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Japanese (NIKKEI) Consumer Durables Industry Analysis

UpdatedJun 04, 2026
DataAggregated Company Financials
Companies75
  • 7D3.4%
  • 3M10.5%
  • 1Y13.6%
  • YTD2.2%

Over the last 7 days, the Consumer Durables industry has risen 3.4%, driven by gains from Panasonic Holdings of 7.1%. Meanwhile, Open House Group actually underperformed within the industry, shrinking 6.0% in the last week. This takes the industry's 12 month performance to a gain of 14%. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the Japanese Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 04 Jun 2026JP¥39.8tJP¥38.8tJP¥2.0t9.7x20.1x1x
Sat, 02 May 2026JP¥35.8tJP¥39.2tJP¥2.2t10.9x16x0.9x
Mon, 30 Mar 2026JP¥35.1tJP¥39.2tJP¥2.2t11.1x15.7x0.9x
Wed, 25 Feb 2026JP¥36.2tJP¥39.1tJP¥2.2t12.2x16.4x0.9x
Fri, 23 Jan 2026JP¥37.4tJP¥39.2tJP¥2.3t11.9x16.2x1x
Sun, 21 Dec 2025JP¥38.3tJP¥39.2tJP¥2.3t11.7x16.6x1x
Tue, 18 Nov 2025JP¥41.0tJP¥39.2tJP¥2.3t11.8x17.9x1x
Thu, 16 Oct 2025JP¥39.5tJP¥39.3tJP¥2.3t11.5x17.1x1x
Sat, 13 Sep 2025JP¥39.1tJP¥39.2tJP¥2.3t11.4x16.8x1x
Mon, 11 Aug 2025JP¥37.0tJP¥39.5tJP¥2.3t10.7x15.9x0.9x
Wed, 09 Jul 2025JP¥34.3tJP¥39.5tJP¥2.2t10.5x15.3x0.9x
Fri, 06 Jun 2025JP¥34.8tJP¥39.0tJP¥2.3t10.8x15.4x0.9x
Sun, 04 May 2025JP¥35.2tJP¥40.4tJP¥2.0t11.7x17.4x0.9x
Tue, 01 Apr 2025JP¥35.8tJP¥40.2tJP¥2.0t11.6x17.8x0.9x
Thu, 27 Feb 2025JP¥36.7tJP¥40.1tJP¥2.0t11.5x18x0.9x
Sat, 25 Jan 2025JP¥32.8tJP¥39.4tJP¥2.1t11.6x15.7x0.8x
Mon, 23 Dec 2024JP¥33.1tJP¥39.4tJP¥2.1t12x15.9x0.8x
Wed, 20 Nov 2024JP¥31.9tJP¥40.4tJP¥2.2t12.3x14.7x0.8x
Fri, 18 Oct 2024JP¥30.6tJP¥40.1tJP¥2.0t11.8x15.4x0.8x
Sun, 15 Sep 2024JP¥29.2tJP¥40.1tJP¥2.0t11.4x14.6x0.7x
Tue, 13 Aug 2024JP¥27.1tJP¥39.6tJP¥2.0t11.2x13.7x0.7x
Thu, 11 Jul 2024JP¥31.4tJP¥39.4tJP¥2.1t12.2x15.1x0.8x
Sat, 08 Jun 2024JP¥29.7tJP¥39.3tJP¥2.1t12x14.3x0.8x
Mon, 06 May 2024JP¥29.3tJP¥39.3tJP¥1.9t12.1x15.3x0.7x
Wed, 03 Apr 2024JP¥29.1tJP¥39.2tJP¥1.9t12x15.2x0.7x
Fri, 01 Mar 2024JP¥28.8tJP¥39.1tJP¥1.9t11.6x15.2x0.7x
Sun, 28 Jan 2024JP¥30.3tJP¥38.5tJP¥1.8t11x17.1x0.8x
Tue, 26 Dec 2023JP¥28.7tJP¥38.6tJP¥1.8t10.5x16.1x0.7x
Thu, 23 Nov 2023JP¥29.1tJP¥38.5tJP¥1.8t10.3x16.4x0.8x
Sat, 21 Oct 2023JP¥28.0tJP¥38.2tJP¥1.8t10x15.2x0.7x
Mon, 18 Sep 2023JP¥30.1tJP¥38.2tJP¥1.8t10x16.3x0.8x
Wed, 16 Aug 2023JP¥28.2tJP¥38.1tJP¥1.8t10x15.3x0.7x
Fri, 14 Jul 2023JP¥29.1tJP¥37.2tJP¥1.8t10.4x16.6x0.8x
Sun, 11 Jun 2023JP¥29.7tJP¥37.2tJP¥1.8t9.8x16.9x0.8x
Price to Earnings Ratio

