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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies63
  • 7D10.6%
  • 3M18.4%
  • 1Y44.1%
  • YTD22.5%

The Luxury industry is up 12% in the last week, with ASICS up 16%. This means that the industry has gained 47% over the past year. Looking forward, earnings are forecast to grow by 6.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 Aug 2025JP¥5.1tJP¥3.4tJP¥191.5b12.7x26.5x1.5x
Sun, 13 Jul 2025JP¥4.5tJP¥3.4tJP¥172.9b12.8x26.3x1.3x
Tue, 10 Jun 2025JP¥4.5tJP¥3.4tJP¥173.0b12.4x25.7x1.3x
Thu, 08 May 2025JP¥4.2tJP¥3.3tJP¥167.6b12.2x25x1.3x
Sat, 05 Apr 2025JP¥3.8tJP¥3.3tJP¥154.3b12.1x24.4x1.1x
Mon, 03 Mar 2025JP¥4.3tJP¥3.3tJP¥151.6b13.4x28.2x1.3x
Wed, 29 Jan 2025JP¥4.5tJP¥3.2tJP¥153.7b16x29.5x1.4x
Fri, 27 Dec 2024JP¥4.5tJP¥3.4tJP¥169.3b16.9x26.3x1.3x
Sun, 24 Nov 2024JP¥4.2tJP¥3.4tJP¥171.2b15.3x24.7x1.3x
Tue, 22 Oct 2024JP¥4.1tJP¥3.3tJP¥160.9b14.4x25.6x1.2x
Thu, 19 Sep 2024JP¥4.1tJP¥3.2tJP¥152.6b14.3x26.7x1.3x
Sat, 17 Aug 2024JP¥4.1tJP¥3.3tJP¥157.3b15.3x25.8x1.2x
Mon, 15 Jul 2024JP¥4.1tJP¥3.3tJP¥146.7b17.4x28.1x1.3x
Wed, 12 Jun 2024JP¥3.8tJP¥3.3tJP¥146.2b16.8x26.1x1.2x
Fri, 10 May 2024JP¥3.4tJP¥3.2tJP¥134.9b16.2x25.1x1.1x
Sun, 07 Apr 2024JP¥3.4tJP¥3.2tJP¥131.2b16.4x25.6x1x
Tue, 05 Mar 2024JP¥3.2tJP¥3.2tJP¥131.6b17.4x24.1x1x
Thu, 01 Feb 2024JP¥2.9tJP¥3.2tJP¥128.8b15x22.3x0.9x
Sat, 30 Dec 2023JP¥2.8tJP¥3.2tJP¥125.7b15.2x22.3x0.9x
Mon, 27 Nov 2023JP¥3.1tJP¥3.2tJP¥125.2b15.6x24.7x1x
Wed, 25 Oct 2023JP¥2.9tJP¥3.2tJP¥127.1b14.3x22.5x0.9x
Fri, 22 Sep 2023JP¥3.0tJP¥3.2tJP¥125.9b14.7x24.1x0.9x
Sun, 20 Aug 2023JP¥2.8tJP¥3.2tJP¥125.3b12.9x22.7x0.9x
Tue, 18 Jul 2023JP¥2.7tJP¥3.2tJP¥122.9b12.4x22.2x0.9x
Thu, 15 Jun 2023JP¥2.8tJP¥3.1tJP¥122.4b11.8x23.1x0.9x
Sat, 13 May 2023JP¥2.7tJP¥3.1tJP¥109.8b12.1x24.4x0.9x
Mon, 10 Apr 2023JP¥2.6tJP¥3.1tJP¥106.1b10.5x24.3x0.8x
Wed, 08 Mar 2023JP¥2.6tJP¥3.1tJP¥103.5b11.7x25.1x0.8x
Fri, 03 Feb 2023JP¥2.3tJP¥3.0tJP¥101.5b11.5x23x0.8x
Sun, 01 Jan 2023JP¥2.4tJP¥3.1tJP¥114.9b11.8x20.6x0.8x
Tue, 29 Nov 2022JP¥2.4tJP¥3.1tJP¥114.2b12.7x21.2x0.8x
Thu, 27 Oct 2022JP¥2.2tJP¥3.0tJP¥106.5b15x20.9x0.7x
Sat, 24 Sep 2022JP¥2.2tJP¥3.0tJP¥108.0b14.9x20.3x0.7x
Mon, 22 Aug 2022JP¥2.3tJP¥3.0tJP¥107.8b14.7x21.3x0.8x
Price to Earnings Ratio

21.3x


Total Market Cap: JP¥2.3tTotal Earnings: JP¥107.8bTotal Revenue: JP¥3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 24.2x202320242025
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 27.2x which is higher than its 3-year average PE of 24.2x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 4.2% 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 Market2.10%
Consumer Discretionary3.84%
Luxury10.60%
Footwear15.90%
Apparel, Accessories and Luxury Goods4.82%
Textiles1.08%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 34.9x.
    • Analysts are expecting annual earnings growth of 11.1%, which is lower than the prior year's growth of 16.9% per year.
  • Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, which is trading below its 3-year average of 22.4x.
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 17% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings decline by 5.2% 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¥4.12k16.0%
+JP¥434.3b
69.6%PE39.3x
8050 Seiko GroupJP¥5.53k27.7%
+JP¥49.2b
30.0%PE14x
8105 MarushohottaLtdJP¥390.00139.3%
+JP¥12.8b
807.0%PS7.1x
3608 TSI HoldingsLtdJP¥1.14k7.2%
+JP¥4.6b
32.4%PE4.1x
3002 GunzeJP¥3.82k3.4%
+JP¥4.1b
44.5%PE38.6x

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