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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies63
  • 7D2.6%
  • 3M22.5%
  • 1Y41.8%
  • YTD21.1%

In the last week, the Luxury industry is up 2.6%, with Seiko Group up 24%. During this same period, the Unitika underperformed, falling 14%. In the last 12 months, the industry was up 42%. Earnings are forecast to grow by 8.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Feb 2026JP¥6.0tJP¥3.5tJP¥253.1b15.5x23.8x1.7x
Fri, 23 Jan 2026JP¥5.2tJP¥3.5tJP¥204.2b15.4x25.4x1.5x
Sun, 21 Dec 2025JP¥5.0tJP¥3.4tJP¥201.0b14.8x24.7x1.4x
Tue, 18 Nov 2025JP¥4.8tJP¥3.4tJP¥200.2b14.2x24.1x1.4x
Thu, 16 Oct 2025JP¥4.8tJP¥3.4tJP¥190.4b13.1x25x1.4x
Sat, 13 Sep 2025JP¥5.2tJP¥3.4tJP¥191.2b13.1x27.1x1.5x
Mon, 11 Aug 2025JP¥4.5tJP¥3.4tJP¥175.0b12.3x25.9x1.3x
Wed, 09 Jul 2025JP¥4.7tJP¥3.4tJP¥172.9b12.8x26.9x1.4x
Fri, 06 Jun 2025JP¥4.4tJP¥3.4tJP¥173.0b12.1x25.4x1.3x
Sun, 04 May 2025JP¥4.2tJP¥3.3tJP¥167.6b12.2x24.8x1.3x
Tue, 01 Apr 2025JP¥4.1tJP¥3.3tJP¥152.4b13.2x27.2x1.3x
Thu, 27 Feb 2025JP¥4.3tJP¥3.3tJP¥151.6b13.5x28.3x1.3x
Sat, 25 Jan 2025JP¥4.8tJP¥3.4tJP¥166.2b16x29x1.4x
Mon, 23 Dec 2024JP¥4.5tJP¥3.4tJP¥169.3b16.1x26.4x1.3x
Wed, 20 Nov 2024JP¥4.2tJP¥3.4tJP¥173.1b15x24x1.2x
Fri, 18 Oct 2024JP¥4.2tJP¥3.3tJP¥161.2b14.5x25.9x1.3x
Sun, 15 Sep 2024JP¥4.1tJP¥3.3tJP¥159.0b13.9x25.5x1.2x
Tue, 13 Aug 2024JP¥3.7tJP¥3.3tJP¥148.3b14.5x24.7x1.1x
Thu, 11 Jul 2024JP¥4.1tJP¥3.3tJP¥146.6b17.1x27.9x1.3x
Sat, 08 Jun 2024JP¥3.8tJP¥3.3tJP¥146.2b16.6x26.1x1.2x
Mon, 06 May 2024JP¥3.3tJP¥3.2tJP¥134.7b16.4x24.6x1x
Wed, 03 Apr 2024JP¥3.4tJP¥3.2tJP¥130.5b16.9x25.8x1x
Fri, 01 Mar 2024JP¥3.2tJP¥3.2tJP¥131.6b17.5x24.1x1x
Sun, 28 Jan 2024JP¥2.8tJP¥3.2tJP¥128.8b14.9x22x0.9x
Tue, 26 Dec 2023JP¥2.8tJP¥3.2tJP¥126.2b14.9x22.1x0.9x
Thu, 23 Nov 2023JP¥3.1tJP¥3.2tJP¥125.2b15.8x24.9x1x
Sat, 21 Oct 2023JP¥2.9tJP¥3.2tJP¥127.1b14.4x22.6x0.9x
Mon, 18 Sep 2023JP¥3.1tJP¥3.2tJP¥125.9b14.7x24.6x1x
Wed, 16 Aug 2023JP¥2.9tJP¥3.2tJP¥125.3b13.5x23.2x0.9x
Fri, 14 Jul 2023JP¥2.7tJP¥3.1tJP¥124.8b12.2x21.9x0.9x
Sun, 11 Jun 2023JP¥2.7tJP¥3.1tJP¥122.1b12.1x21.8x0.8x
Tue, 09 May 2023JP¥2.7tJP¥3.1tJP¥107.7b11.7x25x0.9x
Thu, 06 Apr 2023JP¥2.7tJP¥3.1tJP¥106.3b10.7x25.2x0.9x
Sat, 04 Mar 2023JP¥2.6tJP¥3.1tJP¥103.7b11.5x25x0.8x
Price to Earnings Ratio

