Japanese (NIKKEI) Luxury Industry Analysis
UpdatedSep 24, 2023
DataAggregated Company Financials
Companies64
- 7D-1.7%
- 3M10.3%
- 1Y46.7%
- YTD38.3%
Over the last 7 days, the Luxury industry has dropped 1.7%, driven by Goldwin declining 7.6%. Meanwhile, Descente actually outperformed within the industry, gaining 9.0% in the last week. This takes the industry's 12 month performance to a gain of 47%. Looking forward, earnings are forecast to grow by 14% annually.
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 |
|---|---|---|---|---|---|---|
| Sun, 24 Sep 2023 | JP¥3.0t | JP¥3.2t | JP¥125.9b | 14.4x | 24.1x | 1x |
| Tue, 22 Aug 2023 | JP¥2.8t | JP¥3.2t | JP¥125.3b | 12.9x | 22.7x | 0.9x |
| Thu, 20 Jul 2023 | JP¥2.8t | JP¥3.2t | JP¥122.9b | 12.6x | 23.1x | 0.9x |
| Sat, 17 Jun 2023 | JP¥2.9t | JP¥3.1t | JP¥122.0b | 11.5x | 23.4x | 0.9x |
| Mon, 15 May 2023 | JP¥2.7t | JP¥3.1t | JP¥108.9b | 12.3x | 24.6x | 0.9x |
| Wed, 12 Apr 2023 | JP¥2.6t | JP¥3.1t | JP¥106.1b | 10.6x | 24.8x | 0.9x |
| Fri, 10 Mar 2023 | JP¥2.7t | JP¥3.1t | JP¥103.5b | 11.9x | 25.7x | 0.9x |
| Sun, 05 Feb 2023 | JP¥2.3t | JP¥3.0t | JP¥100.8b | 11.4x | 23.2x | 0.8x |
| Tue, 03 Jan 2023 | JP¥2.2t | JP¥3.0t | JP¥105.7b | 11.7x | 21.1x | 0.8x |
| Thu, 01 Dec 2022 | JP¥2.4t | JP¥3.1t | JP¥114.1b | 12.4x | 21.1x | 0.8x |
| Sat, 29 Oct 2022 | JP¥2.2t | JP¥3.0t | JP¥107.0b | 15x | 20.4x | 0.7x |
| Mon, 26 Sep 2022 | JP¥2.2t | JP¥3.0t | JP¥108.0b | 14.9x | 20.3x | 0.7x |
| Wed, 24 Aug 2022 | JP¥2.2t | JP¥3.0t | JP¥107.8b | 14.5x | 20.8x | 0.7x |
| Fri, 22 Jul 2022 | JP¥2.2t | JP¥2.9t | JP¥92.0b | 16.1x | 24.1x | 0.8x |
| Sun, 19 Jun 2022 | JP¥2.1t | JP¥2.9t | JP¥87.8b | 16.7x | 23.6x | 0.7x |
| Tue, 17 May 2022 | JP¥2.0t | JP¥2.9t | JP¥93.5b | 14.3x | 21.2x | 0.7x |
| Thu, 14 Apr 2022 | JP¥1.9t | JP¥2.9t | JP¥97.8b | 12.8x | 19.5x | 0.7x |
| Sat, 12 Mar 2022 | JP¥1.9t | JP¥2.9t | JP¥91.9b | 12.9x | 20.7x | 0.7x |
| Mon, 07 Feb 2022 | JP¥2.1t | JP¥2.9t | JP¥88.5b | 14.3x | 24.1x | 0.7x |
| Wed, 05 Jan 2022 | JP¥2.3t | JP¥2.9t | JP¥86.1b | 16x | 26.8x | 0.8x |
| Fri, 03 Dec 2021 | JP¥2.3t | JP¥2.9t | JP¥92.9b | 14.5x | 24.4x | 0.8x |
| Sun, 31 Oct 2021 | JP¥2.3t | JP¥2.9t | JP¥88.9b | 14.4x | 26.4x | 0.8x |
| Tue, 28 Sep 2021 | JP¥2.3t | JP¥2.9t | JP¥59.8b | 14.9x | 39.3x | 0.8x |
| Thu, 26 Aug 2021 | JP¥2.1t | JP¥2.9t | JP¥60.7b | 14.9x | 35.1x | 0.7x |
| Fri, 02 Jul 2021 | JP¥2.2t | JP¥2.9t | JP¥61.5b | 13.9x | 36.6x | 0.8x |
| Mon, 05 Apr 2021 | JP¥2.0t | JP¥2.8t | JP¥9.3b | 17.6x | 210.7x | 0.7x |
| Thu, 07 Jan 2021 | JP¥1.8t | JP¥2.8t | -JP¥65,969,925,955.00 | 17x | -27.8x | 0.6x |
| Wed, 30 Sep 2020 | JP¥1.8t | JP¥2.9t | -JP¥57,394,925,955.00 | 16.2x | -32x | 0.6x |
Price to Earnings Ratio
-32x
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 25.0x.
- The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
- Total earnings for the Luxury industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 3.3% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -2.08% | |
| Consumer Discretionary | -2.03% | |
| Luxury | -1.70% | |
| Apparel, Accessories and Luxury Goods | -1.13% | |
| Textiles | -1.56% | |
| Footwear | -2.67% | |
Industry PE
- Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 11.7%, which is lower than the prior year's growth of 60.7% per year.
- Investors are most pessimistic about the Textiles industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.9x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings growth rate of 0.7% per year.
- In contrast, the Footwear 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8114 Descente | JP¥4.07k | 9.0% +JP¥25.3b | 16.1% | PE27x | |
| 3591 Wacoal Holdings | JP¥3.34k | 1.2% +JP¥2.2b | 49.9% | PS1x | |
| 8139 Nagahori | JP¥1.33k | 11.9% +JP¥2.2b | 47.8% | PE137.8x | |
| 7769 RhythmLtd | JP¥1.83k | 1.9% +JP¥289.0m | 22.5% | PE40x | |
| 3320 Cross Plus | JP¥1.25k | 2.5% +JP¥228.5m | 75.1% | PE10.7x |