Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies737
  • 7D0.3%
  • 3M10.8%
  • 1Y23.1%
  • YTD6.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Sony Group declined by 4.4%. As for the the longer term, the industry is up 23% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Feb 2026JP¥216.0tJP¥250.4tJP¥10.5t15.1x20.6x0.9x
Sat, 17 Jan 2026JP¥211.3tJP¥248.8tJP¥12.1t15.1x17.5x0.8x
Mon, 15 Dec 2025JP¥203.2tJP¥249.3tJP¥12.1t14.7x16.8x0.8x
Wed, 12 Nov 2025JP¥200.4tJP¥248.7tJP¥11.8t14.8x17x0.8x
Fri, 10 Oct 2025JP¥196.9tJP¥246.9tJP¥11.5t15.2x17.1x0.8x
Sun, 07 Sep 2025JP¥194.3tJP¥246.8tJP¥11.5t15.3x16.9x0.8x
Tue, 05 Aug 2025JP¥178.6tJP¥245.9tJP¥12.3t14.4x14.5x0.7x
Thu, 03 Jul 2025JP¥173.9tJP¥245.9tJP¥12.5t13.9x13.9x0.7x
Sat, 31 May 2025JP¥178.2tJP¥245.5tJP¥12.5t13.9x14.2x0.7x
Mon, 28 Apr 2025JP¥170.2tJP¥243.4tJP¥13.9t14x12.3x0.7x
Wed, 26 Mar 2025JP¥180.7tJP¥242.9tJP¥13.8t14.8x13.1x0.7x
Fri, 21 Feb 2025JP¥175.9tJP¥243.1tJP¥13.9t14x12.7x0.7x
Sun, 19 Jan 2025JP¥173.4tJP¥241.2tJP¥12.7t14.3x13.7x0.7x
Tue, 17 Dec 2024JP¥175.2tJP¥239.5tJP¥12.6t14.3x13.9x0.7x
Thu, 14 Nov 2024JP¥170.3tJP¥241.4tJP¥12.8t13.7x13.3x0.7x
Sat, 12 Oct 2024JP¥172.7tJP¥240.4tJP¥14.0t13.5x12.4x0.7x
Mon, 09 Sep 2024JP¥167.2tJP¥240.4tJP¥14.0t13.3x12x0.7x
Wed, 07 Aug 2024JP¥157.2tJP¥237.8tJP¥13.7t12.3x11.5x0.7x
Fri, 05 Jul 2024JP¥185.7tJP¥235.6tJP¥13.9t13.8x13.4x0.8x
Sun, 02 Jun 2024JP¥182.5tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Tue, 30 Apr 2024JP¥183.9tJP¥232.2tJP¥12.8t13.6x14.4x0.8x
Thu, 28 Mar 2024JP¥196.1tJP¥231.7tJP¥12.7t14.1x15.4x0.8x
Sat, 24 Feb 2024JP¥185.9tJP¥231.6tJP¥12.7t13.5x14.6x0.8x
Mon, 22 Jan 2024JP¥174.9tJP¥226.3tJP¥11.8t13.7x14.8x0.8x
Wed, 20 Dec 2023JP¥162.0tJP¥226.1tJP¥11.8t13.2x13.7x0.7x
Fri, 17 Nov 2023JP¥169.4tJP¥225.8tJP¥11.8t13.2x14.4x0.8x
Sun, 15 Oct 2023JP¥164.5tJP¥219.7tJP¥10.5t13.4x15.6x0.7x
Tue, 12 Sep 2023JP¥165.3tJP¥219.4tJP¥10.5t14.1x15.7x0.8x
Thu, 10 Aug 2023JP¥160.6tJP¥216.8tJP¥10.2t14.2x15.8x0.7x
Sat, 08 Jul 2023JP¥158.1tJP¥211.2tJP¥9.1t14.6x17.3x0.7x
Mon, 05 Jun 2023JP¥149.8tJP¥211.1tJP¥9.2t13.5x16.3x0.7x
Wed, 03 May 2023JP¥144.6tJP¥206.1tJP¥9.3t13.8x15.6x0.7x
Fri, 31 Mar 2023JP¥137.4tJP¥204.3tJP¥9.2t13.2x14.9x0.7x
Sun, 26 Feb 2023JP¥135.9tJP¥205.0tJP¥9.2t12.9x14.7x0.7x
Price to Earnings Ratio

14.7x


Total Market Cap: JP¥135.9tTotal Earnings: JP¥9.2tTotal Revenue: JP¥205.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.7x202420252026
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 20.6x which is higher than its 3-year average PE of 14.7x.
  • 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 4.4% per year over the last three years.
  • Revenues for these companies have grown 6.9% 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-0.84%
Consumer Discretionary0.35%
Luxury11.46%
Consumer Services4.48%
Auto Components1.78%
Specialty Stores1.16%
Retail Distributors0.59%
Hospitality0.53%
Auto0.11%
Online Retail and Ecommerce0%0
Consumer Durables-1.24%
General Merchandise and Department Stores-3.07%
Leisure-3.24%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 18.6x.
    • Analysts are expecting annual earnings growth of 14.3%, 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 19% over the next 5 years.
  • This is better than its past earnings growth rate of 8.5% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 6.3% 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¥3.77k1.9%
+JP¥899.3b		39.2%PE13.3x
7936 ASICSJP¥4.78k17.9%
+JP¥513.1b		34.2%PE34.3x
5802 Sumitomo Electric IndustriesJP¥9.32k6.3%
+JP¥429.0b		235.7%PE28.3x
6902 DENSOJP¥2.29k6.3%
+JP¥366.1b		20.3%PE16.2x
5108 BridgestoneJP¥3.71k-1.1%
JP¥276.5b		26.7%PE14.9x

