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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies740
  • 7D-2.3%
  • 3M0.02%
  • 1Y18.5%
  • YTD0.3%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.3%, driven by pullbacks in Toyota Motor and Honda Motor of 1.0% and 7.4%, respectively. Meanwhile, Sumitomo Electric Industries actually outperformed within the industry, gaining 12% in the last week. Over the past 12 months, the industry was up 18%. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Mar 2026JP¥203.7tJP¥250.5tJP¥10.6t14.8x19.2x0.8x
Wed, 11 Feb 2026JP¥215.0tJP¥250.2tJP¥10.9t15.1x19.7x0.9x
Fri, 09 Jan 2026JP¥200.6tJP¥248.6tJP¥12.1t14.9x16.6x0.8x
Sun, 07 Dec 2025JP¥197.6tJP¥249.3tJP¥12.1t14.3x16.3x0.8x
Tue, 04 Nov 2025JP¥198.5tJP¥247.9tJP¥11.6t14.7x17.2x0.8x
Thu, 02 Oct 2025JP¥188.7tJP¥246.8tJP¥11.5t15x16.4x0.8x
Sat, 30 Aug 2025JP¥190.2tJP¥246.3tJP¥11.5t15x16.6x0.8x
Mon, 28 Jul 2025JP¥181.0tJP¥246.0tJP¥12.5t14.2x14.5x0.7x
Wed, 25 Jun 2025JP¥171.7tJP¥245.6tJP¥12.5t13.9x13.7x0.7x
Fri, 23 May 2025JP¥172.2tJP¥244.3tJP¥12.5t13.6x13.8x0.7x
Sun, 20 Apr 2025JP¥166.9tJP¥243.0tJP¥13.9t13.8x12x0.7x
Tue, 18 Mar 2025JP¥176.1tJP¥242.9tJP¥13.8t14.6x12.7x0.7x
Thu, 13 Feb 2025JP¥177.5tJP¥241.6tJP¥13.7t13.9x13x0.7x
Sat, 11 Jan 2025JP¥176.7tJP¥240.9tJP¥12.7t14.7x14x0.7x
Mon, 09 Dec 2024JP¥171.9tJP¥240.8tJP¥12.7t13.8x13.6x0.7x
Wed, 06 Nov 2024JP¥169.4tJP¥240.8tJP¥13.9t13.3x12.2x0.7x
Fri, 04 Oct 2024JP¥170.9tJP¥240.4tJP¥14.0t13.6x12.3x0.7x
Sun, 01 Sep 2024JP¥174.4tJP¥240.0tJP¥13.9t13.5x12.5x0.7x
Tue, 30 Jul 2024JP¥176.1tJP¥236.0tJP¥13.8t13.8x12.8x0.7x
Thu, 27 Jun 2024JP¥180.1tJP¥235.6tJP¥13.9t13.7x13x0.8x
Sat, 25 May 2024JP¥181.2tJP¥235.4tJP¥13.8t13.6x13.1x0.8x
Mon, 22 Apr 2024JP¥182.5tJP¥232.1tJP¥12.8t13.5x14.3x0.8x
Wed, 20 Mar 2024JP¥191.8tJP¥231.8tJP¥12.7t14x15.1x0.8x
Fri, 16 Feb 2024JP¥181.1tJP¥231.3tJP¥12.7t13.4x14.3x0.8x
Sun, 14 Jan 2024JP¥173.3tJP¥226.2tJP¥11.8t13.8x14.7x0.8x
Tue, 12 Dec 2023JP¥164.1tJP¥226.0tJP¥11.8t13.4x13.9x0.7x
Thu, 09 Nov 2023JP¥165.1tJP¥223.6tJP¥11.5t13.2x14.4x0.7x
Sat, 07 Oct 2023JP¥159.7tJP¥219.5tJP¥10.5t13.5x15.2x0.7x
Mon, 04 Sep 2023JP¥164.2tJP¥219.3tJP¥10.5t14.2x15.6x0.7x
Wed, 02 Aug 2023JP¥165.1tJP¥213.4tJP¥9.5t14.5x17.4x0.8x
Fri, 30 Jun 2023JP¥159.6tJP¥211.2tJP¥9.1t14.4x17.5x0.8x
Sun, 28 May 2023JP¥147.7tJP¥211.0tJP¥9.2t13.6x16.1x0.7x
Tue, 25 Apr 2023JP¥141.1tJP¥204.5tJP¥9.2t13.7x15.3x0.7x
Thu, 23 Mar 2023JP¥129.1tJP¥196.3tJP¥9.4t12.6x13.8x0.7x
Price to Earnings Ratio

