Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Luxury Industry Analysis

UpdatedOct 02, 2025
DataAggregated Company Financials
Companies62
  • 7D-1.2%
  • 3M7.9%
  • 1Y26.9%
  • YTD18.4%

Over the last 7 days, the Luxury industry has dropped 1.2%, driven by ASICS declining 3.0%. This takes the industry's 12 month performance to a gain of 27%. As for the next few years, earnings are expected to grow by 7.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Oct 2025JP¥4.9tJP¥3.4tJP¥189.7b13x25.8x1.4x
Sat, 30 Aug 2025JP¥5.0tJP¥3.4tJP¥191.2b12.7x26.2x1.5x
Mon, 28 Jul 2025JP¥4.6tJP¥3.4tJP¥175.5b12.6x26.4x1.4x
Wed, 25 Jun 2025JP¥4.4tJP¥3.4tJP¥173.3b12.7x25.5x1.3x
Fri, 23 May 2025JP¥4.3tJP¥3.4tJP¥173.0b12.1x24.8x1.3x
Sun, 20 Apr 2025JP¥3.9tJP¥3.3tJP¥167.6b11.5x23x1.2x
Tue, 18 Mar 2025JP¥4.2tJP¥3.3tJP¥152.3b13.5x27.6x1.3x
Thu, 13 Feb 2025JP¥4.3tJP¥3.3tJP¥157.3b13.6x27.4x1.3x
Sat, 11 Jan 2025JP¥4.6tJP¥3.4tJP¥169.0b16.1x27.1x1.4x
Mon, 09 Dec 2024JP¥4.4tJP¥3.4tJP¥170.3b15.8x26.1x1.3x
Wed, 06 Nov 2024JP¥4.0tJP¥3.3tJP¥160.8b14x24.9x1.2x
Fri, 04 Oct 2024JP¥4.2tJP¥3.3tJP¥159.5b14.4x26.2x1.3x
Sun, 01 Sep 2024JP¥4.3tJP¥3.3tJP¥159.3b14.7x26.9x1.3x
Tue, 30 Jul 2024JP¥3.9tJP¥3.3tJP¥144.7b18x27x1.2x
Thu, 27 Jun 2024JP¥2.7tJP¥3.3tJP¥146.3b16.6x18.1x0.8x
Sat, 25 May 2024JP¥3.6tJP¥3.3tJP¥146.2b16.9x24.5x1.1x
Mon, 22 Apr 2024JP¥3.2tJP¥3.2tJP¥134.7b15.9x23.8x1x
Wed, 20 Mar 2024JP¥3.4tJP¥3.2tJP¥130.5b17.8x25.9x1.1x
Fri, 16 Feb 2024JP¥3.0tJP¥3.2tJP¥129.3b16.8x23.3x0.9x
Sun, 14 Jan 2024JP¥2.9tJP¥3.2tJP¥126.4b15.6x22.7x0.9x
Tue, 12 Dec 2023JP¥3.0tJP¥3.2tJP¥125.2b15.3x23.6x0.9x
Thu, 09 Nov 2023JP¥3.0tJP¥3.2tJP¥128.1b13.5x23.2x0.9x
Sat, 07 Oct 2023JP¥2.8tJP¥3.2tJP¥126.8b13.3x22.4x0.9x
Mon, 04 Sep 2023JP¥2.9tJP¥3.2tJP¥125.3b15x23.5x0.9x
Wed, 02 Aug 2023JP¥2.9tJP¥3.2tJP¥122.8b12.8x23.5x0.9x
Fri, 30 Jun 2023JP¥2.8tJP¥3.1tJP¥122.0b11.7x22.8x0.9x
Sun, 28 May 2023JP¥2.5tJP¥3.1tJP¥122.0b11.9x20.7x0.8x
Tue, 25 Apr 2023JP¥2.7tJP¥3.1tJP¥107.7b11.3x24.9x0.9x
Thu, 23 Mar 2023JP¥2.5tJP¥3.1tJP¥106.3b10.8x23.5x0.8x
Sat, 18 Feb 2023JP¥2.4tJP¥3.0tJP¥104.5b11.1x23.3x0.8x
Mon, 16 Jan 2023JP¥2.2tJP¥3.0tJP¥102.6b11.4x21.1x0.7x
Wed, 14 Dec 2022JP¥2.4tJP¥3.1tJP¥114.3b12.2x21x0.8x
Fri, 11 Nov 2022JP¥2.2tJP¥3.0tJP¥109.2b14.8x20.2x0.7x
Sun, 09 Oct 2022JP¥2.2tJP¥3.0tJP¥101.6b15.7x22x0.7x
Price to Earnings Ratio

