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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedJul 15, 2025
DataAggregated Company Financials
Companies63
  • 7D-1.1%
  • 3M20.8%
  • 1Y21.0%
  • YTD10.2%

Over the last 7 days, the Luxury industry has dropped 1.1%, driven by a pullback from ASICS of 4.0%. Meanwhile, TSI HoldingsLtd actually outperformed within the industry, gaining 5.8% in the last week. In the past year, the industry has gained 21%. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Jul 2025JP¥4.5tJP¥3.4tJP¥173.8b12.3x26.1x1.3x
Thu, 12 Jun 2025JP¥4.4tJP¥3.4tJP¥172.8b12.5x25.6x1.3x
Sat, 10 May 2025JP¥4.2tJP¥3.3tJP¥167.4b12.8x25.3x1.3x
Mon, 07 Apr 2025JP¥3.8tJP¥3.3tJP¥154.3b12.1x24.4x1.1x
Wed, 05 Mar 2025JP¥4.3tJP¥3.3tJP¥151.6b13.5x28.3x1.3x
Fri, 31 Jan 2025JP¥4.5tJP¥3.2tJP¥153.7b16x29.6x1.4x
Sun, 29 Dec 2024JP¥4.6tJP¥3.4tJP¥169.1b17x27.1x1.4x
Tue, 26 Nov 2024JP¥4.4tJP¥3.4tJP¥170.7b15.9x25.5x1.3x
Thu, 24 Oct 2024JP¥4.0tJP¥3.3tJP¥160.9b14.1x24.9x1.2x
Sat, 21 Sep 2024JP¥4.3tJP¥3.3tJP¥159.5b14.3x26.7x1.3x
Mon, 19 Aug 2024JP¥4.1tJP¥3.3tJP¥158.4b15.3x25.6x1.2x
Wed, 17 Jul 2024JP¥4.1tJP¥3.3tJP¥145.3b18x28.4x1.3x
Fri, 14 Jun 2024JP¥3.8tJP¥3.3tJP¥146.2b16.4x26.1x1.2x
Sun, 12 May 2024JP¥3.4tJP¥3.2tJP¥137.8b15.9x24.7x1.1x
Tue, 09 Apr 2024JP¥3.4tJP¥3.2tJP¥131.2b16.7x25.9x1.1x
Thu, 07 Mar 2024JP¥3.3tJP¥3.2tJP¥131.6b17.7x24.9x1x
Sat, 03 Feb 2024JP¥2.9tJP¥3.2tJP¥129.0b15x22.2x0.9x
Mon, 01 Jan 2024JP¥2.8tJP¥3.2tJP¥125.7b15.2x22.3x0.9x
Wed, 29 Nov 2023JP¥3.1tJP¥3.2tJP¥125.2b15.6x24.7x1x
Fri, 27 Oct 2023JP¥2.8tJP¥3.2tJP¥127.1b13.9x22.3x0.9x
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
Price to Earnings Ratio

24.1x


Total Market Cap: JP¥2.2tTotal Earnings: JP¥92.0bTotal Revenue: JP¥2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 24.2x202320242025
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 24.2x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 24% 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 Market0.38%
Consumer Discretionary0.20%
Luxury-1.15%
Apparel, Accessories and Luxury Goods0.80%
Textiles-0.39%
Footwear-2.36%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 35.7x.
    • Analysts are expecting annual earnings growth of 13.2%, which is lower than the prior year's growth of 57.2% per year.
  • Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, which is trading below its 3-year average of 22.7x.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 13% over the next 5 years.
  • However this is lower than its past earnings growth rate of 57% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow 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
3608 TSI HoldingsLtdJP¥1.21k6.2%
+JP¥4.9b		40.9%PE5x
9837 MoritoJP¥1.48k8.3%
+JP¥3.0b		-0.2%PE11.2x
3591 Wacoal HoldingsJP¥5.01k1.0%
+JP¥2.5b		13.7%PE36.9x
3002 GunzeJP¥3.68k1.7%
+JP¥1.9b		30.0%PE19x
9982 TakihyoJP¥1.70k7.4%
+JP¥1.0b		35.4%PE12.2x

Latest News

3608
JP¥1,212.00
TSI HoldingsLtd
7D
6.2%
1Y
40.9%
365A
JP¥633.00
Izawa TowelLtd
7D
-17.0%
1Y
n/a
9982
JP¥1,702.00
Takihyo
7D
7.4%
1Y
35.4%
3201
JP¥1,387.00
Japan Wool Textile
7D
-6.5%
1Y
1.8%
9837
JP¥1,479.00
Morito
7D
8.3%
1Y
-0.2%
8050
JP¥4,225.00
Seiko Group
7D
0.6%
1Y
-13.2%

Seiko Group (TSE:8050) Will Pay A Dividend Of ¥55.00

Jul 13
Seiko Group (TSE:8050) Will Pay A Dividend Of ¥55.00
3104
JP¥5,770.00
Fujibo Holdings
7D
-1.9%
1Y
20.8%
7936
JP¥3,643.00
ASICS
7D
-3.9%
1Y
38.8%

Does ASICS (TSE:7936) Have A Healthy Balance Sheet?

Jul 10
Does ASICS (TSE:7936) Have A Healthy Balance Sheet?
3002
JP¥3,680.00
Gunze
7D
1.7%
1Y
30.0%
3591
JP¥5,006.00
Wacoal Holdings
7D
1.0%
1Y
13.7%
9275
JP¥1,508.00
NARUMIYA INTERNATIONAL
7D
5.3%
1Y
12.7%
8016
JP¥597.00
Onward Holdings
7D
-0.5%
1Y
5.7%
7769
JP¥3,020.00
RhythmLtd
7D
-1.6%
1Y
-22.6%
8111
JP¥7,988.00
Goldwin
7D
-0.3%
1Y
-13.4%
8107
JP¥56.00
Kimuratan
7D
7.7%
1Y
211.1%
8139
JP¥1,562.00
Nagahori
7D
-2.0%
1Y
11.3%