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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies744
  • 7D1.9%
  • 3M4.9%
  • 1Y14.4%
  • YTD0.8%

The Consumer Discretionary industry has stayed flat over the last week. The past year has been better, since the industry has gained 14% in that time. As for the next few years, earnings are expected to grow by 9.1% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Jan 2026JP¥205.5tJP¥248.7tJP¥12.1t14.8x17x0.8x
Fri, 05 Dec 2025JP¥201.2tJP¥249.4tJP¥12.1t14.3x16.6x0.8x
Sun, 02 Nov 2025JP¥198.5tJP¥247.9tJP¥11.6t14.7x17.2x0.8x
Tue, 30 Sep 2025JP¥191.6tJP¥246.9tJP¥11.5t15.3x16.7x0.8x
Thu, 28 Aug 2025JP¥190.0tJP¥246.3tJP¥11.5t15x16.5x0.8x
Sat, 26 Jul 2025JP¥181.0tJP¥246.0tJP¥12.5t14.2x14.5x0.7x
Mon, 23 Jun 2025JP¥171.8tJP¥245.6tJP¥12.5t13.8x13.7x0.7x
Wed, 21 May 2025JP¥174.7tJP¥244.2tJP¥12.5t13.8x14x0.7x
Fri, 18 Apr 2025JP¥164.6tJP¥243.0tJP¥13.9t13.5x11.9x0.7x
Sun, 16 Mar 2025JP¥174.7tJP¥242.9tJP¥13.8t14.6x12.6x0.7x
Tue, 11 Feb 2025JP¥178.1tJP¥241.6tJP¥13.7t14x13x0.7x
Thu, 09 Jan 2025JP¥182.0tJP¥240.9tJP¥12.7t14.6x14.4x0.8x
Sat, 07 Dec 2024JP¥171.9tJP¥240.6tJP¥12.7t13.8x13.6x0.7x
Mon, 04 Nov 2024JP¥167.1tJP¥240.8tJP¥13.9t13.2x12x0.7x
Wed, 02 Oct 2024JP¥171.8tJP¥240.4tJP¥14.0t13.6x12.3x0.7x
Fri, 30 Aug 2024JP¥172.4tJP¥240.0tJP¥13.9t13.4x12.4x0.7x
Sun, 28 Jul 2024JP¥172.8tJP¥236.0tJP¥13.8t13.6x12.5x0.7x
Tue, 25 Jun 2024JP¥177.7tJP¥235.6tJP¥13.8t13.7x12.8x0.8x
Thu, 23 May 2024JP¥181.7tJP¥236.6tJP¥13.9t13.5x13.1x0.8x
Sat, 20 Apr 2024JP¥185.8tJP¥232.1tJP¥12.8t13.7x14.5x0.8x
Mon, 18 Mar 2024JP¥184.4tJP¥231.8tJP¥12.7t13.7x14.5x0.8x
Wed, 14 Feb 2024JP¥184.3tJP¥230.6tJP¥12.7t13.8x14.6x0.8x
Fri, 12 Jan 2024JP¥169.1tJP¥226.1tJP¥11.8t13.8x14.3x0.7x
Sun, 10 Dec 2023JP¥162.0tJP¥226.0tJP¥11.8t13.2x13.7x0.7x
Tue, 07 Nov 2023JP¥167.9tJP¥223.1tJP¥11.5t13.4x14.6x0.8x
Thu, 05 Oct 2023JP¥164.7tJP¥219.5tJP¥10.5t13.2x15.7x0.8x
Sat, 02 Sep 2023JP¥164.2tJP¥219.3tJP¥10.5t14.2x15.6x0.7x
Mon, 31 Jul 2023JP¥159.8tJP¥213.3tJP¥9.3t14.6x17.1x0.7x
Wed, 28 Jun 2023JP¥156.2tJP¥211.1tJP¥9.1t14.2x17.1x0.7x
Fri, 26 May 2023JP¥148.1tJP¥211.0tJP¥9.2t13.7x16.2x0.7x
Sun, 23 Apr 2023JP¥140.6tJP¥204.5tJP¥9.2t13.7x15.2x0.7x
Tue, 21 Mar 2023JP¥126.9tJP¥196.3tJP¥9.4t12.4x13.6x0.6x
Thu, 16 Feb 2023JP¥135.6tJP¥204.4tJP¥9.4t12.6x14.5x0.7x
Sat, 14 Jan 2023JP¥127.6tJP¥196.6tJP¥9.3t12.4x13.8x0.6x
Price to Earnings Ratio

