Morito's (TSE:9837) Shareholders May Want To Dig Deeper Than Statutory Profit
Jan 21
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Luxury Industry Analysis
UpdatedJan 23, 2025
DataAggregated Company Financials
Companies63
- 7D4.6%
- 3M20.6%
- 1Y73.9%
- YTD8.5%
The Luxury industry is up 4.0% in the last week, with ASICS up 8.6%. This means that the industry has gained 69% over the past year. Looking forward, earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Fri, 24 Jan 2025 | JP¥4.9t | JP¥3.4t | JP¥166.2b | 15.9x | 29.2x | 1.4x |
| Sun, 22 Dec 2024 | JP¥4.5t | JP¥3.4t | JP¥169.3b | 16.1x | 26.4x | 1.3x |
| Tue, 19 Nov 2024 | JP¥4.1t | JP¥3.4t | JP¥173.1b | 15.1x | 23.7x | 1.2x |
| Thu, 17 Oct 2024 | JP¥4.2t | JP¥3.3t | JP¥161.2b | 14.5x | 26.2x | 1.3x |
| Sat, 14 Sep 2024 | JP¥4.0t | JP¥3.3t | JP¥159.0b | 13.9x | 25.5x | 1.2x |
| Mon, 12 Aug 2024 | JP¥3.7t | JP¥3.3t | JP¥148.1b | 14.5x | 24.7x | 1.1x |
| Wed, 10 Jul 2024 | JP¥4.0t | JP¥3.3t | JP¥146.6b | 17.2x | 27.4x | 1.2x |
| Fri, 07 Jun 2024 | JP¥3.8t | JP¥3.3t | JP¥146.2b | 16.6x | 26x | 1.2x |
| Sun, 05 May 2024 | JP¥3.3t | JP¥3.2t | JP¥134.7b | 16.4x | 24.6x | 1x |
| Tue, 02 Apr 2024 | JP¥3.4t | JP¥3.2t | JP¥130.5b | 17x | 25.8x | 1x |
| Thu, 29 Feb 2024 | JP¥3.2t | JP¥3.2t | JP¥131.6b | 17.6x | 24.2x | 1x |
| Sat, 27 Jan 2024 | JP¥2.8t | JP¥3.2t | JP¥128.8b | 14.9x | 22x | 0.9x |
| Mon, 25 Dec 2023 | JP¥2.8t | JP¥3.2t | JP¥126.2b | 14.8x | 22.2x | 0.9x |
| Wed, 22 Nov 2023 | JP¥3.1t | JP¥3.2t | JP¥125.2b | 15.7x | 24.7x | 1x |
| Fri, 20 Oct 2023 | JP¥2.9t | JP¥3.2t | JP¥127.1b | 14.3x | 22.5x | 0.9x |
| Sun, 17 Sep 2023 | JP¥3.1t | JP¥3.2t | JP¥125.9b | 14.7x | 24.6x | 1x |
| Tue, 15 Aug 2023 | JP¥2.9t | JP¥3.2t | JP¥125.3b | 13.5x | 23.2x | 0.9x |
| Thu, 13 Jul 2023 | JP¥2.8t | JP¥3.1t | JP¥124.3b | 12.1x | 22.2x | 0.9x |
| Sat, 10 Jun 2023 | JP¥2.7t | JP¥3.1t | JP¥122.1b | 12.1x | 21.8x | 0.8x |
| Mon, 08 May 2023 | JP¥2.7t | JP¥3.1t | JP¥107.7b | 11.6x | 24.8x | 0.9x |
| Wed, 05 Apr 2023 | JP¥2.7t | JP¥3.1t | JP¥106.3b | 11.1x | 25.2x | 0.9x |
| Fri, 03 Mar 2023 | JP¥2.5t | JP¥3.1t | JP¥103.7b | 11.4x | 24.6x | 0.8x |
| Sun, 29 Jan 2023 | JP¥2.3t | JP¥3.0t | JP¥101.8b | 11.4x | 22.4x | 0.8x |
| Tue, 27 Dec 2022 | JP¥2.3t | JP¥3.1t | JP¥114.5b | 11.5x | 20.5x | 0.8x |
| Thu, 24 Nov 2022 | JP¥2.4t | JP¥3.1t | JP¥114.2b | 12.4x | 21.2x | 0.8x |
| Sat, 22 Oct 2022 | JP¥2.2t | JP¥3.0t | JP¥106.5b | 15x | 20.4x | 0.7x |
| Mon, 19 Sep 2022 | JP¥2.2t | JP¥3.0t | JP¥107.2b | 15x | 20.7x | 0.7x |
| Wed, 17 Aug 2022 | JP¥2.2t | JP¥3.0t | JP¥106.7b | 14.4x | 20.7x | 0.7x |
| Fri, 15 Jul 2022 | JP¥2.1t | JP¥2.9t | JP¥89.4b | 16.1x | 23.8x | 0.7x |
| Sun, 12 Jun 2022 | JP¥2.2t | JP¥2.9t | JP¥88.0b | 17.6x | 25.1x | 0.8x |
| Tue, 10 May 2022 | JP¥1.9t | JP¥2.9t | JP¥83.9b | 13.4x | 22.3x | 0.6x |
| Thu, 07 Apr 2022 | JP¥2.0t | JP¥2.9t | JP¥88.7b | 13.3x | 22.5x | 0.7x |
| Sat, 05 Mar 2022 | JP¥2.0t | JP¥2.9t | JP¥92.3b | 13x | 21.4x | 0.7x |
| Mon, 31 Jan 2022 | JP¥2.0t | JP¥2.9t | JP¥91.2b | 14.6x | 22.2x | 0.7x |
Price to Earnings Ratio
22.2x
Current Industry PE
- Investors are optimistic on the Japanese Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 28.5x which is higher than its 3-year average PE of 23.6x.
- The 3-year average PS ratio of 0.92x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 5.3% 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 | 1.61% | |
| Consumer Discretionary | 1.23% | |
| Luxury | 4.62% | |
| Footwear | 8.45% | |
| Textiles | 0.83% | |
| Apparel, Accessories and Luxury Goods | 0.54% | |
Industry PE
- Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 42.7x.
- Analysts are expecting annual earnings growth of 9.5%, which is lower than the prior year's growth of 263.1% 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 14.0x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings growth rate of 1.7% per year.
- In contrast, the Footwear industry is expected to see its earnings grow by 9.5% 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¥3.68k | 10.8% +JP¥256.9b | 227.8% | PE44x | |
| 8050 Seiko Group | JP¥5.10k | 10.9% +JP¥20.4b | 94.1% | PE16.7x | |
| 3591 Wacoal Holdings | JP¥5.47k | 2.3% +JP¥6.6b | 61.1% | PE63.4x | |
| 3106 Kurabo Industries | JP¥5.60k | 1.3% +JP¥1.2b | 83.3% | PE12.9x | |
| 8011 Sanyo Shokai | JP¥3.10k | 3.2% +JP¥1.1b | 17.6% | PE15x |
