Analysis Article • Aug 09
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Japanese (NIKKEI) Luxury Industry Analysis
UpdatedAug 10, 2026
DataAggregated Company Financials
Companies61
- 7D4.5%
- 3M5.5%
- 1Y39.8%
- YTD26.3%
Over the last 7 days, the Luxury industry has risen 4.5%, driven by gains from ASICS of 7.3%. In the same time, Goldwin was down 6.9%. This takes the industry's 12 month performance to a gain of 40%. As for the next few years, earnings are expected to grow by 9.8% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | JP¥6.1t | JP¥3.5t | JP¥274.1b | 16.9x | 22.2x | 1.7x |
| Thu, 09 Jul 2026 | JP¥5.9t | JP¥3.6t | JP¥276.0b | 15.4x | 21.2x | 1.6x |
| Sat, 06 Jun 2026 | JP¥5.6t | JP¥3.6t | JP¥275.8b | 15.7x | 20.5x | 1.6x |
| Mon, 04 May 2026 | JP¥5.6t | JP¥3.5t | JP¥241.7b | 16.8x | 23.2x | 1.6x |
| Wed, 01 Apr 2026 | JP¥5.3t | JP¥3.5t | JP¥252.6b | 15.5x | 21x | 1.5x |
| Fri, 27 Feb 2026 | JP¥6.0t | JP¥3.5t | JP¥253.1b | 15.5x | 23.9x | 1.7x |
| Sun, 25 Jan 2026 | JP¥5.1t | JP¥3.5t | JP¥204.2b | 15.5x | 25.2x | 1.5x |
| Tue, 23 Dec 2025 | JP¥5.0t | JP¥3.4t | JP¥201.0b | 14.7x | 25x | 1.5x |
| Thu, 20 Nov 2025 | JP¥4.7t | JP¥3.4t | JP¥200.4b | 14.4x | 23.6x | 1.4x |
| Sat, 18 Oct 2025 | JP¥4.8t | JP¥3.4t | JP¥190.3b | 13.2x | 25x | 1.4x |
| Mon, 15 Sep 2025 | JP¥5.2t | JP¥3.4t | JP¥191.2b | 13.1x | 27.1x | 1.5x |
| Wed, 13 Aug 2025 | JP¥4.6t | JP¥3.4t | JP¥176.0b | 12.6x | 26.1x | 1.4x |
| Fri, 11 Jul 2025 | JP¥4.6t | JP¥3.4t | JP¥172.9b | 12.8x | 26.6x | 1.4x |
| Sun, 08 Jun 2025 | JP¥4.4t | JP¥3.4t | JP¥173.0b | 12.2x | 25.4x | 1.3x |
| Tue, 06 May 2025 | JP¥4.2t | JP¥3.3t | JP¥167.6b | 12.2x | 24.8x | 1.3x |
| Thu, 03 Apr 2025 | JP¥4.2t | JP¥3.3t | JP¥152.4b | 13.2x | 27.6x | 1.3x |
| Sat, 01 Mar 2025 | JP¥4.3t | JP¥3.3t | JP¥151.6b | 13.4x | 28.2x | 1.3x |
| Mon, 27 Jan 2025 | JP¥4.8t | JP¥3.4t | JP¥166.2b | 16x | 29x | 1.4x |
| Wed, 25 Dec 2024 | JP¥4.5t | JP¥3.4t | JP¥169.3b | 16.7x | 26.5x | 1.3x |
| Fri, 22 Nov 2024 | JP¥4.2t | JP¥3.4t | JP¥171.2b | 15.2x | 24.4x | 1.2x |
| Sun, 20 Oct 2024 | JP¥4.2t | JP¥3.3t | JP¥160.9b | 14.4x | 25.8x | 1.2x |
| Tue, 17 Sep 2024 | JP¥4.0t | JP¥3.3t | JP¥159.6b | 13.9x | 25.4x | 1.2x |
| Thu, 15 Aug 2024 | JP¥3.8t | JP¥3.3t | JP¥150.3b | 15.1x | 25.6x | 1.2x |
| Sat, 13 Jul 2024 | JP¥4.1t | JP¥3.3t | JP¥146.6b | 17.4x | 28x | 1.3x |
| Mon, 10 Jun 2024 | JP¥3.8t | JP¥3.3t | JP¥146.2b | 16.6x | 26.1x | 1.2x |
| Wed, 08 May 2024 | JP¥3.4t | JP¥3.2t | JP¥134.7b | 16.9x | 25x | 1x |
| Fri, 05 Apr 2024 | JP¥3.4t | JP¥3.2t | JP¥130.5b | 16.5x | 25.7x | 1x |
| Sun, 03 Mar 2024 | JP¥3.2t | JP¥3.2t | JP¥131.6b | 17.6x | 24.2x | 1x |
| Tue, 30 Jan 2024 | JP¥2.9t | JP¥3.2t | JP¥128.8b | 15.3x | 22.5x | 0.9x |
| Thu, 28 Dec 2023 | JP¥2.8t | JP¥3.2t | JP¥126.2b | 15x | 22.3x | 0.9x |
| Sat, 25 Nov 2023 | JP¥3.1t | JP¥3.2t | JP¥125.2b | 15.6x | 24.7x | 1x |
| Mon, 23 Oct 2023 | JP¥2.9t | JP¥3.2t | JP¥127.1b | 14.4x | 22.6x | 0.9x |
| Wed, 20 Sep 2023 | JP¥3.1t | JP¥3.2t | JP¥125.9b | 14.9x | 24.7x | 1x |
| Fri, 18 Aug 2023 | JP¥2.9t | JP¥3.2t | JP¥125.3b | 13.1x | 23x | 0.9x |
Price to Earnings Ratio
23x
Current Industry PE
- Investors are pessimistic on the Japanese Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 22.2x which is lower than its 3-year average PE of 24.8x.
- The 3-year average PS ratio of 1.3x 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 30% per year over the last three years.
- Revenues for these companies have grown 3.2% 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 Market | 1.75% | |
| Consumer Discretionary | 0.39% | |
| Luxury | 4.54% | |
| Textiles | 4.80% | |
| Footwear | 4.68% | |
| Apparel, Accessories and Luxury Goods | 4.25% | |
Industry PE
- Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 33.8x.
- Analysts are expecting annual earnings growth of 10.8%, which is higher than its past year's earnings decline of 6.4% per year.
- Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 21.3x.
Forecasted Growth
- Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 11% over the next 5 years.
- This is better than its past earnings decline of 6.4% per year.
- In contrast, the Textiles industry is expected to see its earnings grow by 2.9% 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¥5.05k | 7.3% +JP¥242.4b | 44.6% | PE31.5x | |
| 8050 Seiko Group | JP¥10.67k | 25.2% +JP¥175.8b | 392.3% | PE32.5x | |
| 3103 Unitika | JP¥1.19k | 41.9% +JP¥20.2b | 497.5% | PE3.3x | |
| 3591 Wacoal Holdings | JP¥4.50k | 3.3% +JP¥7.1b | -24.4% | PE17x | |
| 3002 Gunze | JP¥4.19k | 5.0% +JP¥6.3b | 11.4% | PE28.4x |