Narrative Update • Jul 03

In the last week, Consumer Durables has been flat. The past year has been better, since the industry has gained 20% in that time. Looking forward, earnings are forecast to grow by 14% annually.
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | JP¥39.8t | JP¥38.8t | JP¥2.0t | 9.7x | 19.7x | 1x |
| Tue, 09 Jun 2026 | JP¥38.3t | JP¥38.8t | JP¥2.0t | 10x | 19.1x | 1x |
| Thu, 07 May 2026 | JP¥35.7t | JP¥39.2t | JP¥2.2t | 10.9x | 16x | 0.9x |
| Sat, 04 Apr 2026 | JP¥36.1t | JP¥39.2t | JP¥2.2t | 11.4x | 16.1x | 0.9x |
| Mon, 02 Mar 2026 | JP¥38.6t | JP¥39.1t | JP¥2.2t | 12.4x | 17.5x | 1x |
| Wed, 28 Jan 2026 | JP¥36.0t | JP¥39.2t | JP¥2.3t | 11.6x | 15.7x | 0.9x |
| Fri, 26 Dec 2025 | JP¥39.1t | JP¥39.2t | JP¥2.3t | 11.8x | 17x | 1x |
| Sun, 23 Nov 2025 | JP¥40.7t | JP¥39.2t | JP¥2.3t | 11.7x | 17.7x | 1x |
| Tue, 21 Oct 2025 | JP¥39.4t | JP¥39.3t | JP¥2.3t | 11.7x | 17x | 1x |
| Thu, 18 Sep 2025 | JP¥38.9t | JP¥39.3t | JP¥2.3t | 11.5x | 16.8x | 1x |
| Sat, 16 Aug 2025 | JP¥39.0t | JP¥39.6t | JP¥2.3t | 10.7x | 16.7x | 1x |
| Mon, 14 Jul 2025 | JP¥33.9t | JP¥39.5t | JP¥2.2t | 10.6x | 15.1x | 0.9x |
| Wed, 11 Jun 2025 | JP¥34.8t | JP¥39.1t | JP¥2.2t | 10.8x | 15.5x | 0.9x |
| Fri, 09 May 2025 | JP¥33.9t | JP¥40.4t | JP¥2.0t | 11.6x | 16.8x | 0.8x |
| Sun, 06 Apr 2025 | JP¥32.2t | JP¥40.2t | JP¥2.0t | 10.8x | 16x | 0.8x |
| Tue, 04 Mar 2025 | JP¥36.2t | JP¥40.1t | JP¥2.0t | 11.7x | 17.8x | 0.9x |
| Thu, 30 Jan 2025 | JP¥34.4t | JP¥39.4t | JP¥2.1t | 11.9x | 16.4x | 0.9x |
| Sat, 28 Dec 2024 | JP¥34.3t | JP¥39.4t | JP¥2.1t | 12.2x | 16.4x | 0.9x |
| Mon, 25 Nov 2024 | JP¥32.0t | JP¥40.4t | JP¥2.2t | 12.2x | 14.7x | 0.8x |
| Wed, 23 Oct 2024 | JP¥29.9t | JP¥40.1t | JP¥2.0t | 11.6x | 15x | 0.7x |
| Fri, 20 Sep 2024 | JP¥29.1t | JP¥40.1t | JP¥2.0t | 11.8x | 14.6x | 0.7x |
| Sun, 18 Aug 2024 | JP¥29.1t | JP¥39.7t | JP¥2.0t | 11.3x | 14.7x | 0.7x |
| Tue, 16 Jul 2024 | JP¥32.2t | JP¥39.4t | JP¥2.1t | 12.3x | 15.4x | 0.8x |
| Thu, 13 Jun 2024 | JP¥29.6t | JP¥39.3t | JP¥2.1t | 12x | 14.2x | 0.8x |
| Sat, 11 May 2024 | JP¥28.0t | JP¥39.3t | JP¥1.9t | 12.2x | 14.6x | 0.7x |
| Mon, 08 Apr 2024 | JP¥28.8t | JP¥39.2t | JP¥1.9t | 11.9x | 15x | 0.7x |
| Wed, 06 Mar 2024 | JP¥28.9t | JP¥39.1t | JP¥1.9t | 11.6x | 15.3x | 0.7x |
| Fri, 02 Feb 2024 | JP¥30.6t | JP¥38.5t | JP¥1.8t | 11.1x | 17.2x | 0.8x |
| Sun, 31 Dec 2023 | JP¥29.1t | JP¥38.6t | JP¥1.8t | 10.7x | 16.4x | 0.8x |
| Tue, 28 Nov 2023 | JP¥28.7t | JP¥38.5t | JP¥1.8t | 10.4x | 16.2x | 0.7x |
| Thu, 26 Oct 2023 | JP¥28.0t | JP¥38.2t | JP¥1.8t | 10.1x | 15.2x | 0.7x |
| Sat, 23 Sep 2023 | JP¥28.8t | JP¥38.2t | JP¥1.8t | 9.9x | 15.6x | 0.8x |
| Mon, 21 Aug 2023 | JP¥27.7t | JP¥38.1t | JP¥1.8t | 9.5x | 15x | 0.7x |
| Wed, 19 Jul 2023 | JP¥29.5t | JP¥37.2t | JP¥1.8t | 10.3x | 16.8x | 0.8x |
16.8x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.89% | |
| Consumer Discretionary | -0.69% | |
| Consumer Durables | -0.58% | |
| Housewares and Specialties | 2.77% | |
| Homebuilding | -0.034% | |
| Home Furnishings | -0.055% | |
| Household Appliances | -0.52% | |
| Consumer Electronics | -0.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3291 Iida Group Holdings | JP¥2.21k | 1.5% +JP¥8.8b | 5.2% | PE9.6x | |
| 1928 Sekisui House | JP¥3.46k | 0.3% +JP¥6.5b | 9.8% | PE8.7x | |
| 6753 Sharp | JP¥648.30 | 1.4% +JP¥6.0b | -1.6% | PE8.9x | |
| 1419 Tama Home | JP¥3.02k | 3.7% +JP¥3.1b | -12.0% | PE31.5x | |
| 1766 Token | JP¥12.98k | 1.9% +JP¥2.7b | -7.7% | PE8.9x |