Header cover image

Japanese (NIKKEI) Luxury Industry Analysis

UpdatedNov 26, 2022
DataAggregated Company Financials
Companies63
  • 7D0.5%
  • 3M8.3%
  • 1Y5.2%
  • YTD7.3%

Last week, the Luxury industry hasn't moved much but Goldwin is up 3.8% in that time. As for the the longer term, the industry is up 5.2% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022JP¥2.4tJP¥3.1tJP¥114.2b12.2x21.3x0.8x
Tue, 25 Oct 2022JP¥2.2tJP¥3.0tJP¥106.5b15x20.4x0.7x
Thu, 22 Sep 2022JP¥2.2tJP¥3.0tJP¥108.0b14.9x20.6x0.7x
Sat, 20 Aug 2022JP¥2.3tJP¥3.0tJP¥107.8b14.7x21.3x0.8x
Mon, 18 Jul 2022JP¥2.1tJP¥2.9tJP¥92.0b16x23.1x0.7x
Wed, 15 Jun 2022JP¥2.1tJP¥2.9tJP¥87.7b18.2x24.4x0.7x
Fri, 13 May 2022JP¥1.9tJP¥2.9tJP¥85.5b13.5x21.9x0.6x
Sun, 10 Apr 2022JP¥1.9tJP¥2.9tJP¥97.7b12.8x19.8x0.7x
Tue, 08 Mar 2022JP¥1.9tJP¥2.9tJP¥92.3b12.7x20.5x0.6x
Thu, 03 Feb 2022JP¥2.1tJP¥2.9tJP¥88.7b14.3x24.2x0.7x
Sat, 01 Jan 2022JP¥2.3tJP¥2.9tJP¥86.1b16x26.2x0.8x
Mon, 29 Nov 2021JP¥2.4tJP¥2.9tJP¥92.9b14.8x25.3x0.8x
Wed, 27 Oct 2021JP¥2.3tJP¥2.9tJP¥88.9b14.7x26.4x0.8x
Fri, 24 Sep 2021JP¥2.3tJP¥2.9tJP¥59.8b14.9x38.7x0.8x
Sun, 22 Aug 2021JP¥2.1tJP¥2.9tJP¥60.7b14.8x34.9x0.7x
Fri, 09 Jul 2021JP¥2.2tJP¥2.9tJP¥61.5b13.9x36.6x0.8x
Thu, 01 Apr 2021JP¥2.0tJP¥2.8tJP¥9.3b17.6x210.7x0.7x
Sun, 03 Jan 2021JP¥1.8tJP¥2.8t-JP¥65,969,925,955.0017x-27.8x0.6x
Wed, 07 Oct 2020JP¥1.8tJP¥2.9t-JP¥57,394,925,955.0016.2x-32x0.6x
Tue, 30 Jun 2020JP¥1.7tJP¥3.0t-JP¥51,884,925,955.0016.8x-33.2x0.6x
Fri, 03 Apr 2020JP¥1.6tJP¥3.2t-JP¥1,057,925,955.0014.5x-1542.2x0.5x
Mon, 06 Jan 2020JP¥2.2tJP¥3.3tJP¥52.7b16.4x42.6x0.7x
Price to Earnings Ratio

140.9x


Total Market Cap: JP¥2.2tTotal Earnings: JP¥15.7bTotal Revenue: JP¥3.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average -38.1x202020212022
Current Industry PE
  • Investors are pessimistic on the Japanese Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 21.3x which is higher than its 3-year average PE of -38.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 94% per year over the last three years.
  • Meanwhile revenues for these companies have declined 2.8% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

JP Market2.37%
Consumer Discretionary1.80%
Luxury0.48%
Textiles2.87%
Apparel, Accessories and Luxury Goods0.98%
Footwear-2.52%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 11.4x.
    • Analysts are expecting annual earnings growth of 17.4%, which is lower than the prior year's growth of 113.6% per year.
  • Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 14.0x.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 114% per year.
  • In contrast, the Textiles 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
8111 GoldwinJP¥9.65k3.8%
+JP¥15.8b
44.7%PE24.7x
3569 SeirenLtdJP¥2.65k2.4%
+JP¥3.3b
13.2%PE15.4x
8050 Seiko GroupJP¥3.09k2.1%
+JP¥2.7b
36.8%PE12.1x
3106 Kurabo IndustriesJP¥2.20k5.0%
+JP¥2.0b
16.3%PE6.5x
8016 Onward HoldingsJP¥324.003.8%
+JP¥1.6b
5.2%PE27.6x
Simply Wall St
Simply Wall Street Pty Ltd
17-21 Bellevue Street, Surry Hills, Sydney
Download on the App StoreGet it on Google Play
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

8111

JP¥9,650.00

Goldwin

7D

3.8%

1Y

44.7%

8050

JP¥3,090.00

Seiko Group

7D

2.1%

1Y

36.8%

3201

JP¥1,018.00

Japan Wool Textile

7D

2.1%

1Y

13.2%

3591

JP¥2,385.00

Wacoal Holdings

7D

-1.1%

1Y

17.4%

3569

JP¥2,646.00

SeirenLtd

7D

2.4%

1Y

13.2%

3409

JP¥107.00

Kitanihon Spinning

7D

-0.9%

1Y

-34.8%

8016

JP¥324.00

Onward Holdings

7D

3.8%

1Y

5.2%

8011

JP¥1,336.00

Sanyo Shokai

7D

-0.2%

1Y

54.3%

3106

JP¥2,203.00

Kurabo Industries

7D

5.0%

1Y

16.3%

8114

JP¥3,310.00

Descente

7D

-4.7%

1Y

-28.0%

7936

JP¥3,030.00

ASICS

7D

-2.6%

1Y

2.5%

7829

JP¥102.00

Samantha Thavasa Japan

7D

-1.0%

1Y

-19.7%

7769

JP¥1,745.00

RhythmLtd

7D

-0.3%

1Y

45.2%

7878

JP¥6,270.00

KohsaiLtd

7D

-0.9%

1Y

100.3%

3104

JP¥3,435.00

Fujibo Holdings

7D

4.2%

1Y

-10.2%

3002

JP¥3,905.00

Gunze

7D

2.4%

1Y

-3.6%