Header cover image

Japanese (NIKKEI) Luxury Industry Analysis

UpdatedMay 01, 2024
DataAggregated Company Financials
Companies62
  • 7D1.8%
  • 3M17.0%
  • 1Y25.2%
  • YTD20.5%

Over the last 7 days, the Luxury industry has risen 1.2%, driven by gains from ASICS of 1.6%. In the last 12 months, the industry was up 23%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 May 2024JP¥3.3tJP¥3.2tJP¥134.7b16.5x24.7x1x
Fri, 29 Mar 2024JP¥3.4tJP¥3.2tJP¥130.5b17.4x25.9x1.1x
Sun, 25 Feb 2024JP¥3.2tJP¥3.2tJP¥131.6b17.5x24x1x
Tue, 23 Jan 2024JP¥2.9tJP¥3.2tJP¥128.8b14.8x22.5x0.9x
Thu, 21 Dec 2023JP¥2.9tJP¥3.2tJP¥126.2b14.9x23.2x0.9x
Sat, 18 Nov 2023JP¥3.1tJP¥3.2tJP¥124.8b15.3x24.7x1x
Mon, 16 Oct 2023JP¥2.9tJP¥3.2tJP¥126.6b14.2x22.9x0.9x
Wed, 13 Sep 2023JP¥3.0tJP¥3.2tJP¥125.9b14.7x24x0.9x
Fri, 11 Aug 2023JP¥3.0tJP¥3.2tJP¥125.4b13.5x23.5x0.9x
Sun, 09 Jul 2023JP¥2.8tJP¥3.1tJP¥124.3b12.1x22.4x0.9x
Tue, 06 Jun 2023JP¥2.7tJP¥3.1tJP¥122.0b12x22x0.9x
Thu, 04 May 2023JP¥2.7tJP¥3.1tJP¥107.7b11.6x24.8x0.9x
Sat, 01 Apr 2023JP¥2.6tJP¥3.1tJP¥106.3b10.9x24.9x0.9x
Mon, 27 Feb 2023JP¥2.5tJP¥3.1tJP¥103.7b11.3x23.9x0.8x
Wed, 25 Jan 2023JP¥2.2tJP¥3.0tJP¥101.8b11.4x22x0.8x
Fri, 23 Dec 2022JP¥2.4tJP¥3.1tJP¥114.5b11.5x20.6x0.8x
Sun, 20 Nov 2022JP¥2.4tJP¥3.1tJP¥114.2b12.3x21.2x0.8x
Tue, 18 Oct 2022JP¥2.2tJP¥3.0tJP¥103.1b15.5x21.6x0.7x
Thu, 15 Sep 2022JP¥2.2tJP¥3.0tJP¥107.7b14.7x20.6x0.7x
Sat, 13 Aug 2022JP¥2.2tJP¥3.0tJP¥103.7b14.5x21.5x0.7x
Mon, 11 Jul 2022JP¥2.2tJP¥2.9tJP¥89.4b16.3x24.2x0.7x
Wed, 08 Jun 2022JP¥2.2tJP¥2.9tJP¥88.0b17.5x25.1x0.8x
Fri, 06 May 2022JP¥1.9tJP¥2.9tJP¥83.9b13.4x23.1x0.7x
Sun, 03 Apr 2022JP¥2.0tJP¥2.9tJP¥88.7b13.6x22.7x0.7x
Tue, 01 Mar 2022JP¥2.1tJP¥2.9tJP¥92.3b13.3x22.2x0.7x
Thu, 27 Jan 2022JP¥2.1tJP¥2.9tJP¥90.8b14.7x22.7x0.7x
Sat, 25 Dec 2021JP¥2.2tJP¥2.9tJP¥90.6b16x24.8x0.8x
Mon, 22 Nov 2021JP¥2.4tJP¥2.9tJP¥92.9b15.1x26.3x0.8x
Wed, 20 Oct 2021JP¥2.4tJP¥2.9tJP¥88.9b14.4x26.5x0.8x
Fri, 17 Sep 2021JP¥2.4tJP¥2.9tJP¥59.2b14.9x39.9x0.8x
Sun, 15 Aug 2021JP¥2.2tJP¥2.9tJP¥60.7b14.9x37x0.8x
Thu, 10 Jun 2021JP¥2.1tJP¥2.8tJP¥34.8b16.8x59.6x0.7x
Price to Earnings Ratio

178.1x


Total Market Cap: JP¥1.9tTotal Earnings: JP¥10.7bTotal Revenue: JP¥2.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 25.5x202220232024
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 25.5x.
  • The 3-year average PS ratio of 0.81x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 133% per year over the last three years.
  • Revenues for these companies have grown 5.1% 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 Market2.54%
Consumer Discretionary1.79%
Luxury1.75%
Apparel, Accessories and Luxury Goods1.92%
Textiles1.60%
Footwear1.56%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 12.5x.
    • Analysts are expecting annual earnings growth of 12.0%, which is higher than its past year's earnings decline of 3.8% 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 13.3x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 11% 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?

CompanyLast Price7D1YValuation
8114 DescenteJP¥3.60k3.7%
+JP¥9.8b
-17.1%PE31.2x
8050 Seiko GroupJP¥4.19k4.0%
+JP¥6.5b
40.2%PE22.6x
7769 RhythmLtdJP¥3.14k6.0%
+JP¥1.5b
59.8%PE288x
3201 Japan Wool TextileJP¥1.36k1.4%
+JP¥1.3b
34.1%PE11.7x
7937 Tsutsumi JewelryLtdJP¥2.22k3.7%
+JP¥1.3b
-0.8%PE34.8x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

3608

JP¥876.00

TSI HoldingsLtd

7D

-1.1%

1Y

35.2%

8011

JP¥2,746.00

Sanyo Shokai

7D

-6.5%

1Y

76.3%

7856

JP¥1,552.00

Hagihara Industries

7D

-2.8%

1Y

21.4%

3524

JP¥1,463.00

Nitto Seimo

7D

-16.6%

1Y

2.7%

3205

JP¥615.00

Daidoh

7D

3.9%

1Y

118.1%

3591

JP¥3,426.00

Wacoal Holdings

7D

-1.0%

1Y

30.5%

3106

JP¥3,690.00

Kurabo Industries

7D

1.4%

1Y

47.3%

7937

JP¥2,220.00

Tsutsumi JewelryLtd

7D

3.7%

1Y

-0.8%

3597

JP¥13,500.00

JICHODOLtd

7D

1.6%

1Y

91.5%