25x


Total Market Cap: JP¥2.6tTotal Earnings: JP¥103.7bTotal Revenue: JP¥3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 25x202420252026
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 3-year average PS ratio of 1.2x 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 35% per year over the last three years.
  • Revenues for these companies have grown 4.9% 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 Market1.37%
Consumer Discretionary-0.18%
Luxury2.59%
Footwear3.80%
Apparel, Accessories and Luxury Goods2.95%
Textiles-3.62%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 33.9x.
    • Analysts are expecting annual earnings growth of 10.5%, which is lower than the prior year's growth of 41.7% per year.
  • Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 21.2x.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 42% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 3.0% 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
8050 Seiko GroupJP¥13.26k23.3%
+JP¥102.6b		184.2%PE25.9x
8016 Onward HoldingsJP¥839.005.4%
+JP¥5.8b		49.0%PE11x
3104 Fujibo HoldingsJP¥10.99k4.3%
+JP¥5.1b		120.7%PE24.3x
3201 Japan Wool TextileJP¥2.05k2.3%
+JP¥3.1b		55.5%PE15.1x
7937 Tsutsumi JewelryLtdJP¥3.27k5.8%
+JP¥2.8b		41.2%PE19.4x

Latest News

8111
JP¥2,431.00
Goldwin
7D
-0.7%
1Y
-0.2%
3103
JP¥1,428.00
Unitika
7D
-15.6%
1Y
839.5%
8011
JP¥4,590.00
Sanyo Shokai
7D
3.1%
1Y
65.0%
3608
JP¥1,156.00
TSI HoldingsLtd
7D
2.1%
1Y
-7.1%
8016
JP¥839.00
Onward Holdings
7D
5.4%
1Y
49.0%
8050
JP¥13,260.00
Seiko Group
7D
23.3%
1Y
184.2%
8139
JP¥2,020.00
Nagahori
7D
-2.0%
1Y
45.4%
7769
JP¥4,280.00
RhythmLtd
7D
4.4%
1Y
27.0%
8107
JP¥35.00
Kimuratan
7D
-7.9%
1Y
-34.0%
3002
JP¥4,615.00
Gunze
7D
-0.8%
1Y
84.2%

Gunze (TSE:3002) Has Affirmed Its Dividend Of ¥216.00

Feb 12
Gunze (TSE:3002) Has Affirmed Its Dividend Of ¥216.00
8105
JP¥211.00
Bitcoin Japan
7D
-9.1%
1Y
402.4%
3104
JP¥10,990.00
Fujibo Holdings
7D
4.3%
1Y
120.7%

Fujibo Holdings (TSE:3104) Is Paying Out A Larger Dividend Than Last Year

Feb 08
Fujibo Holdings (TSE:3104) Is Paying Out A Larger Dividend Than Last Year
7937
JP¥3,265.00
Tsutsumi JewelryLtd
7D
5.8%
1Y
41.2%
7810
JP¥229.00
CrossforLtd
7D
-18.5%
1Y
40.5%

Crossfor Co.,Ltd.'s (TSE:7810) 47% Price Boost Is Out Of Tune With Revenues

Jan 28
Crossfor Co.,Ltd.'s (TSE:7810) 47% Price Boost Is Out Of Tune With Revenues
3070
JP¥95.00
JELLY BEANS GROUP
7D
-5.0%
1Y
-17.4%

Subdued Growth No Barrier To JELLY BEANS GROUP Co., Ltd. (TSE:3070) With Shares Advancing 43%

Jan 28
Subdued Growth No Barrier To JELLY BEANS GROUP Co., Ltd. (TSE:3070) With Shares Advancing 43%
3201
JP¥2,046.00
Japan Wool Textile
7D
2.3%
1Y
55.5%