Analysis Article • Aug 18
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Japanese (NIKKEI) Luxury Industry Analysis
UpdatedAug 20, 2026
DataAggregated Company Financials
Companies61
- 7D0.8%
- 3M11.9%
- 1Y27.7%
- YTD28.4%
Over the last 7 days, the Luxury industry has remained flat, although notably Fujibo Holdings declined by 6.4%. As for the the longer term, the industry is up 28% over the past 12 months. Looking forward, earnings are forecast to grow by 10% 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 |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | JP¥6.2t | JP¥3.6t | JP¥276.3b | 16.1x | 22.4x | 1.7x |
| Sat, 18 Jul 2026 | JP¥6.0t | JP¥3.6t | JP¥275.4b | 16.7x | 21.9x | 1.7x |
| Mon, 15 Jun 2026 | JP¥5.7t | JP¥3.6t | JP¥276.1b | 15.5x | 20.6x | 1.6x |
| Wed, 13 May 2026 | JP¥6.0t | JP¥3.5t | JP¥241.7b | 17x | 25x | 1.7x |
| Fri, 10 Apr 2026 | JP¥5.6t | JP¥3.5t | JP¥252.6b | 16x | 22.3x | 1.6x |
| Sun, 08 Mar 2026 | JP¥5.9t | JP¥3.5t | JP¥253.1b | 15.2x | 23.2x | 1.7x |
| Tue, 03 Feb 2026 | JP¥5.0t | JP¥3.5t | JP¥203.3b | 15.4x | 24.6x | 1.4x |
| Thu, 01 Jan 2026 | JP¥4.9t | JP¥3.4t | JP¥201.0b | 14.4x | 24.3x | 1.4x |
| Sat, 29 Nov 2025 | JP¥5.0t | JP¥3.4t | JP¥200.8b | 14.9x | 25.1x | 1.5x |
| Mon, 27 Oct 2025 | JP¥5.0t | JP¥3.4t | JP¥190.3b | 13.5x | 26.5x | 1.5x |
| Wed, 24 Sep 2025 | JP¥4.9t | JP¥3.4t | JP¥191.1b | 13.3x | 25.8x | 1.4x |
| Fri, 22 Aug 2025 | JP¥5.1t | JP¥3.4t | JP¥191.2b | 12.8x | 26.9x | 1.5x |
| Sun, 20 Jul 2025 | JP¥4.5t | JP¥3.4t | JP¥175.5b | 12.3x | 25.7x | 1.3x |
| Tue, 17 Jun 2025 | JP¥4.3t | JP¥3.4t | JP¥172.7b | 12.5x | 25.1x | 1.3x |
| Thu, 15 May 2025 | JP¥4.5t | JP¥3.3t | JP¥166.7b | 12.5x | 26.8x | 1.3x |
| Sat, 12 Apr 2025 | JP¥3.9t | JP¥3.3t | JP¥154.3b | 12.1x | 25.2x | 1.2x |
| Mon, 10 Mar 2025 | JP¥4.2t | JP¥3.3t | JP¥151.6b | 13.4x | 27.7x | 1.3x |
| Wed, 05 Feb 2025 | JP¥4.4t | JP¥3.3t | JP¥154.9b | 15.1x | 28.4x | 1.4x |
| Fri, 03 Jan 2025 | JP¥4.5t | JP¥3.4t | JP¥169.1b | 16.9x | 26.9x | 1.3x |
| Sun, 01 Dec 2024 | JP¥4.4t | JP¥3.4t | JP¥170.3b | 16x | 25.7x | 1.3x |
| Tue, 29 Oct 2024 | JP¥4.0t | JP¥3.3t | JP¥160.9b | 14.2x | 25x | 1.2x |
| Thu, 26 Sep 2024 | JP¥4.2t | JP¥3.3t | JP¥159.5b | 14.4x | 26.4x | 1.3x |
| Sat, 24 Aug 2024 | JP¥4.1t | JP¥3.3t | JP¥159.1b | 15x | 25.9x | 1.2x |
| Mon, 22 Jul 2024 | JP¥4.2t | JP¥3.3t | JP¥144.7b | 17.9x | 28.8x | 1.3x |
| Wed, 19 Jun 2024 | JP¥3.8t | JP¥3.3t | JP¥146.3b | 16.9x | 26.1x | 1.2x |
| Fri, 17 May 2024 | JP¥3.6t | JP¥3.2t | JP¥153.1b | 16x | 23.2x | 1.1x |
| Sun, 14 Apr 2024 | JP¥3.4t | JP¥3.2t | JP¥131.2b | 16.7x | 25.7x | 1x |
| Tue, 12 Mar 2024 | JP¥3.2t | JP¥3.2t | JP¥131.6b | 17.7x | 24.5x | 1x |
| Thu, 08 Feb 2024 | JP¥2.9t | JP¥3.2t | JP¥128.6b | 16.5x | 22.2x | 0.9x |
| Sat, 06 Jan 2024 | JP¥2.8t | JP¥3.2t | JP¥125.7b | 15.4x | 22x | 0.9x |
| Mon, 04 Dec 2023 | JP¥3.1t | JP¥3.2t | JP¥125.2b | 15.3x | 24.5x | 0.9x |
| Wed, 01 Nov 2023 | JP¥2.8t | JP¥3.2t | JP¥128.6b | 13.4x | 22.1x | 0.9x |
| Fri, 29 Sep 2023 | JP¥3.0t | JP¥3.2t | JP¥125.9b | 14.6x | 23.6x | 0.9x |
| Sun, 27 Aug 2023 | JP¥2.9t | JP¥3.2t | JP¥125.3b | 13.2x | 22.8x | 0.9x |
Price to Earnings Ratio
22.8x
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 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 4.0% 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 | -2.79% | |
| Consumer Discretionary | -2.38% | |
| Luxury | 0.79% | |
| Textiles | 3.47% | |
| Footwear | 1.18% | |
| Apparel, Accessories and Luxury Goods | -0.43% | |
Industry PE
- Investors are most optimistic about the Footwear industry even though it's trading below its 3-year average PE ratio of 33.8x.
- Analysts are expecting annual earnings growth of 9.7%, which is higher than its past year's earnings decline of 4.4% 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 Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 14% over the next 5 years.
- However this is lower than its past earnings growth rate of 21% per year.
- In contrast, the Textiles industry is expected to see its earnings growth to stay flat 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¥4.91k | 3.1% +JP¥103.5b | 17.1% | PE27.4x | |
| 3103 Unitika | JP¥1.52k | 12.7% +JP¥9.9b | 601.4% | PE4.3x | |
| 8018 Sankyo Seiko | JP¥882.00 | 5.5% +JP¥1.7b | 36.3% | PE15x | |
| 3608 TSI HoldingsLtd | JP¥1.26k | 2.3% +JP¥1.6b | 12.5% | PE18x | |
| 8008 Yondoshi Holdings | JP¥2.15k | 3.2% +JP¥1.4b | 22.7% | PE21.6x |