13.8x


Total Market Cap: JP¥129.1tTotal Earnings: JP¥9.4tTotal Revenue: JP¥196.3tTotal 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 19.2x 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 4.2% per year over the last three years.
  • Revenues for these companies have grown 8.5% 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-2.28%
Consumer Discretionary-2.26%
Leisure0.54%
Online Retail and Ecommerce0%0
Consumer Durables-0.24%
Consumer Services-0.72%
Hospitality-1.03%
Specialty Stores-1.59%
Auto Components-1.88%
General Merchandise and Department Stores-1.93%
Luxury-3.13%
Retail Distributors-3.48%
Auto-4.59%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 20.5x.
    • Analysts are expecting annual earnings growth of 15.9%, 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 5.8% 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¥10.15k11.2%
+JP¥799.4b		284.1%PE30.8x
9983 Fast RetailingJP¥64.70k2.3%
+JP¥441.8b		42.4%PE44.3x
6752 Panasonic HoldingsJP¥2.57k5.8%
+JP¥331.5b		41.4%PE29.5x
6758 Sony GroupJP¥3.38k1.1%
+JP¥196.6b		-5.7%PE16.1x
7832 BANDAI NAMCO HoldingsJP¥4.26k3.2%
+JP¥85.8b		-14.9%PE23.8x

Latest News

7267
JP¥1,344.50
Honda Motor
7D
-7.5%
1Y
-8.9%
5108
JP¥3,303.00
Bridgestone
7D
-2.3%
1Y
8.3%

5108: Large Share Cancellation Plan Will Support A More Attractive Outlook

Analysts now estimate Bridgestone's fair value at ¥3,765, reduced from ¥3,888. This reflects slightly more conservative assumptions on revenue growth, profit margins and discount rate, while keeping the future P/E broadly unchanged.
4661
JP¥2,760.50
Oriental Land
7D
-2.7%
1Y
-11.5%

4661: Lower Future P/E Will Restrain Upside Despite Stronger Margin Assumptions

Analysts have kept their ¥2,420 price target on Oriental Land unchanged, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E, which they view as offsetting each other at the current valuation level. Valuation Changes Fair Value: Model output remains unchanged at ¥2,420, with no revision to the central valuation level.
7203
JP¥3,338.00
Toyota Motor
7D
-1.6%
1Y
20.9%

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).
6752
JP¥2,570.50
Panasonic Holdings
7D
5.8%
1Y
41.4%

6752: Higher Restructuring Costs Will Pressure Earnings And Future Share Returns

Analysts have lifted their price target on Panasonic Holdings from ¥1,600 to about ¥1,721, citing updated assumptions that include a slightly lower discount rate, a smaller expected revenue decline, higher projected profit margins, and a modestly reduced future P/E multiple. What's in the News Panasonic introduced the LUMIX DMW DMS1 digital shotgun microphone for its LUMIX camera lineup, aimed at creators who want higher quality directional audio recording from a compact, camera mounted mic (Product related announcement).
6902
JP¥1,933.50
DENSO
7D
-3.0%
1Y
-1.7%
7269
JP¥1,900.00
Suzuki Motor
7D
-7.0%
1Y
4.4%
6758
JP¥3,384.00
Sony Group
7D
1.1%
1Y
-5.7%

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.
5802
JP¥10,150.00
Sumitomo Electric Industries
7D
11.2%
1Y
284.1%
7832
JP¥4,263.00
BANDAI NAMCO Holdings
7D
3.2%
1Y
-14.9%
3563
JP¥9,525.00
Food & Life Companies
7D
8.0%
1Y
121.1%
7453
JP¥3,646.00
Ryohin Keikaku
7D
2.1%
1Y
87.0%
9983
JP¥64,700.00
Fast Retailing
7D
2.3%
1Y
42.4%
3350
JP¥391.00
Metaplanet
7D
19.6%
1Y
-3.5%
7532
JP¥1,003.50
Pan Pacific International Holdings
7D
-4.2%
1Y
22.1%
9843
JP¥2,728.50
Nitori Holdings
7D
-5.5%
1Y
-8.3%

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