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Japanese (NIKKEI) Luxury Industry Analysis

UpdatedAug 09, 2024
DataAggregated Company Financials
Companies62
  • 7D-8.2%
  • 3M5.7%
  • 1Y23.8%
  • YTD30.4%

Over the last 7 days, the Luxury industry has dropped 8.2%, driven by a pullback from ASICS of 11%. In contrast, Descente has gained 11%. In the past year, the industry has gained 24%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Aug 2024JP¥3.6tJP¥3.3tJP¥147.6b15.4x24.4x1.1x
Sun, 07 Jul 2024JP¥4.0tJP¥3.3tJP¥146.6b17.2x27.4x1.2x
Tue, 04 Jun 2024JP¥3.7tJP¥3.3tJP¥146.2b17.1x25.7x1.2x
Thu, 02 May 2024JP¥3.3tJP¥3.2tJP¥134.7b16.4x24.5x1x
Sat, 30 Mar 2024JP¥3.5tJP¥3.2tJP¥130.5b17.4x26.5x1.1x
Mon, 26 Feb 2024JP¥3.2tJP¥3.2tJP¥131.6b17.5x24x1x
Wed, 24 Jan 2024JP¥2.9tJP¥3.2tJP¥128.8b14.9x22.2x0.9x
Fri, 22 Dec 2023JP¥2.9tJP¥3.2tJP¥126.2b14.7x22.6x0.9x
Sun, 19 Nov 2023JP¥3.1tJP¥3.2tJP¥125.3b15.7x24.6x1x
Tue, 17 Oct 2023JP¥2.9tJP¥3.2tJP¥126.6b14.2x22.9x0.9x
Thu, 14 Sep 2023JP¥3.0tJP¥3.2tJP¥125.9b14.5x24x0.9x
Sat, 12 Aug 2023JP¥3.0tJP¥3.2tJP¥125.8b13.8x23.5x0.9x
Mon, 10 Jul 2023JP¥2.8tJP¥3.1tJP¥124.3b12.1x22.4x0.9x
Wed, 07 Jun 2023JP¥2.7tJP¥3.1tJP¥122.0b12x22x0.9x
Fri, 05 May 2023JP¥2.7tJP¥3.1tJP¥107.7b11.6x24.8x0.9x
Sun, 02 Apr 2023JP¥2.6tJP¥3.1tJP¥106.3b10.9x24.9x0.9x
Tue, 28 Feb 2023JP¥2.5tJP¥3.1tJP¥103.7b11.5x24.2x0.8x
Thu, 26 Jan 2023JP¥2.2tJP¥3.0tJP¥101.8b11.5x22x0.8x
Sat, 24 Dec 2022JP¥2.3tJP¥3.1tJP¥114.5b11.4x20.5x0.8x
Mon, 21 Nov 2022JP¥2.4tJP¥3.1tJP¥114.2b12.3x21.2x0.8x
Wed, 19 Oct 2022JP¥2.2tJP¥3.0tJP¥106.5b14.9x21x0.7x
Fri, 16 Sep 2022JP¥2.2tJP¥3.0tJP¥107.2b14.7x20.8x0.7x
Sun, 14 Aug 2022JP¥2.2tJP¥3.0tJP¥103.7b14.5x21.5x0.7x
Tue, 12 Jul 2022JP¥2.2tJP¥2.9tJP¥89.4b16.5x24.3x0.7x
Thu, 09 Jun 2022JP¥2.2tJP¥2.9tJP¥88.0b17.5x25.1x0.8x
Sat, 07 May 2022JP¥1.9tJP¥2.9tJP¥83.9b13.4x22.9x0.7x
Mon, 04 Apr 2022JP¥2.0tJP¥2.9tJP¥88.7b13.6x22.7x0.7x
Wed, 02 Mar 2022JP¥2.1tJP¥2.9tJP¥92.3b12.9x22.3x0.7x
Fri, 28 Jan 2022JP¥2.0tJP¥2.9tJP¥90.8b14.6x21.9x0.7x
Sun, 26 Dec 2021JP¥2.2tJP¥2.9tJP¥90.6b16x24.8x0.8x
Tue, 23 Nov 2021JP¥2.4tJP¥2.9tJP¥92.9b15.1x26.3x0.8x
Thu, 21 Oct 2021JP¥2.3tJP¥2.9tJP¥88.9b14.6x26.3x0.8x
Sat, 18 Sep 2021JP¥2.4tJP¥2.9tJP¥59.8b15x39.4x0.8x
Mon, 16 Aug 2021JP¥2.2tJP¥2.9tJP¥60.7b14.8x36.5x0.8x
Price to Earnings Ratio

36.5x


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 24.2x202220232024
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 24.2x.
  • The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.1x.
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 Market-8.50%
Consumer Discretionary-6.66%
Luxury-8.25%
Apparel, Accessories and Luxury Goods-5.52%
Textiles-7.45%
Footwear-11.15%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 31.9x.
    • Analysts are expecting annual earnings growth of 11.8%, which is lower than the prior year's growth of 26.7% per year.
  • Investors are most pessimistic about the Textiles industry, which is trading close to its 3-year average of 13.6x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 5.0% 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¥4.34k16.4%
+JP¥46.1b		6.6%PE28.4x
7936 ASICSJP¥2.20k1.6%
+JP¥25.7b		70.4%PE34.9x
3106 Kurabo IndustriesJP¥4.30k5.3%
+JP¥3.8b		90.0%PE11.3x
3103 UnitikaJP¥315.0018.4%
+JP¥2.8b		50.7%PS0.2x
3529 AtsugiJP¥803.0024.3%
+JP¥2.5b		90.7%PE8.6x
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