Narrative Update • Jul 15

Over the last 7 days, the Consumer Durables industry has dropped 1.8%, driven by a pullback from Sony Group of 1.8%. Over the past 12 months, the industry was up 14%. Looking forward, earnings are forecast to grow by 13% annually.
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | JP¥38.7t | JP¥38.8t | JP¥2.0t | 9.4x | 19.2x | 1x |
| Wed, 24 Jun 2026 | JP¥37.8t | JP¥38.8t | JP¥2.0t | 9.4x | 18.7x | 1x |
| Fri, 22 May 2026 | JP¥38.3t | JP¥38.8t | JP¥2.0t | 9.7x | 19.4x | 1x |
| Sun, 19 Apr 2026 | JP¥36.7t | JP¥39.2t | JP¥2.2t | 11.5x | 16.4x | 0.9x |
| Tue, 17 Mar 2026 | JP¥36.7t | JP¥39.2t | JP¥2.2t | 11.5x | 16.4x | 0.9x |
| Thu, 12 Feb 2026 | JP¥37.8t | JP¥39.0t | JP¥2.2t | 12x | 17.3x | 1x |
| Sat, 10 Jan 2026 | JP¥38.0t | JP¥39.2t | JP¥2.3t | 12x | 16.5x | 1x |
| Mon, 08 Dec 2025 | JP¥39.9t | JP¥39.2t | JP¥2.3t | 11.4x | 17.3x | 1x |
| Wed, 05 Nov 2025 | JP¥39.0t | JP¥39.1t | JP¥2.3t | 11.5x | 17.2x | 1x |
| Fri, 03 Oct 2025 | JP¥37.6t | JP¥39.3t | JP¥2.3t | 11.3x | 16.2x | 1x |
| Sun, 31 Aug 2025 | JP¥37.5t | JP¥39.2t | JP¥2.3t | 10.9x | 16x | 1x |
| Tue, 29 Jul 2025 | JP¥34.4t | JP¥39.5t | JP¥2.2t | 11x | 15.4x | 0.9x |
| Thu, 26 Jun 2025 | JP¥34.0t | JP¥39.5t | JP¥2.2t | 10.6x | 15.2x | 0.9x |
| Sat, 24 May 2025 | JP¥34.6t | JP¥39.4t | JP¥2.3t | 10.7x | 15.3x | 0.9x |
| Mon, 21 Apr 2025 | JP¥33.3t | JP¥40.2t | JP¥2.0t | 11.7x | 16.6x | 0.8x |
| Wed, 19 Mar 2025 | JP¥35.8t | JP¥40.4t | JP¥2.0t | 11.6x | 17.6x | 0.9x |
| Fri, 14 Feb 2025 | JP¥34.4t | JP¥39.4t | JP¥2.1t | 11.6x | 16.7x | 0.9x |
| Sun, 12 Jan 2025 | JP¥32.3t | JP¥39.4t | JP¥2.1t | 11.8x | 15.5x | 0.8x |
| Tue, 10 Dec 2024 | JP¥32.4t | JP¥39.4t | JP¥2.1t | 11.8x | 15.6x | 0.8x |
| Thu, 07 Nov 2024 | JP¥30.5t | JP¥40.2t | JP¥2.0t | 11.1x | 15.1x | 0.8x |
| Sat, 05 Oct 2024 | JP¥31.3t | JP¥40.1t | JP¥2.0t | 12x | 15.7x | 0.8x |
| Mon, 02 Sep 2024 | JP¥30.8t | JP¥39.7t | JP¥2.0t | 11.7x | 15.6x | 0.8x |
| Wed, 31 Jul 2024 | JP¥30.1t | JP¥39.4t | JP¥2.1t | 12x | 14.4x | 0.8x |
| Fri, 28 Jun 2024 | JP¥29.9t | JP¥39.4t | JP¥2.1t | 12.3x | 14.3x | 0.8x |
| Sun, 26 May 2024 | JP¥28.7t | JP¥39.3t | JP¥2.1t | 12.2x | 13.9x | 0.7x |
| Tue, 23 Apr 2024 | JP¥27.9t | JP¥39.2t | JP¥1.9t | 11.5x | 14.6x | 0.7x |
| Thu, 21 Mar 2024 | JP¥29.7t | JP¥39.2t | JP¥1.9t | 12x | 15.5x | 0.8x |
| Sat, 17 Feb 2024 | JP¥29.3t | JP¥39.1t | JP¥1.9t | 11.5x | 15.5x | 0.8x |
| Mon, 15 Jan 2024 | JP¥31.1t | JP¥38.6t | JP¥1.8t | 10.8x | 17.5x | 0.8x |
| Wed, 13 Dec 2023 | JP¥28.6t | JP¥38.5t | JP¥1.8t | 10.6x | 16.1x | 0.7x |
| Fri, 10 Nov 2023 | JP¥28.9t | JP¥38.1t | JP¥1.9t | 10.6x | 15.5x | 0.8x |
| Sun, 08 Oct 2023 | JP¥27.9t | JP¥38.2t | JP¥1.8t | 10.1x | 15.1x | 0.7x |
| Tue, 05 Sep 2023 | JP¥29.3t | JP¥38.1t | JP¥1.8t | 9.7x | 15.9x | 0.8x |
| Thu, 03 Aug 2023 | JP¥29.8t | JP¥37.3t | JP¥1.9t | 9.7x | 15.5x | 0.8x |
15.5x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.14% | |
| Consumer Discretionary | -0.91% | |
| Consumer Durables | -1.80% | |
| Home Furnishings | 0.96% | |
| Housewares and Specialties | 0% | 0 |
| Household Appliances | -0.90% | |
| Homebuilding | -0.92% | |
| Consumer Electronics | -2.03% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7731 Nikon | JP¥2.25k | 2.2% +JP¥16.0b | 52.8% | PS1.1x | |
| 5946 Chofu Seisakusho | JP¥2.06k | 3.2% +JP¥2.1b | 3.8% | PE28.9x | |
| 8935 FJ Next Holdings | JP¥1.83k | 2.9% +JP¥1.7b | 50.3% | PE6x | |
| 3291 Iida Group Holdings | JP¥2.26k | 0.3% +JP¥1.7b | 6.6% | PE9.9x | |
| 6809 TOA | JP¥1.61k | 2.7% +JP¥1.5b | 54.1% | PE16.9x |