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Japanese (NIKKEI) Luxury Industry Analysis
UpdatedJan 07, 2026
DataAggregated Company Financials
Companies63
- 7D4.1%
- 3M2.7%
- 1Y23.9%
- YTD1.9%
In the last week, the Luxury industry is up 1.1%, with ASICS up 5.8%. This means that the industry has gained 22% over the past year. As for the next few years, earnings are expected to grow by 9.8% per annum.
Industry Valuation and Performance
Has the Japanese Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 07 Jan 2026 | JP¥5.1t | JP¥3.4t | JP¥201.0b | 15.6x | 25.3x | 1.5x |
| Fri, 05 Dec 2025 | JP¥5.0t | JP¥3.4t | JP¥200.7b | 14.5x | 24.9x | 1.4x |
| Sun, 02 Nov 2025 | JP¥5.0t | JP¥3.4t | JP¥189.4b | 14.2x | 26.3x | 1.5x |
| Tue, 30 Sep 2025 | JP¥5.0t | JP¥3.4t | JP¥191.1b | 13.4x | 26.2x | 1.5x |
| Thu, 28 Aug 2025 | JP¥5.0t | JP¥3.4t | JP¥191.2b | 13x | 26.2x | 1.5x |
| Sat, 26 Jul 2025 | JP¥4.6t | JP¥3.4t | JP¥175.5b | 12.6x | 26.4x | 1.4x |
| Mon, 23 Jun 2025 | JP¥4.3t | JP¥3.4t | JP¥173.3b | 12.5x | 24.8x | 1.3x |
| Wed, 21 May 2025 | JP¥4.2t | JP¥3.4t | JP¥172.9b | 12.1x | 24.4x | 1.3x |
| Fri, 18 Apr 2025 | JP¥3.8t | JP¥3.3t | JP¥167.6b | 11.4x | 22.9x | 1.2x |
| Sun, 16 Mar 2025 | JP¥4.2t | JP¥3.3t | JP¥152.3b | 13.4x | 27.5x | 1.3x |
| Tue, 11 Feb 2025 | JP¥4.3t | JP¥3.3t | JP¥155.9b | 14.7x | 27.6x | 1.3x |
| Thu, 09 Jan 2025 | JP¥4.5t | JP¥3.4t | JP¥169.1b | 16.2x | 26.6x | 1.3x |
| Sat, 07 Dec 2024 | JP¥4.4t | JP¥3.4t | JP¥170.3b | 15.8x | 26.1x | 1.3x |
| Mon, 04 Nov 2024 | JP¥4.0t | JP¥3.3t | JP¥160.8b | 14x | 24.7x | 1.2x |
| Wed, 02 Oct 2024 | JP¥4.4t | JP¥3.3t | JP¥159.5b | 14.5x | 27.3x | 1.3x |
| Fri, 30 Aug 2024 | JP¥4.2t | JP¥3.3t | JP¥159.3b | 14.6x | 26.2x | 1.3x |
| Sun, 28 Jul 2024 | JP¥3.8t | JP¥3.3t | JP¥144.7b | 17.6x | 26.6x | 1.2x |
| Tue, 25 Jun 2024 | JP¥3.9t | JP¥3.3t | JP¥146.3b | 17.4x | 26.9x | 1.2x |
| Thu, 23 May 2024 | JP¥3.5t | JP¥3.3t | JP¥146.2b | 16.7x | 24.1x | 1.1x |
| Sat, 20 Apr 2024 | JP¥3.2t | JP¥3.2t | JP¥134.6b | 16.2x | 24.1x | 1x |
| Mon, 18 Mar 2024 | JP¥3.3t | JP¥3.2t | JP¥130.5b | 17.8x | 25.1x | 1x |
| Wed, 14 Feb 2024 | JP¥3.0t | JP¥3.2t | JP¥130.3b | 16.9x | 23.1x | 0.9x |
| Fri, 12 Jan 2024 | JP¥2.9t | JP¥3.2t | JP¥125.7b | 15.7x | 22.8x | 0.9x |
| Sun, 10 Dec 2023 | JP¥2.9t | JP¥3.2t | JP¥125.2b | 15.2x | 23.2x | 0.9x |
| Tue, 07 Nov 2023 | JP¥3.0t | JP¥3.2t | JP¥127.6b | 14x | 23.4x | 0.9x |
| Thu, 05 Oct 2023 | JP¥3.0t | JP¥3.2t | JP¥125.9b | 13.6x | 23.8x | 0.9x |
| Sat, 02 Sep 2023 | JP¥2.9t | JP¥3.2t | JP¥125.3b | 15x | 23.5x | 0.9x |
| Mon, 31 Jul 2023 | JP¥2.8t | JP¥3.2t | JP¥122.6b | 12.8x | 23x | 0.9x |
| Wed, 28 Jun 2023 | JP¥2.7t | JP¥3.1t | JP¥122.0b | 11.5x | 22.4x | 0.9x |
| Fri, 26 May 2023 | JP¥2.6t | JP¥3.1t | JP¥122.0b | 12.1x | 21.5x | 0.8x |
| Sun, 23 Apr 2023 | JP¥2.7t | JP¥3.1t | JP¥107.7b | 11.2x | 24.8x | 0.9x |
| Tue, 21 Mar 2023 | JP¥2.5t | JP¥3.1t | JP¥106.3b | 10.7x | 23.2x | 0.8x |
| Thu, 16 Feb 2023 | JP¥2.3t | JP¥3.0t | JP¥103.2b | 10.8x | 22.8x | 0.8x |
| Sat, 14 Jan 2023 | JP¥2.2t | JP¥3.0t | JP¥107.1b | 11.2x | 20.2x | 0.7x |
Price to Earnings Ratio
20.2x
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 24.9x.
- 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 24% per year over the last three years.
- Revenues for these companies have grown 5.1% 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 | 3.45% | |
| Consumer Discretionary | 1.89% | |
| Luxury | 4.10% | |
| Footwear | 5.82% | |
| Textiles | 3.50% | |
| Apparel, Accessories and Luxury Goods | 1.47% | |
Industry PE
- Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 34.0x.
- Analysts expect its future annual earnings growth (12.4%) 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 21.5x.
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 grow by 4.5% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7936 ASICS | JP¥3.96k | 5.5% +JP¥148.0b | 27.2% | PE33.1x | |
| 8111 Goldwin | JP¥2.58k | 2.9% +JP¥10.1b | -10.0% | PE15.2x | |
| 3002 Gunze | JP¥4.42k | 3.2% +JP¥4.4b | 67.1% | PE53.9x | |
| 3106 Kurabo Industries | JP¥8.71k | 2.7% +JP¥3.7b | 55.5% | PE11.8x | |
| 3591 Wacoal Holdings | JP¥4.49k | 1.5% +JP¥3.3b | -14.6% | PE20.8x |
