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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies63
  • 7D4.1%
  • 3M-2.1%
  • 1Y36.9%
  • YTD20.7%

In the last week, the Luxury industry is up 2.6%, with ASICS up 6.6%. During this same period, the Fujibo Holdings underperformed, falling 9.5%. In the last 12 months, the industry was up 32%. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

Has the Japanese Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 May 2026JP¥6.0tJP¥3.6tJP¥275.8b15.9x21.7x1.7x
Mon, 27 Apr 2026JP¥5.7tJP¥3.5tJP¥241.7b17.3x23.5x1.6x
Wed, 25 Mar 2026JP¥5.5tJP¥3.5tJP¥252.6b15.4x21.8x1.6x
Fri, 20 Feb 2026JP¥6.0tJP¥3.5tJP¥253.1b15.5x23.6x1.7x
Sun, 18 Jan 2026JP¥5.3tJP¥3.5tJP¥204.2b15.5x25.9x1.5x
Tue, 16 Dec 2025JP¥5.1tJP¥3.4tJP¥200.7b14.7x25.6x1.5x
Thu, 13 Nov 2025JP¥5.0tJP¥3.4tJP¥186.6b14.6x26.7x1.5x
Sat, 11 Oct 2025JP¥4.9tJP¥3.4tJP¥190.0b13.1x25.7x1.4x
Mon, 08 Sep 2025JP¥5.1tJP¥3.4tJP¥191.2b12.9x26.7x1.5x
Wed, 06 Aug 2025JP¥4.5tJP¥3.4tJP¥175.0b12.7x25.7x1.3x
Fri, 04 Jul 2025JP¥4.5tJP¥3.4tJP¥172.7b12.7x26.1x1.3x
Sun, 01 Jun 2025JP¥4.4tJP¥3.4tJP¥173.0b12.5x25.5x1.3x
Tue, 29 Apr 2025JP¥4.1tJP¥3.3tJP¥167.6b12.2x24.3x1.2x
Thu, 27 Mar 2025JP¥4.3tJP¥3.3tJP¥152.4b13.9x28.2x1.3x
Sat, 22 Feb 2025JP¥4.4tJP¥3.3tJP¥151.6b13.3x29.1x1.3x
Mon, 20 Jan 2025JP¥4.6tJP¥3.4tJP¥166.2b15.8x27.8x1.4x
Wed, 18 Dec 2024JP¥4.4tJP¥3.4tJP¥169.3b15.8x26.1x1.3x
Fri, 15 Nov 2024JP¥4.1tJP¥3.4tJP¥171.6b15.3x23.9x1.2x
Sun, 13 Oct 2024JP¥4.2tJP¥3.3tJP¥160.4b15.1x26.1x1.3x
Tue, 10 Sep 2024JP¥4.0tJP¥3.3tJP¥159.3b14.1x25.4x1.2x
Thu, 08 Aug 2024JP¥3.6tJP¥3.3tJP¥145.5b16.2x25x1.1x
Sat, 06 Jul 2024JP¥4.0tJP¥3.3tJP¥146.0b17.2x27.5x1.2x
Mon, 03 Jun 2024JP¥3.7tJP¥3.3tJP¥146.2b17.1x25x1.1x
Wed, 01 May 2024JP¥3.3tJP¥3.2tJP¥134.7b16.5x24.7x1x
Fri, 29 Mar 2024JP¥3.4tJP¥3.2tJP¥130.5b17.4x25.9x1.1x
Sun, 25 Feb 2024JP¥3.2tJP¥3.2tJP¥131.6b17.5x24x1x
Tue, 23 Jan 2024JP¥2.9tJP¥3.2tJP¥128.8b14.8x22.5x0.9x
Thu, 21 Dec 2023JP¥2.9tJP¥3.2tJP¥126.2b14.9x23.2x0.9x
Sat, 18 Nov 2023JP¥3.1tJP¥3.2tJP¥124.8b15.3x24.7x1x
Mon, 16 Oct 2023JP¥2.9tJP¥3.2tJP¥126.6b14.2x22.9x0.9x
Wed, 13 Sep 2023JP¥3.0tJP¥3.2tJP¥125.9b14.7x24x0.9x
Fri, 11 Aug 2023JP¥3.0tJP¥3.2tJP¥125.4b13.5x23.5x0.9x
Sun, 09 Jul 2023JP¥2.8tJP¥3.1tJP¥124.3b12.1x22.4x0.9x
Tue, 06 Jun 2023JP¥2.7tJP¥3.1tJP¥122.0b12x22x0.9x
Price to Earnings Ratio

22x


Total Market Cap: JP¥2.7tTotal Earnings: JP¥122.0bTotal Revenue: JP¥3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 24.9x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 21.2x which is lower than its 3-year average PE of 24.9x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 31% per year over the last three years.
  • Revenues for these companies have grown 5.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market1.91%
Consumer Discretionary3.06%
Luxury4.14%
Footwear6.54%
Apparel, Accessories and Luxury Goods3.37%
Textiles-4.76%
Industry PE
  • Investors are most optimistic about the Footwear industry even though it's trading below its 3-year average PE ratio of 33.8x.
    • Analysts are expecting annual earnings growth of 10.7%, which is higher than its past year's earnings growth of 0.1% per year.
  • Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 21.4x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 6.4% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
7936 ASICSJP¥4.84k6.6%
+JP¥211.3b
39.0%PE30.2x
8050 Seiko GroupJP¥7.07k12.4%
+JP¥63.8b
245.7%PE26.3x
3591 Wacoal HoldingsJP¥4.62k3.1%
+JP¥7.0b
-6.7%PE17.4x
8105 Bitcoin JapanJP¥201.0074.8%
+JP¥5.5b
209.2%PS4.4x
3002 GunzeJP¥3.73k1.9%
+JP¥2.2b
10.2%PE232.9x

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