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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 22, 2025
DataAggregated Company Financials
Companies747
  • 7D-0.09%
  • 3M4.0%
  • 1Y17.5%
  • YTD13.7%

Last week, the Consumer Discretionary industry hasn't moved much but Toyota Motor is up 5.0% in that time. As for the the longer term, the industry is up 18% over the past 12 months. As for the next few years, earnings are expected to grow by 9.2% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Dec 2025JP¥202.7tJP¥248.7tJP¥12.1t14.6x16.8x0.8x
Wed, 19 Nov 2025JP¥194.3tJP¥249.3tJP¥12.1t14.2x16.1x0.8x
Fri, 17 Oct 2025JP¥194.0tJP¥247.5tJP¥11.5t14.8x16.8x0.8x
Sun, 14 Sep 2025JP¥194.6tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Tue, 12 Aug 2025JP¥185.2tJP¥246.5tJP¥11.4t14.2x16.2x0.8x
Thu, 10 Jul 2025JP¥174.5tJP¥245.9tJP¥12.5t14.1x13.9x0.7x
Sat, 07 Jun 2025JP¥175.3tJP¥245.5tJP¥12.5t13.9x14x0.7x
Mon, 05 May 2025JP¥175.3tJP¥243.5tJP¥13.9t14.1x12.6x0.7x
Wed, 02 Apr 2025JP¥171.5tJP¥242.7tJP¥13.8t14.2x12.4x0.7x
Fri, 28 Feb 2025JP¥178.2tJP¥243.1tJP¥13.9t14.1x12.9x0.7x
Sun, 26 Jan 2025JP¥177.8tJP¥241.2tJP¥12.7t14.6x14x0.7x
Tue, 24 Dec 2024JP¥177.5tJP¥240.9tJP¥12.7t14.3x14x0.7x
Thu, 21 Nov 2024JP¥172.0tJP¥241.7tJP¥12.8t13.7x13.4x0.7x
Sat, 19 Oct 2024JP¥169.4tJP¥240.8tJP¥14.0t13.5x12.1x0.7x
Mon, 16 Sep 2024JP¥163.8tJP¥240.4tJP¥14.0t13.3x11.7x0.7x
Wed, 14 Aug 2024JP¥161.2tJP¥238.9tJP¥13.9t12.8x11.6x0.7x
Fri, 12 Jul 2024JP¥187.8tJP¥235.6tJP¥13.9t14x13.5x0.8x
Sun, 09 Jun 2024JP¥180.2tJP¥235.5tJP¥13.8t13.6x13x0.8x
Tue, 07 May 2024JP¥185.5tJP¥232.3tJP¥12.8t13.7x14.5x0.8x
Thu, 04 Apr 2024JP¥188.7tJP¥231.5tJP¥12.7t13.9x14.8x0.8x
Sat, 02 Mar 2024JP¥188.5tJP¥231.6tJP¥12.7t13.6x14.8x0.8x
Mon, 29 Jan 2024JP¥173.1tJP¥226.3tJP¥11.8t13.8x14.6x0.8x
Wed, 27 Dec 2023JP¥161.0tJP¥226.1tJP¥11.8t13.3x13.7x0.7x
Fri, 24 Nov 2023JP¥167.3tJP¥226.0tJP¥11.8t13.5x14.2x0.7x
Sun, 22 Oct 2023JP¥159.8tJP¥219.8tJP¥10.6t13.2x15.1x0.7x
Tue, 19 Sep 2023JP¥172.7tJP¥219.5tJP¥10.5t14.1x16.4x0.8x
Thu, 17 Aug 2023JP¥158.2tJP¥219.3tJP¥10.5t13.8x15.1x0.7x
Sat, 15 Jul 2023JP¥155.9tJP¥211.2tJP¥9.1t14.3x17.1x0.7x
Mon, 12 Jun 2023JP¥153.5tJP¥211.0tJP¥9.1t13.8x16.8x0.7x
Wed, 10 May 2023JP¥144.7tJP¥205.4tJP¥9.2t14x15.8x0.7x
Fri, 07 Apr 2023JP¥135.8tJP¥204.4tJP¥9.2t12.8x14.8x0.7x
Sun, 05 Mar 2023JP¥138.6tJP¥205.0tJP¥9.2t13.3x15x0.7x
Tue, 31 Jan 2023JP¥134.5tJP¥196.7tJP¥9.3t12.8x14.5x0.7x
Thu, 29 Dec 2022JP¥129.0tJP¥196.4tJP¥9.3t12.5x13.9x0.7x
Price to Earnings Ratio

13.9x


Total Market Cap: JP¥129.0tTotal Earnings: JP¥9.3tTotal Revenue: JP¥196.4tTotal 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 23.4x.
    • 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 6.7% 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¥3.46k3.1%
+JP¥1.4t		21.8%PE9.7x
6902 DENSOJP¥2.17k1.8%
+JP¥102.2b		5.0%PE16.3x
5802 Sumitomo Electric IndustriesJP¥6.76k1.9%
+JP¥100.6b		141.8%PE24.4x
9983 Fast RetailingJP¥57.41k0.4%
+JP¥67.5b		8.0%PE40.7x
7269 Suzuki MotorJP¥2.36k1.4%
+JP¥60.8b		33.5%PE11.6x

Latest News

5802
JP¥6,761.00
Sumitomo Electric Industries
7D
1.9%
1Y
141.8%
5108
JP¥7,181.00
Bridgestone
7D
-2.5%
1Y
35.7%
7936
JP¥3,950.00
ASICS
7D
1.5%
1Y
27.4%
7267
JP¥1,582.00
Honda Motor
7D
-1.7%
1Y
23.9%

Honda Motor (TSE:7267) Will Pay A Dividend Of ¥35.00

Dec 20
Honda Motor (TSE:7267) Will Pay A Dividend Of ¥35.00
8136
JP¥4,947.00
Sanrio Company
7D
-3.7%
1Y
-3.1%
6902
JP¥2,173.00
DENSO
7D
1.8%
1Y
5.0%

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

Dec 20
DENSO (TSE:6902) Has Affirmed Its Dividend Of ¥32.00
6758
JP¥3,960.00
Sony Group
7D
-4.3%
1Y
20.0%

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.
7550
JP¥9,022.00
Zensho Holdings
7D
-3.5%
1Y
-1.7%
7261
JP¥1,262.00
Mazda Motor
7D
4.0%
1Y
25.6%
7269
JP¥2,355.50
Suzuki Motor
7D
1.4%
1Y
33.5%

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
6752
JP¥2,010.00
Panasonic Holdings
7D
-6.7%
1Y
24.2%

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¥57,410.00
Fast Retailing
7D
0.4%
1Y
8.0%
7203
JP¥3,455.00
Toyota Motor
7D
3.1%
1Y
21.8%

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¥965.00
Rakuten Group
7D
1.6%
1Y
6.5%

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).
9843
JP¥2,710.00
Nitori Holdings
7D
-6.0%
1Y
-26.3%
7259
JP¥3,038.00
Aisin
7D
-1.9%
1Y
73.6%