Narrative Update • Jul 15
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Japanese (NIKKEI) Consumer Durables Industry Analysis
UpdatedJul 30, 2026
DataAggregated Company Financials
Companies74
- 7D2.6%
- 3M15.2%
- 1Y20.5%
- YTD4.5%
Over the last 7 days, the Consumer Durables industry has risen 2.6%, driven by gains from Sony Group of 11%. During this same period, the Panasonic Holdings underperformed, falling 14%. This takes the industry's 12 month performance to a gain of 21%. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the Japanese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | JP¥40.5t | JP¥38.8t | JP¥2.0t | 9.6x | 20.1x | 1x |
| Sat, 27 Jun 2026 | JP¥39.1t | JP¥38.8t | JP¥2.0t | 9.4x | 19.3x | 1x |
| Mon, 25 May 2026 | JP¥38.4t | JP¥38.8t | JP¥2.0t | 9.6x | 19.4x | 1x |
| Wed, 22 Apr 2026 | JP¥36.7t | JP¥39.2t | JP¥2.2t | 11.4x | 16.4x | 0.9x |
| Fri, 20 Mar 2026 | JP¥35.4t | JP¥39.2t | JP¥2.2t | 11.3x | 15.8x | 0.9x |
| Sun, 15 Feb 2026 | JP¥37.6t | JP¥39.1t | JP¥2.2t | 12x | 17x | 1x |
| Tue, 13 Jan 2026 | JP¥38.0t | JP¥39.2t | JP¥2.3t | 12x | 16.5x | 1x |
| Thu, 11 Dec 2025 | JP¥39.3t | JP¥39.2t | JP¥2.3t | 11.6x | 17.1x | 1x |
| Sat, 08 Nov 2025 | JP¥38.9t | JP¥39.1t | JP¥2.3t | 12.1x | 17.2x | 1x |
| Mon, 06 Oct 2025 | JP¥38.5t | JP¥39.3t | JP¥2.3t | 11.4x | 16.6x | 1x |
| Wed, 03 Sep 2025 | JP¥37.1t | JP¥39.2t | JP¥2.3t | 11x | 15.9x | 0.9x |
| Fri, 01 Aug 2025 | JP¥34.5t | JP¥39.2t | JP¥2.2t | 11.2x | 15.4x | 0.9x |
| Sun, 29 Jun 2025 | JP¥35.1t | JP¥39.5t | JP¥2.2t | 10.6x | 15.7x | 0.9x |
| Tue, 27 May 2025 | JP¥34.9t | JP¥39.4t | JP¥2.3t | 10.6x | 15.5x | 0.9x |
| Thu, 24 Apr 2025 | JP¥33.7t | JP¥40.2t | JP¥2.0t | 12.1x | 16.8x | 0.8x |
| Sat, 22 Mar 2025 | JP¥36.6t | JP¥40.4t | JP¥2.0t | 11.8x | 18x | 0.9x |
| Mon, 17 Feb 2025 | JP¥36.1t | JP¥40.1t | JP¥2.0t | 11.4x | 17.7x | 0.9x |
| Wed, 15 Jan 2025 | JP¥32.1t | JP¥39.3t | JP¥2.1t | 11.5x | 15.4x | 0.8x |
| Fri, 13 Dec 2024 | JP¥34.3t | JP¥39.4t | JP¥2.1t | 12x | 16.5x | 0.9x |
| Sun, 10 Nov 2024 | JP¥30.8t | JP¥40.3t | JP¥2.2t | 11.9x | 14.3x | 0.8x |
| Tue, 08 Oct 2024 | JP¥32.1t | JP¥40.1t | JP¥2.0t | 12.2x | 16.1x | 0.8x |
| Thu, 05 Sep 2024 | JP¥30.1t | JP¥39.7t | JP¥2.0t | 11.5x | 15.3x | 0.8x |
| Sat, 03 Aug 2024 | JP¥27.3t | JP¥39.5t | JP¥2.0t | 11.6x | 13.9x | 0.7x |
| Mon, 01 Jul 2024 | JP¥30.0t | JP¥39.4t | JP¥2.1t | 12.3x | 14.4x | 0.8x |
| Wed, 29 May 2024 | JP¥28.7t | JP¥39.3t | JP¥2.1t | 12.1x | 13.8x | 0.7x |
| Fri, 26 Apr 2024 | JP¥28.5t | JP¥39.2t | JP¥1.9t | 12x | 14.9x | 0.7x |
| Sun, 24 Mar 2024 | JP¥30.0t | JP¥39.2t | JP¥1.9t | 12.5x | 15.6x | 0.8x |
| Tue, 20 Feb 2024 | JP¥29.4t | JP¥39.1t | JP¥1.9t | 11.3x | 15.5x | 0.8x |
| Thu, 18 Jan 2024 | JP¥30.8t | JP¥38.6t | JP¥1.8t | 10.8x | 17.3x | 0.8x |
| Sat, 16 Dec 2023 | JP¥28.9t | JP¥38.5t | JP¥1.8t | 10.7x | 16.3x | 0.8x |
| Mon, 13 Nov 2023 | JP¥28.4t | JP¥38.4t | JP¥1.8t | 10.4x | 16.1x | 0.7x |
| Wed, 11 Oct 2023 | JP¥28.6t | JP¥38.2t | JP¥1.8t | 10.2x | 15.5x | 0.7x |
| Fri, 08 Sep 2023 | JP¥29.4t | JP¥38.1t | JP¥1.8t | 9.9x | 16x | 0.8x |
| Sun, 06 Aug 2023 | JP¥29.1t | JP¥37.3t | JP¥1.9t | 9.8x | 15.2x | 0.8x |
Price to Earnings Ratio
15.2x
Current Industry PE
- Investors are optimistic on the Japanese Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 20.1x which is higher than its 3-year average PE of 16.2x.
- The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- Both revenue and earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -2.05% | |
| Consumer Discretionary | 4.88% | |
| Consumer Durables | 2.61% | |
| Homebuilding | 4.65% | |
| Household Appliances | 4.11% | |
| Home Furnishings | 3.94% | |
| Housewares and Specialties | 2.80% | |
| Consumer Electronics | 2.14% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.8x.
- Analysts are expecting annual earnings growth of 13.7%, which is higher than its past year's earnings growth of 11.7% per year.
- Investors are most pessimistic about the Homebuilding industry, which is trading close to its 3-year average of 10.5x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 14% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Household Appliances industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6758 Sony Group | JP¥3.80k | 10.4% +JP¥2.1t | 3.3% | PE21.7x | |
| 7740 TamronLtd | JP¥1.43k | 27.9% +JP¥50.5b | 56.7% | PE19.9x | |
| 1928 Sekisui House | JP¥3.58k | 1.9% +JP¥44.1b | 12.4% | PE9x | |
| 1911 Sumitomo Forestry | JP¥1.38k | 3.6% +JP¥29.4b | -10.8% | PE8.2x | |
| 3288 Open House Group | JP¥8.67k | 3.1% +JP¥28.6b | 28.8% | PE8.7x |