13.8x


Total Market Cap: JP¥127.6tTotal 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 16.9x 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 9.1% 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 Market3.45%
Consumer Discretionary1.89%
Luxury4.10%
Leisure2.29%
Consumer Durables2.22%
Auto2.04%
Auto Components2.00%
Retail Distributors1.63%
Specialty Stores1.41%
Consumer Services1.40%
General Merchandise and Department Stores1.28%
Hospitality0.84%
Online Retail and Ecommerce0%0
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 23.8x.
    • Analysts are expecting annual earnings growth of 20.2%, 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 Retail Distributors industry is expected to see its earnings grow by 6.2% 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¥6.67k5.5%
+JP¥269.1b		136.0%PE24.1x
3350 MetaplanetJP¥535.0032.1%
+JP¥148.5b		49.7%PE30.2x
7936 ASICSJP¥3.96k5.5%
+JP¥148.0b		27.2%PE33.1x
6752 Panasonic HoldingsJP¥2.07k2.1%
+JP¥96.9b		28.9%PE15.1x
8233 Takashimaya CompanyJP¥1.86k13.5%
+JP¥64.8b		51.7%PE13.1x

Latest News

5802
JP¥6,670.00
Sumitomo Electric Industries
7D
5.5%
1Y
136.0%
3350
JP¥535.00
Metaplanet
7D
32.1%
1Y
49.7%
4661
JP¥2,936.50
Oriental Land
7D
1.3%
1Y
-12.7%

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)
8233
JP¥1,862.50
Takashimaya Company
7D
13.5%
1Y
51.7%
7203
JP¥3,331.00
Toyota Motor
7D
-0.7%
1Y
8.4%
7564
JP¥6,290.00
WorkmanLtd
7D
-4.4%
1Y
46.1%

With EPS Growth And More, WorkmanLtd (TSE:7564) Makes An Interesting Case

Jan 05
With EPS Growth And More, WorkmanLtd (TSE:7564) Makes An Interesting Case
6758
JP¥3,973.00
Sony Group
7D
-1.3%
1Y
20.8%

6758: Entertainment Subscriptions And Franchises Will Drive Future Earnings Re Rating

Our analyst price target for Sony Group has edged up from ¥5,146.80 to ¥5,191.60 as analysts factor in higher operating profit forecasts tied to renewed growth expectations for PS Plus, sustained music streaming momentum, and the perceived strength of Sony's combined games, anime, and music franchises. Analyst Commentary Bullish analysts are nudging price targets higher for Sony Group, pointing to what they see as improving fundamentals in games, music, and subscription services, along with stronger than expected recent results.
7936
JP¥3,963.00
ASICS
7D
5.5%
1Y
27.2%
7550
JP¥8,788.00
Zensho Holdings
7D
-2.1%
1Y
0.01%

Is Zensho Holdings (TSE:7550) Using Too Much Debt?

Jan 02
Is Zensho Holdings (TSE:7550) Using Too Much Debt?
7532
JP¥921.10
Pan Pacific International Holdings
7D
-1.2%
1Y
8.3%

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
6752
JP¥2,065.00
Panasonic Holdings
7D
2.1%
1Y
28.9%

6752: India Expansion, Cost Moves And Chip Tariffs Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,136 to ¥2,190. This reflects expectations for slightly improved profitability, supported by higher forecast profit margins and a marginally lower discount rate, even as revenue growth and future valuation multiples are trimmed.
5108
JP¥3,555.00
Bridgestone
7D
1.2%
1Y
32.9%

5108: Leadership Transition And Stock Split Will Guide Balanced Outlook Through 2026

Analysts have nudged their price target on Bridgestone slightly higher to ¥7,690 from ¥7,646, citing marginally improved long term profit margin assumptions and a modest uptick in expected valuation multiples, despite slightly softer revenue growth forecasts. What's in the News The board approved a stock split and related amendments to the Articles of Incorporation, with changes to authorized shares taking effect January 1, 2026 (Board meeting and bylaw changes).
3563
JP¥8,435.00
Food & Life Companies
7D
6.6%
1Y
170.7%
7269
JP¥2,315.00
Suzuki Motor
7D
-0.8%
1Y
24.2%

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
7270
JP¥3,347.00
Subaru
7D
-1.4%
1Y
19.3%
9843
JP¥2,635.00
Nitori Holdings
7D
-3.9%
1Y
-28.8%