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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedDec 05, 2022
DataAggregated Company Financials
Companies765
  • 7D-3.0%
  • 3M-0.3%
  • 1Y-3.4%
  • YTD-6.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.0%, driven by a pullback from Toyota Motor of 4.0%. Overall the industry is down 3.4% in 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Dec 2022JP¥135.4tJP¥196.3tJP¥9.2t12.8x14.6x0.7x
Wed, 02 Nov 2022JP¥135.5tJP¥188.8tJP¥9.2t13.4x14.8x0.7x
Fri, 30 Sep 2022JP¥131.3tJP¥187.4tJP¥9.0t13.1x14.6x0.7x
Sun, 28 Aug 2022JP¥140.5tJP¥187.3tJP¥9.0t13.4x15.6x0.8x
Tue, 26 Jul 2022JP¥138.1tJP¥184.2tJP¥9.3t13x14.8x0.7x
Thu, 23 Jun 2022JP¥133.1tJP¥184.2tJP¥9.3t12.7x14.4x0.7x
Sat, 21 May 2022JP¥129.3tJP¥184.2tJP¥9.2t12.5x14x0.7x
Mon, 18 Apr 2022JP¥132.5tJP¥182.3tJP¥9.4t11.8x14.2x0.7x
Wed, 16 Mar 2022JP¥128.5tJP¥182.3tJP¥9.3t11.4x13.8x0.7x
Fri, 11 Feb 2022JP¥143.3tJP¥181.8tJP¥9.0t12.1x15.8x0.8x
Sun, 09 Jan 2022JP¥146.5tJP¥182.1tJP¥9.2t12.3x15.9x0.8x
Tue, 07 Dec 2021JP¥140.7tJP¥182.0tJP¥9.2t12.2x15.3x0.8x
Thu, 04 Nov 2021JP¥147.4tJP¥181.6tJP¥8.6t12.8x17.1x0.8x
Sat, 02 Oct 2021JP¥144.5tJP¥183.7tJP¥9.0t12.9x16x0.8x
Mon, 30 Aug 2021JP¥139.9tJP¥184.5tJP¥9.0t13.3x15.5x0.8x
Tue, 06 Jul 2021JP¥143.1tJP¥184.4tJP¥9.0t13.5x15.9x0.8x
Fri, 09 Apr 2021JP¥141.8tJP¥171.1tJP¥5.5t16.9x26x0.8x
Thu, 31 Dec 2020JP¥128.4tJP¥169.1tJP¥2.9t17.7x44.8x0.8x
Sun, 04 Oct 2020JP¥113.0tJP¥168.5tJP¥2.3t18.4x50.1x0.7x
Wed, 08 Jul 2020JP¥107.5tJP¥173.6tJP¥2.6t18.6x41.5x0.6x
Tue, 31 Mar 2020JP¥93.9tJP¥188.2tJP¥5.5t14.4x17.1x0.5x
Fri, 03 Jan 2020JP¥122.8tJP¥192.5tJP¥7.9t16.8x15.5x0.6x
Price to Earnings Ratio

15.5x


Total Market Cap: JP¥122.8tTotal Earnings: JP¥7.9tTotal Revenue: JP¥192.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 24.3x20212022
Current Industry PE
  • Investors are pessimistic on the Japanese Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 14.6x which is lower than its 3-year average PE of 24.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 5.3% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary sector?

JP Market-3.01%
Consumer Discretionary-3.01%
Online Retail and Ecommerce2.13%
Specialty Stores-0.60%
Consumer Services-1.97%
Luxury-2.08%
Hospitality-2.83%
Leisure-2.98%
Consumer Durables-3.38%
Auto Components-3.42%
General Merchanise and Department Stores-3.84%
Auto-4.04%
Retail Distributors-4.75%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 24.2%, which is lower than the prior year's growth of 39.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Online Retail and Ecommerce industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings growth rate of 7.9% per year.
  • In contrast, the Leisure industry is expected to see its earnings grow by 3.5% 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
9983 Fast RetailingJP¥83.89k3.0%
+JP¥248.3b
23.6%PE31.4x
9843 Nitori HoldingsJP¥16.36k3.6%
+JP¥65.0b
-11.2%PE19.6x
4385 MercariJP¥3.05k7.0%
+JP¥32.2b
-53.4%PS3.2x
6753 SharpJP¥1.00k3.0%
+JP¥18.8b
-23.6%PE15.5x
7936 ASICSJP¥3.04k2.8%
+JP¥15.0b
7.6%PE41x
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Latest News

6902

JP¥7,283.00

DENSO

7D

-3.7%

1Y

-16.5%

7201

JP¥461.70

Nissan Motor

7D

-6.4%

1Y

-19.0%

7267

JP¥3,244.00

Honda Motor

7D

-1.7%

1Y

-0.4%

7269

JP¥4,695.00

Suzuki Motor

7D

-4.7%

1Y

0.8%

2782

JP¥2,661.00

Seria

7D

3.6%

1Y

-21.6%

9983

JP¥83,890.00

Fast Retailing

7D

3.0%

1Y

23.6%

6753

JP¥1,001.00

Sharp

7D

3.0%

1Y

-23.6%

4661

JP¥19,535.00

Oriental Land

7D

-1.7%

1Y

7.4%

4385

JP¥3,050.00

Mercari

7D

7.0%

1Y

-53.4%

7532

JP¥2,321.00

Pan Pacific International Holdings

7D

-7.3%

1Y

24.1%

8114

JP¥3,400.00

Descente

7D

3.7%

1Y

-26.5%

7936

JP¥3,040.00

ASICS

7D

2.8%

1Y

7.6%

7203

JP¥1,951.00

Toyota Motor

7D

-2.7%

1Y

-7.3%

6425

JP¥2,504.00

Universal Entertainment

7D

6.1%

1Y

7.5%

9843

JP¥16,360.00

Nitori Holdings

7D

3.6%

1Y

-11.2%

6758

JP¥11,145.00

Sony Group

7D

-2.0%

1Y

-20.3%