22x


Total Market Cap: JP¥2.2tTotal Earnings: JP¥101.6bTotal Revenue: JP¥3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 24.5x202320242025
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 24.5x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 23% per year over the last three years.
  • Revenues for these companies have grown 4.4% 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 Market-2.49%
Consumer Discretionary-2.85%
Luxury-1.22%
Footwear0.15%
Apparel, Accessories and Luxury Goods-2.92%
Textiles-3.20%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 34.6x.
    • Analysts expect its future annual earnings growth (12.2%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, which is trading below its 3-year average of 22.1x.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings decline by 4.2% 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
8050 Seiko GroupJP¥6.61k1.7%
+JP¥4.5b		71.0%PE16.7x
3611 MatsuokaJP¥2.09k2.1%
+JP¥448.8m		15.8%PE10.1x
8139 NagahoriJP¥1.71k0.5%
+JP¥138.0m		18.8%PE80.4x
3597 JICHODOLtdJP¥9.44k0.4%
+JP¥115.3m		-4.5%PE24.1x
3504 Maruhachi HoldingsJP¥987.000.7%
+JP¥108.5m		14.2%PE21.2x

Latest News

8016
JP¥660.00
Onward Holdings
7D
-8.3%
1Y
24.3%
3106
JP¥6,780.00
Kurabo Industries
7D
-3.3%
1Y
37.5%
8111
JP¥2,447.00
Goldwin
7D
-2.3%
1Y
-14.0%

Goldwin (TSE:8111) Is Due To Pay A Dividend Of ¥87.00

Sep 27
Goldwin (TSE:8111) Is Due To Pay A Dividend Of ¥87.00
7936
JP¥3,760.00
ASICS
7D
-3.4%
1Y
33.6%
7112
JP¥585.00
Cube
7D
0.5%
1Y
-9.6%
8139
JP¥1,710.00
Nagahori
7D
0.5%
1Y
18.8%
8050
JP¥6,610.00
Seiko Group
7D
1.7%
1Y
71.0%

Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year's

Sep 26
Seiko Group's (TSE:8050) Upcoming Dividend Will Be Larger Than Last Year's
3591
JP¥5,576.00
Wacoal Holdings
7D
-2.1%
1Y
25.1%
8040
JP¥963.00
Tokyo Soir
7D
2.9%
1Y
23.6%
3611
JP¥2,085.00
Matsuoka
7D
2.1%
1Y
15.8%
3204
JP¥445.00
Toabo
7D
1.1%
1Y
11.3%
3002
JP¥3,705.00
Gunze
7D
-3.1%
1Y
35.0%
3201
JP¥1,604.00
Japan Wool Textile
7D
-3.3%
1Y
21.7%

Japan Wool Textile (TSE:3201) Is Paying Out A Larger Dividend Than Last Year

Aug 20
Japan Wool Textile (TSE:3201) Is Paying Out A Larger Dividend Than Last Year
3597
JP¥9,440.00
JICHODOLtd
7D
0.4%
1Y
-4.5%
3608
JP¥1,002.00
TSI HoldingsLtd
7D
-7.9%
1Y
14.6%
3504
JP¥987.00
Maruhachi Holdings
7D
0.7%
1Y
14.2%