Narrative Update • Aug 23
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Japanese (NIKKEI) Consumer Durables Industry Analysis
UpdatedSep 01, 2026
DataAggregated Company Financials
Companies73
- 7D3.2%
- 3M12.7%
- 1Y20.4%
- YTD13.3%
The Consumer Durables industry is up 3.2% in the last week, with Sony Group up 5.6%. Meanwhile, Ki-Star Real EstateLtd actually underperformed within the industry, shrinking 8.3% in the last week. This takes the industry's 12 month performance to a gain of 20%. Looking forward, earnings are forecast to grow by 12% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 02 Sep 2026 | JP¥43.9t | JP¥39.4t | JP¥2.1t | 10.3x | 20.5x | 1.1x |
| Fri, 31 Jul 2026 | JP¥40.5t | JP¥38.7t | JP¥2.0t | 9.6x | 20.1x | 1x |
| Sun, 28 Jun 2026 | JP¥39.1t | JP¥38.8t | JP¥2.0t | 9.4x | 19.3x | 1x |
| Tue, 26 May 2026 | JP¥39.0t | JP¥38.8t | JP¥2.0t | 9.6x | 19.7x | 1x |
| Thu, 23 Apr 2026 | JP¥36.5t | JP¥39.2t | JP¥2.2t | 11.3x | 16.3x | 0.9x |
| Sat, 21 Mar 2026 | JP¥35.4t | JP¥39.2t | JP¥2.2t | 11.3x | 15.8x | 0.9x |
| Mon, 16 Feb 2026 | JP¥37.6t | JP¥39.1t | JP¥2.2t | 12.1x | 17x | 1x |
| Wed, 14 Jan 2026 | JP¥38.2t | JP¥39.2t | JP¥2.3t | 12x | 16.6x | 1x |
| Fri, 12 Dec 2025 | JP¥39.0t | JP¥39.2t | JP¥2.3t | 11.4x | 17x | 1x |
| Sun, 09 Nov 2025 | JP¥38.9t | JP¥39.1t | JP¥2.3t | 12.1x | 17.2x | 1x |
| Tue, 07 Oct 2025 | JP¥40.5t | JP¥39.3t | JP¥2.3t | 11.6x | 17.5x | 1x |
| Thu, 04 Sep 2025 | JP¥37.0t | JP¥39.2t | JP¥2.3t | 11x | 15.8x | 0.9x |
| Sat, 02 Aug 2025 | JP¥34.7t | JP¥39.2t | JP¥2.2t | 11.3x | 15.5x | 0.9x |
| Mon, 30 Jun 2025 | JP¥35.1t | JP¥39.5t | JP¥2.2t | 10.6x | 15.7x | 0.9x |
| Wed, 28 May 2025 | JP¥35.3t | JP¥39.4t | JP¥2.3t | 10.6x | 15.7x | 0.9x |
| Fri, 25 Apr 2025 | JP¥33.6t | JP¥40.2t | JP¥2.0t | 11.6x | 16.7x | 0.8x |
| Sun, 23 Mar 2025 | JP¥36.6t | JP¥40.4t | JP¥2.0t | 11.8x | 18x | 0.9x |
| Tue, 18 Feb 2025 | JP¥37.0t | JP¥40.1t | JP¥2.0t | 11.4x | 18.2x | 0.9x |
| Thu, 16 Jan 2025 | JP¥32.4t | JP¥39.4t | JP¥2.1t | 11.5x | 15.5x | 0.8x |
| Sat, 14 Dec 2024 | JP¥33.7t | JP¥39.4t | JP¥2.1t | 11.9x | 16.1x | 0.9x |
| Mon, 11 Nov 2024 | JP¥30.8t | JP¥40.3t | JP¥2.2t | 11.9x | 14.3x | 0.8x |
| Wed, 09 Oct 2024 | JP¥31.6t | JP¥40.1t | JP¥2.0t | 12.1x | 15.8x | 0.8x |
| Fri, 06 Sep 2024 | JP¥29.9t | JP¥39.7t | JP¥2.0t | 11.5x | 15.2x | 0.8x |
| Sun, 04 Aug 2024 | JP¥27.3t | JP¥39.5t | JP¥2.0t | 11.5x | 13.9x | 0.7x |
| Tue, 02 Jul 2024 | JP¥30.1t | JP¥39.4t | JP¥2.1t | 12.1x | 14.4x | 0.8x |
| Thu, 30 May 2024 | JP¥28.5t | JP¥39.3t | JP¥2.1t | 12x | 13.7x | 0.7x |
| Sat, 27 Apr 2024 | JP¥28.5t | JP¥39.2t | JP¥1.9t | 12.1x | 15x | 0.7x |
| Mon, 25 Mar 2024 | JP¥30.0t | JP¥39.2t | JP¥1.9t | 12.5x | 15.6x | 0.8x |
| Wed, 21 Feb 2024 | JP¥29.4t | JP¥39.1t | JP¥1.9t | 11.2x | 15.5x | 0.8x |
| Fri, 19 Jan 2024 | JP¥30.6t | JP¥38.6t | JP¥1.8t | 10.8x | 17.2x | 0.8x |
| Sun, 17 Dec 2023 | JP¥28.9t | JP¥38.6t | JP¥1.8t | 10.6x | 16.3x | 0.8x |
| Tue, 14 Nov 2023 | JP¥28.4t | JP¥38.4t | JP¥1.8t | 10.4x | 16.1x | 0.7x |
| Thu, 12 Oct 2023 | JP¥28.7t | JP¥38.2t | JP¥1.8t | 10.1x | 15.6x | 0.8x |
| Sat, 09 Sep 2023 | JP¥28.8t | JP¥38.2t | JP¥1.8t | 9.7x | 15.6x | 0.8x |
Price to Earnings Ratio
15.6x
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 20.5x which is higher than its 3-year average PE of 16.3x.
- The 3-year average PS ratio of 0.86x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 5.1% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 1.86% | |
| Consumer Discretionary | 1.08% | |
| Consumer Durables | 3.17% | |
| Consumer Electronics | 3.96% | |
| Household Appliances | 1.01% | |
| Housewares and Specialties | 0.62% | |
| Home Furnishings | 0.49% | |
| Homebuilding | -0.65% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 19.0x.
- Analysts are expecting annual earnings growth of 13.1%, which is higher than its past year's earnings decline of 16.6% per year.
- Investors are most pessimistic about the Homebuilding industry, which is trading below its 3-year average of 10.4x.
Forecasted Growth
- Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 17% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings decline by 3.5% per year 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¥4.05k | 5.6% +JP¥1.3t | 0.8% | PE21.3x | |
| 6752 Panasonic Holdings | JP¥4.46k | 3.4% +JP¥345.6b | 197.3% | PE41.1x | |
| 6952 Casio ComputerLtd | JP¥2.52k | 7.7% +JP¥40.1b | 103.0% | PE23.4x | |
| 6753 Sharp | JP¥673.30 | 8.1% +JP¥32.9b | -22.3% | PE18.8x | |
| 1808 HASEKO | JP¥2.96k | 3.3% +JP¥25.4b | 21.1% | PE12.4x |