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Japanese (NIKKEI) Consumer Discretionary Sector Analysis

UpdatedJan 21, 2025
DataAggregated Company Financials
Companies757
  • 7D-0.9%
  • 3M5.6%
  • 1Y1.8%
  • YTD-3.4%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.1%, driven by Toyota Motor declining 2.1%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 8.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jan 2025JP¥175.5tJP¥241.2tJP¥12.7t14.4x13.8x0.7x
Thu, 19 Dec 2024JP¥175.5tJP¥240.0tJP¥12.7t14.3x13.9x0.7x
Sat, 16 Nov 2024JP¥171.1tJP¥241.6tJP¥12.8t13.8x13.3x0.7x
Mon, 14 Oct 2024JP¥172.1tJP¥240.5tJP¥14.0t13.5x12.3x0.7x
Wed, 11 Sep 2024JP¥165.5tJP¥240.4tJP¥14.0t13.4x11.9x0.7x
Fri, 09 Aug 2024JP¥157.3tJP¥238.4tJP¥13.8t12.4x11.4x0.7x
Sun, 07 Jul 2024JP¥184.3tJP¥235.6tJP¥13.9t13.8x13.3x0.8x
Tue, 04 Jun 2024JP¥183.0tJP¥235.5tJP¥13.8t13.6x13.2x0.8x
Thu, 02 May 2024JP¥186.0tJP¥232.3tJP¥12.8t13.6x14.5x0.8x
Sat, 30 Mar 2024JP¥194.4tJP¥231.5tJP¥12.7t14x15.3x0.8x
Mon, 26 Feb 2024JP¥185.9tJP¥231.6tJP¥12.7t13.5x14.6x0.8x
Wed, 24 Jan 2024JP¥176.9tJP¥226.3tJP¥11.8t13.8x14.9x0.8x
Fri, 22 Dec 2023JP¥160.6tJP¥226.1tJP¥11.8t13.3x13.6x0.7x
Sun, 19 Nov 2023JP¥170.3tJP¥226.0tJP¥11.8t13.3x14.4x0.8x
Tue, 17 Oct 2023JP¥164.5tJP¥219.7tJP¥10.5t13.5x15.6x0.7x
Thu, 14 Sep 2023JP¥168.0tJP¥219.4tJP¥10.5t14.2x16x0.8x
Sat, 12 Aug 2023JP¥161.9tJP¥218.8tJP¥10.4t13.9x15.5x0.7x
Mon, 10 Jul 2023JP¥158.1tJP¥211.2tJP¥9.1t14.6x17.3x0.7x
Wed, 07 Jun 2023JP¥153.6tJP¥211.1tJP¥9.2t13.9x16.8x0.7x
Fri, 05 May 2023JP¥143.3tJP¥205.4tJP¥9.2t14x15.6x0.7x
Sun, 02 Apr 2023JP¥138.9tJP¥204.3tJP¥9.2t13.2x15.1x0.7x
Tue, 28 Feb 2023JP¥136.2tJP¥205.0tJP¥9.2t13.2x14.8x0.7x
Thu, 26 Jan 2023JP¥133.4tJP¥196.6tJP¥9.3t12.9x14.4x0.7x
Sat, 24 Dec 2022JP¥127.6tJP¥196.5tJP¥9.3t12.5x13.7x0.6x
Mon, 21 Nov 2022JP¥137.2tJP¥196.4tJP¥9.3t13x14.8x0.7x
Wed, 19 Oct 2022JP¥133.6tJP¥187.5tJP¥9.0t13.3x14.8x0.7x
Fri, 16 Sep 2022JP¥137.3tJP¥187.4tJP¥9.0t13.6x15.2x0.7x
Sun, 14 Aug 2022JP¥140.1tJP¥187.2tJP¥9.0t13.3x15.6x0.7x
Tue, 12 Jul 2022JP¥134.5tJP¥184.1tJP¥9.3t13x14.5x0.7x
Thu, 09 Jun 2022JP¥137.1tJP¥183.6tJP¥9.2t13.2x14.8x0.7x
Sat, 07 May 2022JP¥133.7tJP¥182.7tJP¥9.3t11.9x14.3x0.7x
Mon, 04 Apr 2022JP¥137.9tJP¥182.1tJP¥9.3t11.7x14.8x0.8x
Wed, 02 Mar 2022JP¥136.9tJP¥182.2tJP¥9.3t11.7x14.7x0.8x
Fri, 28 Jan 2022JP¥134.2tJP¥182.1tJP¥9.2t11.5x14.5x0.7x
Price to Earnings Ratio

14.5x


Total Market Cap: JP¥134.2tTotal Earnings: JP¥9.2tTotal Revenue: JP¥182.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Discretionary Sector Price to Earnings3Y Average 14.5x202320242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 14.5x.
  • 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 11% per year over the last three years.
  • Revenues for these companies have grown 9.8% 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-0.21%
Consumer Discretionary-0.88%
Luxury1.39%
Consumer Services0.18%
Consumer Durables0.08%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.28%
Hospitality-0.46%
Leisure-0.48%
Auto Components-0.49%
Specialty Stores-0.63%
Auto-2.12%
Retail Distributors-3.07%
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 12.2x.
    • Analysts are expecting annual earnings growth of 21.8%, which is higher than its past year's earnings growth of 16.5% per year.
  • Investors are most pessimistic about the Auto industry, which is trading below its 3-year average of 9.4x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 17% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 2.6% 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
6758 Sony GroupJP¥3.24k2.6%
+JP¥500.1b
10.2%PE17.4x
9983 Fast RetailingJP¥48.93k2.5%
+JP¥371.2b
23.2%PE37.9x
7936 ASICSJP¥3.43k6.3%
+JP¥144.6b
196.9%PE40.9x
9843 Nitori HoldingsJP¥19.12k5.6%
+JP¥114.7b
1.2%PE24.3x
7269 Suzuki MotorJP¥1.82k3.1%
+JP¥106.1b
11.1%PE9.8x
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7936

JP¥3,426.00

ASICS

7D

6.3%

1Y

196.9%

7259

JP¥1,667.00

Aisin

7D

-1.2%

1Y

-8.8%

7201

JP¥427.70

Nissan Motor

7D

-2.8%

1Y

-26.0%

1911

JP¥5,447.00

Sumitomo Forestry

7D

7.1%

1Y

17.2%

9983

JP¥48,930.00

Fast Retailing

7D

2.5%

1Y

23.2%

7270

JP¥2,628.50

Subaru

7D

-1.3%

1Y

-11.3%

7261

JP¥1,005.50

Mazda Motor

7D

-2.8%

1Y

-42.2%

4661

JP¥3,318.00

Oriental Land

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0.7%

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8136

JP¥5,000.00

Sanrio Company

7D

-6.2%

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142.4%

3350

JP¥4,935.00

Metaplanet

7D

38.6%

1Y

2,802.9%

9843

JP¥19,120.00

Nitori Holdings

7D

5.6%

1Y

1.2%