Narrative Update • Jun 02

The Consumer Durables industry is up 1.0% in the last week, with Sony Group up 3.4%. In the same time, Open House Group was down 7.5%. In the last 12 months, the industry was up 12%. 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 |
|---|---|---|---|---|---|---|
| Wed, 03 Jun 2026 | JP¥39.2t | JP¥38.8t | JP¥2.0t | 9.7x | 19.8x | 1x |
| Fri, 01 May 2026 | JP¥35.4t | JP¥39.2t | JP¥2.2t | 10.9x | 15.8x | 0.9x |
| Sun, 29 Mar 2026 | JP¥35.2t | JP¥39.2t | JP¥2.2t | 11.1x | 15.7x | 0.9x |
| Tue, 24 Feb 2026 | JP¥36.6t | JP¥39.1t | JP¥2.2t | 12.3x | 16.6x | 0.9x |
| Thu, 22 Jan 2026 | JP¥37.6t | JP¥39.2t | JP¥2.3t | 11.8x | 16.3x | 1x |
| Sat, 20 Dec 2025 | JP¥38.3t | JP¥39.2t | JP¥2.3t | 11.7x | 16.6x | 1x |
| Mon, 17 Nov 2025 | JP¥42.0t | JP¥39.2t | JP¥2.3t | 11.5x | 18.3x | 1.1x |
| Wed, 15 Oct 2025 | JP¥39.2t | JP¥39.3t | JP¥2.3t | 11.4x | 16.9x | 1x |
| Fri, 12 Sep 2025 | JP¥38.8t | JP¥39.2t | JP¥2.3t | 11.4x | 16.6x | 1x |
| Sun, 10 Aug 2025 | JP¥37.0t | JP¥39.5t | JP¥2.3t | 10.7x | 15.9x | 0.9x |
| Tue, 08 Jul 2025 | JP¥34.4t | JP¥39.5t | JP¥2.2t | 10.5x | 15.3x | 0.9x |
| Thu, 05 Jun 2025 | JP¥35.4t | JP¥39.0t | JP¥2.3t | 10.9x | 15.7x | 0.9x |
| Sat, 03 May 2025 | JP¥35.2t | JP¥40.4t | JP¥2.0t | 11.7x | 17.4x | 0.9x |
| Mon, 31 Mar 2025 | JP¥36.6t | JP¥40.2t | JP¥2.0t | 11.8x | 18.2x | 0.9x |
| Wed, 26 Feb 2025 | JP¥36.4t | JP¥40.1t | JP¥2.0t | 11.5x | 17.9x | 0.9x |
| Fri, 24 Jan 2025 | JP¥33.3t | JP¥39.4t | JP¥2.1t | 11.7x | 15.9x | 0.8x |
| Sun, 22 Dec 2024 | JP¥33.1t | JP¥39.4t | JP¥2.1t | 12x | 15.9x | 0.8x |
| Tue, 19 Nov 2024 | JP¥31.6t | JP¥40.4t | JP¥2.2t | 12.3x | 14.5x | 0.8x |
| Thu, 17 Oct 2024 | JP¥30.6t | JP¥40.1t | JP¥2.0t | 11.8x | 15.3x | 0.8x |
| Sat, 14 Sep 2024 | JP¥29.2t | JP¥40.1t | JP¥2.0t | 11.4x | 14.6x | 0.7x |
| Mon, 12 Aug 2024 | JP¥27.1t | JP¥39.6t | JP¥2.0t | 11.2x | 13.7x | 0.7x |
| Wed, 10 Jul 2024 | JP¥30.3t | JP¥39.4t | JP¥2.1t | 12.2x | 14.5x | 0.8x |
| Fri, 07 Jun 2024 | JP¥30.0t | JP¥39.3t | JP¥2.1t | 12x | 14.4x | 0.8x |
| Sun, 05 May 2024 | JP¥29.3t | JP¥39.3t | JP¥1.9t | 12.1x | 15.3x | 0.7x |
| Tue, 02 Apr 2024 | JP¥29.3t | JP¥39.2t | JP¥1.9t | 12x | 15.3x | 0.7x |
| Thu, 29 Feb 2024 | JP¥28.8t | JP¥39.1t | JP¥1.9t | 11.6x | 15.2x | 0.7x |
| Sat, 27 Jan 2024 | JP¥30.3t | JP¥38.5t | JP¥1.8t | 11x | 17x | 0.8x |
| Mon, 25 Dec 2023 | JP¥28.5t | JP¥38.6t | JP¥1.8t | 10.5x | 16x | 0.7x |
| Wed, 22 Nov 2023 | JP¥28.9t | JP¥38.5t | JP¥1.8t | 10.2x | 16.3x | 0.8x |
| Fri, 20 Oct 2023 | JP¥28.2t | JP¥38.2t | JP¥1.8t | 10x | 15.3x | 0.7x |
| Sun, 17 Sep 2023 | JP¥30.1t | JP¥38.2t | JP¥1.8t | 10x | 16.3x | 0.8x |
| Tue, 15 Aug 2023 | JP¥28.2t | JP¥38.1t | JP¥1.8t | 10x | 15.4x | 0.7x |
| Thu, 13 Jul 2023 | JP¥28.4t | JP¥37.2t | JP¥1.8t | 10.3x | 16.2x | 0.8x |
| Sat, 10 Jun 2023 | JP¥29.7t | JP¥37.2t | JP¥1.8t | 9.8x | 16.9x | 0.8x |
16.9x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 0.10% | |
| Consumer Discretionary | 0.52% | |
| Consumer Durables | 1.01% | |
| Consumer Electronics | 2.17% | |
| Housewares and Specialties | -1.68% | |
| Household Appliances | -2.62% | |
| Home Furnishings | -2.66% | |
| Homebuilding | -4.04% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6752 Panasonic Holdings | JP¥3.93k | 10.0% +JP¥833.5b | 138.4% | PE48.4x | |
| 6758 Sony Group | JP¥3.63k | 2.9% +JP¥596.7b | -5.8% | PE20.8x | |
| 6753 Sharp | JP¥669.10 | 9.7% +JP¥38.3b | -4.7% | PE9.2x | |
| 6952 Casio ComputerLtd | JP¥1.89k | 8.2% +JP¥31.8b | 82.5% | PE23x | |
| 7731 Nikon | JP¥2.01k | 5.0% +JP¥31.8b | 39.3% | PS1x |