Analysis Article • May 28

In the last week, the Luxury industry is up 2.6%, with ASICS up 6.6%. During this same period, the Fujibo Holdings underperformed, falling 9.5%. In the last 12 months, the industry was up 32%. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Japanese Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 30 May 2026 | JP¥6.0t | JP¥3.6t | JP¥275.8b | 15.9x | 21.7x | 1.7x |
| Mon, 27 Apr 2026 | JP¥5.7t | JP¥3.5t | JP¥241.7b | 17.3x | 23.5x | 1.6x |
| Wed, 25 Mar 2026 | JP¥5.5t | JP¥3.5t | JP¥252.6b | 15.4x | 21.8x | 1.6x |
| Fri, 20 Feb 2026 | JP¥6.0t | JP¥3.5t | JP¥253.1b | 15.5x | 23.6x | 1.7x |
| Sun, 18 Jan 2026 | JP¥5.3t | JP¥3.5t | JP¥204.2b | 15.5x | 25.9x | 1.5x |
| Tue, 16 Dec 2025 | JP¥5.1t | JP¥3.4t | JP¥200.7b | 14.7x | 25.6x | 1.5x |
| Thu, 13 Nov 2025 | JP¥5.0t | JP¥3.4t | JP¥186.6b | 14.6x | 26.7x | 1.5x |
| Sat, 11 Oct 2025 | JP¥4.9t | JP¥3.4t | JP¥190.0b | 13.1x | 25.7x | 1.4x |
| Mon, 08 Sep 2025 | JP¥5.1t | JP¥3.4t | JP¥191.2b | 12.9x | 26.7x | 1.5x |
| Wed, 06 Aug 2025 | JP¥4.5t | JP¥3.4t | JP¥175.0b | 12.7x | 25.7x | 1.3x |
| Fri, 04 Jul 2025 | JP¥4.5t | JP¥3.4t | JP¥172.7b | 12.7x | 26.1x | 1.3x |
| Sun, 01 Jun 2025 | JP¥4.4t | JP¥3.4t | JP¥173.0b | 12.5x | 25.5x | 1.3x |
| Tue, 29 Apr 2025 | JP¥4.1t | JP¥3.3t | JP¥167.6b | 12.2x | 24.3x | 1.2x |
| Thu, 27 Mar 2025 | JP¥4.3t | JP¥3.3t | JP¥152.4b | 13.9x | 28.2x | 1.3x |
| Sat, 22 Feb 2025 | JP¥4.4t | JP¥3.3t | JP¥151.6b | 13.3x | 29.1x | 1.3x |
| Mon, 20 Jan 2025 | JP¥4.6t | JP¥3.4t | JP¥166.2b | 15.8x | 27.8x | 1.4x |
| Wed, 18 Dec 2024 | JP¥4.4t | JP¥3.4t | JP¥169.3b | 15.8x | 26.1x | 1.3x |
| Fri, 15 Nov 2024 | JP¥4.1t | JP¥3.4t | JP¥171.6b | 15.3x | 23.9x | 1.2x |
| Sun, 13 Oct 2024 | JP¥4.2t | JP¥3.3t | JP¥160.4b | 15.1x | 26.1x | 1.3x |
| Tue, 10 Sep 2024 | JP¥4.0t | JP¥3.3t | JP¥159.3b | 14.1x | 25.4x | 1.2x |
| Thu, 08 Aug 2024 | JP¥3.6t | JP¥3.3t | JP¥145.5b | 16.2x | 25x | 1.1x |
| Sat, 06 Jul 2024 | JP¥4.0t | JP¥3.3t | JP¥146.0b | 17.2x | 27.5x | 1.2x |
| Mon, 03 Jun 2024 | JP¥3.7t | JP¥3.3t | JP¥146.2b | 17.1x | 25x | 1.1x |
| Wed, 01 May 2024 | JP¥3.3t | JP¥3.2t | JP¥134.7b | 16.5x | 24.7x | 1x |
| Fri, 29 Mar 2024 | JP¥3.4t | JP¥3.2t | JP¥130.5b | 17.4x | 25.9x | 1.1x |
| Sun, 25 Feb 2024 | JP¥3.2t | JP¥3.2t | JP¥131.6b | 17.5x | 24x | 1x |
| Tue, 23 Jan 2024 | JP¥2.9t | JP¥3.2t | JP¥128.8b | 14.8x | 22.5x | 0.9x |
| Thu, 21 Dec 2023 | JP¥2.9t | JP¥3.2t | JP¥126.2b | 14.9x | 23.2x | 0.9x |
| Sat, 18 Nov 2023 | JP¥3.1t | JP¥3.2t | JP¥124.8b | 15.3x | 24.7x | 1x |
| Mon, 16 Oct 2023 | JP¥2.9t | JP¥3.2t | JP¥126.6b | 14.2x | 22.9x | 0.9x |
| Wed, 13 Sep 2023 | JP¥3.0t | JP¥3.2t | JP¥125.9b | 14.7x | 24x | 0.9x |
| Fri, 11 Aug 2023 | JP¥3.0t | JP¥3.2t | JP¥125.4b | 13.5x | 23.5x | 0.9x |
| Sun, 09 Jul 2023 | JP¥2.8t | JP¥3.1t | JP¥124.3b | 12.1x | 22.4x | 0.9x |
| Tue, 06 Jun 2023 | JP¥2.7t | JP¥3.1t | JP¥122.0b | 12x | 22x | 0.9x |
22x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 1.91% | |
| Consumer Discretionary | 3.06% | |
| Luxury | 4.14% | |
| Footwear | 6.54% | |
| Apparel, Accessories and Luxury Goods | 3.37% | |
| Textiles | -4.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7936 ASICS | JP¥4.84k | 6.6% +JP¥211.3b | 39.0% | PE30.2x | |
| 8050 Seiko Group | JP¥7.07k | 12.4% +JP¥63.8b | 245.7% | PE26.3x | |
| 3591 Wacoal Holdings | JP¥4.62k | 3.1% +JP¥7.0b | -6.7% | PE17.4x | |
| 8105 Bitcoin Japan | JP¥201.00 | 74.8% +JP¥5.5b | 209.2% | PS4.4x | |
| 3002 Gunze | JP¥3.73k | 1.9% +JP¥2.2b | 10.2% | PE232.9x |