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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedJul 15, 2024
DataAggregated Company Financials
Companies62
  • 7D2.2%
  • 3M22.9%
  • 1Y53.1%
  • YTD48.8%

Over the last 7 days, the Luxury industry has risen 2.2%, driven by gains in Descente and ASICS of 13% and 1.7%, respectively. Meanwhile, Daidoh actually underperformed within the industry, shrinking 11% in the last week. In the last 12 months, the industry was up 53%. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jul 2024JP¥4.1tJP¥3.3tJP¥146.7b17.4x28.1x1.3x
Thu, 13 Jun 2024JP¥3.8tJP¥3.3tJP¥146.2b16.8x26.1x1.2x
Sat, 11 May 2024JP¥3.4tJP¥3.2tJP¥134.9b16.2x25.1x1.1x
Mon, 08 Apr 2024JP¥3.4tJP¥3.2tJP¥131.2b16.4x25.6x1x
Wed, 06 Mar 2024JP¥3.2tJP¥3.2tJP¥131.6b17.6x24.4x1x
Fri, 02 Feb 2024JP¥2.8tJP¥3.2tJP¥128.8b15.1x22.1x0.9x
Sun, 31 Dec 2023JP¥2.8tJP¥3.2tJP¥125.7b15.2x22.3x0.9x
Tue, 28 Nov 2023JP¥3.1tJP¥3.2tJP¥125.2b15.4x24.6x1x
Thu, 26 Oct 2023JP¥2.9tJP¥3.2tJP¥127.1b14.3x22.6x0.9x
Sat, 23 Sep 2023JP¥3.0tJP¥3.2tJP¥125.9b14.4x24.1x1x
Mon, 21 Aug 2023JP¥2.8tJP¥3.2tJP¥125.3b12.9x22.7x0.9x
Wed, 19 Jul 2023JP¥2.8tJP¥3.2tJP¥122.9b12.7x22.5x0.9x
Fri, 16 Jun 2023JP¥2.8tJP¥3.1tJP¥122.4b11.8x23x0.9x
Sun, 14 May 2023JP¥2.7tJP¥3.1tJP¥110.2b12.1x24.3x0.9x
Tue, 11 Apr 2023JP¥2.6tJP¥3.1tJP¥106.1b10.6x24.3x0.8x
Thu, 09 Mar 2023JP¥2.6tJP¥3.1tJP¥103.5b11.8x25.3x0.9x
Sat, 04 Feb 2023JP¥2.3tJP¥3.0tJP¥101.5b11.4x23x0.8x
Mon, 02 Jan 2023JP¥2.4tJP¥3.1tJP¥114.9b11.8x20.6x0.8x
Wed, 30 Nov 2022JP¥2.4tJP¥3.1tJP¥114.2b12.3x21x0.8x
Fri, 28 Oct 2022JP¥2.2tJP¥3.0tJP¥106.5b15x20.7x0.7x
Sun, 25 Sep 2022JP¥2.2tJP¥3.0tJP¥108.0b14.9x20.3x0.7x
Tue, 23 Aug 2022JP¥2.3tJP¥3.0tJP¥107.8b14.7x21.1x0.8x
Thu, 21 Jul 2022JP¥2.2tJP¥2.9tJP¥92.0b16.1x23.9x0.8x
Sat, 18 Jun 2022JP¥2.1tJP¥2.9tJP¥87.8b16.7x23.6x0.7x
Mon, 16 May 2022JP¥2.0tJP¥2.9tJP¥85.1b13.4x23.2x0.7x
Wed, 13 Apr 2022JP¥1.9tJP¥2.9tJP¥97.8b12.7x19.1x0.6x
Fri, 11 Mar 2022JP¥1.9tJP¥2.9tJP¥92.1b12.4x21x0.7x
Sun, 06 Feb 2022JP¥2.1tJP¥2.9tJP¥88.5b14.3x24.1x0.7x
Tue, 04 Jan 2022JP¥2.3tJP¥2.9tJP¥86.1b16x26.2x0.8x
Thu, 02 Dec 2021JP¥2.3tJP¥2.9tJP¥92.9b14.6x24.6x0.8x
Sat, 30 Oct 2021JP¥2.3tJP¥2.9tJP¥88.9b14.4x26.4x0.8x
Mon, 27 Sep 2021JP¥2.4tJP¥2.9tJP¥59.8b14.9x39.7x0.8x
Wed, 25 Aug 2021JP¥2.1tJP¥2.9tJP¥60.7b14.9x35.1x0.7x
Price to Earnings Ratio

36.3x


Total Market Cap: JP¥2.2tTotal Earnings: JP¥60.7bTotal Revenue: JP¥2.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Luxury Industry Price to Earnings3Y Average 24.3x202220232024
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 28.1x which is higher than its 3-year average PE of 24.3x.
  • The 3-year average PS ratio of 0.84x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 34% per year over the last three years.
  • Revenues for these companies have grown 3.9% 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 Market0.50%
Consumer Discretionary1.14%
Luxury2.25%
Footwear2.64%
Apparel, Accessories and Luxury Goods2.45%
Textiles-0.32%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 29.2x.
    • Analysts are expecting annual earnings growth of 11.5%, which is lower than the prior year's growth of 26.7% 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 13.5x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings growth rate of 14% 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¥3.91k12.7%
+JP¥33.2b		-0.8%PE24.6x
7936 ASICSJP¥2.56k1.7%
+JP¥30.7b		156.3%PE40.6x
8111 GoldwinJP¥9.41k6.2%
+JP¥24.7b		-19.2%PE17.4x
3608 TSI HoldingsLtdJP¥935.001.4%
+JP¥7.3b		24.5%PE22.1x
8050 Seiko GroupJP¥4.92k2.4%
+JP¥4.7b		89.7%PE20x
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3608

JP¥935.00

TSI HoldingsLtd

7D

1.4%

1Y

24.5%

3201

JP¥1,357.00

Japan Wool Textile

7D

3.7%

1Y

24.0%

9837

JP¥1,465.00

Morito

7D

-0.9%

1Y

34.5%

3205

JP¥1,078.00

Daidoh

7D

-10.8%

1Y

282.3%

7936

JP¥2,564.00

ASICS

7D

1.7%

1Y

156.3%

8111

JP¥9,409.00

Goldwin

7D

6.2%

1Y

-19.2%

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8050

JP¥4,920.00

Seiko Group

7D

2.4%

1Y

89.7%

Seiko Group (TSE:8050) Is Increasing Its Dividend To ¥45.00

Jul 11
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3591

JP¥4,439.00

Wacoal Holdings

7D

-1.2%

1Y

51.8%

Return Trends At Wacoal Holdings (TSE:3591) Aren't Appealing

Jul 11
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3106

JP¥4,695.00

Kurabo Industries

7D

-2.6%

1Y

108.8%

3571

JP¥736.00

Sotoh

7D

-5.2%

1Y

-4.4%

3104

JP¥4,760.00

Fujibo Holdings

7D

-0.7%

1Y

49.2%

3002

JP¥5,630.00

Gunze

7D

2.4%

1Y

31.2%

3611

JP¥1,680.00

Matsuoka

7D

-3.2%

1Y

33.2%

3103

JP¥301.00

Unitika

7D

9.9%

1Y

35.0%

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8114

JP¥3,905.00

Descente

7D

12.7%

1Y

-0.8%

3550

JP¥202.00

STUDIO ATAO

7D

-8.6%

1Y

-6.0%