to roughly ¥4,033 as they factor in updated assumptions for revenue growth, profit margins, the discount rate and future P/E. What's in the News Board meeting scheduled for March 6, 2026 to consider and resolve changes to the tender offer for Toyota's own shares, including terms for the repurchase program (Key Developments).
3103
JP¥1,490.00
Unitika
7D
11.5%
1Y
776.5%
6758
JP¥3,271.00
Sony Group
7D
-5.4%
1Y
-13.5%

6758: Content Franchises And Buybacks Will Offset Emerging AI Music Risks

Narrative Update on Sony Group The analyst price target for Sony Group has shifted slightly from ¥4,990.87 to ¥4,969.13, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E, while also weighing fresh concerns around AI driven risks to the music business. Analyst Commentary Recent Street research around Sony Group focuses heavily on the music segment, where AI generated content is emerging as a key debate for both upside and risk to the equity story.
2702
JP¥7,980.00
McDonald's Holdings Company (Japan)
7D
2.0%
1Y
38.5%
5802
JP¥9,948.00
Sumitomo Electric Industries
7D
-4.3%
1Y
257.6%
8237
JP¥1,922.00
Matsuya
7D
5.7%
1Y
86.2%
7259
JP¥2,210.50
Aisin
7D
-6.2%
1Y
18.5%
7453
JP¥3,516.00
Ryohin Keikaku
7D
-6.4%
1Y
77.8%
9983
JP¥63,430.00
Fast Retailing
7D
-2.4%
1Y
39.9%
7309
JP¥16,340.00
Shimano
7D
0.4%
1Y
-26.3%

Why Shimano's (TSE:7309) Shaky Earnings Are Just The Beginning Of Its Problems

Feb 18
Why Shimano's (TSE:7309) Shaky Earnings Are Just The Beginning Of Its Problems
9708
JP¥1,505.00
Imperial Hotel
7D
3.5%
1Y
64.5%