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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies63
  • 7D-1.0%
  • 3M-5.1%
  • 1Y28.9%
  • YTD17.0%

Over the last 7 days, the Luxury industry has dropped 1.0%, driven by a pullback from ASICS of 1.9%. On the other hand Unitika is actually up 37%. Over the past 12 months, the industry was up 29%. Earnings are forecast to grow by 7.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025JP¥5.0tJP¥3.4tJP¥197.3b14.6x25.4x1.5x
Thu, 16 Oct 2025JP¥4.8tJP¥3.4tJP¥190.4b13.1x25x1.4x
Sat, 13 Sep 2025JP¥5.2tJP¥3.4tJP¥191.2b13.1x27.1x1.5x
Mon, 11 Aug 2025JP¥4.5tJP¥3.4tJP¥175.0b12.3x25.9x1.3x
Wed, 09 Jul 2025JP¥4.7tJP¥3.4tJP¥172.9b12.8x26.9x1.4x
Fri, 06 Jun 2025JP¥4.4tJP¥3.4tJP¥173.0b12.1x25.4x1.3x
Sun, 04 May 2025JP¥4.2tJP¥3.3tJP¥167.6b12.2x24.8x1.3x
Tue, 01 Apr 2025JP¥4.1tJP¥3.3tJP¥152.4b13.2x27.2x1.3x
Thu, 27 Feb 2025JP¥4.3tJP¥3.3tJP¥151.6b13.5x28.3x1.3x
Sat, 25 Jan 2025JP¥4.8tJP¥3.4tJP¥166.2b16x29x1.4x
Mon, 23 Dec 2024JP¥4.5tJP¥3.4tJP¥169.3b16.1x26.4x1.3x
Wed, 20 Nov 2024JP¥4.2tJP¥3.4tJP¥173.1b15x24x1.2x
Fri, 18 Oct 2024JP¥4.2tJP¥3.3tJP¥161.2b14.5x25.9x1.3x
Sun, 15 Sep 2024JP¥4.1tJP¥3.3tJP¥159.0b13.9x25.5x1.2x
Tue, 13 Aug 2024JP¥3.7tJP¥3.3tJP¥148.3b14.5x24.7x1.1x
Thu, 11 Jul 2024JP¥4.1tJP¥3.3tJP¥146.6b17.1x27.9x1.3x
Sat, 08 Jun 2024JP¥3.8tJP¥3.3tJP¥146.2b16.6x26.1x1.2x
Mon, 06 May 2024JP¥3.3tJP¥3.2tJP¥134.7b16.4x24.6x1x
Wed, 03 Apr 2024JP¥3.4tJP¥3.2tJP¥130.5b16.9x25.8x1x
Fri, 01 Mar 2024JP¥3.2tJP¥3.2tJP¥131.6b17.5x24.1x1x
Sun, 28 Jan 2024JP¥2.8tJP¥3.2tJP¥128.8b14.9x22x0.9x
Tue, 26 Dec 2023JP¥2.8tJP¥3.2tJP¥126.2b14.9x22.1x0.9x
Thu, 23 Nov 2023JP¥3.1tJP¥3.2tJP¥125.2b15.8x24.9x1x
Sat, 21 Oct 2023JP¥2.9tJP¥3.2tJP¥127.1b14.4x22.6x0.9x
Mon, 18 Sep 2023JP¥3.1tJP¥3.2tJP¥125.9b14.7x24.6x1x
Wed, 16 Aug 2023JP¥2.9tJP¥3.2tJP¥125.3b13.5x23.2x0.9x
Fri, 14 Jul 2023JP¥2.7tJP¥3.1tJP¥124.8b12.2x21.9x0.9x
Sun, 11 Jun 2023JP¥2.7tJP¥3.1tJP¥122.1b12.1x21.8x0.8x
Tue, 09 May 2023JP¥2.7tJP¥3.1tJP¥107.7b11.7x25x0.9x
Thu, 06 Apr 2023JP¥2.7tJP¥3.1tJP¥106.3b10.7x25.2x0.9x
Sat, 04 Mar 2023JP¥2.6tJP¥3.1tJP¥103.7b11.5x25x0.8x
Mon, 30 Jan 2023JP¥2.3tJP¥3.0tJP¥101.8b11.4x22.4x0.8x
Wed, 28 Dec 2022JP¥2.4tJP¥3.1tJP¥114.5b11.6x20.6x0.8x
Fri, 25 Nov 2022JP¥2.4tJP¥3.1tJP¥114.2b12.6x21.3x0.8x
Price to Earnings Ratio

21.3x


Total Market Cap: JP¥2.4tTotal Earnings: JP¥114.2bTotal Revenue: JP¥3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 24.7x202320242025
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 24.7x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 3.9% 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 Market0.72%
Consumer Discretionary-0.21%
Luxury-1.03%
Textiles1.19%
Apparel, Accessories and Luxury Goods-0.32%
Footwear-1.91%
Industry PE
  • Investors are most optimistic about the Footwear industry even though it's trading below its 3-year average PE ratio of 34.4x.
    • Analysts expect its future annual earnings growth (11.1%) 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 21.7x.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 11% 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 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
3103 UnitikaJP¥270.0037.1%
+JP¥4.2b
10.2%PS0.1x
8050 Seiko GroupJP¥7.07k0.9%
+JP¥2.5b
66.2%PE16.9x
3002 GunzeJP¥3.96k1.9%
+JP¥2.4b
53.2%PE48.3x
3201 Japan Wool TextileJP¥1.66k2.0%
+JP¥2.2b
29.5%PE14.6x
3591 Wacoal HoldingsJP¥5.08k0.9%
+JP¥2.1b
10.6%PE23.8x

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