16.9x


Total Market Cap: JP¥29.7tTotal Earnings: JP¥1.8tTotal Revenue: JP¥37.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Durables Industry Price to Earnings3Y Average 16x202420252026
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 16.0x.
  • The 3-year average PS ratio of 0.84x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.0% 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 Market2.19%
Consumer Discretionary1.23%
Consumer Durables3.40%
Consumer Electronics4.78%
Household Appliances-2.05%
Homebuilding-2.35%
Home Furnishings-2.55%
Housewares and Specialties-2.56%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 18.6x.
    • Analysts are expecting annual earnings growth of 14.2%, which is higher than its past year's earnings growth of 8.6% per year.
  • Investors are most pessimistic about the Homebuilding industry, which is trading below 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 better than its past earnings growth rate of 8.6% per year.
  • 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?

CompanyLast Price7D1YValuation
6752 Panasonic HoldingsJP¥3.80k7.1%
+JP¥586.0b		136.4%PE46.7x
6758 Sony GroupJP¥3.52k2.0%
+JP¥401.7b		-7.2%PE20.2x
7731 NikonJP¥2.00k5.4%
+JP¥34.1b		38.8%PS1x
6753 SharpJP¥671.808.1%
+JP¥32.6b		-3.2%PE9.2x
6952 Casio ComputerLtdJP¥1.85k5.4%
+JP¥21.1b		78.0%PE22.5x

Latest News

1928
JP¥3,289.00
Sekisui House
7D
-2.2%
1Y
8.4%
6952
JP¥1,849.00
Casio ComputerLtd
7D
5.4%
1Y
78.0%
6753
JP¥671.80
Sharp
7D
8.1%
1Y
-3.2%
6752
JP¥3,795.00
Panasonic Holdings
7D
7.1%
1Y
136.4%
Narrative Update • Jun 03

6752: Cautious View Will Persist As Restructuring Costs Limit Upside

Analysts have raised Panasonic Holdings' fair value estimate from ¥2,999 to ¥3,411, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E, even as some Street research, including a recent downgrade, turns more cautious on the stock. What's in the News Saudia introduced Panasonic Avionics' Astrova in flight engagement solution on its Airbus A321XLR aircraft, together with the Modular Interactive platform and Arc 3D moving map application.
8877
JP¥4,820.00
Eslead
7D
-5.7%
1Y
6.4%
3465
JP¥3,580.00
Ki-Star Real EstateLtd
7D
4.5%
1Y
49.9%
7965
JP¥1,385.00
Zojirushi
7D
-5.9%
1Y
3.8%
7731
JP¥2,003.50
Nikon
7D
5.4%
1Y
38.8%
Narrative Update • Jun 02

7731: Lower Margins And Rich P E Will Pressure Future Returns

Analysts have lifted their fair value estimate for Nikon from ¥1,599 to ¥1,636, citing updated assumptions around revenue growth, profit margins, and future P/E expectations as key drivers of the revised price target. What's in the News Nikon scheduled a board meeting for May 18, 2026, to consider disposing of treasury stock as performance based stock remuneration.
1419
JP¥2,717.00
Tama Home
7D
-18.0%
1Y
-21.0%
6632
JP¥1,259.00
JVCKENWOOD
7D
11.4%
1Y
9.6%
6758
JP¥3,519.00
Sony Group
7D
2.0%
1Y
-7.2%
1911
JP¥1,283.50
Sumitomo Forestry
7D
-1.5%
1Y
-7.5%
1808
JP¥2,627.00
HASEKO
7D
-2.5%
1Y
21.9%
Analysis Article • May 23

Shareholders Can Be Confident That HASEKO's (TSE:1808) Earnings Are High Quality

HASEKO Corporation's ( TSE:1808 ) strong earnings report was rewarded with a positive stock price move. We did some...
6794
JP¥3,010.00
Foster Electric Company
7D
6.1%
1Y
109.5%
3288
JP¥8,190.00
Open House Group
7D
-6.0%
1Y
31.7%
Analysis Article • May 14

The Open House Group Co., Ltd. (TSE:3288) Half-Year Results Are Out And Analysts Have Published New Forecasts

Investors in Open House Group Co., Ltd. ( TSE:3288 ) had a good week, as its shares rose 2.1% to close at JP¥9,208...
1766
JP¥12,000.00
Token
7D
-7.0%
1Y
-12.3%