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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedSep 24, 2023
DataAggregated Company Financials
Companies64
  • 7D-1.7%
  • 3M10.3%
  • 1Y46.7%
  • YTD38.3%

Over the last 7 days, the Luxury industry has dropped 1.7%, driven by Goldwin declining 7.6%. Meanwhile, Descente actually outperformed within the industry, gaining 9.0% in the last week. This takes the industry's 12 month performance to a gain of 47%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 Sep 2023JP¥3.0tJP¥3.2tJP¥125.9b14.4x24.1x1x
Tue, 22 Aug 2023JP¥2.8tJP¥3.2tJP¥125.3b12.9x22.7x0.9x
Thu, 20 Jul 2023JP¥2.8tJP¥3.2tJP¥122.9b12.6x23.1x0.9x
Sat, 17 Jun 2023JP¥2.9tJP¥3.1tJP¥122.0b11.5x23.4x0.9x
Mon, 15 May 2023JP¥2.7tJP¥3.1tJP¥108.9b12.3x24.6x0.9x
Wed, 12 Apr 2023JP¥2.6tJP¥3.1tJP¥106.1b10.6x24.8x0.9x
Fri, 10 Mar 2023JP¥2.7tJP¥3.1tJP¥103.5b11.9x25.7x0.9x
Sun, 05 Feb 2023JP¥2.3tJP¥3.0tJP¥100.8b11.4x23.2x0.8x
Tue, 03 Jan 2023JP¥2.2tJP¥3.0tJP¥105.7b11.7x21.1x0.8x
Thu, 01 Dec 2022JP¥2.4tJP¥3.1tJP¥114.1b12.4x21.1x0.8x
Sat, 29 Oct 2022JP¥2.2tJP¥3.0tJP¥107.0b15x20.4x0.7x
Mon, 26 Sep 2022JP¥2.2tJP¥3.0tJP¥108.0b14.9x20.3x0.7x
Wed, 24 Aug 2022JP¥2.2tJP¥3.0tJP¥107.8b14.5x20.8x0.7x
Fri, 22 Jul 2022JP¥2.2tJP¥2.9tJP¥92.0b16.1x24.1x0.8x
Sun, 19 Jun 2022JP¥2.1tJP¥2.9tJP¥87.8b16.7x23.6x0.7x
Tue, 17 May 2022JP¥2.0tJP¥2.9tJP¥93.5b14.3x21.2x0.7x
Thu, 14 Apr 2022JP¥1.9tJP¥2.9tJP¥97.8b12.8x19.5x0.7x
Sat, 12 Mar 2022JP¥1.9tJP¥2.9tJP¥91.9b12.9x20.7x0.7x
Mon, 07 Feb 2022JP¥2.1tJP¥2.9tJP¥88.5b14.3x24.1x0.7x
Wed, 05 Jan 2022JP¥2.3tJP¥2.9tJP¥86.1b16x26.8x0.8x
Fri, 03 Dec 2021JP¥2.3tJP¥2.9tJP¥92.9b14.5x24.4x0.8x
Sun, 31 Oct 2021JP¥2.3tJP¥2.9tJP¥88.9b14.4x26.4x0.8x
Tue, 28 Sep 2021JP¥2.3tJP¥2.9tJP¥59.8b14.9x39.3x0.8x
Thu, 26 Aug 2021JP¥2.1tJP¥2.9tJP¥60.7b14.9x35.1x0.7x
Fri, 02 Jul 2021JP¥2.2tJP¥2.9tJP¥61.5b13.9x36.6x0.8x
Mon, 05 Apr 2021JP¥2.0tJP¥2.8tJP¥9.3b17.6x210.7x0.7x
Thu, 07 Jan 2021JP¥1.8tJP¥2.8t-JP¥65,969,925,955.0017x-27.8x0.6x
Wed, 30 Sep 2020JP¥1.8tJP¥2.9t-JP¥57,394,925,955.0016.2x-32x0.6x
Price to Earnings Ratio

-32x


Total Market Cap: JP¥1.8tTotal Earnings: -JP¥57,394,925,955.00Total Revenue: JP¥2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 25x202120222023
Current Industry PE
  • Investors are relatively neutral on the Japanese Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 25.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • Total earnings for the Luxury industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 3.3% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

JP Market-2.08%
Consumer Discretionary-2.03%
Luxury-1.70%
Apparel, Accessories and Luxury Goods-1.13%
Textiles-1.56%
Footwear-2.67%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 11.7%, which is lower than the prior year's growth of 60.7% per year.
  • Investors are most pessimistic about the Textiles industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.9x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 0.7% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 12% 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
8114 DescenteJP¥4.07k9.0%
+JP¥25.3b
16.1%PE27x
3591 Wacoal HoldingsJP¥3.34k1.2%
+JP¥2.2b
49.9%PS1x
8139 NagahoriJP¥1.33k11.9%
+JP¥2.2b
47.8%PE137.8x
7769 RhythmLtdJP¥1.83k1.9%
+JP¥289.0m
22.5%PE40x
3320 Cross PlusJP¥1.25k2.5%
+JP¥228.5m
75.1%PE10.7x
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7936

JP¥5,473.00

ASICS

7D

-2.7%

1Y

119.8%

3104

JP¥3,625.00

Fujibo Holdings

7D

-2.8%

1Y

6.6%

8114

JP¥4,070.00

Descente

7D

9.0%

1Y

16.1%

8111

JP¥10,210.00

Goldwin

7D

-7.6%

1Y

29.6%

8050

JP¥2,684.00

Seiko Group

7D

-1.9%

1Y

-8.2%

3591

JP¥3,343.00

Wacoal Holdings

7D

1.2%

1Y

49.9%

7769

JP¥1,830.00

RhythmLtd

7D

1.9%

1Y

22.5%

3002

JP¥4,525.00

Gunze

7D

-2.7%

1Y

17.2%

7938

JP¥2,025.00

Regal

7D

1.0%

1Y

10.3%

8008

JP¥1,868.00

Yondoshi Holdings

7D

0.4%

1Y

5.1%

3597

JP¥9,910.00

JICHODOLtd

7D

0.3%

1Y

60.6%

8139

JP¥1,330.00

Nagahori

7D

11.9%

1Y

47.8%

8016

JP¥518.00

Onward Holdings

7D

-5.8%

1Y

76.2%

3201

JP¥1,338.00

Japan Wool Textile

7D

-1.2%

1Y

24.8%

8011

JP¥2,043.00

Sanyo Shokai

7D

-4.3%

1Y

120.9%