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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies747
  • 7D-1.0%
  • 3M9.7%
  • 1Y20.2%
  • YTD11.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Sumitomo Electric Industries gained 18%. As for the the longer term, the industry is up 20% over the past 12 months. As for the next few years, earnings are expected to grow by 8.4% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025JP¥198.2tJP¥247.9tJP¥11.6t14.7x17.1x0.8x
Sat, 04 Oct 2025JP¥189.1tJP¥246.9tJP¥11.5t15x16.5x0.8x
Mon, 01 Sep 2025JP¥190.2tJP¥246.3tJP¥11.5t15x16.6x0.8x
Wed, 30 Jul 2025JP¥179.2tJP¥246.0tJP¥12.5t14.1x14.3x0.7x
Fri, 27 Jun 2025JP¥173.3tJP¥245.9tJP¥12.5t14x13.8x0.7x
Sun, 25 May 2025JP¥172.9tJP¥244.3tJP¥12.5t13.7x13.8x0.7x
Tue, 22 Apr 2025JP¥164.3tJP¥243.0tJP¥13.9t13.9x11.9x0.7x
Thu, 20 Mar 2025JP¥180.0tJP¥242.9tJP¥13.8t14.7x13x0.7x
Sat, 15 Feb 2025JP¥180.2tJP¥242.5tJP¥13.8t13.9x13.1x0.7x
Mon, 13 Jan 2025JP¥177.0tJP¥238.3tJP¥12.5t14.8x14.1x0.7x
Wed, 11 Dec 2024JP¥174.9tJP¥240.8tJP¥12.7t14x13.8x0.7x
Fri, 08 Nov 2024JP¥171.6tJP¥241.2tJP¥13.8t13.5x12.5x0.7x
Sun, 06 Oct 2024JP¥171.6tJP¥240.4tJP¥14.0t13.6x12.3x0.7x
Tue, 03 Sep 2024JP¥174.5tJP¥240.0tJP¥13.9t13.4x12.5x0.7x
Thu, 01 Aug 2024JP¥177.0tJP¥236.1tJP¥13.8t13.7x12.8x0.7x
Sat, 29 Jun 2024JP¥181.7tJP¥235.6tJP¥13.8t13.9x13.1x0.8x
Mon, 27 May 2024JP¥181.1tJP¥235.4tJP¥13.8t13.6x13.1x0.8x
Wed, 24 Apr 2024JP¥184.3tJP¥232.1tJP¥12.8t13.7x14.4x0.8x
Fri, 22 Mar 2024JP¥194.9tJP¥231.8tJP¥12.7t13.9x15.3x0.8x
Sun, 18 Feb 2024JP¥182.8tJP¥231.6tJP¥12.7t13.4x14.4x0.8x
Tue, 16 Jan 2024JP¥174.0tJP¥226.3tJP¥11.8t13.8x14.7x0.8x
Thu, 14 Dec 2023JP¥163.0tJP¥226.0tJP¥11.8t13.5x13.8x0.7x
Sat, 11 Nov 2023JP¥166.3tJP¥225.1tJP¥11.7t13.3x14.2x0.7x
Mon, 09 Oct 2023JP¥159.7tJP¥219.5tJP¥10.5t13.5x15.2x0.7x
Wed, 06 Sep 2023JP¥166.8tJP¥219.3tJP¥10.5t14.3x15.9x0.8x
Fri, 04 Aug 2023JP¥160.1tJP¥216.0tJP¥10.1t14.2x15.8x0.7x
Sun, 02 Jul 2023JP¥159.7tJP¥211.2tJP¥9.1t14.3x17.5x0.8x
Tue, 30 May 2023JP¥147.9tJP¥211.0tJP¥9.2t13.7x16.1x0.7x
Thu, 27 Apr 2023JP¥139.9tJP¥204.5tJP¥9.2t13.7x15.2x0.7x
Sat, 25 Mar 2023JP¥134.3tJP¥204.3tJP¥9.2t12.8x14.6x0.7x
Mon, 20 Feb 2023JP¥137.1tJP¥205.0tJP¥9.2t12.7x14.9x0.7x
Wed, 18 Jan 2023JP¥128.9tJP¥196.6tJP¥9.3t12.4x13.9x0.7x
Fri, 16 Dec 2022JP¥135.8tJP¥196.4tJP¥9.2t12.9x14.7x0.7x
Sun, 13 Nov 2022JP¥137.6tJP¥195.8tJP¥9.3t13.1x14.9x0.7x
Price to Earnings Ratio

14.9x


Total Market Cap: JP¥137.6tTotal Earnings: JP¥9.3tTotal Revenue: JP¥195.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.4x202320242025
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 17.1x which is higher 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 8.1% per year over the last three years.
  • Revenues for these companies have grown 8.4% 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 Market0.61%
Consumer Discretionary-0.99%
Auto Components3.20%
General Merchandise and Department Stores1.89%
Online Retail and Ecommerce0%0
Retail Distributors-0.39%
Luxury-0.84%
Auto-0.94%
Leisure-1.75%
Specialty Stores-1.91%
Consumer Durables-2.31%
Consumer Services-2.93%
Hospitality-4.66%
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 21.9x.
    • Analysts are expecting annual earnings growth of 23.5%, which is higher than its past year's earnings growth of 8.2% 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 9.0x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 8.2% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 4.6% 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
5802 Sumitomo Electric IndustriesJP¥5.90k18.2%
+JP¥708.2b		120.8%PE21.3x
7532 Pan Pacific International HoldingsJP¥992.007.4%
+JP¥205.2b		28.9%PE32.7x
9983 Fast RetailingJP¥56.13k1.2%
+JP¥202.5b		11.5%PE39.8x
7453 Ryohin KeikakuJP¥3.24k13.0%
+JP¥197.3b		146.2%PE33.8x
5108 BridgestoneJP¥6.91k2.9%
+JP¥126.4b		24.7%PE22.6x

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