Latest News

5334
JP¥8,040.00
Niterra
7D
19.0%
1Y
79.6%
9983
JP¥67,680.00
Fast Retailing
7D
-0.9%
1Y
42.4%
5108
JP¥3,711.00
Bridgestone
7D
-1.1%
1Y
26.7%

Bridgestone Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 18
Bridgestone Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
4755
JP¥847.30
Rakuten Group
7D
-13.9%
1Y
-13.0%

4755: Connectivity Partnerships And Margin Improvement Will Support A Stronger Outlook

Analysts have trimmed their fair value estimate for Rakuten Group from ¥1,019.69 to ¥1,014.64. This reflects slightly lower assumed revenue growth and a modestly reduced future P/E, partly offset by a small uplift in projected profit margins and a lower discount rate.
6758
JP¥3,445.00
Sony Group
7D
-4.4%
1Y
-7.7%

6758: Content Franchises And Buybacks Will Support Future Earnings Re Rating

Narrative Update The analyst price target for Sony Group has been trimmed by analysts from about ¥5,093 to around ¥4,991. This reflects updated views on growth, margins and P/E assumptions highlighted in recent research.
7267
JP¥1,581.50
Honda Motor
7D
-1.8%
1Y
15.7%

7267: Higher Future P E Assumptions Will Outrun Compressed Profit Margins

Analysts have adjusted their price target on Honda Motor to ¥1,300 from ¥1,400, reflecting updated assumptions for higher revenue growth, a lower discount rate, compressed profit margins and a higher expected future P/E. What's in the News Honda revised consolidated earnings guidance for the year ending March 31, 2026, now expecting net sales of ¥21,100,000m, operating profit of ¥550,000m, profit for the year of ¥360,000m, profit attributable to owners of parent of ¥300,000m and basic earnings per share of ¥75.05 (company guidance).
7203
JP¥3,774.00
Toyota Motor
7D
1.9%
1Y
39.2%
7936
JP¥4,776.00
ASICS
7D
17.9%
1Y
34.2%

ASICS Corporation Just Beat EPS By 7.2%: Here's What Analysts Think Will Happen Next

Feb 17
ASICS Corporation Just Beat EPS By 7.2%: Here's What Analysts Think Will Happen Next
9843
JP¥3,317.00
Nitori Holdings
7D
9.0%
1Y
5.9%

What Nitori Holdings Co., Ltd.'s (TSE:9843) 27% Share Price Gain Is Not Telling You

Feb 16
What Nitori Holdings Co., Ltd.'s (TSE:9843) 27% Share Price Gain Is Not Telling You
4661
JP¥2,759.00
Oriental Land
7D
-1.9%
1Y
-9.7%

These 4 Measures Indicate That Oriental Land (TSE:4661) Is Using Debt Safely

Feb 16
These 4 Measures Indicate That Oriental Land (TSE:4661) Is Using Debt Safely
8136
JP¥5,668.00
Sanrio Company
7D
19.0%
1Y
-18.1%

Revenue Beat: Sanrio Company, Ltd. Exceeded Revenue Forecasts By 7.1% And Analysts Are Updating Their Estimates

Feb 15
Revenue Beat: Sanrio Company, Ltd. Exceeded Revenue Forecasts By 7.1% And Analysts Are Updating Their Estimates
1808
JP¥3,246.00
HASEKO
7D
-7.0%
1Y
63.4%
6902
JP¥2,292.00
DENSO
7D
6.3%
1Y
20.3%
5802
JP¥9,320.00
Sumitomo Electric Industries
7D
6.3%
1Y
235.7%

Sumitomo Electric Industries, Ltd. (TSE:5802) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected

Feb 10
Sumitomo Electric Industries, Ltd. (TSE:5802) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected
6752
JP¥2,525.00
Panasonic Holdings
7D
-1.2%
1Y
39.6%

6752: India Expansion And Group Reform Will Drive Long-Term Upside

Analysts have raised their price target on Panasonic Holdings from ¥2,500 to ¥3,000, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate, a modestly stronger profit margin and a marginally higher future P/E multiple. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending March 31, 2026, keeping net sales at ¥7,700,000b but lowering expected operating profit to ¥290,000m, net profit attributable to the company to ¥240,000m, and basic EPS to ¥102.80 from ¥320,000m, ¥260,000m, and ¥111.36 respectively (Corporate guidance).
3099
JP¥3,005.00
Isetan Mitsukoshi Holdings
7D
-4.6%
1Y
30.7%