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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies62
  • 7D0.5%
  • 3M3.2%
  • 1Y34.0%
  • YTD21.5%

The Luxury is pretty flat in the last 7 days, but ASICS has stood out, gaining 5.0%. As for the the longer term, the industry is up 34% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026JP¥6.0tJP¥3.6tJP¥276.1b16x21.9x1.7x
Fri, 12 Jun 2026JP¥5.6tJP¥3.6tJP¥276.0b15.2x20.4x1.6x
Sun, 10 May 2026JP¥5.8tJP¥3.5tJP¥241.7b16.9x24.2x1.6x
Tue, 07 Apr 2026JP¥5.4tJP¥3.5tJP¥252.6b15.8x21.5x1.5x
Thu, 05 Mar 2026JP¥5.8tJP¥3.5tJP¥253.1b14.9x23.1x1.7x
Sat, 31 Jan 2026JP¥4.9tJP¥3.5tJP¥203.3b15.5x24.3x1.4x
Mon, 29 Dec 2025JP¥5.0tJP¥3.4tJP¥201.0b14.5x24.8x1.4x
Wed, 26 Nov 2025JP¥4.9tJP¥3.4tJP¥200.8b14.7x24.2x1.4x
Fri, 24 Oct 2025JP¥5.1tJP¥3.4tJP¥190.3b13.4x26.7x1.5x
Sun, 21 Sep 2025JP¥5.0tJP¥3.4tJP¥191.1b13.3x26x1.5x
Tue, 19 Aug 2025JP¥5.2tJP¥3.4tJP¥191.2b12.7x27x1.5x
Thu, 17 Jul 2025JP¥4.5tJP¥3.4tJP¥175.7b12.3x25.8x1.3x
Sat, 14 Jun 2025JP¥4.3tJP¥3.4tJP¥172.8b12.4x25x1.3x
Mon, 12 May 2025JP¥4.2tJP¥3.3tJP¥165.4b13.2x25.6x1.3x
Wed, 09 Apr 2025JP¥3.9tJP¥3.3tJP¥154.3b12.1x25x1.2x
Fri, 07 Mar 2025JP¥4.4tJP¥3.3tJP¥151.6b13.6x28.8x1.3x
Sun, 02 Feb 2025JP¥4.5tJP¥3.2tJP¥154.8b15.6x28.9x1.4x
Tue, 31 Dec 2024JP¥4.5tJP¥3.4tJP¥169.1b16.9x26.9x1.3x
Thu, 28 Nov 2024JP¥4.4tJP¥3.4tJP¥170.6b15.9x25.5x1.3x
Sat, 26 Oct 2024JP¥4.0tJP¥3.3tJP¥160.9b13.9x24.8x1.2x
Mon, 23 Sep 2024JP¥4.3tJP¥3.3tJP¥159.5b14.3x26.7x1.3x
Wed, 21 Aug 2024JP¥4.0tJP¥3.3tJP¥159.3b15x25.1x1.2x
Fri, 19 Jul 2024JP¥4.1tJP¥3.3tJP¥144.7b17.9x28.4x1.3x
Sun, 16 Jun 2024JP¥3.8tJP¥3.3tJP¥146.2b16.9x26.3x1.2x
Tue, 14 May 2024JP¥3.7tJP¥3.2tJP¥147.6b16.1x25x1.1x
Thu, 11 Apr 2024JP¥3.4tJP¥3.2tJP¥131.2b17x25.7x1x
Sat, 09 Mar 2024JP¥3.2tJP¥3.2tJP¥131.6b17.7x24.7x1x
Mon, 05 Feb 2024JP¥2.9tJP¥3.2tJP¥128.9b16.2x22.2x0.9x
Wed, 03 Jan 2024JP¥2.8tJP¥3.2tJP¥125.7b15.2x22.4x0.9x
Fri, 01 Dec 2023JP¥3.1tJP¥3.2tJP¥125.2b15.1x24.5x1x
Sun, 29 Oct 2023JP¥2.9tJP¥3.2tJP¥127.1b14.2x22.6x0.9x
Tue, 26 Sep 2023JP¥3.1tJP¥3.2tJP¥125.9b14.7x24.6x1x
Thu, 24 Aug 2023JP¥2.9tJP¥3.2tJP¥125.3b13.2x22.7x0.9x
Sat, 22 Jul 2023JP¥2.8tJP¥3.2tJP¥123.2b12.7x22.7x0.9x
Price to Earnings Ratio

22.7x


Total Market Cap: JP¥2.8tTotal Earnings: JP¥123.2bTotal Revenue: JP¥3.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 24.8x202420252026
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 21.9x which is lower than its 3-year average PE of 24.8x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 31% per year over the last three years.
  • Revenues for these companies have grown 4.5% 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-2.63%
Consumer Discretionary-2.61%
Luxury0.47%
Footwear3.44%
Apparel, Accessories and Luxury Goods-2.80%
Textiles-4.68%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 33.8x.
    • Analysts are expecting annual earnings growth of 10.7%, which is higher than its past year's earnings growth of 0.1% per year.
  • Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 21.4x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings growth rate of 10% per year.
  • In contrast, the Textiles industry is expected to see its earnings grow by 3.1% 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
7936 ASICSJP¥4.92k5.2%
+JP¥172.3b		35.1%PE30.7x
8050 Seiko GroupJP¥7.38k1.5%
+JP¥9.0b		249.3%PE27.4x
8008 Yondoshi HoldingsJP¥2.18k10.2%
+JP¥4.4b		24.8%PE21.9x
3201 Japan Wool TextileJP¥1.85k3.2%
+JP¥3.8b		33.5%PE13x
9837 MoritoJP¥1.85k3.9%
+JP¥1.8b		25.1%PE15.9x

Latest News

8008
JP¥2,177.00
Yondoshi Holdings
7D
10.2%
1Y
24.8%
9982
JP¥2,350.00
Takihyo
7D
-6.9%
1Y
38.1%
9837
JP¥1,850.00
Morito
7D
3.9%
1Y
25.1%
8016
JP¥728.00
Onward Holdings
7D
-1.9%
1Y
21.9%
3106
JP¥9,670.00
Kurabo Industries
7D
-7.8%
1Y
32.5%
3591
JP¥4,438.00
Wacoal Holdings
7D
-1.9%
1Y
-11.3%
3002
JP¥3,980.00
Gunze
7D
-1.5%
1Y
8.2%
3104
JP¥3,855.00
Fujibo Holdings
7D
-3.9%
1Y
100.4%
3529
JP¥1,124.00
Atsugi
7D
6.5%
1Y
-6.8%
3103
JP¥912.00
Unitika
7D
-7.1%
1Y
412.4%
8111
JP¥2,284.50
Goldwin
7D
0.3%
1Y
-14.2%
7936
JP¥4,922.00
ASICS
7D
5.2%
1Y
35.1%
8050
JP¥7,380.00
Seiko Group
7D
1.5%
1Y
249.3%
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3608
JP¥1,211.00
TSI HoldingsLtd
7D
-1.8%
1Y
-0.08%
3551
JP¥1,395.00
Dynic
7D
4.2%
1Y
62.6%
3201
JP¥1,851.00
Japan Wool Textile
7D
3.2%
1Y
33.5%